On February 17, 2026, Redmile Group disclosed a purchase of 695,000 shares of Immunome (NASDAQ:IMNM), an estimated $12.20 million commerce primarily based on quarterly common pricing.
In keeping with a February 17, 2026, SEC submitting, Redmile Group elevated its place in Immunome (NASDAQ:IMNM) by 695,000 shares through the fourth quarter of 2025. The estimated transaction worth, calculated utilizing the quarter’s common closing value, was roughly $12.20 million. The entire place worth at quarter-end grew by $64.01 million, a determine that features each the brand new shares and modifications in Immunome’s inventory value.
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This purchase exercise lifts the Immunome stake to 9.05% of Redmile Group, LLC’s 13F belongings underneath administration as of December 31, 2025.
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High 5 holdings after the submitting:
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NASDAQ:SRRK: $229.98 million (16.9% of AUM)
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NASDAQ:KRYS: $167.08 million (12.3% of AUM)
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NASDAQ:NRIX: $153.54 million (11.3% of AUM)
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NASDAQ:STOK: $128.04 million (9.4% of AUM)
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NASDAQ:IMNM: $122.83 million (9.0% of AUM)
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As of February 17, 2026, Immunome shares have been priced at $22.69, up a staggering 120% over the previous 12 months and properly outperforming the S&P 500’s roughly 13% achieve in the identical interval.
|
Metric |
Worth |
|---|---|
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Value (as of market shut February 17, 2026) |
$22.69 |
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Market capitalization |
$2.09 billion |
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Income (TTM) |
$9.68 million |
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Web revenue (TTM) |
($222.74 million) |
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Immunome develops antibody therapeutics concentrating on oncology and infectious ailments, with lead applications together with IMM-ONC-01 for most cancers immunotherapy and IMM-BCP-01 for SARS-CoV-2 therapy.
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The corporate operates a research-driven biopharmaceutical enterprise mannequin.
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It focuses on leveraging proprietary discovery platforms to deal with unmet medical wants in advanced illness areas.
Immunome is a clinical-stage biotechnology firm targeted on discovering and creating novel antibody-based therapies for oncology and infectious ailments. The corporate’s aggressive benefit lies in its differentiated pipeline and experience in antibody engineering for advanced illness targets.
Immunome is now not only a clinical-stage story. In December, the corporate priced a 18.6 million share providing at $21.50, elevating roughly $400 million in gross proceeds to fund its oncology pipeline. Across the similar time, it reported optimistic Part 3 RINGSIDE outcomes for varegacestat in desmoid tumors, chopping the chance of development or dying by 84% versus placebo and posting a 56% response fee. A New Drug Utility is deliberate for the second quarter of 2026.
In opposition to that backdrop, including shares after a 120% one-year achieve indicators perception that this isn’t only a momentum commerce however a pipeline platform story. The place now represents greater than 9% of belongings, alongside different concentrated biotech bets.
Lengthy-term traders ought to perceive what that is. It’s a capital-intensive, binary-risk enterprise, however one now backed by contemporary money and late-stage knowledge. If varegacestat strikes towards approval, the valuation debate shifts from chance to commercialization. That could be a totally different dialog completely.
