Immuron Breaks Sales Records as Travelan® Demand Surges Across North America and Australia

Key Highlights:

• Immuron surpasses A$5 million in sales for the first time in company history
• North American revenue soars 86% year-to-date; global sales up 46%
• Travelan® ranked #1 in market share change in Australia’s anti-diarrheal category
• IMC shares rise 11.67% on strong quarterly update
   

Immuron Ltd (ASX: IMC) delivered a fresh wave of optimism to investors on Wednesday, reporting its highest-ever fiscal year sales driven by surging demand for its flagship product, Travelan®, across key global markets. With year-to-date revenue reaching A$5.3 million, up 46% from the prior year, the company has signalled a new growth trajectory for the Australian biopharmaceutical firm.

Shares in Immuron responded positively, climbing 11.67% to $0.067 by midday trading. While still down more than 46% year-on-year, today’s bounce reflects growing confidence in the company’s commercial outlook amid a broader recovery in healthcare and biotech names on the ASX.

Travelan® Powers Record Quarter

The standout performer for Immuron was its over-the-counter immune support supplement, Travelan®, which continues to gain traction globally as international travel rebounds. According to the company’s unaudited March quarter update, North American sales jumped 86% year-to-date to A$1.6 million, with the March quarter alone up 28%.

In Australia, although quarterly sales dipped 8% to A$0.8 million — largely due to earlier wholesaler stockpiling — year-to-date revenue climbed 34% to A$3.7 million. Immuron noted that actual pharmacy-level demand remained strong, underscoring the strength of its expanded pharmacy network and marketing push.

“This is a fantastic result, with record sales in the December quarter in Australia and ongoing success in North America ahead of the key travel season,” said Chief Commercial Officer Flavio Palumbo.

#1 Ranking in Australia’s Anti-Diarrheal Category

Immuron’s recent gains are underpinned by strong market positioning. According to IQVIA’s Australian Pharmacy Scan (March 2025), Travelan® is now ranked #1 in market share change, #2 by SKU, and #3 by brand in the anti-diarrheal category — a notable milestone in a competitive OTC space.

The company credited these results to a well-executed consumer and trade campaign, including a direct-to-consumer strategy in the U.S. and the reintroduction of Travelan® in Canada with new major retail listings.

Market Snapshot & Valuation

Immuron’s market cap stands at just A$15.65 million, placing it firmly in the micro-cap category. The company has 233.5 million shares on issue and trades at a steep discount to previous highs. Despite its recent bounce, IMC shares are down 15.2% year-to-date and over 46% for the past 12 months.

However, momentum appears to be building. Volume surged to 439,000 shares, well above the four-week average of just over 100,000, signalling renewed interest from retail and small-cap investors.

Looking Ahead: Momentum Into FY25

Management expects strong sales to continue through the Easter, ANZAC Day, and North American summer travel periods, setting the stage for another record-breaking year.

With Travelan® now sold in Australia, the U.S., and Canada, and a clear growth strategy focused on over-the-counter immune and gastrointestinal health, Immuron may finally be turning the corner from a niche biotech play to a legitimate consumer health growth story.

CEO Steven Lydeamore reaffirmed the company’s confidence: “With strong demand across all markets and record performance in both hemispheres, we’re well-positioned for sustained growth into FY2026.”