Immuneering Corporation (IMRX) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the s ...

Shares of Immuneering Corporation (IMRX) have gained 14.6% over the past four weeks to close the last trading session at $7.44, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $16.83 indicates a potential upside of 126.2%.The average comprises six short-term price targets ranging from a low of $11.00 to a high of $30.00, with a standard deviation of $7.19. While the lowest estim ...

NEW YORK, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Immuneering Corporation (Nasdaq: IMRX), a clinical-stage oncology company focused on keeping cancer patients alive and helping them thrive, today announced that management will present at the Piper Sandler 37th Annual Healthcare Conference in New York City. Participating will be Ben Zeskind, Co-founder and Chief Executive Officer, Igor Matushansky M.D., Chief Medical Officer, Harold “E.B.” Brakewood, Chief Business Officer and Mallory Morales, CPA, Chief Accountin ...

Financial Data and Key Metrics Changes - The company reported a significant improvement in cash position, with cash and cash equivalents as of September 30, 2025, at $227.6 million, compared to $36.1 million as of December 31, 2024 [22] - The company achieved 86% overall survival at nine months in 34 first-line pancreatic cancer patients treated with Tevid MetNib plus modified gemcitabine nab-paclitaxel, compared to approximately 47% overall survival reported for the standard of care [19][20] Business Line Data and Key Metrics Changes - The focus remains on the combination of Tevid MetNib with modified gemcitabine nab-paclitaxel as the top priority, while the combination with FOLFIRINOX is also being explored due to promising case study results [17][31] - The company is planning a phase 3 study for Tevid MetNib in combination with gemcitabine nab-paclitaxel, with the first patient expected to be dosed in mid-2026 [23] Market Data and Key Metrics Changes - The company announced a $225 million cumulative financing, including a $25 million strategic investment from Sanofi, extending the cash runway into 2029 [19][22] - The U.S. Patent Office granted a patent for Tevid MetNib, expected to provide exclusivity into 2042, with pending applications extending exclusivity into late 2044 [20] Company Strategy and Development Direction - The company aims to demonstrate Tevid MetNib's combinability across various tumor types, potentially expanding its market opportunity beyond first-line pancreatic cancer [21] - The management emphasizes the importance of overall survival data in the first-line setting as a key differentiator in the competitive landscape [35] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the potential of Tevid MetNib to provide differentiated outcomes for cancer patients, highlighting the importance of tolerability and overall survival [18][35] - The company is preparing for upcoming milestones, including regulatory feedback and updates on circulating tumor DNA data [23] Other Important Information - The company is exploring various combinations for Tevid MetNib, including with Libtayo and Olomorasib, to address different patient populations in lung cancer [50] - The management highlighted the unique mechanism of Tevid MetNib in mitigating resistance mechanisms, which could enhance its effectiveness in treating various cancers [56] Q&A Session Summary Question: Are there opportunities for PDAC in the adjuvant setting? - Management indicated that while the first-line setting is the top priority, they are considering various opportunities, including the adjuvant setting, for future exploration [27][28] Question: Will there be plans to share full data from the FOLFIRINOX combination cohort? - Management stated that sharing data from the FOLFIRINOX arm is not currently a top priority, as the focus remains on the combination with gemcitabine nab-paclitaxel [40] Question: What is the timeline for the study with Eli Lilly and how do the two combinations differ? - Management confirmed that the first patient in the study with Regeneron's Libtayo is expected to be dosed in the second half of 2026, while the timeline for the Eli Lilly study is still being determined [48][50] Question: What type of patients are best suited for the combination with FOLFIRINOX? - Management noted that Tevid MetNib could help a broad set of patients in the first-line setting without the need for genetic testing, emphasizing its potential for durability and effectiveness [54][55]

Financial Performance - The company reported a net loss of $14.96 million for the three months ended September 30, 2025, compared to a net loss of $14.60 million for the same period in 2024, indicating a slight increase in losses of about 2.4%[21]. - The net loss for the nine months ended September 30, 2025, was $44.4 million, compared to a net loss of $43.0 million for the same period in 2024, representing an increase of approximately 3.4%[27]. - The company's consolidated net loss for the three months ended September 30, 2025, was $14,964,875, compared to $14,597,366 for the same period in 2024, representing an increase of 2.5%[116]. - For the nine months ended September 30, 2025, the consolidated net loss was $44,444,888, up from $42,985,123 in 2024, indicating a year-over-year increase of 3.4%[116]. - The company has incurred net losses of approximately $44.4 million and $61.0 million for the nine months ended September 30, 2025, and the year ended December 31, 2024, respectively[213]. Assets and Equity - As of September 30, 2025, Immuneering Corporation's total assets increased to $241.06 million, up from $52.71 million as of December 31, 2024, representing a growth of approximately 357%[19]. - Total stockholders' equity rose to $227.98 million as of September 30, 2025, compared to $41.39 million at the end of 2024, reflecting an increase of approximately 450%[19]. - The company had cash and cash equivalents of $227.56 million as of September 30, 2025, a significant increase from $36.14 million at the end of 2024, marking a growth of about 529%[19]. - As of September 30, 2025, the company had an accumulated deficit of $268.7 million and expects to continue generating operating losses for the foreseeable future[40]. Research and Development - Research and development expenses for the three months ended September 30, 2025, were $10.87 million, a decrease of 3.4% from $11.25 million in the same period of 2024[21]. - The company expects research and development expenses to substantially increase as product candidates advance through clinical development[156]. - The company is currently conducting an ongoing Phase 1/2a clinical trial for its product candidate atebimetinib for the treatment of advanced solid tumors[213]. - Program expenses for atebimetinib (IMM-1-104) were $5,091,491 for the three months ended September 30, 2025, compared to $4,591,547 in 2024, reflecting an increase of 10.9%[116]. Financing Activities - The company raised $164.5 million from a public offering of common stock on September 26, 2025, after deducting underwriting costs[39]. - The company completed a private placement on August 26, 2025, raising $23.4 million after deducting placement expenses[37]. - The company sold 5,164,159 shares of common stock under the 2022 ATM program, generating gross proceeds of $15.6 million during the nine months ended September 30, 2025[33]. - The September 2025 Offering raised $164.1 million from the sale of 18,959,914 shares at $9.23 per share, after deducting underwriting discounts[90]. Stock and Shares - The weighted-average common shares outstanding increased to 39,670,095 for the three months ended September 30, 2025, compared to 29,841,883 for the same period in 2024, representing an increase of approximately 32.8%[21]. - The Company had 63,483,397 shares of Class A common stock issued and outstanding as of September 30, 2025, an increase from 31,050,448 as of December 31, 2024[69]. - The Company had a total of 11,174,289 potentially dilutive securities excluded from the diluted net loss per share calculation as of September 30, 2025[92]. Future Outlook - The company expects to continue incurring net losses and increasing expenses related to research and development, general and administrative activities, and capital expenditures[185]. - Future net losses are expected to increase substantially as the company advances its product candidates through preclinical and clinical development[216]. - The company may never achieve profitability due to the numerous risks and uncertainties associated with pharmaceutical product development[215]. - The company believes its existing cash and cash equivalents will fund operations into 2029, but additional capital will be needed for future operations[186]. General and Administrative Expenses - General and administrative expenses increased by 12.2% to $4.5 million for the three months ended September 30, 2025, compared to $4.0 million in 2024[163]. - The company anticipates that general and administrative expenses will rise as it increases headcount and incurs costs associated with operating as a public company[159].

Financial Performance - Net loss attributable to common stockholders was $15.0 million, or $0.38 per share, for Q3 2025, compared to a net loss of $14.6 million, or $0.49 per share, for Q3 2024[9]. - For the three months ended September 30, 2025, the net loss was $14,964,875, compared to a net loss of $14,597,366 for the same period in 2024, representing an increase of 2.5%[19]. - Total operating expenses for the nine months ended September 30, 2025, were $45,623,250, slightly higher than $45,513,246 for the same period in 2024, indicating a year-over-year increase of 0.2%[19]. - The comprehensive loss for the three months ended September 30, 2025, was $14,964,875, compared to $14,589,521 for the same period in 2024, indicating an increase of 2.6%[19]. Cash and Assets - Cash and cash equivalents as of September 30, 2025, were $227.6 million, compared to $36.1 million as of December 31, 2024[5]. - Cash and cash equivalents increased significantly to $227,563,077 as of September 30, 2025, compared to $36,144,720 as of December 31, 2024, reflecting a growth of 529.5%[21]. - Total assets rose to $241,056,266 as of September 30, 2025, compared to $52,714,413 as of December 31, 2024, marking an increase of 356.5%[21]. - The accumulated deficit increased to $268,740,074 as of September 30, 2025, from $224,295,186 at the end of 2024, representing a rise of 19.8%[21]. - Total current liabilities increased to $9,545,265 as of September 30, 2025, from $7,503,768 as of December 31, 2024, reflecting a rise of 27.2%[21]. Research and Development - R&D expenses for Q3 2025 were $10.9 million, a slight decrease from $11.3 million in Q3 2024[6]. - Research and development expenses for the three months ended September 30, 2025, were $10,867,983, a decrease of 3.4% from $11,252,850 in 2024[19]. General and Administrative Expenses - G&A expenses for Q3 2025 increased to $4.5 million from $4.0 million in Q3 2024, primarily due to increased public filing costs[7]. Funding and Capital - Closed $175 million underwritten public offering and a concurrent $25 million private placement with Sanofi, raising a total of $225 million[3]. - The company expects its cash runway to be sufficient to fund operations into 2029[10]. Clinical Trials and Milestones - Reported extraordinary 86% overall survival at 9 months in first-line pancreatic cancer patients treated with atebimetinib + mGnP, based on a Phase 2a trial with 34 patients[3]. - New case studies reported significant patient responses, including a complete response and a patient eligible for curative surgery after treatment with atebimetinib[4]. - Upcoming milestones include updated survival data in 1H 2026 and beginning patient dosing in the pivotal Phase 3 trial by mid-2026[8]. Intellectual Property - Granted U.S. composition of matter patent for atebimetinib, expected to provide exclusivity until 2042[1]. Shareholder Information - The weighted-average common shares outstanding increased to 39,670,095 for the three months ended September 30, 2025, compared to 29,841,883 for the same period in 2024, an increase of 32.9%[19]. Interest Income - Interest income for the nine months ended September 30, 2025, was $1,178,362, down 46% from $2,178,060 in 2024[19].

Core Insights - Immuneering Corporation reported an extraordinary 86% overall survival rate at 9 months for first-line pancreatic cancer patients treated with atebimetinib in combination with modified gemcitabine/nab-paclitaxel (mGnP) [1][3] - The company raised a total of $225 million in financing, which includes a $25 million private placement with Sanofi, extending its cash runway into 2029 [1][2][3] - Immuneering received a U.S. composition of matter patent for atebimetinib, expected to provide exclusivity until 2042 [1][5] Clinical Developments - The Phase 2a trial of atebimetinib + mGnP showed a favorable tolerability profile with only two Grade 3 adverse events (neutropenia and anemia) observed in over 10% of patients [3] - New case studies highlighted patients achieving significant responses, including one with a complete response and another who could proceed to radiation and surgery with curative intent [4][5] - Immuneering plans to report updated survival data in the first half of 2026 and begin dosing patients in a pivotal Phase 3 trial by mid-2026 [6][8] Financial Performance - As of September 30, 2025, the company reported cash and cash equivalents of $227.6 million, a significant increase from $36.1 million at the end of 2024 [8] - Research and development expenses for Q3 2025 were $10.9 million, slightly down from $11.3 million in Q3 2024, while general and administrative expenses increased to $4.5 million from $4.0 million [9][10] - The net loss for Q3 2025 was $15.0 million, or $0.38 per share, compared to a net loss of $14.6 million, or $0.49 per share, in Q3 2024 [11][20] Future Milestones - Near-term milestones include receiving regulatory feedback and preparing to begin dosing patients in the pivotal trial of atebimetinib + mGnP [6] - The company anticipates reporting updated circulating tumor DNA data at a major scientific meeting in Q2 2026 [6] - Immuneering is also planning to dose the first patient in a trial of atebimetinib in combination with Libtayo for non-small cell lung cancer in the second half of 2026 [7]

Core Insights - The third-quarter 2025 reporting cycle for the Medical sector, which includes pharma/biotech and medical device companies, is nearing completion [1] Earnings Performance - Major pharmaceutical companies like Amgen, Novo Nordisk, and Pfizer reported earnings, with Amgen and Pfizer showing strong results and raising their EPS outlook for 2025, while Novo Nordisk faced weaker-than-expected results and reduced its full-year guidance due to slower growth in its GLP-1 portfolio [2] - As of November 5, nearly 82% of companies in the Medical sector, representing 92% of the sector's market capitalization, reported quarterly earnings, with approximately 92% beating earnings estimates and around 84% exceeding revenue expectations. Year-over-year earnings rose over 4%, while revenues increased nearly 11%, with overall expected increases of 3.0% in earnings and 10.5% in sales compared to the previous year [3] Potential Earnings Surprises - Four biotech companies—Alto Neuroscience, Autolus Therapeutics, Ascendis Pharma, and Immuneering—are highlighted as likely to deliver earnings beats based on their positive Earnings ESP and solid Zacks ranks [4][10] - Alto Neuroscience has an Earnings ESP of +16.41% and a Zacks Rank 2, with a consensus estimate for a loss of 66 cents per share [7] - Autolus Therapeutics has an Earnings ESP of +22.30% and a Zacks Rank 2, with a consensus estimate for a loss of 23 cents per share [11] - Ascendis Pharma has an Earnings ESP of +34.28% and a Zacks Rank 3, with a consensus estimate for a loss of 41 cents per share [13] - Immuneering has an Earnings ESP of +21.62% and a Zacks Rank 3, with a consensus estimate for a loss of 37 cents per share [15]

Core Insights - Immuneering Corporation will report its third quarter 2025 financial results and share case studies from a Phase 2a study of atebimetinib in combination with FOLFIRINOX for first-line pancreatic cancer patients on November 12, 2025 [1] Company Overview - Immuneering is a clinical-stage oncology company focused on developing a new category of cancer medicines known as Deep Cyclic Inhibitors [3] - The lead product candidate, atebimetinib, is an oral, once-daily Deep Cyclic Inhibitor of MEK aimed at improving durability and tolerability for MAPK pathway-driven tumors, including pancreatic cancers [3] - Currently, atebimetinib is in a Phase 2a trial targeting advanced solid tumors, including pancreatic cancer [3]

Group 1 - Immuneering Corporation (NASDAQ:IMRX) is recognized as a promising fast money stock, with analysts at Mizuho maintaining an 'Outperform' rating and a price target of $10, indicating a potential increase of approximately 43% [1][2] - The company reported positive modified 9-month survival data from its Phase 2a trial of atebimetinib (atebi) in first-line pancreatic cancer patients, with results from 34 patients showing overall survival and progression-free survival that exceeded both standard treatments and the firm's expectations [2][3] - The drug atebimetinib is highlighted for its potential to become a leading treatment for pancreatic cancer, with improved durability compared to previous data, reinforcing confidence in the drug's prospects and the company's future [3][4] Group 2 - Immuneering Corporation is a clinical-stage oncology company based in Massachusetts, founded in 2008, focused on developing innovative treatments for a wide range of cancer patients [4]