Immunic: A Strong Buy With Imminent Data Readout That Should Send Shares Higher

IB's Thoughts
1.91K Followers

Summary

  • Immunic's lead asset, vidofludimus calcium, shows promise in MS trials, with positive interim results and potential for commercialization if upcoming catalysts deliver.
  • Despite high volatility and recent stock dilution, Immunic's market cap remains low, suggesting significant upside if clinical trials succeed.
  • Vidofludimus calcium's unique dual action offers neuroprotection and anti-inflammatory benefits, positioning it as a potential next-gen oral MS treatment.
  • Financial risks include ongoing cash burn and potential dilution, but management has a track record of successful fund-raising to support R&D efforts.

Analyzing Data with With Digital Tablet in the Scientific Laboratory

Tom Werner

Summary

We initiate a Strong Buy on Immunic (NASDAQ:IMUX), a small‐cap biotech focused on oral drugs for chronic inflammatory diseases. Its lead asset is vidofludimus calcium (IMU‑838), an oral Nurr1 activator/DHODH inhibitor that has been in

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1.91K Followers
IB's Thoughts is owned and operated by a stock market enthusiast, who has written for Seeking Alpha since 2014. IB's Thoughts writes on investment opportunities in the healthcare sector, namely biotech.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in IMUX over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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