IMRX PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

IMRX ▲ +4.46% at T+5d

LONG call ✓ call won +4.46% · α vs SPY +3.49% · entry $5.16 → $5.39

Next anchor: T+20d in 5d

Currently $4.03 · -21.90% from $5.16 entry

Entry anchored
May 15, 2026
via day open

T+1d

-5.62%

call -5.62% · α -5.56%

$4.87

settled 23d ago

T+5d

+4.46%

call +4.46% · α +3.49%

$5.39

settled 19d ago

T+20d

—

call — · α —

—

in 5d

T+60d

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call — · α —

—

in 2mo

Price Chart

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Executive Summary

Immuneering reported Q1 2026 EPS of -$0.21, beating consensus of -$0.25 by 16%, with no revenue. The key catalyst is upcoming ASCO oral presentation on June 1 with survival data from 55 first-line pancreatic cancer patients, and the Phase 3 MAPKeeper 301 trial now recruiting. Cash runway into 2029 provides ample funding for pivotal trials.

Actionable Insight

The ASCO presentation on June 1 is the primary near-term catalyst — positive survival data could drive significant upside for this $333M market cap biotech. Monitor for first patient dosing in Phase 3 by mid-2026 and any partnership/co-development interest post-ASCO.

Key Facts

Q1 2026 EPS -$0.21 vs consensus -$0.25 (16% beat)
Net loss $13.5M vs $15.0M YoY, narrowing on higher share count
Cash, equivalents and marketable securities $198.6M as of March 31, 2026, runway into 2029
Phase 3 MAPKeeper 301 trial now recruiting, first patient dosing on track for mid-2026
Upcoming ASCO oral presentation June 1 with survival data from 55 first-line pancreatic cancer patients
27-month PFS in a third-line pancreatic cancer patient with 85% tumor burden reduction on atebimetinib monotherapy

Financial Impact

EPS beat of $0.04 (16%) on zero revenue; cash burn ~$18.4M/quarter provides 3+ year runway

epscashnet loss

Risk Factors

Phase 3 MAPKeeper 301 trial may fail to meet endpoints
Single-arm Phase 2a data at ASCO may not translate to pivotal trial success
No revenue and ongoing cash burn requires disciplined spending to maintain runway into 2029
Competition from other RAS/MAPK pathway inhibitors in pancreatic cancer

Market Snapshot

Exchange

Nasdaq

Sector

Pharmaceutical Preparations

Analyst Consensus

92% bullish (12 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3295768

5 reports for IMRX

T+1T+5T+20T+60

100% Hit rate 3 of 3 directional calls best @ T+1▲ +6.31%Jun 1, 2026

Filters

Reports for IMRX — sortable, filterable
	Type				Now
Jun 1, 2026 8d ago	8-K BULLISH ★ 7/10	$4.28 $4.55	▲ +6.31%	▲ +7.00%	$4.03 (−5.84%)
May 15, 2026 25d ago	Press Release BULLISH ★ 7/10	$5.16 $4.87	▼ −5.62%	▼ −5.56%	$4.03 (−21.90%)
Apr 21, 2026 7w ago	Press Release BULLISH ★ 7/10	$5.89 $6.13	▲ +4.07%	▲ +4.47%	$4.03 (−31.58%)
Apr 20, 2026 7w ago	DEFA14A NEUTRAL ★ 3/10	$5.55 $5.89	▲ +6.13%	▲ +5.11%	$4.03 (−27.39%)
Mar 6, 2026 13w ago	Press Release BULLISH ★ 8/10	$5.33 $5.62	▲ +5.44%	▲ +4.59%	$4.03 (−24.39%)

US Market Status

Market Closed — Opens Thu (10h 58m)

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