B+
Bull case
0%
Probability
Target price
$6.50
Analysis reference price unavailable
Analysis 2026-10-14 · RankAlpha Sentiment Codex
IMRX
ImmuneeringFNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
Current thesis
Atebimetinib plus chemotherapy produced 17.3-month median overall survival in 55 first-line pancreatic-cancer patients in a single-arm Phase 2a study. The September exploratory analysis also linked weight stability with longer survival, but it does not prove treatment benefit against a randomized control.
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -3.4.
What can break
MAPKeeper 301 site activation, enrollment, safety or randomized efficacy could fall short; the anticipated mid-2028 readout is distant.
Momentum
15
Value
41
Sentiment
43
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $3.20 · Bull $6.50 · Bear $1.60Analysis 2026-10-14; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-14 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-10-23
Investment thesis
As of 2026-10-23
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Neutral
Target $17.17
Why
Momentum15 · Δ7d -4.0
Value41 · Δ7d -0.1
Sentiment43 · Δ7d -3.4
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta -3.4.
Contradictions & invalidation
- • MAPKeeper 301 site activation, enrollment, safety or randomized efficacy could fall short; the anticipated mid-2028 readout is distant.
- • Q2 R&D expense rose to $14.0 million from $10.5 million a year earlier; expanding trials may increase cash use despite the company's anticipated runway into 2029. [#PR-EARNINGS-2026-08-05] https://www.sec.gov/Archives/edgar/data/1790340/000179034026000088/imrx-20260805xexx991.htm
- • The main efficacy claim rests on single-arm and exploratory data; Phase 3 enrollment, safety, comparator performance and timing could disappoint.
Catalyst clock
2026-11-06
November 6 SITC poster
Lead driver: Sentiment · See AI snapshot
Momentum
15
8% active weight
Current posture
7d trendSoftening
Δ7d
-4.0
Δ21d
+1.9
Value
41
47% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-0.4
Sentiment
43
45% active weight
Current posture
7d trendSoftening
Δ7d
-3.4
Δ21d
-44.8
Why this grade
Composite grade F. Momentum 14.9 / Value 40.6 / Sentiment 43.0
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-14. Scenario method
Most likely
B
Base case
0%
Probability
Target price
$3.20
Analysis reference price unavailable
Analysis 2026-10-14 · RankAlpha Sentiment Codex
B-
Bear case
0%
Probability
Target price
$1.60
Analysis reference price unavailable
Analysis 2026-10-14 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-10-23
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$241.32M
Beta
0.47
Shares Out
64.7M
P/E (TTM) · Derived
-2.9
P/S (TTM)
-
P/FCF (TTM) · Derived
-3.74
Rev YoY
-100.0%
EPS YoY
-33.5%
Gross Margin
-166900.0%
Op Margin
-
Net Debt
-$169.01M
Current Ratio
19.47
As of 2026-10-23 • Updated nightlySource: Internal modelMethods & Data