Immatics NV (IMTX) Quote

Agree.
Think we have good chance to see nice development here for the rest of the year and later...
Good time to you...

Just doing a review of IMA402 before shutting down for some shut eye over here:

Previous presentation on IMA402:
https://investors.immatics.com/static-files/7d8a3d13-c638-4a5b-8317-5d4f0b28dba3

Impressive pre-clinical work, imo

Clinical Trial:
https://clinicaltrials.gov/study/NCT05958121?tab=history&a=15#version-content-panel

Even though the stock sold off a bit today, it still seems to me that more good news could be coming.
I saw that pre-market $11.40 the other day too, and thought we were going to get hit hard Monday.. We are still above $12 and there was much buying today at higher prices.

9th Annual CAR-TCR Summit
Sep 17 - Sep 20, 2024

The Immatics team will attend the CAR-TCR Summit.



For more information, visit the summit website by clicking here.



Location

Boston, Massachusetts, USA

Yes it was...
There will be more news soon.
The first premarket was 11,40...So it was a great day...

Yes we did, last at $12.73 on over 1 million shares

High of the day was $13.09

This was an excellent day imo, given the not so good news, on IMA401.
I personally thought the stock was going to get punished, so i see today's action as highly positive.
Possibly there is good news around the corner on IMA203 and/or IMA402.

I guess we will see in the coming days.

I agree...
Perhaps we will close green....

I concur, the company appears to still be positive on IMA401 so there could be some other data they have. Also, these were all heavily pretreated patients, so patients that likely do not have any other alternative or their current therapies like chemo etc were not working.
imo, the Immatics therapy should be trialed as first line - chemo and other therapies actual cause certain mutations as far as i have researched, however the regulatory processes are just not that easy.

Stock is holding up well in early morning trading.

Looking forward to the data on IMA203 in October.

Ah okay...
In the end this could be an advantage to have all rights back IMO...

Those are good points.

Reading this over again, i think BMS is just pulling out of the IMA401 program. Here, Immatics already updated their pipeline web page.
BMS is still listed under the Autologous and Allogeneic programs.

https://immatics.com/our-pipeline/

Not really...
I did some DD on BMS. At the moment they seem to have more problems with their own business and their numbers. I think the reason for this decission is more likely to find by BMS themselves than by Immatics.
My second thought was: If BMS is out Immatics could be much more attractive for M & A...

Not really...
I did some DD on BMS. At the moment they seem to have more problems with their own business and their numbers. I think the reason for this decission is more likely to find by BMS themselves than by Immatics.
My second thought was: If BMS is out Immatics could be much more attractive for M & A...

News out this morning on IMA401

Not as good as i was thinking yesterday, also looks like BMS is pulling out.
https://finance.yahoo.com/news/immatics-presents-clinical-proof-concept-092500575.html

Remember this was targetting mage, IMA402 was targetting prame, so there is still hope those results are better. Hope we get an update on IMA402 before year end. TCRX has had excellent success with leukemia targetting prame.
I have to admit today's news is not that good, imo

Interesting thoughts! But could be!
Let's do so!
Looking for a nice week/weeks here...

I'll add this analysis to the article:

1. Institutional ownership at June 30/24 = 75%
https://www.nasdaq.com/market-activity/stocks/imtx/institutional-holdings

2. Short position at 08/30/2024 = 10,415,614\
https://www.nasdaq.com/market-activity/stocks/imtx/short-interest

Could the upcoming data release at the upcoming ESMO (tomorrow) and Society for Melanoma Research Congress (Oct.11/24) cause a short squeeze?
The above evidence demonstrates that in this instance, it could be a real possibility, imo.

Let's keep in touch.
FM

Noticed IMA402 was mentioned in the Q1 report and was initially focused on melanoma (similar to IMA203) Not sure when results will be coming out on IMA402, however from the article you posted, this trial could be well advanced. The announcement regarding the Oral Presentation at the Society for Melanoma Research Congress 2024 - October 11/24 only mentions IMA203. (https://finance.yahoo.com/news/immatics-announces-upcoming-oral-presentation-110000681.html)

I'll whisper this: Given that IMA203 received RMAT designation almost a year ago, i speculate that it is a distince possibility that FDA approval will be announced for IMA203 in and around the Melanoma Research Congress October 10-13/24 in New Orleans, Louisiana - just my opinion.



https://finance.yahoo.com/news/immatics-announces-first-quarter-2024-110000778.html

TCER® IMA402 (PRAME)

Immatics initiated the Phase 1/2 trial investigating the company’s fully owned TCER® candidate IMA402 in patients with recurrent and/or refractory solid tumors in August 2023 and the first patients have been dosed. Initial focus indications are ovarian cancer, lung cancer, uterine cancer and cutaneous and uveal melanoma, among others. IMA402 targets an HLA-A*02:01-presented peptide derived from the tumor antigen PRAME. This target peptide has been selected based on natural expression in native solid primary tumors and metastases at particularly high target density (peptide copy number per tumor cell identified by Immatics’ proprietary quantitative mass spectrometry engine XPRESIDENT®).

Immatics has recently engaged Patheon UK Limited, a subsidiary of ThermoFisher Scientific Inc., for the manufacturing of clinical IMA402 batches for its use within a potential registration-enabling trial. Patient recruitment and dose escalation continue to scale. First clinical data in at least 15 patients in dose escalation across multiple solid cancers, but initially focused on melanoma, is anticipated to be announced in 2H 2024.

Well thank you for sharing that interesting article. I note that it references IMA402 which is Immatics proprietary targeting prame.

https://www.boerse-online.de/nachrichten/aktien/geheimtipp-diese-voellig-unbekannte-biotech-aktie-aus-deutschland-hat-niemand-auf-dem-schirm-20352622.html

Insider tip? Nobody has this completely unknown biotech stock from Germany on their radar

Along with BioNTech and other pharmaceutical companies, the shares of this German company are a hot candidate for a big price jump in 2024.

More than just BioNTech. Anyone looking for German biotech stocks will quickly end up with the Mainz stocks. There are other promising stocks that speculative investors should at least keep an eye on. For example, there is Immatics from Tübingen. The company focuses on the development and production of T cell-based immunotherapies for the treatment of cancer. What sounds complicated is essentially aimed at modifying T cells and then developing an immunotherapy that selectively and effectively attacks a patient's tumors.

The research on this takes place at three locations: Tübingen, Texas and Munich. The group also works with some well-known biotech giants such as Bristol-Myers-Squibb, Genmab and Moderna, who actively promote research. With more than 500 million US dollars, Immatics has enough financial resources to carry out clinical studies on the various active ingredients. 2024 could be a particularly exciting year for investors.

Will 2024 boost Immatics shares?
“We are working intensively to make IMA402 available to a broad patient population as quickly as possible and look forward to publishing the first clinical data in 2024,” the company announced last year. And the active ingredient for the treatment of cancer called IMA402 is not the only drug about which there could be news this year. There will also be new data for the active ingredient IMA-203 this year. In total, the Germans are currently preparing eleven treatments or are already in the first clinical study phases.

The year could have some surprises in store for the stock. The fact that the stock reacts to even small results was shown last year when the price shot up by 30 percent in one day after the publication of some clinical data.

That's what the analysts say
The stock is currently not receiving much attention from analysts on Wall Street. A current analysis by Mizuho Securities still believes the stock will have a medium-term price increase of over 13 percent. Two other analyzes at the end of last year were significantly higher. Leerink Partners even believed the stock had 86.69 upside potential and Chardan Capital had an incredible 103 percent.

According to data from the MarketScreener platform, six analysts currently recommend buying the stock. The average price potential is almost 60 percent. Risk-taking investors should therefore not lose sight of the stock this year.

Perhaps interesting to read for you with google translate....

https://www.boerse-online.de/nachrichten/aktien/geheimtipp-diese-voellig-unbekannte-biotech-aktie-aus-deutschland-hat-niemand-auf-dem-schirm-20352622.html

Thank you too for sharing your information!
Yes, I'm from Germany...

Agree, it also shows that the CD4/8 combination significantly improves efficacy. ( same thing over TCRX)

T cell-engaging bispecifics are designed to redirect T cells to cancer antigens. IMA401 is a next-gen T cell engaging receptor (TCER®) combining a high-affinity TCR domain against an HLA-A*02:01-presented MAGEA4/8 peptide, a low-affinity T cell-recruiting antibody and an Fc part for half-life extension. The target peptide exhibits a >5-fold higher density compared to the MAGEA4-derived peptide targeted by other bispecifics or cell therapies.

Again, I'm not 100% sure but i'm thinking there should be a press release over the next couple of days detailing the ESMO abstract in more layman's terms

I have assumed for a while that you live in Germany ( or Europe somewhere) and thanks for sharing the information on the production facility.

I'm in North America and just doing some Sunday afternoon research on a beautiful day here

That could give a great push in PPS...Not Long ago they finished a big production facility in Germany...together that all makes sence

I agree. I would say 80 %. But this would mean a fantastic result!

And look at the broad spectrum of cancer types that were part of this trial!!
Possible breakthrough potential here!!, imo

" Among these were pts with ovarian cancer, sqNSCLC, gastric cancer, HNSCC, melanoma, and neuroendocrine carcinoma."

https://cslide.ctimeetingtech.com/esmo2024/attendee/confcal/show/session/232#presentation-abstract-895832222418

I'm not 100% sure, however wouldn't this be an 80% ORR ( objective response rate) 20/25 patients?

"55% (11/20) of efficacy-evaluable pts treated in the escalation phase, including initial low MABEL-based starting DLs, achieved disease control (SD/PR). Among these were pts with ovarian cancer, sqNSCLC, gastric cancer, HNSCC, melanoma, and neuroendocrine carcinoma. 45% (9/20) of the pts showed shrinkage of target lesions (median -21.7%), including 3 pts with durable confirmed PRs at 4+, 10+ and 11+ months after first infusion."

https://cslide.ctimeetingtech.com/esmo2024/attendee/confcal/show/session/232#presentation-abstract-895832222418

IMTX: Presentation on Phase 1a/1b IMA401 tomorrow at ESMO/24

Remember IMA401 is in collaboration with BMS ( https://immatics.com/our-pipeline/)

ESMO Abstract

https://cslide.ctimeetingtech.com/esmo2024/attendee/confcal/show/session/232#presentation-abstract-895832222418

Abstract
Background
T cell-engaging bispecifics are designed to redirect T cells to cancer antigens. IMA401 is a next-gen T cell engaging receptor (TCER®) combining a high-affinity TCR domain against an HLA-A*02:01-presented MAGEA4/8 peptide, a low-affinity T cell-recruiting antibody and an Fc part for half-life extension. The target peptide exhibits a >5-fold higher density compared to the MAGEA4-derived peptide targeted by other bispecifics or cell therapies.

Methods
This ongoing Phase 1a/1b first-in-human clinical trial evaluates IMA401 in patients (pts) with recurrent/refractory solid tumors. HLA-A*02:01+ and MAGEA4/8+ pts received initially QW then Q2W iv. IMA401 infusions. Primary objectives: MTD and/or RP2D. Secondary objectives: safety, tolerability, PK, initial anti-tumor activity.

Results
As of April 1, 2024, 25 heavily pretreated cancer pts received IMA401 across the first dose levels (DL1-7, 6.6µg-2.5mg). IMA401 showed manageable tolerability with most common (≥30%) treatment-related adverse events being transient lymphopenia (G1-4) and CRS (G1/2). High-grade (G3/4) neutropenia observed at DL7 did not reoccur after the introduction of dexamethasone pre-treatment. MTD/RP2D was not reached and dose escalation is ongoing. Median terminal half-life was 15.0 days. 55% (11/20) of efficacy-evaluable pts treated in the escalation phase, including initial low MABEL-based starting DLs, achieved disease control (SD/PR). Among these were pts with ovarian cancer, sqNSCLC, gastric cancer, HNSCC, melanoma, and neuroendocrine carcinoma. 45% (9/20) of the pts showed shrinkage of target lesions (median -21.7%), including 3 pts with durable confirmed PRs at 4+, 10+ and 11+ months after first infusion.

Conclusions
IMA401 was well tolerated and its single-agent anti-tumor activity was demonstrated by durable objective responses and disease control. The prolonged half-life prompted a switch to treatment every 2 weeks already during dose escalation. The data of this ongoing Phase 1 dose escalation trial provide first clinical PoC for the next-gen half-life extended TCER® format and its potential in multiple solid tumors.

Clinical trial identification
NCT05359445.

Legal entity responsible for the study
Immatics Biotechnologies GmbH.

Volume rises....

Yes,I mean too with RMAT...
It's very interesting they announce that something will be announced. This only makes sense If something positive will be presented IMO...
This here can become very interesting very soon...Good data can also wake up "Big Pharma" very soon...I believe good times already in 2024...

Agree.
Another presentation just announced for the 21st International Congress of the Society for Melanoma Research on October 11/24.
Looks like a possible update coming on IMA203. If i recall correctly IMTX had RMAT designation for IMA203 - this could get very interesting, imo

https://finance.yahoo.com/news/immatics-announces-upcoming-oral-presentation-110000681.html

Houston, Texas and Tuebingen, Germany, September 06, 2024 – Immatics N.V. (NASDAQ: IMTX, “Immatics” or the “Company”), a clinical-stage biopharmaceutical company active in the discovery and development of T cell-redirecting cancer immunotherapies, today announced that updated clinical data on its lead cell therapy candidate, ACTengine® IMA203 targeting PRAME, will be presented at the 21st International Congress of the Society for Melanoma Research.

Oral presentation

Date / Time: October 11, 2024 / 8:00 – 8:20 am Central Daylight Time
Session: Plenary Session 1 – Developmental Immunotherapy (Cellular Immunotherapy, Vaccines, and New Checkpoints)
Title: ACTengine IMA203 TCR-T targeting PRAME in PD1-refractory metastatic melanoma – Clinical Update
Presenter: Martin Wermke, M.D. (University Hospital Dresden, Germany)

About IMA203

ACTengine® IMA203 T cells is an autologous T cell product with a genetically modified, pairing-enhanced TCR directed against an HLA-A*02-presented peptide derived from preferentially expressed antigen in melanoma (PRAME). This peptide is frequently expressed in a large variety of solid cancers, thereby supporting the program’s potential to address a broad cancer patient population. Immatics’ PRAME peptide is present at a high copy number per tumor cell and is homogeneously and specifically expressed in tumor tissue. The peptide has been identified and characterized by Immatics’ proprietary mass spectrometry-based target discovery platform, XPRESIDENT®. Through its proprietary TCR discovery and engineering platform XCEPTOR®, Immatics has generated a highly specific T cell receptor (TCR) against this target for its TCR-based cell therapy approach, ACTengine® IMA203.

ACTengine® IMA203 TCR-T is currently being evaluated in a Phase 1 trial as IMA203 monotherapy, and as a second-generation IMA203CD8 (GEN2) monotherapy, where IMA203-engineered T cells are co-transduced with a CD8aß co-receptor, thereby leveraging the power of both CD4+ and CD8+ T cells. As previously reported, IMA203 in combination with an immune checkpoint inhibitor has been deprioritized.

Very interesting...even I don't understand everything...but the second half of the year seems to become promising...

IMTX: Recent video

IMTX: Immatics Appoints Alise Reicin to Board of Directors

https://finance.yahoo.com/news/immatics-appoints-alise-reicin-board-110000822.html

(looks like a high profile addition to the BOD, imo)

Agree, else they would not file a news for this...

IMTX: Immatics Announces Upcoming Oral Presentation at ESMO Congress 2024

( this looks like a highly important presentation, imo)


https://immatics.com/
Houston, Texas and Tuebingen, Germany, July 18, 2024 – Immatics N.V. (NASDAQ: IMTX, “Immatics”), a clinical-stage biopharmaceutical company active in the discovery and development of T cell-redirecting cancer immunotherapies, today announced that the first proof-of-concept clinical data for its next-generation, half-life extended TCR Bispecific molecule, TCER® IMA401 (MAGEA4/8), will be presented during an oral presentation at the European Society for Medical Oncology (ESMO) Congress 2024 on Monday, September 16, 2024 at 11:25 CEST.

Full abstracts will be available on the ESMO website on Monday, September 9, 2024, at 00:05 CEST.

Oral presentation

Date / Time: September 16, 2024 / 11:25 CEST
Session: Investigational Immunotherapy
Title: Initial safety, pharmacokinetics, and anti-tumor activity data of TCER IMA401, a MAGEA4/8-directed half-life extended TCR Bispecific, in Phase 1 dose escalation
Presenting author: Martin Wermke, MD (University Hospital Dresden, Germany)
Room: Granada Auditorium - Hall 6

About IMA401

IMA401 is Immatics’ most advanced TCER® molecule that targets an HLA-A*02-presented (human leukocyte antigen) peptide derived from two different cancer-associated proteins, melanoma-associated antigen 4 and/or 8 (“MAGEA4/8”). The MAGEA4/8 peptide has been identified and validated by Immatics’ proprietary mass spectrometry-based target discovery platform XPRESIDENT® and is presented at a 5-fold higher copy number per tumor cell than the MAGEA4 peptide targeted in other clinical trials. Following preclinical proof-of-concept data, including complete remissions of transplanted human-derived tumors in xenograft mouse models, the Phase 1 trial investigates IMA401 in patients with tumors of high MAGEA4/8 prevalence, such as squamous non-small cell lung carcinoma (sqNSCLC), small cell lung cancer (SCLC), head and neck squamous cell carcinoma (HNSCC), bladder, uterine, esophageal and ovarian carcinomas, as well as melanoma, sarcoma subtypes and other solid cancer types.

About TCER®

Immatics’ next-generation half-life extended TCER® molecules are antibody-like “off-the-shelf” biologics that leverage the body’s immune system by redirecting and activating T cells towards cancer cells expressing a specific tumor target. The design of the TCER® molecules enables the activation of any T cell in the body to attack the tumor, regardless of the T cells’ intrinsic specificity. Immatics proprietary biologics are engineered with two binding regions: a TCR domain and a T cell recruiter domain. The TCER® format is designed to maximize efficacy while minimizing toxicities in patients. It contains a high-affinity TCR domain that is designed to bind specifically to the cancer target peptide on the cell surface presented by an HLA molecule. The antibody-derived, low-affinity T cell recruiter domain is directed against the TCR/CD3 complex and recruits a patient’s T cells to the tumor to attack the cancer cells. With a low-affinity recruiter aiming for optimized biodistribution and enrichment of the molecule at the tumor site instead of the periphery, TCER® are engineered to reduce the occurrence of immune-related adverse events, such as cytokine release syndrome. In addition, the TCER® format consists of an Fc-part conferring half-life extension, stability, and manufacturability. TCER® are “off-the-shelf” biologics and thus immediately available for patient treatment. They can be distributed through standard pharmaceutical supply chains and provide the opportunity to reach a large patient population without the need for specialized medical centers.

About Immatics
Immatics combines the discovery of true targets for cancer immunotherapies with the development of the right T cell receptors with the goal of enabling a robust and specific T cell response against these targets. This deep know-how is the foundation for our pipeline of Adoptive Cell Therapies and TCR Bispecifics as well as our partnerships with global leaders in the pharmaceutical industry. We are committed to delivering the power of T cells and to unlocking new avenues for patients in their fight against cancer.

Immatics intends to use its website www.immatics.com as a means of disclosing material non-public information. For regular updates you can also follow us on X, Instagram and LinkedIn.

https://finance.yahoo.com/news/immatics-announces-upcoming-oral-presentation-130000787.html

That all sounds good!
I hope tomorrow we will see a move like Friday...

IMTX: Immatics (NASDAQ:IMTX) Price Target Raised to $16.00

https://www.americanbankingnews.com/2024/05/20/immatics-nasdaqimtx-price-target-raised-to-16-00.html

As an additional note, Amgen's Imdelltra had also received "accelerated approval" status, however i have not researched the specifics of when and under what program.

Would be worth to investigate, imo

https://finance.yahoo.com/news/fda-approves-imdelltra-tarlatamab-dlle-224500427.html

I concur with all of your thoughts as well.

I'm actually surprised we have not heard anything yet on IMA203 trial progress / FDA approval for path forward.

I noticed Amgen received FDA approval for a Bi-specific T-engager, that was a surprise as i wasn't aware that Amgen was involved with T-TCR tech.
Bodes well for Immatics, imo

Here is the story on Amgen:

https://finance.yahoo.com/news/fda-approves-imdelltra-tarlatamab-dlle-224500427.html

Something appears to be up today!

IMA402 was updated as of May 24 - no major changes, locations etc.

https://classic.clinicaltrials.gov/ct2/history/NCT05958121?A=1&B=13&C=merged#StudyPageTop

Interesting! Thank u!
I'm very optimistic IMTX is on a good path!
I wonder a little bit about the course. I would say we should be at 20 th right now.
Perhaps some shortseller try to keep it a little bit down...But this will change in the near future - IMO.
If IMA203 gets admission by FDA WE should very quickly see 30-50...

IMTX: Institutional Holders March 31/24

https://www.nasdaq.com/market-activity/stocks/imtx/institutional-holdings

Of interest:

Rtw Investments, Lp - 10,000,000 shares held as of March 31/24

https://www.rtwfunds.com

IMTX: May/24 company presentation

https://www.sec.gov/Archives/edgar/data/1809196/000119312524137708/d799994dex993.htm

IMTX: Form 6-K filed May14/24

https://www.sec.gov/Archives/edgar/data/1809196/000119312524137708/d799994d6k.htm

Consolidated Financial Statements for the three-month period ended March 31, 2024

https://www.sec.gov/Archives/edgar/data/1809196/000119312524137708/d799994dex991.htm

IMTX: interesting AH volume/trade

https://www.nasdaq.com/market-activity/stocks/imtx/after-hours

IMTX: Article of interest:

https://markets.businessinsider.com/news/stocks/maintained-buy-rating-for-immatics-amid-robust-clinical-pipeline-and-promising-partnerships-1033208122

Next takeover in the biotech sector...

https://ir.genmab.com/news-releases/news-release-details/genmab-broaden-and-strengthen-oncology-portfolio-acquisition

Thank u! Very interesting. I would like to see some higher levels in the PPS before something like M&A....
But perhaps interesting times coming...

IMTX: S/A Article of Interest:

https://seekingalpha.com/news/4077812-patent-cliffs-could-fuel-increased-ma-in-oncology-this-year-cantor-says

Cantor sees strong year ahead for oncology M&A
Mar. 10, 2024 12:08 PM ETKura Oncology, Inc. (KURA) Stock, BCYC Stock, IMCR Stock, ALXO Stock, CGON StockJNJ, NVS, BMY, PFE, MRK, EXEL, GERN, FUSN, VSTM, KPTI, SNDX, MRUS, URGN, DCPH, MOR, ARVN, HARP, IDYA, SWTX, RVMD, ORIC, ZNTL, LEGN, RLAY, IMTX, PMVP, OLMA, DAWN, JANX, AMAM, ERAS, NUVLBy: Val Brickates Kennedy, SA News Editor9 Comments
Chessboard with chess pieces and wooden blocks with the word mergers and acquisitions
cagkansayin

Cantor Fitzgerald sees another strong year ahead for oncology M&A, with companies focused on antibody drug conjugates, radiopharmaceuticals and T-cell engagers expected to attract increased attention from major drugmakers looking to replenish pipelines.

Impending patent cliffs will be a big motivator for deals. According to Cantor, around $182B in revenue is at risk over the next four years due to patent expirations, with oncology products accounting for 42% of that number.

Several of the industry's biggest are set to lose patent protection by 2029, including Bristol Myers (BMY) Yervoy, Pomalyst and Opdivo; Johnson & Johnson’s (JNJ) Imbruvica; Merck’s (MRK) Keytruda; Pfizer’s (PFE) Ibrance; and Roche’s (OTCQX:RHHBY) Perjeta, according to Cantor.

Meanwhile, the global market for oncology drugs is expected to grow from $180B in 2022 to $323B in 2028, a rate that is “unparalleled to other therapeutics areas,” Cantor said. In comparison, the global biopharmaceutical market is expected to swell from $978B in 2022 to $1.39T in 2028.

Cantor estimates the industry should see between five and 17 acquisition deals this year, noting that three have already been announced to date: J&J/Ambrx (AMAM), Merck/Harpoon (HARP), and Novartis (NVS)/Morphosys (MOR).

The investment bank also pointed out that the pool of potential buyers is fairly deep as pretty much every major drugmaker has a presence in oncology, with Novo Nordisk (NVO) being a notable exception.

So what type of assets will Big Pharma be seeking out?

Cantor still sees a preference for de-risked assets but noted that proof-of-concept data for oncology drugs can often be achieved in Phase 1/2 testing. Drug candidates addressing larger markets, such as breast, lung or colorectal cancer, should be particularly attractive to potential buyers.

While small molecule candidates will probably account for around 50% of the deals, Cantor says complex biologics have been gaining in popularity. The bank sees assets such as antibody drug conjugates, radiopharmaceuticals and T-cell engagers as being particularly attractive acquisition targets this year, while synthetic lethality and TCR therapies could also see increased interest.

Cantor sees several companies in its coverage universe as potentially attracting suitors this year, including Kura (NASDAQ:KURA), Bicycle (NASDAQ:BCYC), Immunocore (NASDAQ:IMCR), ALX Oncology (NASDAQ:ALXO), Arvinas (ARVN), Immatics (IMTX), Verastem (VSTM), Oric (ORIC), and CG Oncology (NASDAQ:CGON).

Potential targets outside of its coverage include Day One (DAWN), Deciphera (DCPH), Erasca (ERAS), Exelixis (EXEL), Fusion (FUSN), Geron (GERN), Ideaya (IDYA), Karyopharm (KPTI), Janux (JANX), Legend Biotech (LEGN), Merus (MRUS), Nuvalent (NUVL), Olmea (OLMA), PMV (PMVP), Relay Therapeutics(RLAY), Revolution Medicines (RVMD), Syndax (SNDX), SpringWorks Therapeutics (SWTX), UroGen (URGN), and Zentalis (ZNTL).

Chart looking much better now. IMO good chance to leave these levels now and climb to 20th...

I don't think there is a set timeline for FDA approval, once RMAT designation is received.

Combining RMAT with Accelerated Approval and Priority Review would greatly reduce the timeline for approval and to reach the market.

Article of Interest regarding RMAT:

https://www.pharmacytimes.com/view/regenerative-medicine-advanced-therapy-the-latest-special-fda-designation

I'm actually expecting a press release tomorrow morning. Day 2 = February 28/24

https://cartcr-europe.com/seminar/clinical-activity-of-ima203-tcr-t-targeting-prame-in-melanoma-beyond/

Tomorrow's session includes a clinical update on IMA 203

Interesting that they chose London to provide the clinical update.

imo,

today's session:

https://cartcr-europe.com/seminar/accelerating-analytical-testing-to-facilitate-rapid-product-release-decrease-end-to-end-production-time/
would probably be in reference to their manufacturing facility in Houston.


Remember they received RMAT designation for IMA203 - announced October24/23.

https://ih.advfn.com/stock-market/NASDAQ/immatics-nv-IMTX/stock-news/92348626/immatics-receives-fda-regenerative-medicine-advanc

They never announced an IND enabling Phase 2 trial yet. No updates since October 25/23

https://classic.clinicaltrials.gov/ct2/history/NCT03686124?A=1&B=22&C=merged#StudyPageTop

New data should come soon:

New Clinical Data From:

IRCCS Bambino Gesu Children’s Hospital, Immatics, Caribou Biosciences, Carisma Therapeutics, and Kyverna Therapeutics

https://cartcr-europe.com/

February 27-29, 2024