Equity Profile

IMNM

Immunome, Inc.

Health CareBiotechnology$2.1B

May12Tue

Post-Earnings Recap

ReportedQ1-2026After Close4:02 PM EDT

Immunome, Inc. Beats on EPS, Stock Down 1.35%

Metric	Actual	Expected	Surprise
EPS	$-0.48	N/A	+19.46%
Revenue	—	N/A	—

management commentary, guidance changes, and full analysis available with Pro.

Immunome, Inc. Beats on EPS, Stock Down 1.35%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.48	N/A	+19.46%
Revenue	—	N/A	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

Immunome reported a narrower-than-expected loss per share, beating expectations on EPS. However, the stock fell by 1.35% in reaction, indicating that investors may have been looking for more positive news or clearer guidance. The lack of revenue figures and management commentary may have contributed to the stock's decline.

Company Snapshot

Immunome, Inc. is a biotechnology company focused on developing innovative therapies for cancer and other diseases using its proprietary platform....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and develop successful products.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Immunome, Inc. is a biotechnology company focused on developing innovative therapies for cancer and other diseases using its proprietary platform. With a market cap of $3 billion, it operates in the health care sector, which is increasingly important as advancements in biotechnology continue to shape treatment options for patients.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-68.16%

Avg Stock Reaction

-1.95%

Last Quarter Recap

In the last quarter, Immunome reported an EPS of -$2.43, significantly missing expectations. The stock reacted negatively, dropping 3.02% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for this quarter are cautious, given the company's recent history of missing earnings estimates. Investors are looking for signs of improvement in both EPS and revenue growth.

Bull Case

If Immunome can show a smaller loss than expected and provide positive updates on its pipeline, it could signal a turnaround, boosting investor confidence.

Bear Case

Continued losses and lack of revenue growth could lead to further declines in stock price, especially if the company fails to provide clear guidance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for this quarter?

A smaller loss than expected could indicate progress in managing costs and improving operations, which investors will be keen to see.

What updates can management provide on product development and revenue generation?

Clear guidance on the pipeline and potential revenue streams is crucial for investor confidence and could influence stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be overly pessimistic about Immunome's ability to manage costs and develop its pipeline, potentially underestimating the company's progress.

Supporting Evidence

The options market is pricing in a 10.49% move, suggesting expectations for volatility that may not materialize if results are better than feared.

The company's historical EPS surprises indicate that even small improvements can lead to positive stock reactions.

Key Risk

If the EPS loss is significantly smaller than expected, it could challenge the current negative sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are critical as they will reveal whether the company is making progress in its development efforts and financial health.

Bull Confirmed If

A reported EPS loss of less than $2.00 would confirm the bull case, suggesting improved operational efficiency.

Bear Confirmed If

An EPS loss greater than $2.50 would confirm the bear case, indicating ongoing challenges in the business.

Pre-Earnings Positioning

Options Market

Implied Move

±10.49%

Historical Avg

±3.8%

Pricing rich

The options market is pricing in a significant move, indicating that investors anticipate volatility around the earnings report.

Options are pricing ±7.0% while IMNM has averaged ±3.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

38.8%

Calls (3K)P/C Ratio: 0.57Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Health Care

n=30

Fade rate: 1 of 6 (17%)

This setup has occurred 30 times across Health Care in the last 2 years. 5 of 6 (83%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 3.6%, with a raw directional average of -2.0% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Immunome beats expectations, history suggests the stock could rise by an average of 1.42%, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may see muted movement as investors reassess their outlook.

Miss

If the company misses expectations, history suggests a potential decline of around 3.42%, reflecting ongoing investor concerns.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on the status of product development and timelines for potential revenue generation.
2Details on cost management strategies and how they are impacting the bottom line.
3Insights into market demand for Immunome's therapies and any partnerships or collaborations.
4Management's outlook for the remainder of the fiscal year and any changes in guidance.
5Responses to analyst questions regarding competitive pressures and market positioning.

See the full picture

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Company Snapshot

Immunome, Inc. is a biotechnology company focused on developing innovative therapies for cancer and other diseases using its proprietary platform....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and develop successful products.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-68.16%

Avg Stock Reaction

-1.95%

Last Quarter Recap

In the last quarter, Immunome reported an EPS of -$2.43, significantly missing expectations. The stock reacted negatively, dropping 3.02% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for this quarter are cautious, given the company's recent history of missing earnings estimates. Investors are looking for signs of improvement in both EPS and revenue growth.

Bull Case

If Immunome can show a smaller loss than expected and provide positive updates on its pipeline, it could signal a turnaround, boosting investor confidence.

Bear Case

Continued losses and lack of revenue growth could lead to further declines in stock price, especially if the company fails to provide clear guidance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for this quarter?

A smaller loss than expected could indicate progress in managing costs and improving operations, which investors will be keen to see.

What updates can management provide on product development and revenue generation?

Clear guidance on the pipeline and potential revenue streams is crucial for investor confidence and could influence stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be overly pessimistic about Immunome's ability to manage costs and develop its pipeline, potentially underestimating the company's progress.

Supporting Evidence

The options market is pricing in a 10.49% move, suggesting expectations for volatility that may not materialize if results are better than feared.

The company's historical EPS surprises indicate that even small improvements can lead to positive stock reactions.

Key Risk

If the EPS loss is significantly smaller than expected, it could challenge the current negative sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are critical as they will reveal whether the company is making progress in its development efforts and financial health.

Bull Confirmed If

A reported EPS loss of less than $2.00 would confirm the bull case, suggesting improved operational efficiency.

Bear Confirmed If

An EPS loss greater than $2.50 would confirm the bear case, indicating ongoing challenges in the business.

Pre-Earnings Positioning

Options Market

Implied Move

±10.49%

Historical Avg

±3.8%

Pricing rich

The options market is pricing in a significant move, indicating that investors anticipate volatility around the earnings report.

Options are pricing ±7.0% while IMNM has averaged ±3.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

38.8%

Calls (3K)P/C Ratio: 0.57Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Health Care

n=30

Fade rate: 1 of 6 (17%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Immunome beats expectations, history suggests the stock could rise by an average of 1.42%, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may see muted movement as investors reassess their outlook.

Miss

If the company misses expectations, history suggests a potential decline of around 3.42%, reflecting ongoing investor concerns.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on the status of product development and timelines for potential revenue generation.
2Details on cost management strategies and how they are impacting the bottom line.
3Insights into market demand for Immunome's therapies and any partnerships or collaborations.
4Management's outlook for the remainder of the fiscal year and any changes in guidance.
5Responses to analyst questions regarding competitive pressures and market positioning.