NASDAQ$IMNM

Immunome Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

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

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.

Headline financials

Total Revenue

$1.03M

Previous: $2.36M-56.5%
EPS

-$2.51

Previous: -$0.35-617.1%
Weighted Avg Shares

51.5M

No prior period
Capital Expenditures

-$2.16M

Previous: -$106K-1941.5%
Free Cash Flow

-$132M

Previous: -$4.38M-2908.6%
Net Income

-$129M

Previous: -$4.27M-2932.6%
Operating Income

-$132M

Previous: -$4.47M-2859.0%
R&D Expense

$127M

No prior period
Stock-Based Comp

$2.16M

Previous: $1.22M+76.4%

Revenue & EPS history

Immunome · Revenue · Quarterly

$1.03M

Q1 2024-56.5%vs Q1 2023
Beat estimate in 2 of 9 quarters(22%)
ActualEstimate

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.

Tailwinds

  • 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.

Headwinds

  • 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.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.8%

Avg return

Earnings day

-2.4%

Avg return

5 days after

+0.6%

Avg return

30 days after

32%

7 / 22 earnings

Positive

+24.1%

Q4 2021

Best reaction

-10.8%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.3%-9.1%-20.0%
Q4 2025+4.7%-1.0%+1.4%
Q3 2025-5.0%+2.5%+12.3%
Q1 2025+1.1%-1.0%+15.0%
Q4 2024-4.0%-18.9%-7.7%
Q3 2024-10.8%-24.5%+0.7%
Q2 2024+4.7%+4.7%+11.9%
Q1 2024-1.3%-6.2%-3.2%
Q4 2023-2.3%-16.2%-46.2%
Q3 2023-8.1%-8.9%-12.2%
Q2 2023-1.9%-0.8%+3.9%
Q1 2023+2.3%+11.9%-6.2%
Q4 2022+20.8%+18.9%+2.3%
Q3 2022+0.0%-27.6%-8.5%
Q2 2022+19.3%+13.6%+24.7%
Q1 2022-2.6%+19.6%+46.5%
Q4 2021+24.1%+20.1%-26.3%
Q3 2021-1.0%-5.1%-9.3%
Q2 2021-3.2%-11.9%+51.2%
Q1 2021-10.7%-3.0%-2.9%
Q4 2020-1.0%-4.3%-8.3%
Q3 2020-5.5%-6.4%-6.1%
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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