B+
Bull case
25%
Probability
Target price
$30.00
+55.1% vs current
IMNM
ImmunomeDNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+1Most likely
B
Base case
45%
Probability
Target price
$21.00
+8.6% vs current
B-
Bear case
30%
Probability
Target price
$14.00
-27.6% vs current
AI sentiment snapshot
Latest data as of 2026-05-08
Recent news sentiment (30D)
+0.3
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+58.3
Score
AI commentary
Primary-source news flow in the last month has been constructive because it moved from planned NDA language to a confirmed April 29, 2026 submission and a dated May 30 ASCO oral presentation. But this was supposed to be a T+1 post-earnings follow-up for May 7, 2026, and I did not find a matching company earnings release or 8-K by May 8, 2026, so earnings surprise, guidance revision and analyst post-print reaction are unavailable rather than positive evidence. Market reaction also looks muted so far: IMNM was about $22.24 on May 8, 2026 versus the prior $22.19 close.
RankAlpha Sentiment Codex - 2026-05-08
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-30catalystDetailed RINGSIDE data set for ASCO oral presentation on May 30, 2026High impact
Immunome said detailed Phase 3 RINGSIDE data were selected for an oral abstract session at the 2026 ASCO Annual Meeting on May 30, 2026. After the April 29 NDA submission, fuller efficacy and tolerability detail could help investors judge durability, clinical differentiation and eventual launch potential beyond the topline data already disclosed. [#PR-2026-04-21] [#PR-2026-04-29]
2026-07-31eventVaregacestat NDA submission shifts focus to FDA review clarityHigh impact
Immunome announced on April 29, 2026 that it submitted the NDA for varegacestat in adults with desmoid tumors, supported by Phase 3 RINGSIDE results showing a hazard ratio of 0.16 for progression-free survival and a 56% objective response rate. The filing is a real de-risking step, but the stock likely still needs clearer FDA review visibility and eventual regulatory acceptance to sustain a rerating. [#PR-2026-04-29] [#10-K-2026-03-03]
2026-12-31catalystIM-1021 initial Phase 1 data remain the key second-asset validation point in 2026High impact
Management said IM-1021 Phase 1 is ongoing and initial data are expected in 2026. With varegacestat now in regulatory review, meaningful read-through from IM-1021 would matter disproportionately for showing that Immunome is more than a single-asset desmoid story, but early oncology data remain volatile. [#10-K-2026-03-03] [#8-K-2026-03-03]
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-08 • Updated nightlySource: Internal modelMethodology