Immunocore (IMCR) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
6 Aug, 2026Transformative immunomodulating platform
Developing targeted, off-the-shelf bispecific soluble T cell receptor (TCR) therapies that can address over 90% of the human proteome, surpassing the reach of antibody-based therapies.
Pipeline spans oncology (ImmTAC), infectious diseases (ImmTAV), and autoimmune diseases (ImmTAAI), enabling both immune activation and downmodulation.
Oncology: KIMMTRAK and PRAME portfolio
KIMMTRAK is the global standard of care in first-line metastatic uveal melanoma (mUM), with 16% YoY growth and $223M net sales in 1H 2026, achieving ≥70% penetration in major markets.
Demonstrated doubling of 5-year overall survival (OS) rates in mUM and durable responses in cutaneous melanoma (CM), with ongoing Phase 3 trials in 2L+ CM (TEBE-AM) and adjuvant uveal melanoma (ATOM).
PRAME-targeted therapies, including brenetafusp, show promising disease control and tolerability in late-line CM and ovarian cancer, with Phase 3 PRISM-MEL-301 trial ongoing in 1L CM.
Combination strategies with checkpoint inhibitors and chemotherapy are being explored to enhance efficacy.
Infectious diseases: HIV functional cure
IMC-M113V, a TCR therapy for HIV, is in Phase 1 trials, showing good tolerability and dose-dependent antiviral effects, including delayed viral rebound and significant reduction in HIV RNA and DNA.
Over 500,000 HLA-A02+ people living with HIV are potential candidates for this approach.
Latest events from Immunocore
- H1 2026 revenue rose 16% to $223M, net income reached $12.2M, and pipeline momentum remains strong.IMCR
Q2 20266 Aug 2026 - Strong TCR innovation, expanding pipeline, and disciplined growth drive future opportunities.IMCR
Morgan 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.IMCR
TD Cowen 45th Annual Healthcare Conference9 Jul 2026 - KIMMTRAK posts strong growth and pipeline advances, with pivotal trial readouts expected soon.IMCR
Jefferies Global Healthcare Conference 20258 Jul 2026 - KIMMTRAK sales rose 30% to $310M in 2024, fueling pipeline and global expansion.IMCR
Q4 20248 Jul 2026 - KIMMTRAK drives growth as TCR therapies expand into oncology, HIV, and autoimmune trials.IMCR
Corporate presentation18 May 2026 - Q1 2026 net income more than doubled on strong KIMMTRAK sales and survival data.IMCR
Q1 20266 May 2026 - AGM to vote on directors, executive pay, auditors, and annual report, with board support for all.IMCR
Proxy filing16 Apr 2026 - Robust growth and pipeline progress set the stage for major data catalysts from 2026 onward.IMCR
44th Annual J.P. Morgan Healthcare Conference15 Apr 2026