Immunic: Potent Under-The-Radar MS Lineup Set For A Rerating

Out of Ignorance 7.78K Followers Follow Summary Immunic is advancing vidofludimus calcium (IMU-838) in late-stage trials for both relapsing and progressive multiple sclerosis. MS represents a substantial market, with existing therapies projected to reach ~$22 billion in 2026 revenues. IMU-838’s oral administration and differentiated mechanism of action position it as a potential major player in the MS market. My investment interest is driven by IMUX’s late-stage clinical progress and the significant commercial opportunity in MS. MadamLead/iStock via Getty Images This is my first article on Immunic ( IMUX ) a late clinical stage German-founded biotech that I have been following for a year or more. My interest in this company derives from its lead molecule vidofludimus calcium (IMU-838) being developed in late stage This article was written by Out of Ignorance 7.78K Followers Follow Writing under the pseudonym "out of ignorance", I very much regard investing as a learning process. Investing failures are tuition paid. Investing successes enter the trove of lessons learned. In my Seeking Alpha articles I share my experience from decades of investing and from ~5 years of focused research on a variety of stocks, in recent years with a primary emphasis on healthcare stocks. I greatly appreciate those who take the time to share their reactions to articles, particularly those who share relevant anecdotes and experiences. Analyst’s Disclosure: I/we have a beneficial long position in the shares of IMUX either through stock ownership, options, or other derivatives. 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. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.