Core Insights - The market has experienced significant price movements among various companies, indicating a mix of company-specific developments and broader market trends [1] Company-Specific Developments - John Hancock ESG Large Cap Core Fund Class A (JHJAX) saw a dramatic price drop to $12.56, reflecting a -42.01% change, potentially due to shifts in investor sentiment towards ESG investments [2][8] - Immuneering Corporation (IMRX) experienced a stock price decline to $4.92, a -40.94% change, likely influenced by market reactions to updates from its Phase 2a trial of atebimetinib for pancreatic cancer [3][8] - MSP Recovery, Inc. (MSPR) had its price decrease to $0.05, translating to a -38.29% change, with a notable increase in short interest indicating growing bearish sentiment among investors [4][8] - CorMedix Inc. (CRMD) saw a decrease to $7.43, a -33.47% change, possibly due to challenges related to its lead product candidate and recent leadership changes [5] - Locafy Limited (LCFYW) experienced a price drop to $3, a -31.03% change, which may be linked to updates on its technology platform and market positioning [6] Market Trends and Investor Sentiment - The significant trading volumes for these companies suggest active investor engagement, likely in response to recent announcements or broader market conditions [3][4][5][6] - Understanding the underlying causes of these price changes is crucial for investors, as they reflect the dynamic nature of the stock market influenced by clinical trial results, financial performance, and strategic shifts [7]

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Market Performance - U.S. stocks showed mixed performance, with the Dow Jones index increasing by 0.54% to 49,261.60, while the NASDAQ fell by 0.62% to 23,437.73 and the S&P 500 dropped by 0.05% to 6,917.76 [1] - Industrial shares rose by 1.4% on Thursday, indicating strength in that sector [1] Sector Performance - Information technology stocks decreased by 1.4% on Thursday [2] Commodities - Oil prices increased by 1.8% to $56.98, while gold prices slightly decreased by 0.1% to $4,456.70. Silver fell by 3.6% to $74.820, and copper dropped by 1.7% to $5.7600 [6] European Market - European shares were mixed, with the eurozone's STOXX 600 declining by 0.27%, while Spain's IBEX 35 Index rose by 0.27%. London's FTSE 100 fell by 0.06%, Germany's DAX decreased by 0.08%, and France's CAC 40 increased by 0.06% [7] Asian Market - Asian markets closed lower, with Japan's Nikkei 225 down by 1.63%, Hong Kong's Hang Seng Index declining by 1.17%, China's Shanghai Composite slipping by 0.07%, and India's BSE Sensex falling by 0.92% [10] Company News - Flyexclusive Inc shares surged by 126% to $7.10 after being named an authorized Starlink Aviation dealer [9] - Enliven Therapeutics Inc shares increased by 54% to $23.81 following positive initial data from a clinical trial for chronic myeloid leukemia [9] - MoonLake Immunotherapeutics shares rose by 29% to $14.54 after receiving FDA feedback on its treatment for hidradenitis suppurativa [9] - Immuneering Corp shares dropped by 39% to $5.10 after announcing updated trial data for pancreatic cancer [9] - Acrivon Therapeutics Inc shares fell by 31% to $2.05 after releasing clinical data for endometrial cancer [9] - CorMedix Inc shares decreased by 23% to $8.00 following preliminary revenue results for Q4 and FY25 [9] Economic Indicators - U.S. initial jobless claims rose by 8,000 to 208,000, slightly below market expectations of 210,000 [3][12] - Nonfarm business sector labor productivity increased by 4.9% in Q3, following a revised 4.1% gain in the previous quarter [12] - Unit labor costs in the nonfarm business sector fell by 1.9% in Q3, contrasting with market expectations of a 1.0% increase [12] - The U.S. trade deficit narrowed to $29.4 billion in October, the smallest since June 2009, compared to a revised $48.1 billion in September [12]

Core Insights - Immuneering Corporation's stock declined after the release of updated data from its Phase 2a trial of atebimetinib combined with modified chemotherapy for first-line pancreatic cancer [1] Clinical Trial Results - The trial involved 34 patients with a median follow-up of over 13 months, showing an overall survival rate of 35% at 12 months for the chemotherapy regimen, compared to 64% for the atebimetinib combination [1] - At 9 months, survival was reported at 83% for the atebimetinib arm versus approximately 47% for the chemotherapy arm, and at 6 months, the rates were 94% for atebimetinib compared to 67% for chemotherapy [2] - Median progression-free survival (PFS) was 8.5 months for atebimetinib compared to 5.5 months for chemotherapy, with a confirmed overall response rate (ORR) of 39% at 12 months versus 23% for the chemotherapy group [2] Safety Profile - The combination of atebimetinib (320mg once daily) and mGnP demonstrated a favorable tolerability profile, with two categories of Grade 3 adverse events occurring in more than 10% of patients [3] Future Developments - Data from an expanded cohort of 50 pancreatic cancer patients in the atebimetinib + mGnP trial is anticipated in the first half of 2026 [4] - The company plans to initiate dosing for the pivotal Phase 3 trial (MAPKeeper 301) of atebimetinib + mGnP in mid-2026 [4] - Immuneering also expects to begin dosing the first patient in a trial combining atebimetinib with Regeneron Pharmaceuticals' Libtayo in non-small cell lung cancer in the second half of 2026 [5] - As of December 2025, the company confirmed that its cash and cash equivalents are sufficient to fund operations into 2029 [5] Stock Performance - Immuneering's shares fell by 26.53% to $6.12 during premarket trading following the announcement of the trial data [6]

此外，该联合疗法的12个月总缓解率为39%，而标准疗法为23%。其中位无进展生存期为8.5个月，优于 标准疗法的5.5个月。Immuneering特别指出，在超过10%的患者中仅观察到两种3级不良事件，即中性粒 细胞减少症和贫血。 尽管atebimetinib的数据表现良好，但投资者可能将其与处于开发阶段的其他胰腺癌一线疗法进行对比， 例如Verastem的avutometinib联合defactinib方案以及Revolution Medicines的daraxonarasib。其中， avutometinib联合疗法此前报告的总缓解率达83%，daraxonarasib则为55%。不过，Verastem和Revolution Medicines所公布结果的中位随访时间相对较短。 该公司报告称，接受atebimetinib联合改良版吉西他滨/白蛋白结合型紫杉醇治疗的患者，12个月总生存 率为64%。公司指出，目前标准疗法在12个月的总生存率基准为35%。 生物技术公司Immuneering Corp.(IMRX.US)在周三盘后交易中暴跌约21%，此前其公布了atebimetinib作 为胰腺癌一线疗法的2 ...

PresentationWelcome to the Immuneering conference call to discuss the positive 12-month overall survival update from the company's ongoing Phase IIa trial of atebemetinib in first-line pancreatic cancer patients. [Operator Instructions] As a reminder, this call is being recorded today, Wednesday, January 7, 2026. I would now like to turn the conference over to Courtney Dugan, Vice President, Head of Investor Relations. Please go ahead.Courtney Dugan Thank you, operator. Joining us on the call today from Imm ...

Immuneering Conference Call Summary Company Overview - **Company**: Immuneering - **Focus**: Development of atebumetanib for treating first-line pancreatic cancer Key Industry Insights - **Industry**: Oncology, specifically pancreatic cancer treatment - **Current Treatment Landscape**: Standard of care includes gemcitabine plus nab-paclitaxel (GNP), with overall survival rates significantly lower than those reported for atebumetanib Core Points and Arguments 1. **Overall Survival Data**: - 12-month overall survival rate for patients treated with atebumetanib plus chemotherapy is 64% [7][21] - Historical benchmark for standard of care (GNP) is approximately 35%, indicating a 29-point absolute separation [8][21] - Median overall survival for standard of care is about 8.5 months, while median for atebumetanib has not yet been reached [8][11] 2. **Quality of Life Improvements**: - Significant improvements in quality of life reported, with specific case studies highlighting patients regaining independence and experiencing less severe side effects [5][18] - Functional Assessment of Anorexia Cachexia Therapy (FAACT) score improved from 96 to 141 in a patient case study [18] 3. **Safety and Tolerability**: - Favorable safety profile with few severe side effects; only anemia and neutropenia occurred in over 10% of patients [10] - No harsh side effects observed with atebumetanib monotherapy, differentiating it from traditional chemotherapy [10] 4. **Clinical Trial Plans**: - Upcoming pivotal phase 3 trial (MapKeeper 301) will enroll approximately 510 patients, comparing atebumetanib plus modified gemcitabine nab-paclitaxel against standard GNP [20] - Primary endpoint will be overall survival, with dosing expected to begin mid-year [20] 5. **Expanded Cohort Data**: - An expanded cohort of over 50 patients is being reported, with overall survival trending consistently with the original cohort of 34 patients [12][49] - The expanded cohort includes additional patients who started treatment later, but results remain robust [49] 6. **Market Positioning**: - Immuneering aims to position atebumetanib as a best-in-class treatment for pancreatic cancer, with the potential to become the new standard of care [52] - The company emphasizes the importance of both quality and quantity of life for patients, aiming to provide effective treatment without debilitating side effects [34][52] Additional Important Content - **Patient Demographics**: The trial population is older, with a median age of 69, which reinforces the significance of the survival benefits observed [12] - **Future Milestones**: Upcoming milestones include sharing circulating tumor DNA analyses and updated survival data, as well as the initiation of phase 2 combination studies in lung cancer [21][22] This summary encapsulates the key points discussed during the Immuneering conference call, highlighting the promising data surrounding atebumetanib and its potential impact on the treatment of pancreatic cancer.

Core Insights - Immuneering Corporation announced positive overall survival (OS) and safety data from its Phase 2a trial of atebimetinib in combination with modified gemcitabine/nab-paclitaxel (mGnP) for first-line pancreatic cancer patients, showing a 64% OS at 12 months [1][2][6] Clinical Trial Results - The trial involved 34 patients with a median follow-up of over 13 months, with the median OS not yet reached as of the data cutoff on December 15, 2025 [6][7] - The OS rates at various time points were significantly higher than the standard of care benchmark from the MPACT study: - 64% at 12 months vs. 35% - 83% at 9 months vs. ~47% - 94% at 6 months vs. 67% [6][7] - The confirmed overall response rate (ORR) was 39% at 12 months compared to 23% for the standard of care, and the disease control rate (DCR) was 81% vs. 48% [6][7] Safety Profile - The combination therapy demonstrated a favorable tolerability profile, with only neutropenia and anemia observed at Grade 3 in more than 10% of patients, which are common with standard chemotherapy [9][11] Future Plans - The company plans to initiate a pivotal Phase 3 clinical trial, MAPKeeper 301, in mid-2026, with overall survival as the primary endpoint [2][8] - An expanded cohort of over 50 patients is expected to be reported in the first half of 2026, which includes the original 34 patients [10][17] About Atebimetinib - Atebimetinib is a Deep Cyclic Inhibitor targeting MEK, designed to improve durability and tolerability in cancer treatment, particularly for MAPK pathway-driven tumors like pancreatic cancer [13][14]

Market Overview - U.S. stocks showed mixed performance, with the Dow Jones index declining approximately 0.2% on Wednesday [1] Company Highlights - Monte Rosa Therapeutics Inc (NASDAQ:GLUE) experienced a significant increase in share price, rising 45.2% to $23.25 after announcing interim data from a Phase 1 clinical study for MRT-8102 [1] - Ventyx Biosciences Inc (NASDAQ:VTYX) shares surged 37.5% to $13.82 following reports of advanced acquisition talks with Eli Lilly & Co. (NYSE:LLY) for over $1 billion [2] - Neumora Therapeutics Inc (NASDAQ:NMRA) saw a rise of 24.7% to $2.27 [2] - Regencell Bioscience Holdings Ltd (NASDAQ:RGC) increased by 21.1% to $40.00 [2] - Erasca Inc (NASDAQ:ERAS) rose 17.1% to $4.25, with Piper Sandler initiating coverage with an Overweight rating and a price target of $5 [2] - Anywhere Real Estate Inc (NYSE:HOUS) gained 15.6% to $16.71 [2] - AXT Inc (NASDAQ:AXTI) increased by 13.8% to $22.96 [2] - Immuneering Corp (NASDAQ:IMRX) rose 13.1% to $7.60 [2] - Compass Therapeutics Inc. (NASDAQ:CMPX) gained 13.1% to $5.56 [2] - MBX Biosciences Inc (NASDAQ:MBX) rose 11.2% to $31.90 [2] - Rezolve AI PLC (NASDAQ:RZLV) increased by 10.8% to $3.36 [2] - United Microelectronics Corp (NYSE:UMC) gained 10.4% to $8.96 after reporting sales growth for December and the full year [2] - PBF Energy Inc (NYSE:PBF) rose 9.2% to $29.73 [2] - Navan Inc (NASDAQ:NAVN) increased by 8.3% to $18.42 [2] - Ascentage Pharma Group International (NASDAQ:AAPG) gained 8.3% to $28.17 after announcing IND clearance for BTK Degrader APG-3288 by the U.S. FDA [2] - Intel Corp (NASDAQ:INTC) rose 6.4% to $42.60 as the company is enhancing its gaming strategy by developing a new chip for handheld gaming devices [2]

Core Viewpoint - Immuneering Corporation (IMRX) has received a Zacks Rank 2 (Buy) upgrade, indicating a positive outlook based on rising earnings estimates, which are a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, particularly influenced by institutional investors who adjust their valuations based on these estimates [4][6]. - For Immuneering, the increase in earnings estimates suggests an improvement in the company's underlying business, which is expected to drive the stock price higher [5]. Earnings Estimate Revisions - Immuneering is projected to earn -$1.35 per share for the fiscal year ending December 2025, with no year-over-year change anticipated [8]. - Over the past three months, the Zacks Consensus Estimate for Immuneering has risen by 13.4%, indicating a positive trend in earnings expectations [8]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - Immuneering's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].