IMTX Immatics N.V.
Price Chart
Executive Summary
Immatics N.V. filed a 6-K on June 1, 2026, reporting updated Phase 1 clinical data for three pipeline candidates presented at ASCO 2026: anzu-cel (IMA203) PRAME cell therapy in advanced melanoma showed 56% cORR, 14.6-month mDOR, 6.1-month mPFS, and 16.2-month mOS; IMA203CD8 PRAME cell therapy in gynecologic cancers showed 63% ORR (50% cORR) at clinically relevant doses with 4 complete responses; and IMA401 MAGEA4/8 bispecific in head and neck cancer showed 29% cORR and 8.8-month mDOR at RP2D. The filing also announced initiation of the IMA401/IMA402 combination cohort in sqNSCLC. These data collectively reinforce the clinical potential of Immatics' PRAME franchise across multiple solid tumor indications.
Actionable Insight
The simultaneous positive data across three clinical programs (anzu-cel, IMA203CD8, IMA401) significantly de-risks Immatics' pipeline and supports the broad PRAME franchise thesis. Key catalysts to watch: SUPRAME Phase 3 interim/final analyses in 2026, IMA203CD8 RP2D determination in 2026, and IMA401/IMA402 combo data in 2027. The stock may re-rate as the probability of regulatory approval and commercial launch (targeted 2H 2027) increases.
Key Facts
- Anzu-cel in advanced melanoma (n=33): 56% cORR, 14.6-month mDOR, 6.1-month mPFS, 16.2-month mOS; 42% of patients had deep responses (≥50% tumor reduction) with mPFS of 15.9 months
- IMA203CD8 in gynecologic cancers at clinically relevant doses (n=19): 63% ORR, 50% cORR, including 4 complete responses; 89% of confirmed responses ongoing with longest at 12 months
- IMA203CD8 in synovial sarcoma (n=12): 67% ORR, 64% cORR, including 1 complete response; mDOR 14.8 months at 31-month median follow-up
- IMA401 in head and neck cancer at RP2D (n=14): 29% cORR, 64% DCR, 8.8-month mDOR; 12-month OS rate 63%, 6-month PFS rate 43%
- IMA401/IMA402 combination cohort in sqNSCLC now enrolling; first data expected in 2027
- Phase 3 SUPRAME trial of anzu-cel in cutaneous melanoma ongoing; BLA submission expected 1H 2027, launch 2H 2027
- RP2D determination for IMA203CD8 expected in 2026
Financial Impact
No financial figures reported. Clinical data support potential multi-billion-dollar market opportunity across PRAME-positive cancers (>230K addressable patients in US/EU5 annually).
Risk Factors
- Phase 3 SUPRAME trial may fail to meet primary endpoint (PFS), delaying or preventing BLA submission
- Manufacturing scale-up for cell therapies (anzu-cel, IMA203CD8) may face capacity or cost challenges
- Competition from other TCR therapies, bispecifics, or checkpoint inhibitor combinations could limit market share
- Regulatory delays or safety signals in ongoing trials could derail timelines
- Dependence on HLA-A*02:01-positive patient population limits addressable market to ~41% US / 48% EU
Market Snapshot
Documents Analyzed
This report is based on 9 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0000950103-26-008113 |
| Document: dp247360_6k.htm | 0000950103-26-008113 |
| Document: dp247360_ex9906.htm | 0000950103-26-008113 |
| Document: dp247360_ex9901.htm | 0000950103-26-008113 |
| Document: dp247360_ex9907.htm | 0000950103-26-008113 |
| Document: dp247360_ex9902.htm | 0000950103-26-008113 |
| Document: dp247360_ex9903.htm | 0000950103-26-008113 |
| Document: dp247360_ex9905.htm | 0000950103-26-008113 |
| Document: dp247360_ex9904.htm | 0000950103-26-008113 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 2, 2026
4d ago
|
6-K
| $10.04 $10.21 | ▲ +1.64% | ▲ +2.34% | $9.79 (−2.49%) |
|
Jun 1, 2026
5d ago
|
6-K
| $11.14 $10.04 | ▼ −9.87% | ▼ −10.02% | $9.79 (−12.12%) |
|
Jun 1, 2026
5d ago
|
Press Release
| $11.14 $10.04 | ▼ −9.87% | ▼ −10.02% | $9.79 (−12.12%) |
|
May 31, 2026
6d ago
|
Press Release
| — | awaiting T+1 | — | — |
|
May 30, 2026
7d ago
|
Press Release
| — | awaiting T+1 | — | — |
|
May 12, 2026
25d ago
|
6-K
| $11.39 $10.79 | ▲ +5.27% | ▲ +5.84% | $9.79 (+14.05%) |
|
May 12, 2026
25d ago
|
Press Release
| $11.39 $10.79 | ▼ −5.27% | ▼ −5.84% | $9.79 (−14.05%) |
|
Apr 21, 2026
6w ago
|
6-K
| $11.18 $11.26 | ▲ +0.72% | ▼ −0.30% | $9.79 (−12.43%) |
|
Apr 21, 2026
6w ago
|
Press Release
| $11.18 $11.26 | ▲ +0.72% | ▼ −0.30% | $9.79 (−12.43%) |
|
Apr 17, 2026
7w ago
|
6-K
| $11.17 $11.25 | ▲ +0.72% | ▲ +0.91% | $9.79 (−12.35%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access