Immunic, Inc. · Brief

Next report

9 days

Nov 12 · before openest.Q3 FY26

Expected move

±20.7%implied · straddle

6.039.17

spot 7.60exp Nov 20ATM strike 7.5ATM straddle 1.85IV 143%

Nov 3 close

Expected move

—≥ implied

Q2 FY26±18.3%▲+9.79%×0.53

quarterimplied−20%0+20%realized×

Q2 FY26±18.3%▲+9.79%×0.53

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 12 report · est.

Bull2

7disclosed supplier and customer ties in SEC filingsSEC filings

57managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

13managers whose positions together comprise most of the reported value13F · Jun 30 '26

21 of 22largest reporting managers cutting their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

IMUX report session

No linked exposure.

Oct 29impliedImplied move: ±31.1% into Nov 12 earnings (Oct 29 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.