
Immunome: Upcoming NDA, Valuation, And Investment Case
Immunome is advancing varegacestat for desmoid tumors, targeting NDA submission in Q2 2026 after positive phase 3 RINGSIDE data. Varegacestat demonstrated superior efficacy and safety versus nirogacestat, with an 84% risk reduction in progression or death and a 56% objective response rate. Despite a small addressable market (~3,000 patients), conservative peak global sales are estimated at $280 million, supporting a valuation over 235% above IMNM's current market cap.

















