Redmile Group Increases Immunome Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy IMNM?
Source: NASDAQ.COM
- Share Acquisition: Redmile Group increased its holdings in Immunome by 695,000 shares during Q4 2025, with an estimated trade value of $12.20 million, indicating strong confidence in the company's future prospects.
- Value Growth: By quarter-end, Redmile's total position in Immunome rose to $122.83 million, reflecting a $64.01 million increase driven by both share purchases and stock price appreciation.
- Market Position: Immunome focuses on developing antibody-based therapies for oncology and infectious diseases, with its differentiated pipeline and expertise in antibody engineering providing a competitive edge that attracts investor interest.
- Future Outlook: Immunome plans to file a New Drug Application in Q2 2026, and if its varegacestat receives approval, it could shift market perceptions of its valuation, propelling the company into a commercialization phase.
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Analyst Views on IMNM
Wall Street analysts forecast IMNM stock price to rise
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 21.800
Low
21.00
Averages
33.20
High
40.00
Current: 21.800
Low
21.00
Averages
33.20
High
40.00
About IMNM
Immunome, Inc. is a clinical-stage targeted oncology company, which is focused on developing first-in-class and targeted therapies designed to improve outcomes for cancer patients. The Company is engaged in advancing an innovative portfolio of therapeutics in the design, development, and commercialization of targeted cancer therapies, including antibody-drug conjugate therapies (ADCs). Its advanced pipeline programs are varegacestat, a gamma secretase inhibitor which is in a Phase III trial for the treatment of desmoid tumors; IM-1021, an ROR1-targeted ADC which is in a Phase I trial, and IM-3050, a FAP-targeted radioligand. The Company's pipeline also includes IM-1617, IM-1335, and IM-1340, all of which are preclinical ADCs pursuing undisclosed targets with expression in multiple solid tumors. IM-1617 is a potential first-in-class ADC that targets an undisclosed receptor that is expressed in a range of solid tumors, including colorectal cancer and ovarian cancers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Redmile Group Increases Stake in Immunome
- Share Acquisition: Redmile Group disclosed a purchase of 695,000 shares of Immunome in Q4 2025, with an estimated transaction value of approximately $12.20 million, indicating strong confidence in the company's future prospects.
- Increased Ownership: This acquisition raises Redmile Group's stake in Immunome to 9.05%, highlighting its significance within the investment portfolio and reinforcing long-term investment confidence in Immunome.
- Strong Market Performance: As of February 17, 2026, Immunome shares were priced at $22.69, reflecting a remarkable 120% increase over the past year, significantly outperforming the S&P 500's 13% gain, showcasing market recognition of its potential.
- Funding and R&D Progress: Immunome successfully raised $400 million last year to support its oncology pipeline and plans to file a New Drug Application in Q2 2026, indicating positive clinical advancements and a promising market outlook.
See More
Redmile Group Increases Immunome Holdings
- Share Acquisition: Redmile Group increased its holdings in Immunome by 695,000 shares during Q4 2025, with an estimated trade value of $12.20 million, indicating strong confidence in the company's future prospects.
- Value Growth: By quarter-end, Redmile's total position in Immunome rose to $122.83 million, reflecting a $64.01 million increase driven by both share purchases and stock price appreciation.
- Market Position: Immunome focuses on developing antibody-based therapies for oncology and infectious diseases, with its differentiated pipeline and expertise in antibody engineering providing a competitive edge that attracts investor interest.
- Future Outlook: Immunome plans to file a New Drug Application in Q2 2026, and if its varegacestat receives approval, it could shift market perceptions of its valuation, propelling the company into a commercialization phase.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Impact: While specific stocks are not detailed, such rating changes typically influence investor decisions, thereby directly impacting the stock prices of the companies involved.
- Source of Updates: A complete view of all analyst rating changes can be found on our analyst ratings page, offering a comprehensive understanding of market dynamics.
- Lack of Investment Advice: Although the report provides information on rating changes, it does not offer specific investment advice, leaving investors to make their own judgments.
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- Survival Extension: Clinical data shows that patients treated with pelareorep have a median survival of 27 months compared to 11.2 months with standard treatment, indicating the drug's potential market value in hard-to-treat cancer populations, with the global second-line treatment market estimated between $3 billion and $5 billion annually.
- Leadership Team Expansion: Oncolytics Biotech recently appointed John McAdory as Executive Vice President of Strategy and Operations and Yujun Wu as Vice President of Biostatistics to manage expanding clinical programs, reflecting the company's commitment to future growth and readiness.
- Clinical Trial Plans: The company plans to launch a controlled study in March 2026 comparing standard treatment with pelareorep, with interim data expected by year-end, further validating its efficacy in colorectal cancer treatment.
See More
Precision Biologics Market Awakens to $71 Billion Opportunity
- FDA Acceleration: Oncolytics Biotech's cancer treatment pelareorep has received Fast Track Designation from the FDA for KRAS-mutant microsatellite-stable metastatic colorectal cancer patients, demonstrating a 33% response rate, significantly higher than the 10% achieved with traditional chemotherapy, which will expedite its market entry and enhance the company's position in the competitive biopharmaceutical sector.
- Significant Survival Extension: Clinical data shows that patients treated with pelareorep have a median survival of 27 months compared to 11.2 months with standard treatment, indicating the drug's potential market value in hard-to-treat cancer populations, with the global second-line treatment market estimated between $3 billion and $5 billion annually.
- Clinical Trial Plans: Oncolytics plans to launch a controlled study in March 2026 comparing standard care versus standard care plus pelareorep, with interim data expected by year-end, laying the groundwork for future product line expansion.
- Leadership Team Expansion: Oncolytics Biotech has recently appointed two key executives to oversee strategy and biostatistics, aiming to strengthen the company's leadership in the rapidly evolving biopharmaceutical landscape to meet the increasing demands of clinical trials.
See More
Market Overview: Energy Stocks Show Strength
- Market Performance Overview: Last week, the S&P 500 gained 0.34%, while the Nasdaq and Dow Jones fell by 0.17% and 0.42%, respectively, indicating market divergence and suggesting that investors should remain cautious as February approaches, a historically weaker month.
- Energy Stock Potential: Energy Fuels Inc. (UUUU), focused on uranium mining, reported $24.9 million in revenue last quarter with no earnings, yet its astronomical Price-to-Sales ratio of 63.50 reflects strong market expectations for future growth, with an anticipated 81% upside potential.
- Technical Indicator Analysis: UUUU is forming a saucer pattern, and if it breaks above the resistance zone, it could trigger a new upward phase, making the $18.50 to $19.00 support level critical for investors to monitor.
- Market Volatility Warning: Despite the S&P 500 hitting an all-time high last week, the Nasdaq failed to break out, suggesting potential volatility ahead; investors should seize buying opportunities, particularly before the upcoming Federal Reserve meeting.
See More
Redmile Group Increases Stake in Immunome
- Share Acquisition: Redmile Group disclosed a purchase of 695,000 shares of Immunome in Q4 2025, with an estimated transaction value of approximately $12.20 million, indicating strong confidence in the company's future prospects.
- Increased Ownership: This acquisition raises Redmile Group's stake in Immunome to 9.05%, highlighting its significance within the investment portfolio and reinforcing long-term investment confidence in Immunome.
- Strong Market Performance: As of February 17, 2026, Immunome shares were priced at $22.69, reflecting a remarkable 120% increase over the past year, significantly outperforming the S&P 500's 13% gain, showcasing market recognition of its potential.
- Funding and R&D Progress: Immunome successfully raised $400 million last year to support its oncology pipeline and plans to file a New Drug Application in Q2 2026, indicating positive clinical advancements and a promising market outlook.
See More
Redmile Group Increases Immunome Holdings
- Share Acquisition: Redmile Group increased its holdings in Immunome by 695,000 shares during Q4 2025, with an estimated trade value of $12.20 million, indicating strong confidence in the company's future prospects.
- Value Growth: By quarter-end, Redmile's total position in Immunome rose to $122.83 million, reflecting a $64.01 million increase driven by both share purchases and stock price appreciation.
- Market Position: Immunome focuses on developing antibody-based therapies for oncology and infectious diseases, with its differentiated pipeline and expertise in antibody engineering providing a competitive edge that attracts investor interest.
- Future Outlook: Immunome plans to file a New Drug Application in Q2 2026, and if its varegacestat receives approval, it could shift market perceptions of its valuation, propelling the company into a commercialization phase.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Impact: While specific stocks are not detailed, such rating changes typically influence investor decisions, thereby directly impacting the stock prices of the companies involved.
- Source of Updates: A complete view of all analyst rating changes can be found on our analyst ratings page, offering a comprehensive understanding of market dynamics.
- Lack of Investment Advice: Although the report provides information on rating changes, it does not offer specific investment advice, leaving investors to make their own judgments.
See More
Precision Biologics Market Awakens to $71 Billion Opportunity
- FDA Acceleration: Oncolytics Biotech's cancer treatment pelareorep has received Fast Track Designation from the FDA for KRAS-mutant microsatellite-stable metastatic colorectal cancer patients, demonstrating a 33% response rate significantly higher than the 10% seen with traditional chemotherapy, which will expedite its approval process and enhance market competitiveness.
- Survival Extension: Clinical data shows that patients treated with pelareorep have a median survival of 27 months compared to 11.2 months with standard treatment, indicating the drug's potential market value in hard-to-treat cancer populations, with the global second-line treatment market estimated between $3 billion and $5 billion annually.
- Leadership Team Expansion: Oncolytics Biotech recently appointed John McAdory as Executive Vice President of Strategy and Operations and Yujun Wu as Vice President of Biostatistics to manage expanding clinical programs, reflecting the company's commitment to future growth and readiness.
- Clinical Trial Plans: The company plans to launch a controlled study in March 2026 comparing standard treatment with pelareorep, with interim data expected by year-end, further validating its efficacy in colorectal cancer treatment.
See More
Precision Biologics Market Awakens to $71 Billion Opportunity
- FDA Acceleration: Oncolytics Biotech's cancer treatment pelareorep has received Fast Track Designation from the FDA for KRAS-mutant microsatellite-stable metastatic colorectal cancer patients, demonstrating a 33% response rate, significantly higher than the 10% achieved with traditional chemotherapy, which will expedite its market entry and enhance the company's position in the competitive biopharmaceutical sector.
- Significant Survival Extension: Clinical data shows that patients treated with pelareorep have a median survival of 27 months compared to 11.2 months with standard treatment, indicating the drug's potential market value in hard-to-treat cancer populations, with the global second-line treatment market estimated between $3 billion and $5 billion annually.
- Clinical Trial Plans: Oncolytics plans to launch a controlled study in March 2026 comparing standard care versus standard care plus pelareorep, with interim data expected by year-end, laying the groundwork for future product line expansion.
- Leadership Team Expansion: Oncolytics Biotech has recently appointed two key executives to oversee strategy and biostatistics, aiming to strengthen the company's leadership in the rapidly evolving biopharmaceutical landscape to meet the increasing demands of clinical trials.
See More
Market Overview: Energy Stocks Show Strength
- Market Performance Overview: Last week, the S&P 500 gained 0.34%, while the Nasdaq and Dow Jones fell by 0.17% and 0.42%, respectively, indicating market divergence and suggesting that investors should remain cautious as February approaches, a historically weaker month.
- Energy Stock Potential: Energy Fuels Inc. (UUUU), focused on uranium mining, reported $24.9 million in revenue last quarter with no earnings, yet its astronomical Price-to-Sales ratio of 63.50 reflects strong market expectations for future growth, with an anticipated 81% upside potential.
- Technical Indicator Analysis: UUUU is forming a saucer pattern, and if it breaks above the resistance zone, it could trigger a new upward phase, making the $18.50 to $19.00 support level critical for investors to monitor.
- Market Volatility Warning: Despite the S&P 500 hitting an all-time high last week, the Nasdaq failed to break out, suggesting potential volatility ahead; investors should seize buying opportunities, particularly before the upcoming Federal Reserve meeting.
See More
