Clinical TrialsThe phase I dataset did not increase confidence that IMM-1-104 or its mechanism of action can drive clinically meaningful regressions.
Drug EfficacyPatient 1, who achieved a complete response, did not have a KRAS mutation, raising questions about how representative the result is.
Financial PerformanceIMRX reported an EPS of -$0.47 for 2Q24, mostly in-line with consensus of -$0.52 with slightly higher R&D.