IMA 最新10-Q变化
将 IMA 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-08-05 与上一份 10-Q · 2026-05-07
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +12 | −6 | ~23 | 30 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~3 | 4 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 风险因素 | 文字有新增/删除 | +43 | −51 | ~152 | 292 |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-08-05
The following table summarizes our results of operations for the three months ended June 30, 2026 and 2025 (in thousands):
We did not have license revenue for either of the three months ended June 30, 2026 or 2025. Following the Non-OX40 Divestiture, we no longer generate revenue under license and collaboration agreements.
The following table summarizes our results of operations for the six months ended June 30, 2026 and 2025 (in thousands):
License revenue for the six months ended June 30, 2025 related to non-OX40 programs. Following the Non-OX40 Divestiture, we no longer generate revenue under license and collaboration agreements.
The following table sets forth our research and development expenses (in thousands):
相对上期删除的文字 · 来源:10-Q · 2026-05-07
Comparison of the Three Months Ended March 31, 2026 and 2025
The following table summarizes our results of operations for the three months ended March 31, 2026 and 2025 (in thousands):
License revenue for the three months ended March 31, 2025 related to non-OX40 programs. Following the Non-OX40 Divestiture, we no longer generate revenue under license and collaboration agreements.
Since inception, we have devoted substantially all of our resources to advancing the development of our portfolio of programs, organizing and staffing, business planning, raising capital, and providing general and administrative support for these operations. We have incurred recurring losses and neg…
As of March 31, 2026, we had cash, cash equivalents and marketable securities of $117.2 million. In April 2026, we received gross proceeds of $30.0 million from the Private Placement.
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-08-05
adverse events and safety information from other clinical trials of other product candidates also targeting OX40;
the cost of clinical trials of olevaprubart or any future product candidates may be greater than we anticipate and we may elect not to cover the costs;
the supply or quality of olevaprubart or any future product candidates or other materials necessary to conduct clinical trials of olevaprubart or any future product candidates may be insufficient or inadequate;
regulators may revise the requirements for approving olevaprubart or any future product candidates, or such requirements may not be as we anticipate; and
Sarcoma have been reported. To date, a causal association between the therapies targeting the pathway and the events has not been established.
相对上期删除的文字 · 来源:10-Q · 2026-05-07
the cost of clinical trials of IMG-007 or any future product candidates may be greater than we anticipate and we may elect not to cover the costs;
the supply or quality of IMG-007 or any future product candidates or other materials necessary to conduct clinical trials of IMG-007 or any future product candidates may be insufficient or inadequate;
regulators may revise the requirements for approving IMG-007 or any future product candidates, or such requirements may not be as we anticipate; and
There may be undesirable side effects and adverse events associated with IMG-007 or any future product candidates. Undesirable side effects or adverse events that may be caused by IMG-007 or any future product candidates could cause us or regulatory authorities to interrupt, delay or halt clinical t…
While the data reported to date from our Phase 1 and Phase 2a clinical trials indicate that IMG-007 was generally well tolerated, there remains a risk that clinical trial results could reveal high and unacceptable severity and prevalence of previously unreported side effects or unexpected characteri…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议