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Immunocore Holdings (IMCR)
NASDAQ:IMCR
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.26Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong commercial execution for KIMTRAK (29% YoY revenue growth to $400M), broad global adoption (39 approvals, 30 launches), meaningful real-world survival and duration signals, a diversified pipeline anchored by three Phase 3 trials with near-term readouts, and a solid cash position (~$864M). Balanced against this are expected revenue-growth moderation in 2026, rising R&D investment, event-driven timing uncertainty for key OS trials, small early-stage cohorts (HIV), and competitive/operational risks tied to trial geography and evolving treatment options. Overall, the company presents momentum and optionality but with important clinical and timing risks that will be clarified by upcoming data readouts.Company Guidance
Strong KIMTRAK Revenue Growth
Net revenue of $400,000,000 for 2025, representing a 29% year-over-year increase versus 2024 (underlying growth ~20% when normalized for rebate reserves).
Broad Global Adoption and Market Access
KIMTRAK approved in 39 countries and launched in 30 markets; ~70% penetration across major markets; 150 new accounts activated in 2025; approximately 1,000 patients served per year in metastatic uveal melanoma.
Clinical/Real-World Efficacy Signals
Real-world mean duration of therapy of 14 months (exceeding clinical trial experience); ESMO IO real-world data from 150 patients showing median overall survival of 28 months; one in four patients alive at three years (~25%).
Robust Late-Stage Pipeline with Near-Term Data
Three ongoing Phase 3 trials: TEBE-AM (second-line cutaneous melanoma) with enrollment on track for completion in 2026 and top-line data potentially as early as H2 2026; ATOM (adjuvant uveal melanoma) active in Europe with U.S. sites planned in 2026; PRISM-MEL-301 (brenetafusp in first-line cutaneous melanoma) with IDMC selecting the 160 mcg dose and >200 sites activated, targeting enrollment completion in 2027.
Expansion Beyond Uveal Melanoma
Strategic expansion of PRAME franchise into ovarian and non-small cell lung cancer with combination cohorts; PRAME half-life–extended (HLE) candidate in dose escalation with a comprehensive data package expected in 2026 to inform next steps.
Infectious Disease and Autoimmunity Progress
HIV functional cure program showed dose-dependent antiviral effects with delayed viral rebound at 120 and 300 mcg in early cohorts; hepatitis B candidate showed encouraging Phase 1 results; CTA submitted for type 1 diabetes program (S118I) with a first-in-human dose anticipated in 2026 and preclinical data demonstrating beta-cell protection and preserved insulin secretion.
Improving Financial Position and Discipline
Cash and marketable securities of approximately $864,000,000 at year-end (an increase of >$40,000,000 versus prior year); revenue growth outpaced operating expense growth in 2025, resulting in a reduced operating loss.
Commercial Footprint and Community Penetration
70% of KIMTRAK prescriptions come from community providers and 50% of patient starts occur in the community, supporting broader patient access and potential launch leverage into cutaneous melanoma.
IMCR Earnings History
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 |
|---|---|---|---|
Nov 06, 2025 | $30.80 | $31.60 | +2.60% |
Aug 07, 2025 | $32.10 | $31.93 | -0.53% |
Aug 07, 2025 | $32.10 | $31.93 | -0.53% |
May 07, 2025 | $28.06 | $29.92 | +6.63% |
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 May 13, 2026, Before Open (Confirmed).
What is Immunocore Holdings (IMCR) earnings time?
Immunocore Holdings (IMCR) earnings time is at May 13, 2026, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IMCR EPS forecast?
IMCR EPS forecast for the fiscal quarter 2026 (Q1) is -0.26.