Immunocore

IMCR

Market cap $1.69B

Immunocore Holdings plc (IMCR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Immunocore announces 2026 strategic priorities at 44th Annual J.P. Morgan Healthcare Conference Reaching more metastatic uveal melanoma patients with KIMMTRAK (tebentafusp) in 2026 through US community and global market penetration Enrolling three Phase 3 trials across multiple melanoma indications – TEBE-AM enrollment completion anticipated 1H 2026; topline data expected as early as 2H 2026 PRAME franchise Phase 1/2 data to be presented in 2H 2026: brenetafusp combinations in ovarian and lung cancer and initial data with half-life extended candidate (IMC-P115C) Additional Phase 1 HIV data to be presented in 2H 2026 Planning to dose first patient in Phase 1 type 1 diabetes trial in 1H 2026 and to submit clinical trial application for second autoimmune candidate in 2H 2026 Company to present at 44 th Annual J.P.

Immunocore (IMCR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

(OXFORDSHIRE, England & CONSHOHOCKEN, Penn. & GAITHERSBURG, Md.

Immunocore still relies exclusively on sales of tebentafusp to fund operations. While these sales have supported the company, they have not been enough to achieve profitability. Current market sentiment says to "Hold" based on slowing sales growth, but this does not factor in the broad pipeline.

Single ascending dose data show IMC-I109V has manageable safety profile and antiviral activity IMC-I109V is a bispecific T cell receptor targeting a peptide derived from HBsAg that is presented by HLA-A*02:01 on the surface of infected hepatocytes (OXFORDSHIRE, England & CONSHOHOCKEN, Penn. & GAITHERSBURG, Md.

Although the revenue and EPS for Immunocore (IMCR) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Immunocore reports third quarter financial results and provides a business update KIMMTRAK ® (tebentafusp-tebn) net revenues of $103.7 million in 3Q 2025, growing by 29% year-over-year Phase 3 TEBE-AM trial on track to complete enrollment in 1H 2026 160 mcg selected as the go-forward dose for brenetafusp in Phase 3 PRISM-MEL-301 trial, following Independent Data Monitoring Committee review Cash, cash equivalents and marketable securities of $892 million as of September 30, 2025 (OXFORDSHIRE, England & CONSHOHOCKEN, Penn. & GAITHERSBURG, Md.

Many stocks are objectively overvalued. That can make it difficult for investors to find opportunities for stocks with the potential to double.

Immunocore Holdings plc (NASDAQ:IMCR ) Morgan Stanley 23rd Annual Global Healthcare Conference September 10, 2025 1:50 PM EDT Company Participants Travis Coy - CFO, Executive VP & Head of Corporate Development Conference Call Participants Sean Laaman - Morgan Stanley, Research Division Presentation Sean Laaman Head of Healthcare Research & Equity Analyst Good afternoon, everyone, and welcome to Morgan Stanley Global Healthcare Conference. I'm Sean Laaman, U.S. Head of SMID Cap Biotech Equity Research here at the firm.