The ASCO presentation on June 1 is the primary near-term catalyst — positive survival data could drive significant upside for this $333M market cap biotech. Monitor for first patient dosing in Phase 3 by mid-2026 and any partnership/co-development interest post-ASCO.
Price Chart
Executive Summary
Immuneering reported Q1 2026 EPS of -$0.21, beating consensus of -$0.25 by 16%, with no revenue. The key catalyst is upcoming ASCO oral presentation on June 1 with survival data from 55 first-line pancreatic cancer patients, and the Phase 3 MAPKeeper 301 trial now recruiting. Cash runway into 2029 provides ample funding for pivotal trials.
Key Financial Metrics
Key Facts
- Q1 2026 EPS -$0.21 vs consensus -$0.25 (16% beat)
- Net loss $13.5M vs $15.0M YoY, narrowing on higher share count
- Cash, equivalents and marketable securities $198.6M as of March 31, 2026, runway into 2029
- Phase 3 MAPKeeper 301 trial now recruiting, first patient dosing on track for mid-2026
- Upcoming ASCO oral presentation June 1 with survival data from 55 first-line pancreatic cancer patients
- 27-month PFS in a third-line pancreatic cancer patient with 85% tumor burden reduction on atebimetinib monotherapy
Financial Impact
EPS beat of $0.04 (16%) on zero revenue; cash burn ~$18.4M/quarter provides 3+ year runway
Risk Factors
- Phase 3 MAPKeeper 301 trial may fail to meet endpoints
- Single-arm Phase 2a data at ASCO may not translate to pivotal trial success
- No revenue and ongoing cash burn requires disciplined spending to maintain runway into 2029
- Competition from other RAS/MAPK pathway inhibitors in pancreatic cancer
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3295768 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | Press Release | $3.64 | awaiting T+1 | — | $3.80 (+4.26%) |
Oct 2, 2026 25d ago | Press Release | $4.07 $4.04 | ▼ −0.74% | ▼ −1.41% | $3.80 (−6.76%) |
Sep 28, 2026 29d ago | Press Release | $4.16 $4.13 | ▼ −0.72% | ▼ −0.54% | $3.80 (−8.77%) |
Aug 26, 2026 8w ago | Press Release | $5.21 $4.99 | ▼ −4.22% | ▼ −4.00% | $3.80 (−27.16%) |
Aug 5, 2026 11w ago | 8-K | $4.39 $4.46 | ▲ +1.59% | ▲ +1.75% | $3.80 (−13.55%) |
Aug 5, 2026 11w ago | Press Release | $4.39 $4.46 | ▲ +1.59% | ▲ +1.75% | $3.80 (−13.55%) |
Jun 11, 2026 19w ago | Institutional Cluster | $4.12 $4.19 | ▲ +1.70% | ▲ +1.16% | $3.80 (−7.89%) |
Jun 1, 2026 21w ago | 8-K | $4.28 $4.55 | ▲ +6.31% | ▲ +7.00% | $3.80 (−11.33%) |
May 15, 2026 23w ago | Press Release | $5.16 $4.87 | ▼ −5.62% | ▼ −5.56% | $3.80 (−26.45%) |
Apr 21, 2026 26w ago | Press Release | $5.89 $6.13 | ▲ +4.07% | ▲ +4.47% | $3.80 (−35.57%) |
US Market Status
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