The earnings call reflects a positive sentiment overall. The strong growth in KIMMTRAK revenue, global expansion, and progress in clinical trials are significant highlights. However, there are some concerns regarding moderating growth expectations and increased operating expenses.
Company Guidance -
Q3 2025
During the Immunocore Q2 and first half 2025 earnings call, the company provided comprehensive guidance highlighting significant metrics across various aspects of its operations. Immunocore reported $192 million in KIMMTRAK revenue for the first half of 2025, marking a 32% year-over-year growth. The second quarter alone saw $98 million in net sales, with $64 million from the United States, a 15% increase from Q2 2024. In Europe, Q2 net revenue reached $33 million, reflecting a 115% year-on-year growth. The company continues to expand globally, with KIMMTRAK launched in 28 countries and approved in 39. Immunocore's clinical pipeline includes three Phase III trials, with the TEBE-AM study expected to complete enrollment by mid-2026. The company maintains a strong balance sheet with $883 million in cash and marketable securities, supporting its ongoing R&D investments and operational growth.
KIMMTRAK Revenue Growth
For the first half of 2025, Immunocore generated $192 million in KIMMTRAK revenue, representing a 32% growth year-over-year.
Global Expansion and Recognition
KIMMTRAK has been launched in 28 countries and approved in 39 globally. It received its fourth Prix Galien for Best Biotech Product.
Strong Balance Sheet
Immunocore has a strong balance sheet with $883 million in cash and marketable securities.
Phase III Trial Progress
Three Phase III trials in oncology are ongoing, with TEBE-AM on track to complete enrollment within the next 12 months.
Reduction in Net Loss
Net loss decreased from $36 million to $5 million as revenue grew more than operating expenses.
Immunocore Holdings (IMCR) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IMCR Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 07, 2025
$32.10
$31.93
-0.53%
May 07, 2025
$28.06
$29.92
+6.63%
Feb 26, 2025
$29.21
$30.77
+5.34%
Nov 06, 2024
$32.99
$33.51
+1.58%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Immunocore Holdings (IMCR) report earnings?
Immunocore Holdings (IMCR) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).
What is Immunocore Holdings (IMCR) earnings time?
Immunocore Holdings (IMCR) earnings time is at Nov 05, 2025, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.