The 17.3-month mOS vs. 8.5-month SOC is a strong signal for a first-line pancreatic cancer therapy, likely driving significant upside. Watch for the Phase 3 MAPKeeper 301 initiation in mid-2026 as the next major catalyst. The NSCLC program adds pipeline optionality but is earlier stage.
Price Chart
Executive Summary
Immuneering announced updated Phase 2a data for atebimetinib (IMM-1-104) in first-line pancreatic cancer, showing 17.3-month median overall survival (mOS) in the 55-patient ITT population vs. 8.5-month standard of care, with 36% ORR and 82% DCR. The company also outlined upcoming milestones including a pivotal Phase 3 trial (MAPKeeper 301) starting mid-2026 with data expected mid-2028.
Key Facts
- 17.3-month median overall survival (mOS) observed in 55-patient ITT population at 320 mg dose vs. 8.5-month standard of care (MPACT trial)
- Median progression-free survival (mPFS) of 8.3 months
- 36% overall response rate (ORR) and 82% disease control rate (DCR) in evaluable patients
- 84% of evaluable patients maintained or gained weight
- No Grade 5 TEAEs and no new safety signals identified
- Pivotal Phase 3 trial (MAPKeeper 301) expected to dose first patient mid-2026 with topline data mid-2028
- Phase 2 trial of atebimetinib + Libtayo in NSCLC expected to start H2 2026 with preliminary data late 2027
Financial Impact
No financial figures provided in the filing. The clinical data is a significant catalyst for a pre-revenue biotech with $373M market cap.
Risk Factors
- Cross-trial comparison vs. MPACT is not a head-to-head study; Phase 3 results may differ
- Pancreatic cancer is a high-risk indication with many prior failures
- Pre-revenue company with no guarantee of regulatory approval or commercial success
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001790340-26-000059 |
| Document: 0001790340-26-000059-index-headers.html | 0001790340-26-000059 |
| Document: 0001790340-26-000059-index.html | 0001790340-26-000059 |
| Document: 0001790340-26-000059.txt | 0001790340-26-000059 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Press Release | — | awaiting T+1 | — | — |
Oct 2, 2026 24d ago | Press Release | $4.07 $4.04 | ▼ −0.74% | ▼ −1.41% | $3.71 (−8.85%) |
Sep 28, 2026 28d ago | Press Release | $4.16 $4.13 | ▼ −0.72% | ▼ −0.54% | $3.71 (−10.82%) |
Aug 26, 2026 8w ago | Press Release | $5.21 $4.99 | ▼ −4.22% | ▼ −4.00% | $3.71 (−28.79%) |
Aug 5, 2026 11w ago | 8-K | $4.39 $4.46 | ▲ +1.59% | ▲ +1.75% | $3.71 (−15.49%) |
Aug 5, 2026 11w ago | Press Release | $4.39 $4.46 | ▲ +1.59% | ▲ +1.75% | $3.71 (−15.49%) |
Jun 11, 2026 19w ago | Institutional Cluster | $4.12 $4.19 | ▲ +1.70% | ▲ +1.16% | $3.71 (−9.95%) |
Jun 1, 2026 21w ago | 8-K | $4.28 $4.55 | ▲ +6.31% | ▲ +7.00% | $3.71 (−13.32%) |
May 15, 2026 23w ago | Press Release | $5.16 $4.87 | ▼ −5.62% | ▼ −5.56% | $3.71 (−28.10%) |
Apr 21, 2026 26w ago | Press Release | $5.89 $6.13 | ▲ +4.07% | ▲ +4.47% | $3.71 (−37.01%) |
US Market Status
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