Immunocore (IMCR) Investor presentation summary

Transformative immunomodulating platform

• Focus on 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, infectious diseases, and autoimmune diseases, leveraging ImmTAC, ImmTAV, and ImmTAAI platforms for immune activation or downmodulation.

Oncology: KIMMTRAK and PRAME portfolio

• KIMMTRAK is established as the global standard of care in first-line metastatic uveal melanoma, with 15 consecutive quarters of growth and $400M in 2025 net sales.

• Demonstrates ≥70% market penetration in major markets and a median overall survival of 28 months; 5-year OS data expected in 1H 2026.

• Phase 3 trials ongoing in adjuvant uveal melanoma (ATOM) and 2L+ cutaneous melanoma (TEBE-AM), targeting up to 6,000 HLA-A02+ patients annually.

• PRAME-targeted therapies, including brenetafusp, show promising disease control rates and are advancing in melanoma and ovarian cancer, with Phase 3 PRISM-MEL-301 enrolling in 1L cutaneous melanoma.

Clinical data and safety

• KIMMTRAK and brenetafusp demonstrate durable disease control and manageable safety profiles, with most adverse events being low grade and attenuating over time.

• Combination strategies with checkpoint inhibitors and chemotherapy are being explored to enhance efficacy, particularly in ovarian cancer.