4 February 2026 FY and Q4 2025 Results Conference call and webcast for investors and analysts gsk.com Agenda Strong 2025 performance, 2026 priorities Luke Miels 2 Cautionary statement regarding forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements give the Group's current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly to historical or current facts. They use words suc ...

Summary of Immunocore Holdings Conference Call Company Overview - **Company**: Immunocore Holdings (NasdaqGS:IMCR) - **Focus**: A commercial stage biotech company specializing in T-cell engager platform for oncology and infectious diseases, as well as autoimmune conditions. [4][6] Key Products and Pipeline - **KIMMTRAK**: - Approved for uveal melanoma in 38 markets, launched in 28 markets. [4] - Achieved over $100 million in sales for the first time in the last quarter. [10] - Currently has a duration of therapy of about 14 months, exceeding clinical trial results. [11] - 68% penetration in the US market, with higher penetration in European markets (80-90%). [14][15] - Two ongoing Phase 3 trials for cutaneous melanoma and adjuvant settings. [5][16] - **PRAME**: - In Phase 3 for first-line cutaneous melanoma, showing promising monotherapy activity. [22] - Ongoing trials in ovarian and lung cancers, with data expected next year. [24] Commercial Performance - **KIMMTRAK Sales**: - Growth driven by both US and international markets, with significant contributions from recent launches in the UK, Netherlands, and Poland. [10] - Safety profile has contributed to increased duration of therapy and penetration in community settings. [11] Clinical Trials and Data - **Cutaneous Melanoma**: - Phase 3 trial shows a one-year overall survival (OS) rate of 75% compared to 55% for comparators. [16] - Enrollment expected to finish in the first half of 2026, with data anticipated in the second half of 2026. [16] - **Adjuvant Setting**: - Focus on preventing metastasis in high-risk patients post-surgery. [18] - **PRAME BiSpecific**: - Ongoing Phase 3 trial in combination with Nivolumab, with data expected around the end of 2027 or early 2028. [26] Infectious Disease and Autoimmune Programs - **Infectious Disease**: - Programs in HIV and HBV, with promising single ascending dose data for HBV showing surface antigen reduction. [30] - Aim for a functional cure in HIV by targeting viral reservoirs. [31] - **Autoimmune**: - Focus on tissue-specific down modulation, with a Type 1 diabetes program targeting T-cell activity in the pancreas. [34] - Plans to initiate clinical trials next year. [35] Financial Position - **Cash Position**: - As of Q3, Immunocore holds $892 million in cash, indicating a strong financial position to support ongoing operations and R&D. [40] Upcoming Milestones - Key milestones for 2026 include: - Completion of the cutaneous melanoma trial with KIMMTRAK. - Data releases for HIV, PRAME, ovarian, and lung cancer programs. [38] Conclusion - Immunocore is positioned for significant growth with a robust pipeline and strong commercial performance of KIMMTRAK, alongside promising developments in PRAME and infectious disease programs. The company maintains a solid financial foundation to support its strategic initiatives. [41]