Group 1 - Immunocore Holdings PLC (IMCR) closed at $29.06, with a 2.3% gain over the past four weeks, and has a mean price target of $62.29, indicating an upside potential of 114.4% [1] - The average of 14 short-term price targets ranges from a low of $24 to a high of $100, with a standard deviation of $23.44, suggesting variability in analyst estimates [2] - Analysts show strong agreement on the company's ability to report better earnings than previously predicted, which supports the view of potential upside [4][11] Group 2 - The Zacks Consensus Estimate for the current year has increased by 42.9% over the last 30 days, with seven estimates moving higher and no negative revisions [12] - IMCR holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] - While consensus price targets may not be reliable for predicting the extent of gains, they can indicate the direction of price movement [13]

For the quarter ended March 2025, Immunocore Holdings PLC Sponsored ADR (IMCR) reported revenue of $93.88 million, up 33.2% over the same period last year. EPS came in at $0.10, compared to -$0.49 in the year-ago quarter.The reported revenue represents a surprise of +7.84% over the Zacks Consensus Estimate of $87.06 million. With the consensus EPS estimate being -$0.35, the EPS surprise was +128.57%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

"We are thrilled to have achieved strong revenue performance in Q1, marked by year-over-year growth of 33%. This reflects our unwavering dedication to making KIMMTRAK accessible to patients who need it," said Bahija Jallal, Chief Executive Officer of Immunocore. "In R&D, we continue to be laser-focused on execution in our oncology franchise with three ongoing Phase 3 trials and a promising early pipeline. We are also excited to have presented the initial MAD data at CROI from our ongoing HIV trial, which, t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission File Number: 001-39992 Immunocore Holdings plc (Exact name of registrant as specified in its charter) | England and Wales | Not A ...

Immunocore reports first quarter financial results and provides a business update KIMMTRAK (tebentafusp-tebn) net revenues of $93.9 million in Q1 2025, growing by 33% year-over-year On track for Phase 3 TEBE-AM trial to complete enrollment in 1H 2026 On track for dose selection in Phase 3 PRISM-MEL-301 trial in 2H 2025 Initial multiple ascending dose data for HIV functional cure candidate presented during oral session at CROI 2025; dose escalation ongoing Cash, cash equivalents and marketable securities of ...

Shares of Immunocore Holdings PLC Sponsored ADR (IMCR) have gained 6.4% over the past four weeks to close the last trading session at $30.47, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $63.21 indicates a potential upside of 107.5%.The average comprises 14 short-term price targets ranging from a low of $24 to a high of $100, with a standard deviation of $23.20. While the low ...

Immunocore Holdings PLC Sponsored ADR (IMCR) shares ended the last trading session 6% higher at $30.43. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 3.6% loss over the past four weeks.Earlier this month, the company presented encouraging initial data from the multiple ascending dose portion of the phase I/II STRIVE study evaluating its functional cure candidate, IMC-M113V, for treating human immunodeficiency vir ...

Immunocore presents initial multiple ascending dose data for HIV functional cure candidate in an oral presentation at CROI 2025 IMC-M113V was well tolerated, with no dose-limiting toxicities Signals of dose-dependent reduction in active reservoir, and viral control after complete antiretroviral treatment interruption in some PLWH Enrollment in MAD portion of the trial continues with higher doses being evaluated (OXFORDSHIRE, England & CONSHOHOCKEN, Penn. & GAITHERSBURG, Md., US, 10 March 2025) Immunocore Ho ...

Core Insights - Immunocore Holdings is a biotech company focused on immunotherapy in oncology, gaining attention for its novel treatment approach to rare skin cancers approved in 2022 [1] Company Overview - Immunocore Holdings operates in the oncology space, specifically targeting immunotherapy solutions [1] Recent Developments - The company made a significant impact with the approval of a new treatment for rare skin cancers, marking a pivotal moment in its development [1]

Financial Data and Key Metrics Changes - For the full year 2024, Immunocore reported total revenues of $310 million, representing a 30% year-on-year growth [8][51] - In Q4 2024, net revenues reached $84.1 million, a 5% increase from Q3 2024 [16][51] - The United States accounted for $206 million of the total revenue, growing at an impressive 34% year-on-year [17] Business Line Data and Key Metrics Changes - KymTrak achieved 30% year-on-year revenue growth, with $310 million in net revenues for 2024 [8][16] - KymTrak's Q4 revenues were $84.1 million, reflecting a 5% increase from the previous quarter [16][51] - The company launched KymTrak in 14 new countries in 2024, bringing the total to 39 countries [15] Market Data and Key Metrics Changes - The US market penetration for KymTrak is estimated at around 65%, with nearly half of new patients starting treatment in community settings [17][104] - The reimbursement environment in Europe remains challenging, impacting revenue recognition [52][67] Company Strategy and Development Direction - The company is focused on expanding KymTrak's market presence and exploring new therapeutic areas, including autoimmune diseases and infectious diseases [11][12] - Immunocore is advancing its clinical pipeline with three ongoing phase three trials and two phase one trials [9][26] - The company aims to leverage its modular technology to tackle autoimmune diseases and expand its therapeutic offerings [11][38] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in KymTrak's potential for incremental growth in 2025, driven by community expansion and new launches [18][54] - The company anticipates increased R&D expenses as it advances its clinical pipeline [52][55] - Management highlighted a strong financial position with $820 million in cash and marketable securities at the end of 2024 [56] Other Important Information - The company initiated two phase one trials in 2024 and completed a single ascending dose trial for HBV [11][26] - Management emphasized the importance of data-driven investments and disciplined spending to support growth [56] Q&A Session Summary Question: Upcoming HIV results and patient follow-up - All patients will be off therapy for twelve weeks to assess antiviral activity and viral reservoir reduction [63] - A good rate of success would be suppression of viral copies to less than 200 copies per ml for 20-30% of patients [65] Question: European sales adjustments - The reimbursement environment in Europe is challenging, with ongoing price negotiations affecting sales [67] Question: Factors for determining go-forward dose in HIV - Factors include tolerability, evidence of antiviral activity, and potential need for dose optimization [71] Question: Duration of patient follow-up in HIV trials - Patients will be followed for twelve weeks to assess antiviral control, with potential for longer follow-up [78] Question: Updates on branetafus and patient follow-up - Patients in the dose selection analysis will be followed for eight to twelve weeks to assess safety and initial response [84] Question: Safety and tolerability profile in non-oncology settings - Mild cytokine release syndrome is expected in infectious disease settings, while autoimmune treatments should avoid systemic immune suppression [90] Question: Business development opportunities for 2025 - The company is continuously looking for strategic partnerships to enhance portfolio value [100] Question: KymTrak market penetration and treatment duration - KymTrak has achieved 65% market penetration in the US, with ongoing efforts to expand community prescriptions [104] Question: HIV data and potential for combination strategies - The platform is combinable with other therapies, and the goal is to achieve a finite dosing regimen [127] Question: Atopic dermatitis program benchmarks - Initial entry will focus on patients refractory to all therapy to find a signal for efficacy [132] Question: Preclinical data supporting HIV program - Preclinical studies show the ability to redirect T cells to kill HIV-infected cells, providing confidence for the trial [141]