Immuron Limited’s SEC filings document its foreign private issuer disclosures and ASX announcements furnished on Form 6-K. The filings include half-year financial reports, strategic updates and investor presentations describing the company’s oral polyclonal antibody platform, Hyper-Immune products, Travelan®, ProIBS®, and clinical programs for gastrointestinal infectious diseases.
The filing record also covers shareholder meeting results, small-holding share sale facility disclosures, R&D Tax Incentive notices, regional sales updates, and governance authorizations by the board. These documents provide formal disclosures on operating results, research and development funding, ordinary-share matters, and public-company reporting obligations for IMRN’s ASX and Nasdaq-traded securities.
Immuron Ltd (IMRN) said its Chief Executive Officer, Steven Lydeamore, is presenting at the Emerging Growth Conference on October 28, 2026, and shared FY26 and Q1 FY27 business updates.
FY26 global sales revenue was $7.7 million, up 6%; Australian sales were $5.8 million, up 10%, and U.S. sales were $1.8 million, up 7%. Gross profit margin was 64.5%, a 0.9% decline, while the net loss was $3.8 million, a $1.4 million improvement. Cash was A$9.0 million as of June 30, 2026. Q1 FY27 global sales were AUD$2.2 million, up 9%; North American sales were AUD$0.4 million, down 9%.
Management described a strategic decision to partner IMM-124E and IMM-529 for development and commercialization. IMM-529's investigational new drug application was approved by the U.S. FDA and it is ready for Phase 2 clinical trials; IMM-124E is eligible for an end-of-Phase-2 meeting with the U.S. FDA. The FY27 outlook states cash to fund operations through FY27–FY28.
Immuron Ltd reported global Q1 FY27 sales of AUD$2.2 million for the quarter ended September 30, 2026, up 9% on the prior comparative period (pcp) and 5% on the prior quarter. Australia sales were AUD$1.8 million, up 14% on pcp and 12% on the prior quarter; Canada sales were AUD$0.1 million, up 286% and 63%, respectively; U.S. sales were AUD$0.3 million, down 19% and 24%, respectively.
Australia’s sales increase was attributed to Travelan®’s relaunch, new packaging and brand communications. U.S. sales were affected by higher purchases during June 2026 Amazon Prime Day and customs and logistics challenges that delayed inventory replenishment; Immuron said U.S. inventory is now replenished. IQVIA pharmacy scan sales showed Travelan growing 26.4% versus category growth of 5.3% for the 13 weeks to September 26, 2026.
Immuron Ltd (IMRN) reduced the maximum aggregate offering price available under its at-the-market agreement with H.C. Wainwright to approximately $2,006,769. The program covers American Depositary Shares representing Immuron’s ordinary shares, which may be sold from time to time at the company’s sole discretion under the agreement.
The revised amount excludes $2,847,703 of securities sold under General Instruction I.B.5 of Form F-3 during the 12-calendar-month period ending October 23, 2026. The ADSs are covered by a previously effective Form F-3 registration statement and related prospectus.
Immuron Ltd. (IMRN) amended its at-the-market offering to permit the offer and sale of up to approximately $2,006,769 in aggregate offering price of American Depositary Shares (ADSs) representing ordinary shares. Sales, if any, may be made from time to time through H.C. Wainwright & Co., LLC, acting as sales agent or principal. The supplement reduces the prior maximum aggregate offering price to this amount.
Under Form F-3’s one-third public-float limit, Immuron states that it had sold approximately $2,847,703 in securities during the 12 calendar months through October 23, 2026, leaving eligibility to offer up to an additional $2,006,769. The one-third limit was $4,854,473 as of October 23, 2026, and applies while public float remains below $75 million. Immuron will pay Wainwright a cash commission equal to 3.0% of gross sales price; Wainwright is not required to sell any specific number or dollar amount.
Immuron Ltd said Chief Executive Officer Steven Lydeamore is scheduled to present virtually at the Emerging Growth Conference on Wednesday, October 28, 2026, from 4:25 p.m. to 4:55 p.m. U.S. Eastern Time. Attendees may register to receive event updates and submit questions in advance or during the presentation.
The announcement describes IMM-529 as an adjunctive therapy in development with standard-of-care antibiotics for prevention or treatment of recurrent Clostridioides difficile infection. Immuron reports preclinical model results including 80% prevention of primary disease, 67% protection against recurrence and 78.6% treatment of primary disease.
Immuron Limited (IMRN) has scheduled its 2026 annual general meeting for November 18, 2026, at 2:00 p.m. AEDT. Shareholders will consider the 2026 remuneration report, Dr. Jeannette Anne Joughin’s re-election, an additional placement facility, renewal of the Omnibus Incentive Plan, and Param Lally’s election as a non-executive director. The explanatory statement reports director support for Joughin’s re-election and the placement proposal, no recommendation on the remuneration report or plan renewal, and opposition to Lally’s election; the proxy form lists votes FOR the first four proposals and AGAINST the fifth.
If approved, the placement facility would permit issues of up to 10% of issued capital, calculated at the time of issue, during the 12 months after the meeting, in addition to the existing 15% capacity under Listing Rule 7.1. Immuron states it is not proposing an issue under the facility as of October 16, 2026. The proposed incentive-plan cap is 12.5% of issued share capital over a rolling three-year period; the current plan cap would be 5% if renewal fails. Proxy forms are due by 2:00 p.m. AEDT on November 16, 2026.
Immuron Ltd (IMRN) announced that results from its Phase 2 study of once-daily oral Travelan® were published in Scientific Reports. The study reported that Travelan was safe and well tolerated, with a statistically significant 50% reduction in ETEC challenge-related adverse events versus placebo (P=0.0001). It did not meet its primary efficacy endpoints; the placebo attack rate was 33%, compared with 70% anticipated, which the company said materially reduced statistical power.
The study also reported lower relative abundance of E. coli and greater microbiome richness and diversity among Travelan recipients; a separate manuscript is in preparation. Immuron has developed a delayed-release capsule formulation optimized for once-daily dosing, which may be investigated in larger, adequately powered studies as recommended by investigators. The company continues to recommend 1-2 Travelan tablets three times daily based on earlier studies.
Immuron Ltd (IMRN) reported a net loss of A$3,679,999 for fiscal 2026, compared with A$5,215,987 in 2025 and A$6,936,957 in 2024. Cash and cash equivalents were A$9,017,814, and the company had no borrowings, as of June 30, 2026; its accumulated deficit was A$84,970,154. Research and development expenses were A$1,933,440, compared with A$3,597,296 in 2025.
The company markets Travelan in Australia, Canada and the U.S., and ProIBS in Australia; it launched ProIBS in Australia during fiscal 2026. Protectyn was removed from the Australian Register of Therapeutic Goods in June 2026. Immuron describes IMM-124E and IMM-529 as its two clinical-stage candidates, with its other current candidates in preclinical development.
On September 4, 2026, Immuron announced an exclusive U.S. distribution agreement for ProIBS with Calmino group AB. It recognized A$782,313 in R&D tax incentive refunds for fiscal 2026 and a receivable of A$782,313. A May 2026 government proposal, if enacted, may make the company ineligible for future refunds because it has operated for more than 10 years.
Immuron Ltd (IMRN) published its Corporate Governance Statement for the financial year ended June 30, 2026, approved by the board and current as of September 24, 2026. It states that all four directors are non-executive independent directors and that the risk management framework was reviewed during the reporting period.
The company did not set measurable gender-diversity objectives. Its Audit and Risk Committee has two independent non-executive members, while the ASX recommendation calls for at least three; the board considers the committee’s composition sufficient at this stage. The board also does not consider an internal audit function appropriate or necessary at this stage.
Immuron Ltd (IMRN) furnished an investor presentation outlining FY26 performance, strategy, and pipeline progress. Global sales revenue was A$7.7 million, up 6% year over year, with Australian sales of A$5.8 million (up 10%) and United States sales of A$1.8 million (up 7%, or 13% in USD terms). Gross profit margin was 64.5%, a 0.9 percentage point decline. The company recorded a net loss of A$(3.8) million, a A$1.4 million improvement, and reported cash of A$9.0 million at June 30, 2026, described as sufficient to fund operations through FY27–FY28.
The presentation highlights a strategic reset toward profitability by partnering its clinical assets IMM-124E (Travelan®) and IMM-529 for development and commercialization, while focusing internally on over-the-counter sales of Travelan® and ProIBS®. IMM-529 has an FDA-approved IND for Phase 2 trials in Clostridioides difficile infection and is described with a peak U.S. sales estimate of US$400 million, while IMM-124E is associated with a US$102 million peak U.S. sales estimate. Shares on issue total 322,848,081, implying an IMC-line market capitalization of A$14.85 million.