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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Immunocore
Immunocore (IMCR) investor relations material
Immunocore Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Aug, 2026
Executive summary
Achieved $223 million in net revenue for H1 2026, up 16% year-over-year, driven by KIMMTRAK's strong performance and >70% market penetration in major markets.
KIMMTRAK demonstrated a doubling of five-year overall survival rates in metastatic uveal melanoma, setting a new benchmark and establishing standard of care in over 30 launched countries.
Advanced three Phase 3 melanoma trials (TEBE-AM, ATOM, PRISM-MEL-301) and expanded pipeline into ovarian, lung, HIV, and autoimmune diseases, with first patient dosing in type 1 diabetes expected soon.
Achieved net income of $12.2 million for H1 2026, reversing a prior year loss, with operational discipline and increased KIMMTRAK sales.
KIMMTRAK is approved in 39 countries, commercially launched in over 30, and has treated over 5,000 patients to date.
Financial highlights
Q2 2026 net sales reached $115.9 million, up 18% year-over-year; H1 2026 net revenue was $223 million, up 16% year-over-year.
U.S. revenue for H1 2026 grew 18% to $142.4 million; European revenue increased 4% to $68.5 million; international revenue surged 120% to $11.7 million.
R&D expenses for H1 2026 were $135.1 million, up 8% year-over-year; Q2 2026 R&D expenses were $74 million.
SG&A expenses for H1 2026 were $81.7 million, slightly down year-over-year; Q2 2026 SG&A was $44 million.
Cash and marketable securities totaled $880 million as of June 30, 2026.
Outlook and guidance
Expect moderating KIMMTRAK sales growth due to high market penetration and inventory effects.
Anticipate $120 million in sales-related rebates in H2 2026, mainly from European revenue growth and French pricing agreement; rebates expected to normalize in 2027.
Topline data from TEBE-AM Phase 3 trial in advanced cutaneous melanoma expected by end of 2026.
Additional data readouts expected from PRAME franchise and HIV program in 2027.
Existing cash and anticipated revenue expected to fund operations for at least 12 months from filing date.
H2 cash flow impact from French rebate payments
TEBE-AM readout timing vs enrollment completion
Role of ctDNA in guiding treatment decisions
TEBE-AM Phase 3 data readout timing and impact
H2 2026 cash impact of $120M rebate payment
Brenetafusp activity in ovarian and NSCLC trials
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Latest events from Immunocore
- Expanding TCR therapies drive survival gains in melanoma and advance into HIV and autoimmunity.IMCR
Corporate presentation6 Aug 2026 - Strong TCR innovation, expanding pipeline, and disciplined growth drive future opportunities.IMCRMorgan Stanley 23rd Annual Global Healthcare Conference9 Jul 2026
- Strong pipeline progress and high-margin growth set up major data catalysts in the next 18 months.IMCRTD Cowen 45th Annual Healthcare Conference9 Jul 2026
- KIMMTRAK posts strong growth and pipeline advances, with pivotal trial readouts expected soon.IMCRJefferies Global Healthcare Conference 20258 Jul 2026
- KIMMTRAK sales rose 30% to $310M in 2024, fueling pipeline and global expansion.IMCRQ4 20248 Jul 2026
- KIMMTRAK drives growth as TCR therapies expand into oncology, HIV, and autoimmune trials.IMCRCorporate presentation18 May 2026
- Q1 2026 net income more than doubled on strong KIMMTRAK sales and survival data.IMCRQ1 20266 May 2026
- AGM to vote on directors, executive pay, auditors, and annual report, with board support for all.IMCRProxy filing16 Apr 2026
- Robust growth and pipeline progress set the stage for major data catalysts from 2026 onward.IMCR44th Annual J.P. Morgan Healthcare Conference15 Apr 2026
Next Immunocore earnings date
Q3 20265 Nov, 2026
Immunocore
Next Immunocore earnings date
Q3 20265 Nov, 2026
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