Immunome (IMNM) investor relations material

Executive summary

• NDA submitted to FDA in April 2026 for varegacestat targeting desmoid tumors, following positive Phase 3 RINGSIDE results demonstrating significant efficacy and safety.

• Four clinical and two preclinical assets in the pipeline, including varegacestat, IM-1021, IM-3050, and IM-1617; broad ADC pipeline advancing with multiple INDs planned for 2026.

• Ongoing Phase 1 trials for IM-1021 and IM-3050; IND clearance for IM-1617 with Phase 1 trial initiation planned for Q2 2026.

• No product revenue to date; previous collaboration with AbbVie ended in July 2025.

Financial highlights

• Net loss of $53.8 million for Q1 2026, compared to $41.6 million in Q1 2025.

• Total operating expenses increased to $59.3 million from $47.6 million year-over-year.

• Cash and cash equivalents of $582.7 million as of March 31, 2026.

• Accumulated deficit reached $782.0 million as of March 31, 2026.

• Collaboration revenue was $2.9 million in Q1 2025; none in Q1 2026.

• Interest income rose to $5.5 million from $3.0 million year-over-year.

• R&D expenses were $46.4 million, including $3.7 million in stock-based compensation; G&A expenses totaled $13.0 million, with $4.2 million in stock-based compensation.

Outlook and guidance

• Existing cash expected to fund operations for at least 12 months from the filing date, with some guidance indicating runway into 2028.

• Anticipates increased expenses as clinical and preclinical programs advance and commercialization preparations for varegacestat continue.

• Additional financing will be needed to support ongoing operations and future development.

• Initial lymphoma data for IM-1021 expected in 2026; INDs for IM-1340 and IM-1335 planned for mid- and late 2026.

• Marketing Authorization Application for varegacestat to be submitted to EMA by end of 2026.