Immuron Letter to Shareholders: Projects Update | IMRN Stock News

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May 30, 2025
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  • Immuron (IMRN, Financial) projects over A$7 million in sales for the current financial year, a significant rise from last year's A$4.9 million.
  • Topline results of the Travelan® clinical study are anticipated by October 2025.
  • IMM-529's IND submission to the FDA is expected in August 2025, aiming at a US market potential of US$400 million.

Immuron Limited (IMRN), a biopharmaceutical company listed on NASDAQ, has outlined significant advancements across its major therapeutic projects in its latest shareholder update. The company anticipates exceeding A$7 million in sales this fiscal year, a notable increase of 42.9% from A$4.9 million in the previous year, underscoring the effectiveness of its commercial strategy.

The company's Travelan® field study, aimed at combating traveler's diarrhea, has completed its recruitment phase. The final patient visit is expected in July 2025, with topline results to be released in October 2025. Success in these trials could potentially expand the US market potential of Travelan®, estimated at US$102 million annually.

Immuron is preparing to submit an Investigational New Drug (IND) application to the FDA for IMM-529, which targets Clostridioides difficile infection. The submission is scheduled for August 2025, with projections suggesting potential peak revenues in the US could reach approximately US$400 million.

The introduction of ProIBS® to the Australian market is also underway, with product delivery expected in Q3 2025 and a full launch planned for Q1 2026. ProIBS® aims to capture a share of the A$221 million digestive remedies market in the region.

In partnership with Monash University, Immuron is also advancing pre-clinical research on IMM-986 for the treatment of Vancomycin-resistant enterococci, with results expected in August 2025. This initiative targets an urgent healthcare challenge, reflecting the company's commitment to addressing critical medical needs.

As Immuron continues to enhance its therapeutic pipeline, investors should be mindful of the inherent risks tied to clinical trial timelines and regulatory processes, as outlined in the company's forward-looking statements. Despite these challenges, Immuron's methodical progression indicates potential value growth with multiple catalysts expected in late 2025.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.