Imugene（ILA）株式概要臨床段階の免疫腫瘍学企業であるイミュジーン社は、オーストラリアにおいて、がん患者の免疫系を活性化し、腫瘍を治療・根絶するための様々な免疫療法を開発している。 詳細ILA ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績0/6財務の健全性5/6配当金0/6リスク分析過去1年間で株主の希薄化は大幅に進んだ 株式の流動性は非常に低い 現在は利益が出ておらず、今後3年間で利益が出る見込みはない 意味のある時価総額がありません ( €25M )+1 さらなるリスクすべてのリスクチェックを見るILA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.065該当なし内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-129m15m2016201920222025202620282031Revenue -AU$2.0kEarnings -AU$362.0AdvancedSet Fair ValueView all narrativesImugene Limited 競合他社DarwinSymbol: MUN:7V0Market cap: €74.4mHeidelberg PharmaSymbol: XTRA:HPHAMarket cap: €128.7mGenetic AnalysisSymbol: DB:8V8Market cap: €42.7mDextech MedicalSymbol: DB:LQ0Market cap: €184.5m価格と性能株価の高値、安値、推移の概要Imugene過去の株価現在の株価AU$0.06552週高値AU$0.3152週安値AU$0.052ベータ2.361ヶ月の変化-21.34%3ヶ月変化-52.92%1年変化-76.29%3年間の変化n/a5年間の変化n/aIPOからの変化-94.37%最新ニュースBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Lesley Cooper was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 30Imugene Limited has completed a Follow-on Equity Offering in the amount of AUD 12 million.Imugene Limited has completed a Follow-on Equity Offering in the amount of AUD 12 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,445,999 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0108 Security Features: Attached Options Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 31,220,668 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0108 Security Features: Attached Options Transaction Features: Subsequent Direct Listingお知らせ • Mar 11+ 1 more updateImugene Limited has filed a Follow-on Equity Offering in the amount of AUD 8 million.Imugene Limited has filed a Follow-on Equity Offering in the amount of AUD 8 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 44,444,444 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0072 Security Features: Attached Optionsお知らせ • Jan 02Imugene Limited Announces Resignation of Dr. Bradley Glover as Chief Operating OfficerImugene Limited announced that Dr. Bradley Glover has resigned from his position as Chief Operating Officer of Imugene to focus on his other business interests. The Company will manage the transition of responsibilities with no impact on business operations or ongoing programs.お知らせ • Oct 14Imugene Limited, Annual General Meeting, Nov 13, 2025Imugene Limited, Annual General Meeting, Nov 13, 2025. Location: at automic pty ltd, level 5, 126 phillip street, sydney nsw 2000 Australiaお知らせ • Jul 16+ 1 more updateImugene Limited has filed a Follow-on Equity Offering in the amount of AUD 15 million.Imugene Limited has filed a Follow-on Equity Offering in the amount of AUD 15 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 45,454,545 Price\Range: AUD 0.33最新情報をもっと見るRecent updatesBoard Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Lesley Cooper was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 30Imugene Limited has completed a Follow-on Equity Offering in the amount of AUD 12 million.Imugene Limited has completed a Follow-on Equity Offering in the amount of AUD 12 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,445,999 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0108 Security Features: Attached Options Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 31,220,668 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0108 Security Features: Attached Options Transaction Features: Subsequent Direct Listingお知らせ • Mar 11+ 1 more updateImugene Limited has filed a Follow-on Equity Offering in the amount of AUD 8 million.Imugene Limited has filed a Follow-on Equity Offering in the amount of AUD 8 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 44,444,444 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0072 Security Features: Attached Optionsお知らせ • Jan 02Imugene Limited Announces Resignation of Dr. Bradley Glover as Chief Operating OfficerImugene Limited announced that Dr. Bradley Glover has resigned from his position as Chief Operating Officer of Imugene to focus on his other business interests. The Company will manage the transition of responsibilities with no impact on business operations or ongoing programs.お知らせ • Oct 14Imugene Limited, Annual General Meeting, Nov 13, 2025Imugene Limited, Annual General Meeting, Nov 13, 2025. Location: at automic pty ltd, level 5, 126 phillip street, sydney nsw 2000 Australiaお知らせ • Jul 16+ 1 more updateImugene Limited has filed a Follow-on Equity Offering in the amount of AUD 15 million.Imugene Limited has filed a Follow-on Equity Offering in the amount of AUD 15 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 45,454,545 Price\Range: AUD 0.33お知らせ • Jul 14Imugene Limited Announces Outstanding Response Rates from the Phase 1b Trial of the Azer-cel Allogeneic CAR T in 3L+ DLBCLImugene Limited announced new data from its Phase 1b clinical trial evaluating azer-cel (azercabtagene zapreleucel) in patients with relapsed/refractory diffuse large B-cell lymphoma (DLBCL). In February 2025, Imugene announced that a total of four out of seven patients had achieved a Complete Response (CR), defined as the disappear of all signs of cancer in response to treatment. Azer-cel is being developed as a potential allogeneic, off-the-shelf, CAR T-cell therapy, addressing key limitations of approved autologous CAR T drugs, including geographical access to treatment centres, manufacturing complexity and time to receive treatment (on-demand). Based on the updated response rate and maturing durability data, as well as having been awarded FDA Fast Track Designation for DLBCL in March 2025, Imugene will request a Type B (End of Phase 1) Meeting in Fourth Quarter 2025, with the US FDA to present the data and to discuss designs for a pivotal /registrational trial for azer-cel. The azer-cel allogeneic CAR T trial is an ongoing, open-label, multi-centre Phase 1b clinical trial in the U.S. and Australia, for CAR T relapsed patients with DLBCL. Treatment with azer-cel, lymphodepletion (LD) and IL-2 is showing promising results with evidence of meaningful clinical activity, and durability of response.お知らせ • Mar 04+ 1 more updateImugene Limited Announces CFO ChangesImugene Limited announced the appointment of Darren Keamy as the Company's Chief Financial Officer (CFO) starting 4 March 2025. Mr. Keamy is an experienced finance executive with a career spanning over 25 years in corporate finance, financial strategy, and investor relations within the biopharmaceutical industry. Prior to joining Imugene, he served as Chief Financial Officer and Company Secretary at Clinuvel Pharmaceuticals Ltd. from 2005 to 2024, where he played a pivotal role in the company’s transformation from a small biotech start-up to a cash generating, profitable, multinational, ASX-listed organisation. His expertise extends across corporate governance, risk management, financial reporting, and international expansion, having established legal and operational frameworks in multiple jurisdictions including the US, Switzerland, Singapore, Ireland, Monaco, and the UK. His commercial acumen has been pivotal in optimising financial strategies, enhancing operational efficiencies, and navigating complex regulatory environments. Before joining Clinuvel, Mr. Keamy held various financial leadership roles within global packaging specialists Amcor Limited, as well as Salomon Smith Barney (now part of Citigroup) and Superdrug Stores Plc in the UK. His extensive experience across finance, risk management, and compliance has equipped him with a deep understanding of complex financial structures and international business operations. Mr. Keamy holds a Bachelor of Commerce (Accounting) from La Trobe University, is a Certified Practising Accountant (CPA), and qualified Company Secretary having obtained a Graduate Diploma in Applied Corporate Governance from the Governance Institute of Australia. Mr. Keamy replaces Mike Tonroe, who is resigning from his position as CFO.Breakeven Date Change • Nov 15No longer forecast to breakevenThe 3 analysts covering Imugene no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$150.9m in 2027. New consensus forecast suggests the company will make a loss of AU$50.5m in 2027.お知らせ • Nov 15Imugene Limited Announces Retirement of Jens Eckstein as Non-Executive DirectorImugene Limited announced Jens Eckstein has resigned from his position as a non-executive director of the company to focus on his other business interests. Jens has been a valued member of the company's board since May 2019, providing extensive insights and guidance to the company.お知らせ • Oct 14Imugene Limited, Annual General Meeting, Nov 14, 2024Imugene Limited, Annual General Meeting, Nov 14, 2024. Location: mccullough robertson, level 32, 25 martin place, sydney, nsw 2000 AustraliaNew Risk • Sep 11New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$111m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$111m free cash flow). Share price has been highly volatile over the past 3 months (24% average weekly change). Minor Risks Shareholders have been diluted in the past year (7.5% increase in shares outstanding). Revenue is less than US$5m (AU$5.0m revenue, or US$3.3m).お知らせ • Sep 03Imugene Limited Announces Promising Results from its Phase 1b Clinical Trial with Azer-CelImugene Limited announced promising results from its Phase 1b clinical trial with azer-cel (azercabtagene zapreleucel, an allogeneic off-the-shelf CD19 CAR T), in patients with relapsed/refractory diffuse large B cell lymphoma (DLBCL), a type of non-Hodgkin's lymphoma (NHL). All enrolled patients had cancer that had returned following autologous CAR T therapy, a high unmet need for this patient population. Patients in the trial are being recruited across 15 leading cancer centres in the U.S. including, Columbia University, University of Minnesota, Emory, and Moffitt Cancer Centres and plans are ongoing to open up to 5 sites in Australia. Results: Evaluable: patients who qualify for at least their first 28-day scan; Overall response rate (ORR): the percentage of people in the study who have a complete response (CR) or partial response (PR) to the treatment as confirmed by scan; Responses: a complete response (CR) is defined as disappearance of all tumours; a partial response (PR) is defined as a reduction in tumours as confirmed by scan; Durability of Response (DOR): how long responses last. Nine (9) patients total from Cohorts A and B are considered evaluable (qualified for at least day 28 scan). One (1) patient (Cohort B) has been treated and is awaiting their 28-day scan: Of the 6 evaluable patients in Cohort A: 1 CR, 1 PR = 33% Overall Response Rate (ORR);1 CR = 17% CR; Durability of response was < 60 days; All patients no longer on trial. Of the 3 evaluable patients in Cohort B: 2 CRs = 67% ORR; 2 CRs = 67% CR; 1 Stable Disease (SD): On PET/CT scan imaging, patient’s tumour has decreased however, due to potential T-cell infiltration, noted an increase in signal intensity. This could represent pseudoprogression. The patient remains on trial and continues to be assessed for response at the follow up scans. Durability of response thus far: >120 days and >90 days (all patients are ongoing) All 4 patients (including 1 patient awaiting 28-day scan) continue on trial. The company will continue to enrol additional patients in Cohort B and follow patients for durability of response with the goal of providing a comprehensive package to the FDA for the potential Phase 2/3 registrational trial. Subject to patient recruitment, the company aims to provide an interim Phase 1b data update. If successful, azer-cel has the potential to become the first approved allogeneic CAR T cell therapy for blood cancer. Beyond studying its efficacy in blood cancers, in the future, Imugene plans to combine azer-cel with its novel onCARlytics program for the treatment of patients with solid tumours, opening a potentially large market for azer-cel in the 90% of cancer not classified as blood cancers.New Risk • Sep 01New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -AU$111m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$111m). Shareholders have been diluted in the past year (7.5% increase in shares outstanding).Breakeven Date Change • Jun 30Forecast to breakeven in 2027The 3 analysts covering Imugene expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$150.9m in 2027. Average annual earnings growth of 51% is required to achieve expected profit on schedule.Board Change • Jun 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Jens Eckstein was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元ILADE BiotechsDE 市場7D2.4%-1.0%0.6%1Y-76.3%-11.9%0.2%株主還元を見る業界別リターン: ILA過去 1 年間で-11.9 % の収益を上げたGerman Biotechs業界を下回りました。リターン対市場: ILAは、過去 1 年間で0.2 % のリターンを上げたGerman市場を下回りました。価格変動Is ILA's price volatile compared to industry and market?ILA volatilityILA Average Weekly Movementn/aBiotechs Industry Average Movement8.8%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: ILAの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のILAのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイトn/a15Leslie Chongwww.imugene.comイミュジーン社は臨床段階にある免疫腫瘍学企業で、オーストラリアにおいて、がん患者の免疫系を活性化し、腫瘍を治療・根絶するための様々な免疫療法を開発している。同社が開発中の主要製品は、再発/難治性の非ホジキンリンパ腫およびb細胞性急性リンパ芽球性白血病を対象とした第1相臨床試験中の同種CAR T細胞療法であるazer-cel、混合進行固形がんを対象とした第1相臨床試験中の強力なウイルスを生成するために様々なワクシニアウイルス株のゲノム配列を組み合わせたCF33 VAXINIA、および第1相臨床試験中の固形がんを対象としたCF33 CD19キメラ抗原受容体T細胞療法である。また、トリプルネガティブ乳がんを対象とした第1相臨床試験中のCF33オンコリティックウイルス療法CHECKvacc、転移性進行胃がんを対象とした第2相臨床試験を完了したB細胞免疫療法がんワクチンHER-VAXX、非小細胞肺がんを対象とした第2相臨床試験中のPD-1シグナルを遮断するポリクローナル抗体を体内で産生させることを目的としたがんワクチンPD1-Vaxx、MSI高値大腸がんを対象とした第2相臨床試験中のNeoPOLEMも開発している。同社は、がん治療を強化するためにネオイムーンテック社と研究提携を結んでいる。イムジーン社はオーストラリアのシドニーに本社を置いている。もっと見るImugene Limited 基礎のまとめImugene の収益と売上を時価総額と比較するとどうか。ILA 基礎統計学時価総額€24.57m収益（TTM）-€36.01m売上高(TTM)€2.43m10.1xP/Sレシオ-0.7xPER（株価収益率ILA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ILA 損益計算書（TTM）収益AU$3.94m売上原価AU$0売上総利益AU$3.94mその他の費用AU$62.45m収益-AU$58.50m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.14グロス・マージン100.00%純利益率-1,483.31%有利子負債／自己資本比率11.5%ILA の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 11:36終値2026/05/21 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Imugene Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関John HesterBell PotterDennis HulmeEdison Investment ResearchNaheed RahmanRaaS Advisory Pty Ltd
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Lesley Cooper was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 30Imugene Limited has completed a Follow-on Equity Offering in the amount of AUD 12 million.Imugene Limited has completed a Follow-on Equity Offering in the amount of AUD 12 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,445,999 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0108 Security Features: Attached Options Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 31,220,668 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0108 Security Features: Attached Options Transaction Features: Subsequent Direct Listing
お知らせ • Mar 11+ 1 more updateImugene Limited has filed a Follow-on Equity Offering in the amount of AUD 8 million.Imugene Limited has filed a Follow-on Equity Offering in the amount of AUD 8 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 44,444,444 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0072 Security Features: Attached Options
お知らせ • Jan 02Imugene Limited Announces Resignation of Dr. Bradley Glover as Chief Operating OfficerImugene Limited announced that Dr. Bradley Glover has resigned from his position as Chief Operating Officer of Imugene to focus on his other business interests. The Company will manage the transition of responsibilities with no impact on business operations or ongoing programs.
お知らせ • Oct 14Imugene Limited, Annual General Meeting, Nov 13, 2025Imugene Limited, Annual General Meeting, Nov 13, 2025. Location: at automic pty ltd, level 5, 126 phillip street, sydney nsw 2000 Australia
お知らせ • Jul 16+ 1 more updateImugene Limited has filed a Follow-on Equity Offering in the amount of AUD 15 million.Imugene Limited has filed a Follow-on Equity Offering in the amount of AUD 15 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 45,454,545 Price\Range: AUD 0.33
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Non-Executive Director Lesley Cooper was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 30Imugene Limited has completed a Follow-on Equity Offering in the amount of AUD 12 million.Imugene Limited has completed a Follow-on Equity Offering in the amount of AUD 12 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,445,999 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0108 Security Features: Attached Options Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 31,220,668 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0108 Security Features: Attached Options Transaction Features: Subsequent Direct Listing
お知らせ • Mar 11+ 1 more updateImugene Limited has filed a Follow-on Equity Offering in the amount of AUD 8 million.Imugene Limited has filed a Follow-on Equity Offering in the amount of AUD 8 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 44,444,444 Price\Range: AUD 0.18 Discount Per Security: AUD 0.0072 Security Features: Attached Options
お知らせ • Jan 02Imugene Limited Announces Resignation of Dr. Bradley Glover as Chief Operating OfficerImugene Limited announced that Dr. Bradley Glover has resigned from his position as Chief Operating Officer of Imugene to focus on his other business interests. The Company will manage the transition of responsibilities with no impact on business operations or ongoing programs.
お知らせ • Oct 14Imugene Limited, Annual General Meeting, Nov 13, 2025Imugene Limited, Annual General Meeting, Nov 13, 2025. Location: at automic pty ltd, level 5, 126 phillip street, sydney nsw 2000 Australia
お知らせ • Jul 16+ 1 more updateImugene Limited has filed a Follow-on Equity Offering in the amount of AUD 15 million.Imugene Limited has filed a Follow-on Equity Offering in the amount of AUD 15 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 45,454,545 Price\Range: AUD 0.33
お知らせ • Jul 14Imugene Limited Announces Outstanding Response Rates from the Phase 1b Trial of the Azer-cel Allogeneic CAR T in 3L+ DLBCLImugene Limited announced new data from its Phase 1b clinical trial evaluating azer-cel (azercabtagene zapreleucel) in patients with relapsed/refractory diffuse large B-cell lymphoma (DLBCL). In February 2025, Imugene announced that a total of four out of seven patients had achieved a Complete Response (CR), defined as the disappear of all signs of cancer in response to treatment. Azer-cel is being developed as a potential allogeneic, off-the-shelf, CAR T-cell therapy, addressing key limitations of approved autologous CAR T drugs, including geographical access to treatment centres, manufacturing complexity and time to receive treatment (on-demand). Based on the updated response rate and maturing durability data, as well as having been awarded FDA Fast Track Designation for DLBCL in March 2025, Imugene will request a Type B (End of Phase 1) Meeting in Fourth Quarter 2025, with the US FDA to present the data and to discuss designs for a pivotal /registrational trial for azer-cel. The azer-cel allogeneic CAR T trial is an ongoing, open-label, multi-centre Phase 1b clinical trial in the U.S. and Australia, for CAR T relapsed patients with DLBCL. Treatment with azer-cel, lymphodepletion (LD) and IL-2 is showing promising results with evidence of meaningful clinical activity, and durability of response.
お知らせ • Mar 04+ 1 more updateImugene Limited Announces CFO ChangesImugene Limited announced the appointment of Darren Keamy as the Company's Chief Financial Officer (CFO) starting 4 March 2025. Mr. Keamy is an experienced finance executive with a career spanning over 25 years in corporate finance, financial strategy, and investor relations within the biopharmaceutical industry. Prior to joining Imugene, he served as Chief Financial Officer and Company Secretary at Clinuvel Pharmaceuticals Ltd. from 2005 to 2024, where he played a pivotal role in the company’s transformation from a small biotech start-up to a cash generating, profitable, multinational, ASX-listed organisation. His expertise extends across corporate governance, risk management, financial reporting, and international expansion, having established legal and operational frameworks in multiple jurisdictions including the US, Switzerland, Singapore, Ireland, Monaco, and the UK. His commercial acumen has been pivotal in optimising financial strategies, enhancing operational efficiencies, and navigating complex regulatory environments. Before joining Clinuvel, Mr. Keamy held various financial leadership roles within global packaging specialists Amcor Limited, as well as Salomon Smith Barney (now part of Citigroup) and Superdrug Stores Plc in the UK. His extensive experience across finance, risk management, and compliance has equipped him with a deep understanding of complex financial structures and international business operations. Mr. Keamy holds a Bachelor of Commerce (Accounting) from La Trobe University, is a Certified Practising Accountant (CPA), and qualified Company Secretary having obtained a Graduate Diploma in Applied Corporate Governance from the Governance Institute of Australia. Mr. Keamy replaces Mike Tonroe, who is resigning from his position as CFO.
Breakeven Date Change • Nov 15No longer forecast to breakevenThe 3 analysts covering Imugene no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$150.9m in 2027. New consensus forecast suggests the company will make a loss of AU$50.5m in 2027.
お知らせ • Nov 15Imugene Limited Announces Retirement of Jens Eckstein as Non-Executive DirectorImugene Limited announced Jens Eckstein has resigned from his position as a non-executive director of the company to focus on his other business interests. Jens has been a valued member of the company's board since May 2019, providing extensive insights and guidance to the company.
お知らせ • Oct 14Imugene Limited, Annual General Meeting, Nov 14, 2024Imugene Limited, Annual General Meeting, Nov 14, 2024. Location: mccullough robertson, level 32, 25 martin place, sydney, nsw 2000 Australia
New Risk • Sep 11New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$111m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$111m free cash flow). Share price has been highly volatile over the past 3 months (24% average weekly change). Minor Risks Shareholders have been diluted in the past year (7.5% increase in shares outstanding). Revenue is less than US$5m (AU$5.0m revenue, or US$3.3m).
お知らせ • Sep 03Imugene Limited Announces Promising Results from its Phase 1b Clinical Trial with Azer-CelImugene Limited announced promising results from its Phase 1b clinical trial with azer-cel (azercabtagene zapreleucel, an allogeneic off-the-shelf CD19 CAR T), in patients with relapsed/refractory diffuse large B cell lymphoma (DLBCL), a type of non-Hodgkin's lymphoma (NHL). All enrolled patients had cancer that had returned following autologous CAR T therapy, a high unmet need for this patient population. Patients in the trial are being recruited across 15 leading cancer centres in the U.S. including, Columbia University, University of Minnesota, Emory, and Moffitt Cancer Centres and plans are ongoing to open up to 5 sites in Australia. Results: Evaluable: patients who qualify for at least their first 28-day scan; Overall response rate (ORR): the percentage of people in the study who have a complete response (CR) or partial response (PR) to the treatment as confirmed by scan; Responses: a complete response (CR) is defined as disappearance of all tumours; a partial response (PR) is defined as a reduction in tumours as confirmed by scan; Durability of Response (DOR): how long responses last. Nine (9) patients total from Cohorts A and B are considered evaluable (qualified for at least day 28 scan). One (1) patient (Cohort B) has been treated and is awaiting their 28-day scan: Of the 6 evaluable patients in Cohort A: 1 CR, 1 PR = 33% Overall Response Rate (ORR);1 CR = 17% CR; Durability of response was < 60 days; All patients no longer on trial. Of the 3 evaluable patients in Cohort B: 2 CRs = 67% ORR; 2 CRs = 67% CR; 1 Stable Disease (SD): On PET/CT scan imaging, patient’s tumour has decreased however, due to potential T-cell infiltration, noted an increase in signal intensity. This could represent pseudoprogression. The patient remains on trial and continues to be assessed for response at the follow up scans. Durability of response thus far: >120 days and >90 days (all patients are ongoing) All 4 patients (including 1 patient awaiting 28-day scan) continue on trial. The company will continue to enrol additional patients in Cohort B and follow patients for durability of response with the goal of providing a comprehensive package to the FDA for the potential Phase 2/3 registrational trial. Subject to patient recruitment, the company aims to provide an interim Phase 1b data update. If successful, azer-cel has the potential to become the first approved allogeneic CAR T cell therapy for blood cancer. Beyond studying its efficacy in blood cancers, in the future, Imugene plans to combine azer-cel with its novel onCARlytics program for the treatment of patients with solid tumours, opening a potentially large market for azer-cel in the 90% of cancer not classified as blood cancers.
New Risk • Sep 01New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -AU$111m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$111m). Shareholders have been diluted in the past year (7.5% increase in shares outstanding).
Breakeven Date Change • Jun 30Forecast to breakeven in 2027The 3 analysts covering Imugene expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$150.9m in 2027. Average annual earnings growth of 51% is required to achieve expected profit on schedule.
Board Change • Jun 28Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Jens Eckstein was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
