Immuneering (NasdaqGM:IMRX) FY Conference February 26, 2026 10:00 AM ET Company ParticipantsBen Zeskind - Co-Founder and CEOConference Call ParticipantsJay Olson - Biotechnology Equity Research AnalystJay OlsonHello, everyone, and welcome to Oppenheimer's 36th Annual Healthcare Life Sciences Conference. I'm Jay Olson, one of the biotech analysts here at Oppenheimer, and it's a pleasure to welcome you to our discussion with Immuneering, and it's an honor to introduce Ben Zeskind, CEO and Co-founder of Immune ...

NEW YORK, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Immuneering Corporation (Nasdaq: IMRX), a late-stage clinical oncology company focused on keeping cancer patients alive and helping them thrive, today announced that management will present at the Oppenheimer 36th Annual Healthcare Life Sciences Conference, taking place virtually from February 25-26, 2026. Management, including Ben Zeskind, Chief Executive Officer, and Brett Hall, Chief Scientific Officer, will discuss the company’s pipeline, platform, and busines ...

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]

Market Overview - U.S. stocks traded lower, with the Nasdaq Composite falling more than 100 points on Thursday. The Dow decreased by 0.05% to 48,972.29, the NASDAQ declined by 0.57% to 23,448.86, and the S&P 500 fell by 0.14% to 6,911.57 [1] - Information technology stocks dipped by 1.4% on Thursday [2] - European shares were mostly lower, with the eurozone's STOXX 600 slipping 0.3% [7] - Asian markets closed lower, with Japan's Nikkei 225 falling 1.63% [9] Company Performance - Acuity Inc. (NYSE:AYI) reported fiscal first-quarter 2026 results, achieving a 20.2% year-over-year net sales growth to $1.14 billion, in line with analyst expectations. The adjusted EPS was $4.69, surpassing the consensus estimate of $4.59 [3] - Flyexclusive Inc. (NYSE:FLYX) shares surged 126% to $7.44 after being named an authorized Starlink Aviation dealer [8] - Enliven Therapeutics Inc. (NASDAQ:ELVN) shares increased by 59% to $24.55 following positive initial data from a Phase 1b clinical trial [8] - Nuvve Holding Corp. (NASDAQ:NVVE) shares rose by 46% to $5.11 after regaining Nasdaq compliance [8] - Immuneering Corp. (NASDAQ:IMRX) shares dropped 35% to $5.45 after announcing updated survival and safety data from a Phase 2a trial [8] - Acrivon Therapeutics Inc. (NASDAQ:ACRV) shares fell 29% to $2.10 after announcing clinical data related to endometrial cancer [8] - CorMedix Inc. (NASDAQ:CRMD) shares decreased by 25% to $8.33 following preliminary revenue results [8] Commodities - Oil prices increased by 1.9% to $57.03, while gold prices decreased by 0.6% to $4,436.20. Silver fell by 4.7% to $73.925, and copper dropped by 2.5% to $5.7120 [6]

Core Insights - U.S. stock futures are lower, with Dow futures dropping over 100 points on Thursday [1] - Immuneering Corp's shares fell 20.7% to $6.61 in pre-market trading following the announcement of updated survival and safety data from its Phase 2a trial for pancreatic cancer [1] Company Movements - Elme Communities shares decreased 82.8% to $2.98 in pre-market trading [3] - Erasca Inc shares fell 14% to $4.45 after a previous rise of 42% on Wednesday [3] - Phathom Pharmaceuticals Inc shares dropped 13.7% to $15.60 after announcing a $130 million public offering [3] - United Microelectronics Corp shares declined 6.3% to $8.37 after a 10% increase on Wednesday due to reported sales growth [3] - Canadian Solar Inc shares decreased 6.1% to $20.68 following a proposed $200 million public offering [3] - Trevi Therapeutics Inc shares fell 6.1% to $11.00 in pre-market trading [3] - Revolution Medicines Inc shares dipped 6% to $96.57 after reports that AbbVie is not in discussions with the company [3] - Sibanye Stillwater Ltd shares decreased 5.7% to $15.01 in pre-market trading [3] - Vanda Pharmaceuticals Inc shares fell 5% to $8.11 despite FDA approval of its product to prevent motion-induced vomiting [3] - Logitech International SA shares declined 4.8% to $94.91 ahead of its third quarter fiscal year 2026 financial results release [3]

Company Performance - AZZ Inc reported adjusted earnings of $1.52 per share, exceeding market estimates of $1.47 per share [1] - The company's sales reached $425.746 million, surpassing expectations of $418.164 million [1] - AZZ shares increased by 2.1% to $112.09 in pre-market trading following the earnings report [1] Notable Stock Movements - CIMG Inc gained 33.3% to $1.44 after securing approximately $124 million in commercial contracts [4] - ECD Automotive Design Inc rose 26.4% to $0.59 due to talks for strategic deals valued between $2 million and $10 million [4] - Acrivon Therapeutics Inc increased by 22.1% to $3.60, announcing a clinical update on its ongoing studies [4] - Nuvve Holding Corp gained 17.1% to $4.11 after a previous 60% rise [4] - RenovoRx Inc surged 16.8% to $1.18 in pre-market trading [4] - Serina Therapeutics Inc rose 16.4% to $2.82 after a 15% increase on Wednesday [4] - Super League Enterprise Inc increased by 11.2% to $0.68 following an asset purchase agreement [4] - Northrop Grumman Corp gained 6.8% to $616.26, influenced by a potential increase in the military budget [4] Declining Stocks - Immuneering Corp fell 20.7% to $6.61 after announcing updated trial data [4] - Erasca Inc decreased by 14% to $4.45 after a previous 42% rise [4] - Phathom Pharmaceuticals Inc dropped 13.7% to $15.60 following a $130 million public offering announcement [4] - United Microelectronics Corp fell 6.3% to $8.37 after a previous 10% increase [4]

Core Insights - Immuneering Corp. experienced a significant drop of approximately 21% in after-hours trading following the announcement of phase 2a clinical trial results for atebimetinib as a first-line therapy for pancreatic cancer [1] - The company reported a 12-month overall survival rate of 64% for patients treated with atebimetinib in combination with modified gemcitabine and albumin-bound paclitaxel, compared to a benchmark of 35% for current standard therapies [1] - The combination therapy also showed a 12-month overall response rate of 39%, while the standard therapy had a response rate of 23% [1] - The median progression-free survival for the combination therapy was 8.5 months, outperforming the standard therapy's 5.5 months [1] - Immuneering noted that only two grade 3 adverse events, neutropenia and anemia, were observed in more than 10% of patients [1] Comparative Analysis - Despite the positive data for atebimetinib, investors may compare it with other first-line therapies for pancreatic cancer currently in development, such as Verastem's avutometinib combined with defactinib and Revolution Medicines' daraxonarasib [2] - The reported overall response rate for the avutometinib combination therapy reached 83%, while daraxonarasib showed a response rate of 55% [2] - However, the median follow-up time for the results from Verastem and Revolution Medicines is relatively short [2]

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]

Core Insights - Immuneering Corporation is set to provide an update on the 12-month overall survival data from its ongoing Phase 2a clinical trial of atebimetinib combined with modified Gemcitabine/nab-paclitaxel (mGnP) for first-line pancreatic cancer patients on January 7, 2026 [1][2] Company Overview - Immuneering Corporation is a late-stage clinical oncology company focused on improving the lives of cancer patients through innovative treatments [3] - The company is developing a new category of cancer medicines known as Deep Cyclic Inhibitors, with its lead product candidate, atebimetinib, being an oral, once-daily treatment targeting MEK [3] - Atebimetinib is designed to enhance durability and tolerability across various cancer types, particularly MAPK pathway-driven tumors like pancreatic cancer [3] - A Phase 3 trial for atebimetinib in first-line pancreatic cancer is expected to begin dosing in mid-2026 [3]

Core Insights - Immuneering Corporation is on track to initiate a global Phase 3 registrational trial for atebimetinib in first-line pancreatic cancer patients by mid-2026, evaluating its efficacy in combination with modified gemcitabine and nab-paclitaxel [1][4] Regulatory Interactions - The company has completed End-of-Phase 2 interactions with the FDA and received scientific advice from the EMA, achieving alignment on key elements of the proposed Phase 3 trial [2][5] - Feedback from both regulatory agencies supports the trial design and the primary endpoint of overall survival [3][5] Trial Design and Objectives - The MAPKeeper 301 trial will enroll approximately 510 patients and will compare atebimetinib (320 mg QD) in combination with modified gemcitabine and nab-paclitaxel (mGnP) against standard care gemcitabine and nab-paclitaxel (GnP) [3][4] - Secondary endpoints include progression-free survival, overall response rate, disease control rate, and quality of life measurements [3] Financial Outlook - The company expects to have sufficient cash and cash equivalents to fund operations into 2029 based on current operating plans [4] Industry Context - There is an urgent need for new therapies for pancreatic cancer, and the Phase 2a data for atebimetinib combined with chemotherapy shows promising signals [5]