Stock Markets March 26, 2026

Innate Pharma sees revenue plunge, signals cash runway to Q3 2026 as trials await financing

French immunotherapy developer posts sharp decline in income and maintains operating loss; Phase 3 programs scheduled pending funding

By Derek Hwang AZN SNY
Innate Pharma sees revenue plunge, signals cash runway to Q3 2026 as trials await financing
AZN SNY

Innate Pharma reported a 55% year-on-year drop in revenue and other income for 2025 and recorded a net loss of €49.2 million, with basic EPS from continuing operations at -€0.55. The company attributed the revenue fall to the winding down of collaboration and licensing agreements and said operating expenses declined as R&D, personnel and consulting costs were reduced. Innate Pharma expects its cash resources to fund operations through the end of the third quarter of 2026 and plans to start the TELLOMAK-3 Phase 3 trial in the second half of 2026, subject to financing; PACIFIC-9 Phase 3 data are also expected in the second half of 2026.

Key Points

  • Innate Pharma reported a 55% drop in revenue and other income for 2025 and a net loss of €49.2 million, with basic EPS from continuing operations at -€0.55.
  • Operating expenses fell to €63.01 million and operating income was -€54.008 million, driven by reduced R&D, personnel and consulting costs along with restructuring charges.
  • The company expects its cash runway to last until the end of Q3 2026 and plans to start the TELLOMAK-3 Phase 3 trial in H2 2026 pending financing; PACIFIC-9 Phase 3 data are also expected in H2 2026.

Innate Pharma (EPA:IPH), a France-based developer of immunotherapy treatments, disclosed a 55% year-over-year reduction in revenue and other income for 2025 in its financial results released on Thursday. The company reported a net loss of €49.2 million for the year, a figure that remained broadly unchanged compared with the prior year.

Basic earnings per share from continuing operations were reported at -€0.55. On the operating side, total expenses amounted to €63.01 million while operating income was recorded at -€54.008 million.

The company attributed the pronounced decrease in revenue to a falloff in collaboration and licensing income. Key agreements with partners AstraZeneca (NASDAQ:AZN) and Sanofi (NASDAQ:SNY) were either completed or discontinued during the reporting period, reducing revenue streams tied to those partnerships.

Operating expenses declined over the year largely because of lower direct research and development expenditures associated with clinical programs and reductions in personnel and consulting costs. The company also recorded restructuring charges related to a workforce reduction executed in 2025.

Innate Pharma is carrying out layoffs under a redundancy plan that the company said will be completed in the first half of 2026. Management reported that, based on current resources, the firm's cash runway is expected to extend until the end of the third quarter of 2026.

Regarding its clinical development timeline, Innate Pharma said it plans to initiate the TELLOMAK-3 Phase 3 trial in the second half of 2026, contingent on securing financing. Separately, a data readout from the PACIFIC-9 Phase 3 trial is anticipated in the second half of 2026.


Financial snapshot

  • Revenue and other income: down 55% year-over-year for 2025.
  • Net loss: €49.2 million for 2025; basic EPS from continuing operations -€0.55.
  • Operating expenses: €63.01 million; operating income: -€54.008 million.

Operational and pipeline notes

  • Revenue decline driven by completion or discontinuation of collaboration and licensing agreements with AstraZeneca and Sanofi.
  • Cost reductions from lower R&D spend on clinical programs and decreased personnel and consulting costs; restructuring charges recorded for workforce reductions.
  • Planned TELLOMAK-3 Phase 3 start in H2 2026 pending financing; PACIFIC-9 Phase 3 data readout expected in H2 2026.

Risks

  • Financing risk for TELLOMAK-3 Phase 3 - the trial start in the second half of 2026 is contingent on securing funding, which affects the clinical pipeline and associated development timelines.
  • Revenue concentration risk tied to collaborations - completion or discontinuation of agreements with AstraZeneca and Sanofi materially reduced revenue, illustrating dependence on partnership income.
  • Operational and execution risk from workforce reductions and restructuring - ongoing layoffs under a redundancy plan may affect capacity and program delivery, with the redundancy plan scheduled to conclude in the first half of 2026.

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