IMCR
Immunocore Holdings plc36.21
+0.19+0.53%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.83BP/E (TTM)
-Basic EPS (TTM)
-0.58Dividend Yield
0%Recent Filings
8-K
Two exec resignations announced
Immunocore disclosed two key resignations on November 26, 2025: board member Ranjeev Krishana stepped down immediately from the Board and Remuneration Committee, while CHRO Tina St. Leger exits May 26, 2026, for another role. Neither stemmed from disagreements on operations or policies. Company launched formal search for CHRO replacement.
8-K
Q3 sales surge 29%
Immunocore reported Q3 2025 net product sales of $103.7 million for KIMMTRAK, up 29% year-over-year, fueled by 18% U.S. growth and 58% in Europe amid global launches. The company advanced its pipeline, with TEBE-AM Phase 3 enrollment on track for H1 2026 completion and 160 mcg selected as the go-forward dose for brenetafusp in PRISM-MEL-301 after IDMC review. Cash reserves stood at $892 million. Momentum builds, yet R&D expenses rose to $70.6 million.
10-Q
Q3 FY2025 results
Immunocore's Q3 revenue from KIMMTRAK sales climbed 29.2% y/y to $103.7M, with U.S. up 17.5% to $67.3M and Europe surging 58.9% to $33.5M, while YTD sales rose 30.8% to $295.5M; yet R&D expenses jumped 33.7% y/y to $70.6M, driven by PRAME and tebentafusp trials, yielding a narrower operating loss of $7.2M versus $8.5M last year. Diluted EPS held at $(0.00), reconciling to 50.4M shares with anti-dilution from options. Cash swelled to $498.4M plus $393.9M in marketable securities, backed by $392.6M in convertible notes due 2030 at 2.5%. Operating cash flow for nine months hit $21.9M, funding pipeline advances. Revenue thrives on global launches. Tariffs on EU imports pose margin risks.
8-K
KIMMTRAK revenues surge 30%
Immunocore Holdings reported Q2 2025 KIMMTRAK net revenues of $98.0 million, up 30% year-over-year, fueled by 15% US growth and 71% surge in Europe and international markets amid global launches. R&D expenses climbed to $69.0 million from Phase 3 trial progress, including TEBE-AM enrollment on track for H1 2026 completion and PRISM-MEL-301 dose selection in H2 2025. Cash reserves stood at $883 million. Board director Rob Perez resigned effective September 16, 2025.
10-Q
Q2 FY2025 results
Immunocore's Q2 revenue from KIMMTRAK sales climbed 30% year-over-year to $98.0M, fueled by 15% U.S. growth to $64.1M and a sharp 114% Europe surge to $33.0M, while international dipped on order timing. Operating loss narrowed to $14.9M from $16.0M, thanks to higher revenue offsetting R&D hikes in tebentafusp and autoimmune programs. Diluted EPS improved to -$0.20 from -$0.23, aligning with 50.3M shares and anti-dilutive effects from options and convertibles. Cash swelled to $487.9M with $394.9M in marketable securities, backing $392.1M in 2.50% convertible notes due 2030; free cash flow hit $25.7M (derived). Yet regulatory hurdles in new territories loom large.
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