Needham raises Immuneering stock price target to $11 on PDAC study

Published 15/09/2025, 13:34
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Investing.com - Needham raised its price target on Immuneering Corporation (NASDAQ:IMRX) to $11.00 from $8.00 on Monday, while maintaining a Buy rating on the stock. The company’s shares have shown remarkable momentum, with InvestingPro data showing a 430% surge over the past six months and current trading near its 52-week high of $9.37.

The research firm cited the upcoming data update on September 25 for the Phase 2a study of atebimetinib plus GnP in first-line pancreatic ductal adenocarcinoma (PDAC), which represents an $8-10 billion total addressable market where chemotherapy is currently the only treatment option. According to InvestingPro data, analysts maintain a strong Buy consensus with a high target of $13.

Immuneering stock has risen significantly quarter-to-date following a recent $25 million private placement and an agreement to study a combination of its drug with Lilly’s KRAS G12C inhibitor in non-small cell lung cancer (NSCLC).

Needham increased its probability of success for the PDAC treatment from 30% to 35%, driving the higher price target despite the recent stock appreciation.

The firm will be looking for efficacy to remain meaningfully superior to standard of care and for safety to continue looking comparable to GnP alone in the upcoming data update, which will feature nine months of median follow-up compared to six months in the previous update.

In other recent news, Immuneering Corporation is set to announce updated overall survival data for its pancreatic cancer treatment on September 25. The data will focus on 34 first-line pancreatic cancer patients treated with a combination of atebimetinib and modified Gemcitabine/nab-paclitaxel. In financial developments, Immuneering successfully closed a $25 million private placement, selling over 6.3 million unregistered shares of Class A common stock. This equity raise has effectively doubled the company’s cash balance, with shares priced at a 15% premium to the prior closing price.

Additionally, Immuneering entered into a clinical supply agreement with Eli Lilly for its second-generation KRAS G12C inhibitor, olomorasib. This collaboration aims to evaluate Immuneering’s lead product candidate, atebimetinib, in combination with olomorasib in a Phase 2 clinical trial targeting KRAS G12c-mutant non-small cell lung cancer. Analyst firms Oppenheimer and Mizuho have both reiterated their Outperform ratings on Immuneering stock. Oppenheimer maintains a price target of $21.00, while Mizuho has set its target at $10.00. These developments reflect ongoing interest and activity surrounding Immuneering’s clinical and financial strategies.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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