IMNM
ImmunomeAAI scenario view
RankAlpha Sentiment CodexPost-earnings T+3The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
AI commentary
The company source is concrete: Immunome’s August 11 SEC 8-K Exhibit 99.1 reported Q2 results, RINGSIDE outcomes, FDA acceptance of the varegacestat NDA, pipeline progress, and runway into 2028. Price action was initially positive but volatile, with gains on August 11-12 followed by a decline on August 13; the latest RankAlpha anchor was $28.52 on August 21. Secondary analyst data show Wedbush and Truist raised targets on August 12 while maintaining positive ratings, but no verified consensus EPS surprise or broader estimate-revision series is available. The deterministic prior remains negative, so this is a milestone-driven monitoring setup rather than a high-conviction long. [#SEC-8K-2026-08-11] https://stockanalysis.com/stocks/imnm/history/
Evidence flagged
No evidence quality warning is currently attached to this memo.
AI events
The SEC Exhibit 99.1 filed with the August 11 8-K confirmed strong RINGSIDE efficacy, FDA acceptance of the varegacestat NDA, first-patient dosing for IM-1617 and IM-3050, and cash expected to fund operations into 2028. Available price data show a positive initial move after the release but subsequent volatility: shares rose 2.18% on August 11 and 6.63% on August 12, then fell 5.61% on August 13. The packet does not provide a reliable consensus comparison, so this is a milestone read-through rather than a quantified earnings-surprise thesis. [#SEC-8K-2026-08-11] https://stockanalysis.com/stocks/imnm/history/
The Phase 1 IM-1021 study is ongoing, with objective responses observed at multiple dose levels, and initial lymphoma data are expected in 2026. Early clinical data could validate a second asset, but the dataset and durability remain unproven. [#SEC-8K-2026-08-11]
IM-1617 and IM-3050 have entered Phase 1, while Immunome expects IND submissions for IM-1340 and IM-1335 in mid- and late-2026. These milestones increase pipeline breadth but remain early-stage and safety- and enrollment-dependent. [#SEC-8K-2026-08-11]
Recommendation
No formal recommendation provided.

