Immunome (IMNM) investor relations material

Executive summary

• FDA accepted NDA for varegacestat in desmoid tumors with a PDUFA date of April 28, 2027, following strong Phase 3 RINGSIDE data; MAA submission to EMA planned by end of 2026.

• Pipeline includes four clinical and two preclinical oncology assets, with first patients dosed in Phase 1 trials for IM-1617 and IM-3050 and additional INDs planned for 2026.

• No product revenue to date; operations funded primarily through equity offerings.

Financial highlights

• Net loss of $73.1M for Q2 2026, up from $43.4M in Q2 2025; net loss of $127.0M for the six months ended June 30, 2026.

• Research and development expenses were $59.9M in Q2 2026, including $4.2M in stock-based compensation.

• General and administrative expenses were $18.3M in Q2 2026, including $4.6M in stock-based compensation.

• Cash and marketable securities totaled $520.0M as of June 30, 2026.

• Collaboration revenue for Q2 2026 was $4.0M.

Outlook and guidance

• Cash and marketable securities expected to fund operations into 2028.

• Additional financing will be needed to support ongoing R&D and potential commercialization beyond that period.

• Expenses expected to increase as clinical programs advance and commercialization preparations for varegacestat continue.

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