IMUX Earnings
Thursday, May 07 2026
EPS Estimate
$-0.11
$-0.20 – $-0.05
Current Price
$0.90
Our Position
bullishImmunic raises $400M for Phase 3 MS program completion
structured data
est. revisions rising
(+31.3pp / 30d)
This funding windfall eliminates near-term cash concerns and de-risks the clinical timeline through NDA submission. A successful Phase 3 readout in a 2,200-patient program with unmodified trial continuation signals strong efficacy signals — this sets up a potential regulatory win in MS, a sizable chronic disease market where approved competitors exist but demand outpaces supply.
Watch: Topline Phase 3 ENSURE data due end of 2026 is the pivotal catalyst. Hit the primary endpoint with statistical significance and the path to mid-2027 NDA submission is locked. Miss and the stock reprices sharply — MS is a competitive space and efficacy gaps kill pipeline assets fast.
Data Signal Summary
3 bullish
1 bearish
Estimates up +15%
Insider buying cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
buying
Price Trend
downtrend
From 52w High
-30.2%
Est. Revisions (30d)
+15.0% 2up/2dn
Analyst Target (mean)
$5 $2–$10 +462%
Options P/C Ratio
0.60
Est. Dispersion
141% 8 analysts
Insider Cluster
strong buy (officer)
Recent Activity
insider trades
9 transactions
Buy
·
RUDICK RICHARD ALAN (Director)
·87,300 shares
·$100,369
Buy
·
NASH DUANE D (Officer and Director)
·20,000 shares
·$16,694
Buy
·
NEERMANN JOERG (Director)
·100,000 shares
·$76,700
Buy
·
TARDIO JASON (President)
·12,512 shares
·$9,884
Buy
·
VITT DANIEL (Chief Executive Officer)
·15,000 shares
·$11,550
4 more
Buy
·
VITT DANIEL
·15,000 shr
·$11,550
Buy
·
WHALEY GLENN
·45,000 shr
·$32,076
Buy
·
RUDICK RICHARD ALAN
·143,075 shr
·$100,024
Award
·
WHALEY GLENN
·25,000 shr
·$14,000
analyst ratings
2 ratings
Stifel
·init
→Buy
5d ago
D. Boral Capital
·down
→Hold
7d ago
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