Mar 31, 2024

Immunome Q1 2024 Earnings Report

Reported financial results for the first quarter ended March 31, 2024, and provided a business update.

Key Takeaways

Immunome reported its Q1 2024 financial results, highlighting the completion of AL102 integration and progress in regulatory submissions. The company is also advancing IM-1021 and IM-3050 towards clinical trials and focusing on developing next-generation ADC technology.

Completed the integration of AL102 and are executing activities necessary for regulatory submissions.

Completed the integration of IM-1021 and are advancing that program and IM-3050 towards clinical trials.

Working internally to design and develop additional next-generation ADC technology.

Purchase of AL101 and AL102 from Ayala Pharmaceuticals closed on March 25, 2024.

Total Revenue
$1.03M
Previous year: $2.36M
-56.5%
EPS
-$0.34
Previous year: -$0.35
-2.9%
Gross Profit
$766K
Previous year: $2.22M
-65.4%
Cash and Equivalents
$310M
Previous year: $44.4M
+597.2%
Free Cash Flow
-$13.3M
Previous year: $24.1M
-155.4%
Total Assets
$320M
Previous year: $48.1M
+564.6%

Immunome

Immunome

Forward Guidance

Immunome anticipates several key milestones, including reporting topline data for the RINGSIDE Part B study of AL102 in the second half of 2025 and submitting INDs for IM-1021 and IM-3050 in the first quarter of 2025.

Positive Outlook

  • Expects to report topline data for RINGSIDE Part B in the second half of 2025.
  • Anticipates submitting INDs for two preclinical candidates in the first quarter of 2025: IM-1021, a ROR1 ADC, and IM-3050, a FAP-targeted RLT.
  • Ability to expand its pipeline through both internal and external efforts.
  • Focus on developing first-in-class or best-in-class potential programs.
  • Aims to improve the lives of cancer patients.

Challenges Ahead

  • Risk that Immunome will not be able to realize the benefits of its strategic transactions.
  • Immunome’s ability to grow and successfully execute on its business plan, including the development and commercialization of its pipeline and integration of newly acquired assets.
  • The risk that regulatory approvals for Immunome’s programs and product candidates are not obtained, are delayed or are subject to unanticipated conditions.
  • Potential delays in the commencement, enrollment and completion of clinical trials and the reporting of data therefrom.
  • Uncertainties related to Immunome’s capital requirements and Immunome’s expected cash runway.