Immunocore (IMCR) investor relations material

Platform and pipeline

• Soluble, off-the-shelf bispecific TCR therapies are positioned to target more than 90% of the human proteome, versus roughly 10% accessible to cell-surface-focused approaches.

• ImmTAC programs activate the immune system in oncology and infectious diseases; ImmTAAI programs are designed to locally downmodulate immune activity in autoimmune disease.

• The pipeline includes KIMMTRAK for metastatic uveal melanoma, brenetafusp targeting PRAME, and candidates for solid tumors, HIV, type 1 diabetes and atopic dermatitis.

KIMMTRAK commercial and survival profile

• 1Q–3Q 2026 net sales were $325M, including $102M in Q3; year-to-date sales growth was 10% YoY, with launches in more than 30 markets.

• Estimated penetration reached at least 70% in all major launched markets; median treatment duration was ~14 months.

• In a randomized metastatic uveal melanoma trial, 5-year OS was 16% with tebentafusp versus 8% with investigator’s choice; median OS was 21.6 versus 16.9 months, HR for death 0.67.

KIMMTRAK lifecycle expansion

• Phase 3 TEBE-AM in 2L+ cutaneous melanoma completed target enrollment of 540; OS is the primary endpoint and topline data are expected in 2Q 2027.

• TEBE-AM targets an estimated US and 5EU market of up to 4,000 drug-treated HLA-A*02:01-positive patients annually.

• Phase 3 ATOM is evaluating adjuvant KIMMTRAK versus observation in ~290 patients; primary endpoint is recurrence-free survival, with OS secondary and ctDNA response exploratory.

• The estimated annual adjuvant uveal melanoma opportunity is ~1,200 patients; combined lifecycle opportunities are estimated at up to 6,000 patients per year across listed settings.