IMRN Immuron Ltd
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Executive Summary
Immuron reported 3Q FY2026 global sales of A$1.5M (+16% YoY) and YTD sales of A$5.7M (+7% YoY), with Australian sales up 15% and Canadian sales more than doubling. The company has A$10.0M cash (22.5 months of operating burn) and reiterated its strategic partnering plan for clinical assets IMM-124E and IMM-529 by 1H2027. The filing is a routine investor presentation with steady but unspectacular growth.
Actionable Insight
Monitor for partnership announcements on IMM-124E (travelers diarrhea) and IMM-529 (C. diff) by 1H2027; a licensing deal could provide a material catalyst. In the near term, continued OTC sales growth in Australia and Canada supports the base case but does not justify a re-rating.
Key Facts
- 3Q FY2026 global sales A$1.5M, +16% vs prior year
- YTD global sales A$5.7M, +7% vs prior year
- Cash position A$10.0M as of Dec 31, 2025 (22.5 months of cash used in operating activities)
- Strategic decision to partner IMM-124E and IMM-529 by 1H2027
- Projecting 2H FY26 and full-year FY26 net sales, net profit, and EBITDX to exceed prior year
Financial Impact
Revenue growth of 7-16% YoY; cash burn rate implies >2 years runway
Risk Factors
- Small market cap (~A$9.5M) with limited trading liquidity
- Clinical pipeline requires partnership for funding; delay/no deal would pressure cash
- US sales growth modest (+1% AUD; +13% USD) indicating slow market penetration
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001213900-26-053527 |
| Document: ea0289797-6k_immuron.htm | 0001213900-26-053527 |
| Document: 0001213900-26-053527-index-headers.html | 0001213900-26-053527 |
| Document: 0001213900-26-053527-index.html | 0001213900-26-053527 |
| Document: 0001213900-26-053527.txt | 0001213900-26-053527 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 28, 2026
12d ago
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6-K
| $1.21 $1.37 | ▲ +12.81% | ▲ +12.86% | $1.19 (−1.65%) |
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May 8, 2026
4w ago
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6-K
| $0.8050 $1.11 | ▲ +37.89% | ▲ +36.42% | $1.19 (+47.83%) |
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Apr 17, 2026
7w ago
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Press Release
| $0.9580 $0.8940 | ▼ −6.68% | ▼ −7.24% | $1.19 (+24.22%) |
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Apr 17, 2026
7w ago
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6-K
| $0.9580 $0.8940 | ▼ −6.68% | ▼ −7.24% | $1.19 (+24.22%) |
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Apr 13, 2026
8w ago
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6-K
| $0.7860 $0.9580 | ▲ +21.88% | ▲ +18.59% | $1.19 (+51.40%) |
US Market Status
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