Analyst Tyler Van Buren of TD Cowen maintained a Buy rating on Immunocore Holdings, with a price target of $60.00.
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Tyler Van Buren has given his Buy rating due to a combination of factors tied to Immunocore’s durable commercial performance and pipeline-driven upside. Kimmtrak has now delivered fifteen straight quarters of revenue growth, with fourth-quarter sales coming in essentially in line with expectations and reflecting solid demand, longer treatment duration, and broader U.S. and international uptake.
Looking ahead, Van Buren sees 2026 growth moderating from an unusually strong 2025 base, but still supported by continued ex-U.S. expansion and new regional partnerships that enhance profitability. He also highlights meaningful catalysts from late-stage and mid-stage programs, including the TEBE-AM Phase III trial that could significantly expand Kimmtrak’s addressable population, as well as upcoming data from oncology and HIV assets that together underpin a favorable risk–reward profile.