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6-K ·Filed Oct 23, 2026

IMTX

Immatics N.V.
BULLISH
Impact 7/10
Horizonweeks Processed3d 3h ago SEC0000950103-26-016061
Notable filing: 6-K
Actionable Insight ▲ Bullish

The data significantly de-risk IMA203CD8 as a potential tumor-agnostic therapy. Watch for expansion cohorts in uterine and ovarian cancers, and the planned pediatric IIT in 1H 2027. The strong ORR/cORR in heavily pretreated patients supports accelerated development — any partnership or regulatory milestone would be a further catalyst.

DirectionBullish
Confidencehigh
Horizonweeks

Price Chart

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Executive Summary

Immatics N.V. released updated Phase 1 data for its IMA203CD8 PRAME-directed TCR T-cell therapy, showing a 51% objective response rate (ORR) and 41% confirmed ORR across 90 evaluable patients with heavily pretreated advanced solid tumors. The therapy demonstrated a manageable safety profile with no IMA203CD8-related Grade 5 events, and the maximum tolerated dose was not reached. The data support clinical proof-of-concept across multiple tumor types, with particularly encouraging activity in gynecologic cancers at higher doses (60% ORR, 55% cORR).

Key Facts

  • 51% ORR (46/90) and 41% confirmed ORR (36/87) across all dose levels and tumor types
  • 83% tumor reduction (71/86) in evaluable patients; 82% disease control rate at week 6
  • In gynecologic cancers at clinically relevant doses (≥DL4c): 60% ORR (12/20), 55% cORR (11/20)
  • Median duration of response in gynecologic cancers: 8.4 months; median PFS: 5.8 months; median OS not reached at 7.8 months follow-up
  • No IMA203CD8-related Grade 5 events; MTD not reached with doses up to 12.5 billion cells
  • Phase 1a dose escalation complete; enrolling uterine cancer patients; Phase 1/2 IIT in pediatric cancers planned for 1H 2027

Financial Impact

Positive catalyst for IMTX stock; strong Phase 1 efficacy data across multiple solid tumors supports pipeline value and potential registration-enabling trials

pipeline valuationregulatory pathwaypartnership potential

Risk Factors

  • Phase 1 data are preliminary and subject to further quality checks and source data verification
  • Durability data in gynecologic cancers are early (median follow-up 6.0 months); longer follow-up needed
  • Competitive landscape includes other TCR-T and CAR-T therapies targeting solid tumors

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
94% bullish (16 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0000950103-26-016061
Document: dp255331_6k.htm0000950103-26-016061
Document: 0000950103-26-016061-index-headers.html0000950103-26-016061
Document: 0000950103-26-016061-index.html0000950103-26-016061
Document: 0000950103-26-016061.txt0000950103-26-016061
19 reports for IMTX
Performance horizon
55% Hit rate @ T+5 6 of 11 directional calls Went positive at some point 7 of 11 best @ T+20▲ +22.12%May 12, 2026
Filters
Rows
Reports for IMTX — sortable, filterable
TypeNow
Oct 26, 2026
today
6-K
BULLISH ★ 5/10
—awaiting T+5——
Oct 24, 2026
2d ago
Press Release
BULLISH ★ 6/10
$7.31awaiting T+5—$7.18 (−1.85%)
Oct 23, 2026
3d ago
6-K
BULLISH ★ 7/10
$7.60awaiting T+5—$7.18 (−5.59%)
Aug 27, 2026
8w ago
Insider Buy
BULLISH ★ 6/10
$9.45 $9.56▲ +1.16%▲ +1.05%$7.18 (−24.07%)
Aug 26, 2026
8w ago
6-K
BEARISH ★ 6/10
$9.36 $9.46▼ −1.07%▼ −0.80%$7.18 (+23.34%)
Aug 18, 2026
9w ago
6-K
NEUTRAL ★ 6/10
$9.09 $9.24▲ +1.65%▲ +1.85%$7.18 (−21.07%)
Aug 18, 2026
9w ago
Press Release
MIXED ★ 6/10
$9.09 $9.24▲ +1.65%▲ +1.85%$7.18 (−21.07%)
Jun 2, 2026
20w ago
6-K
NEUTRAL ★ 3/10
$10.04 $9.16▼ −8.76%▼ −5.80%$7.18 (−28.54%)
Jun 1, 2026
21w ago
6-K
BULLISH ★ 7/10
$11.14 $9.79▼ −12.12%▼ −9.37%$7.18 (−35.59%)
Jun 1, 2026
21w ago
Press Release
BULLISH ★ 6/10
$11.14 $9.79▼ −12.12%▼ −9.37%$7.18 (−35.59%)
Showing 10 of 19

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Report published Oct 23, 2026