Immunome (NasdaqCM:IMNM) 2026 Conference Transcript

Immunome Conference Call Summary Company Overview - Company: Immunome (NasdaqCM:IMNM) - Focus: Targeted therapy for oncology, specifically small molecules and cell surface targeting, avoiding cell therapy and CAR-T technologies [2][4] Pipeline and Product Development Desmoid Tumors - Recent Achievement: Positive phase III data for gamma secretase inhibitor in desmoid tumors [3] - Market Opportunity: - Approximately 1,600 new cases annually in the U.S. - About 11,000 patients seek therapy each year, with a prevalence pool of nearly 30,000 [5][6] - Potential for a billion-dollar market with around 3,000 patients needed [7] - FDA Submission: Planned within the next few months, with a favorable hazard ratio of 0.16 [6] Competitive Landscape - Comparison with Ogsiveo: - Immunome's drug has a higher objective response rate (ORR) and is administered once daily, enhancing patient compliance [12][13] - Ogsiveo currently has a $320 million annualized run rate [15] ADC Pipeline - Lead Program: IM-1021 targeting ROR1 - Focus on improving ADC technology to overcome resistance pathways and enhance bystander activity [23][25][27] - Early phase one results show objective responses at multiple dose levels [28][33] - Future Plans: - Expansion of clinical trials with additional U.S. and European sites [33] - Submission of three INDs for solid tumors later this year [31] Strategic Insights - Medical Affairs Focus: Emphasis on engaging with physicians to understand their needs and improve drug utilization [15][19] - Market Strategy: Learning from past product launches to optimize the approach for varegacestat, including potential accelerated approval pathways [38] Additional Notes - Expertise: The team at Immunome includes experienced professionals from Seagen and Pfizer, enhancing the company's operational capabilities [20] - Radioligand Therapy: FDA clearance received, with clinical trials set to begin soon [40] This summary encapsulates the key points discussed during the Immunome conference call, highlighting the company's strategic direction, product pipeline, and market opportunities.