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PRELIMINARY NOTE The unaudited interim condensed Consolidated Financial Statements for the three-month period ended

Key Takeaway: Immatics N.V. has released its unaudited interim condensed consolidated financial statements for the three months ending March 31, 2024. The report shows a revenue increase from collaboration agreements but also reflects a net loss of €3,054, which, although better than the previous year, still indicates financial challenges. The total current assets have risen compared to the previous quarter, while research and development expenses have increased significantly. Additionally, the company has high cash reserves, which may provide a buffer against operational losses.

Market Sentiment Analysis

POSITIVE FACTORS

  • Revenue from collaboration agreements increased significantly from previous year.
  • Cash and cash equivalents remain robust at over €122 million.
  • Reduction in net loss compared to the same quarter in the previous year.

CONCERNS & RISKS

  • Net loss for the quarter was €3,054, which is significant.
  • Research and development expenses increased compared to the previous year.
  • Decline in deferred revenue from previous year, indicating potential revenue pressure.

Full Press Release Details

interim condensed Consolidated Financial Statements for the three-month period ended March 31, 2024, included herein, have been prepared in accordance with International Accounting Standard 34 ( Interim Financial Reporting ), as
issued by the International Accounting Standards Board ( IASB ). The Consolidated Financial Statements are presented in euros. All references in this interim report to $, and U.S. dollars mean U.S. dollars and all
references to and euros mean euros, unless otherwise noted.
This interim report, including Management s
Discussion and Analysis of Financial Condition and Results of Operations, contains statements that constitute forward-looking statements within the meaning of Section 21E of the Exchange Act and Section 27A of the Securities Act of
1933, as amended (the Securities Act ). All statements other than statements of historical facts, including statements regarding our future results of operations and financial position, business and commercial strategy, potential market
opportunities, products and product candidates, research pipeline, ongoing and planned preclinical studies and clinical trials, regulatory submissions and approvals, research and development costs, timing and likelihood of success, as well as plans
and objectives of management for future operations are forward-looking statements. Many of the forward-looking statements contained in this interim report can be identified by the use of forward-looking words such as anticipate ,
believe , could , expect , should , plan , intend , estimate , will and potential among others. Forward-looking statements are based on our
management s beliefs and assumptions and on information available to our management at the time such statements are made. Such statements are subject to risks and uncertainties, and actual results may differ materially from those expressed or
implied in the forward-looking statements due to various factors, including, but not limited to the macro-economic environment; inconclusive clinical trial results or clinical trials failing to achieve one or more endpoints, early data not being
repeated in ongoing or future clinical trials, failures to secure required regulatory approvals, disruptions from failures by third-parties on whom we rely in connection with our clinical trials, delays or negative determinations by regulatory
authorities, changes or increases in oversight and regulation; increased competition; manufacturing delays or problems, inability to achieve enrollment targets, disagreements with our collaboration partners or failures of collaboration partners to
pursue product candidates, legal challenges, including product liability claims or intellectual property disputes, commercialization factors, including regulatory approval and pricing determinations, disruptions to access to raw materials or
starting material, proliferation and continuous evolution of new technologies; disruptions to Immatics business; management changes; dislocations in the capital markets; and other important factors described under Risk Factors in
our Annual Report on Form 20-F for the year ended December 31, 2023, filed with the Securities and Exchange Commission on March 21, 2024 and those described in our other filings with the Securities
and Exchange Commission. Forward-looking statements speak only as of the date on which they were made. Because forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified and some of
which are beyond our control, you should not rely on these forward-looking statements as predictions of future events. Moreover, we operate in an evolving environment. New risk factors and uncertainties may emerge from time to time, and it is not
possible for management to predict all risk factors and uncertainties. Except as required by applicable law, we do not plan to publicly update or revise any forward-looking statements, whether as a result of any new information, future events,
changed circumstances or otherwise.
We own various trademark registrations and applications, and unregistered trademarks, including Immatics , XPRESIDENT , ACTengine ,
ACTallo , ACTolog , XCEPTOR , TCER , AbsQuant , IMADetect and our corporate logo. All other trade names,
trademarks and service marks of other companies appearing in this interim report are the property of their respective owners. Solely for convenience, the trademarks and trade names in this interim report may be referred to without the and symbols, but such references should not be construed as any indicator that their respective owners will not assert, to the
fullest extent under applicable law, their rights thereto. We do not intend to use or display other companies trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.
As used in this interim report, the terms Immatics , we , our , us , the Group and the
Company refer to Immatics N.V. and its subsidiaries, taken as a whole, unless the context otherwise requires. The unaudited interim condensed consolidated financial statements and Management s Discussion & Analysis of Financial
Condition and Results of Operations in this interim report are related to Immatics N.V. and its German subsidiary Immatics Biotechnologies GmbH as well as its U.S. subsidiary Immatics US Inc.
Unaudited Interim Condensed Consolidated Statement of Loss of Immatics N.V.
Three months ended March 31,
Notes 2024 2023
(Euros in thousands, except per share data)
Revenue from collaboration agreements 5 30,269 9,796
Research and development expenses (32,108 ) (27,581 )
General and administrative expenses (11,642 ) (9,586 )
Other income 12 941
Operating result (13,469 ) (26,430 )
Change in fair value of liabilities for warrants 6 1,043 7,397
Other financial income 6 11,381 2,795
Other financial expenses 6 (677 ) (3,509 )
Financial result 11,747 6,683
Loss before taxes (1,722 ) (19,747 )
Taxes on income 7 (1,332 )
Net loss (3,054 ) (19,747 )
Net loss per share: 17
Basic (0.03 ) (0.26 )
Diluted (0.04 ) (0.26 )
The accompanying notes are an integral part of these unaudited interim condensed consolidated financial
Unaudited Interim Condensed Consolidated Statement of Comprehensive Loss of Immatics N.V.
Three months ended March 31,
Notes 2024 2023
(Euros in thousands)
Net loss (3,054 ) (19,747 )
Other comprehensive income
Items that may be reclassified subsequently to profit or loss
Currency translation differences from foreign operations 14 336 564
Total comprehensive loss for the year (2,718 ) (19,183 )
The accompanying notes are an integral part of these unaudited interim condensed consolidated financial
Unaudited Interim Condensed Consolidated Statement of Financial Position of Immatics N.V.
As of
Notes March 31, 2024 December 31, 2023
(Euros in thousands)
Assets
Current assets
Cash and cash equivalents 16 122,093 218,472
Other financial assets 16 441,857 207,423
Accounts receivables 16 1,781 4,093
Other current assets 9 22,666 19,382
Total current assets 588,397 449,370
Non-current assets
Property, plant and equipment 10 49,968 43,747
Intangible assets 10 1,501 1,523
Right-of-use assets 10 11,886 13,308
Other non-current assets 9 1,373 2,017
Total non-current assets 64,728 60,595
Total assets 653,125 509,965
Liabilities and shareholders equity
Current liabilities
Provisions 11 1,740
Accounts payables 12 20,537 25,206
Deferred revenue 5 96,525 100,401
Liabilities for warrants 16 17,950 18,993
Lease liabilities 16 2,762 2,604
Other current liabilities 13 9,590 9,348
Total current liabilities 149,104 156,552
Non-current liabilities
Deferred revenue 5 91,358 115,527
Lease liabilities 16 11,877 12,798
Other non-current liabilities 4
Total non-current liabilities 103,235 128,329
Shareholders equity
Share capital 14 1,031 847
Share premium 14 1,001,402 823,166
Accumulated deficit 14 (600,347 ) (597,293 )
Other reserves 14 (1,300 ) (1,636 )
Total shareholders equity 400,786 225,084
Total liabilities and shareholders equity 653,125 509,965
The accompanying notes are an integral part of these unaudited interim condensed consolidated financial
Unaudited Interim Condensed Consolidated Statement of Cash Flows of Immatics N.V.
Three months ended March 31,
2024 2023
(Euros in thousands)
Cash flows from operating activities
Net loss (3,054 ) (19,747 )
Taxes on income 1,332
Loss before tax (1,722 ) (19,747 )
Adjustments for:
Interest income (6,294 ) (2,254 )
Depreciation and amortization 3,014 1,811
Interest expenses 194 195
Equity-settled share-based payment 4,297 6,103
Net foreign exchange differences and expected credit losses (4,553 ) 3,143
Change in fair value of liabilities for warrants (1,043 ) (7,397 )
Changes in:
Decrease in accounts receivables 2,312 880
Decrease in other assets 574 234
(Decrease) in deferred revenue, accounts payables and other liabilities (31,674 ) (7,793 )
Interest received 2,484 1,189
Interest paid (194 ) (79 )
Income tax paid
Net cash used in operating activities (32,605 ) (23,715 )
Cash flows from investing activities
Payments for property, plant and equipment (9,174 ) (4,317 )
Payments for intangible assets (2 ) (8 )
Proceeds from disposal of property, plant and equipment
Payments for investments classified in other financial assets (290,599 ) (67,735 )
Proceeds from maturity of investments classified in other financial assets 57,957 68,341
Net cash used in investing activities (241,818 ) (3,719 )
Cash flows from financing activities
Proceeds from issuance of shares to equity holders 185,669
Transaction costs deducted from equity (11,548 )
Payments related to lease liabilities 524 (866 )
Net cash provided by/(used in) financing activities 174,645 (866 )
Net decrease in cash and cash equivalents (99,778 ) (28,300 )
Cash and cash equivalents at beginning of the year 218,472 148,519
Effects of exchange rate changes and expected credit losses on cash and cash equivalents 3,399 (2,300 )
Cash and cash equivalents at end of the year 122,093 117,919
The accompanying notes are an integral part of these unaudited interim condensed consolidated financial
Unaudited Interim Condensed Consolidated Statement of Changes in Shareholders equity of Immatics
(Euros in thousands) Notes Share capital Share premium Accumulated deficit Other reserves Total share- holders equity
Balance as of January 1, 2023 767 714,177 (500,299 ) (1,481 ) 213,164
Other comprehensive income 564 564
Net loss (19,747 ) (19,747 )
Comprehensive loss for the year (19,747 ) 564 (19,183 )
Equity-settled share-based compensation 8 6,103 6,103
Share options exercised 14
Issue of share capital net of transaction costs 14
Balance as of March 31, 2023 767 720,280 (520,046 ) (917 ) 200,084
Balance as of January 1, 2024 847 823,166 (597,293 ) (1,636 ) 225,084
Other comprehensive income 336 336
Net loss (3,054 ) (3,054 )
Comprehensive loss for the year (3,054 ) 336 (2,718 )
Equity-settled share-based compensation 8 4,297 4,297
Share options exercised 14 1 682 683
Issue of share capital net of transaction costs 14 183 173,257 173,440
Balance as of March 31, 2024 1,031 1,001,402 (600,347 ) (1,300 ) 400,786
The accompanying notes are an integral part of these unaudited interim condensed consolidated financial
Notes to the Unaudited Interim Condensed Consolidated Financial Statements of Immatics N.V.
1. Group information
Immatics N.V., together with its
German subsidiary Immatics Biotechnologies GmbH and its U.S. subsidiary, Immatics US Inc., ( Immatics or the Group ) is a biotechnology group that is primarily engaged in the research and development of T cell redirecting
immunotherapies for the treatment of cancer. Immatics N.V., a Dutch public limited liability company, was converted on July 1, 2020 from Immatics B.V., a Dutch company with limited liability. Immatics Biotechnologies GmbH ( Immatics
GmbH ) and Immatics US Inc. became wholly-owned subsidiaries of Immatics N.V. as part of the ARYA Merger on July 1, 2020.
registered with the commercial register at the Netherlands Chamber of Commerce under RSIN 861058926 with a corporate seat in Amsterdam and is located at Paul-Ehrlich Str. 15 in 72076 T bingen, Germany. Prior to July 1, 2020, Immatics N.V.
was a shell company with no active trade or business or subsidiaries and all relevant assets and liabilities as well as income and expenses were borne by Immatics Biotechnologies GmbH and its U.S. subsidiary Immatics US, Inc. Immatics N.V. is the
ultimate parent company of the Group.
These unaudited interim condensed consolidated financial statements of the Group for the three months ended
March 31, 2024, were authorized for issue by the Audit Committee of Immatics N.V. on May 14, 2024.
2. Significant events and changes in the
current reporting period
The following significant events or transactions occurred during the three months ended March 31, 2024.
On January 22, 2024, the Group closed an offering of 18,313,750 ordinary shares with a public offering price of $11.00 per ordinary share. The Group
received gross proceeds of 185.0 million less transaction costs of 11.5 million, resulting in an increase in share capital of 183 thousand and share premium of 173.3 million.
Macroeconomic environment
Currently, multiple global
uncertainties are existing.
The conflict between Russia and Ukraine and the Palestinian-Israeli conflict have resulted, and may further result, in
significant disruption, instability and volatility in global markets, as well as higher energy and other commodity prices. Since the Company is not currently conducting any business or receiving any material services from vendors located in Russia,
Ukraine or Israel, it does not expect that the ongoing conflicts will have a direct impact on its operations in the near term. However, the Company may be indirectly affected by price increases or certain policy changes, such as new tax legislation,
economic sanctions and comparable measures. While the conflicts are currently not expected to have a direct impact on the Company, this may change in case of further expansion of the scale of the conflicts. In addition, other geopolitical
instabilities might impact the Group in the future.
3. Significant accounting policies
Basis of presentation
The unaudited interim condensed
consolidated financial statements of the Group as of March 31, 2024 and for the three months ended March 31, 2024 and 2023 have been prepared on a going concern basis in accordance with International Accounting Standard 34 ( Interim
Financial Reporting ), as issued by the International Accounting Standards Board ( IASB ) and have not been audited or reviewed by a statutory auditor.
In accordance with IAS 34, the unaudited interim condensed consolidated financial statements do not include all the information and disclosures required in
the annual financial statements and should be read in conjunction with the Group s annual financial statements for the year ended December 31, 2023, which have been prepared in accordance with IFRS Accounting Standards as issued by the International Accounting Standards Board ( IASB ), taking into account the recommendations of the IFRS Interpretations Committee ( IFRIC Interpretations ). In these notes to the unaudited condensed consolidated financial statements, information is provided primarily on the items for which there have been significant changes
compared with the consolidated financial statements of the Group for fiscal year 2023.
The unaudited interim condensed consolidated financial statements
are presented in Euros, which is the functional and reporting currency of the parent, Immatics N.V. Assets and liabilities of foreign operations are translated into Euros at the rate of exchange prevailing at the reporting date. The Unaudited
Interim Condensed Consolidated Statement of Loss is translated at average exchange rates. The currency translation differences are recognized in other comprehensive income.
The accounting policies adopted in the preparation of the unaudited interim condensed consolidated financial
statements are consistent with those followed in the preparation of the Group s annual consolidated financial statements for the year ended December 31, 2023. The new and amended standards and interpretations applicable for the first time
as of January 1, 2024, as disclosed in the notes to the consolidated financial statements for the year ended December 31, 2023, had no impact on the unaudited interim condensed consolidated financial statements of the Group for the three
months ended March 31, 2024.
In April 2024, IFRS 18, Presentation and Disclosure in Financial Statements was issued to achieve
comparability of the financial performance of similar entities. The standard, which replaces IAS 1 Presentation of Financial Statements , impacts the presentation of primary financial statements and notes, including the statement of
earnings where companies will be required to present separate categories of income and expense for operating, investing, and financing activities with prescribed subtotals for each new category. The standard will also require management-defined
performance measures to be explained and included in a separate note within the consolidated financial statements.
The standard is effective for annual
reporting periods beginning on or after January 1, 2027, including interim financial statements, and requires retrospective application. The Company is currently assessing the impact of the new standard.
Estimates and assumptions have to be made in the unaudited interim consolidated financial statements as of March 31, 2024. These have an impact on the
amounts and disclosures of the recognized assets and liabilities, income and expenses, and contingent liabilities. The estimates and judgments are essentially unchanged from the circumstances described in the consolidated financial statements of the
Group for the fiscal year 2023. New developments may result in amounts deviating from the original estimates. These possible developments are outside the sphere of influence of the management.
4. Segment information
The Group manages its operations
as a single segment for the purpose of assessing performance and making operating decisions. The Group s focus is on the research and development of T cell redirecting immunotherapies for the treatment of cancer. The Chief Executive Officer is
the chief operating decision maker who regularly reviews the consolidated operating results and makes decisions about the allocation of the Group s resources.
5. Revenue from collaboration agreements
currently earns revenue through strategic collaboration agreements with third party pharmaceutical and biotechnology companies. As of March 31, 2024, the Group had four revenue-generating strategic collaboration agreements in place, three with
Bristol-Myers-Squibb ( BMS ) and the agreement with ModernaTX, Inc. ( Moderna ), effective in October 2023. Three of the four revenue-generating strategic collaboration agreements are in
pre-clinical stage and the BMS IMA401 collaboration agreement is in clinical stage. The collaboration with Genmab A/S, Copenhagen /Denmark ( Genmab ) was terminated in March 2024 and the Group
recorded the remaining deferred revenue of 14.9 million from the Genmab collaboration during the three months ended March 31, 2024.
Revenue from collaboration agreements was realized with the following partners:

Frequently Asked Questions

What accounting standards were used for the financial statements?

The financial statements were prepared as per International Accounting Standard 34.

What was Immatics' net loss for Q1 2024?

Immatics reported a net loss of €3,054,000 for the three months ended March 31, 2024.

How much revenue did Immatics earn from collaborations in Q1 2024?

Immatics generated €30,269,000 in revenue from collaboration agreements in Q1 2024.

What does total comprehensive loss include for Immatics?

Total comprehensive loss includes the net loss and currency translation differences.

How did current liabilities change from 2023 to 2024?

Current liabilities decreased from €156,552,000 in December 2023 to €149,104,000 in March 2024.

Last updated: May 14, 2024