Immunocore Holdings Plc ADR (IMCR) Stock Price, Quote & News

Company Profile

Immunocore Holdings plc, together with its subsidiaries, engages in the development and commercialization of immunomodulating medicines for patients with cancer, infectious diseases, and autoimmune disease in the United States, Europe, and internationally. The company offers KIMMTRAK for the treatment of unresectable or metastatic uveal melanoma. It also develops oncology programs, including tebentafusp which is in Phase 3 clinical trial for the treatment of advanced cutaneous melanoma and adjuv...

Industry: Biotechnology

Sector: Healthcare

Phone: 44 12 3543 8600

Website: www.immunocore.com

Address:

92 Park Drive, Milton Park, Abingdon, United Kingdom

Night_Owl_Biotech May. 23 at 1:53 AM

All 5 commercial-stage oncology focused bios with market caps between $1 & $2B as of 5/22/2026. We exclude Zyme & Anapsys Bio because they generate revenues from royalties where these 5 actively sell oncology focused therapies. $SNDX It's no secret we're disappointed SNDX has yet to be acquired by Incyte. Of course no one gives a hoot what we thing. We believe SNDX is, overwhelmingly, the best value of these 5 assuming analyst estimates are credible for reasons we won't share here. $URGN is our #1 M&A candidate in the near term. $IOVA As a footnote, the table provides IOVA's 5-year gross margin multiple using a targeted 75% gross margin. IOVA may appear expensive versus the other 4 using multiples. However, IOVA's TIL therapy is a wow. $IMCR Don't forget IDYA's Darovasertib may be creating confusion even though KimmTrak is approved for mUM positive & IDYA is targeting negative (or it may be the other way around). $NUVB now has a 1/4/2027 PDUFA for Ibtrozi's label expansion.

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Night_Owl_Biotech May. 14 at 2:23 AM

Commercial-stage oncology focused biopharma Year 4/FY29 & 5-year revenues for all such bios with market caps north of $1B & those who have reported Q126 sales & results of operations. Hence $LEGN & TLX have been excluded. $NVAX is also excluded because only 1 analyst provides NVAX estimates after FY28. We added gross margin multiples as well $SNDX trades @ the 2nd lowest multiple. Remember SNDX collaboration revenues, included in revenue estimates, are 25-30% of Niktimvo sales (per SNDX mgmt) where the value comes from SNDX's 50% share. Put simplest, SNDX analyst estimates do not reflect 50% of Niktimvo sales which means, in theory, SNDX's revenue multiples are overstated. $URGN has been on a tear. Does the relatively low multiple suggest there's more to come? Is this the year we finally get $IMCR data in melanoma? Remember KimmTrak may have peaked or is nearing 90% of peak at $400MM/year

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JcoalX May. 11 at 3:23 PM

$IMCR What happens now until august? Will it continue to trade sideways. The earnings report was decent last week too????

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Dryrr May. 6 at 7:14 AM

$IMCR looking good here

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BearLurker May. 3 at 4:45 AM

$IMCR Biotech focused on immunotherapy; high risk tied to clinical trial outcomes

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Night_Owl_Biotech May. 2 at 6:13 PM

Change in share price QTD for all commercial-stage oncology focused bio versus the XBI. There have been swings week to week but overall the peer group has had a good month. About 75% of this peer group beat the $XBI. We have reason to suspect those down QTD will turn with the market (but of course absent specific value inflection points like Q126 CCs that start in earnest this week). $IOVA risk v reward profile now appears compelling. Just remember there are 400MM shares so $1 in share price is $400MM in valuation. $IMCR KimmTrak is doing $400MM/year in its sleep. IMCR's EV is not 2.5X sales. $JAZZ traded below $100/share last year this time & the news keeps getting better. Jazz FY26 consensus is $4.5B, so JAZZ's EV is 3X this year's sales. Last year's gross margin was 92%. We believe if $URGN has not been acquired by the end of FY2026 then something is wrong. Of course we could be wrong but we believe URGN is the most obvious M&A candidate in the peer group.

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TheinvestmetABCD May. 1 at 11:29 PM

$IMCR Bought at $28, great value here in my opinion. Price target $55

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Quantumup Apr. 28 at 12:17 PM

TD Cowen🏁 $IMTX at a Buy rating. $IOVA $IMCR GILD Here's what TD Cowen said in its initiation report: Immatics has the most extensive PRAME-targeted pipeline, led by anzu-cel, a TCR T-cell therapy with a low-risk Phase III readout in H2 and potentially superior efficacy, no surgical resection, and rapid 14-day manufacturing vs. Amtagvi (32 days). IMA203CD8 offers next-gen, tumor-agnostic potential, while TCERs could unlock the 1L opportunity. Our €2.3B 2035 sales estimate supports our Buy rating.

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SuperGreenToday Apr. 22 at 12:49 PM

$IMCR Share Price: $29.47 Contract Selected: Dec 18, 2026 $30 Calls Buy Zone: $5.04 – $6.23 Target Zone: $8.90 – $10.88 Potential Upside: 67% ROI Time to Expiration: 239 Days | Updates via https://fxcapta.com/stockinfo/

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Quantumup Apr. 14 at 10:55 AM

RBC Capital y'day⬆️the PT on $IDYA to $53 from $49 and reiterated at an Outperform rating. $IMCR $IMTX RBC Capital said in its note: Following successful topline ph.II/III data in HLA- mUM this morning, we had a chance to catch up with management, and we remain positive on the meaningfulness of IDYA's data, their regulatory strategy for daro's NDA filing in 2H26, and commercial positioning into a '27 launch. Doc feedback suggests significant enthusiasm for use, favorable read-throughs to other indications, and we think the ultimate OS readout is also likely to come in positive. We see no red flags, and with today's ~6% upside not fully reflecting the strength of the data and modest estimates in the mUM market, we remain buyers.

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Immunocore Holdings Slides: Corporate presentation

May 6, 2026, 7:00 AM EDT - 17 days ago

Immunocore reports first quarter financial results and provides a business update

May 6, 2026, 7:00 AM EDT - 17 days ago

Immunocore Holdings Quarterly report: Q1 2026

May 6, 2026, 7:00 AM EDT - 17 days ago

Immunocore Holdings Earnings release: Q1 2026

2026-04-20T00:45:46.000Z - 4 weeks ago

Immunocore announces five-year overall survival data for Kimmtrak

Apr 19, 2026, 6:00 PM EDT - 4 weeks ago

KIMMTRAK doubles the likelihood of being alive at five years for first line HLA-A*02:01+ patients with metastatic uveal melanoma

Apr 16, 2026, 8:00 AM EDT - 5 weeks ago

Immunocore Holdings Proxy statement: Proxy filing

Apr 13, 2026, 3:00 PM EDT - 5 weeks ago

Immunocore Holdings Transcript: 25th Annual Needham Virtual Healthcare Conference

Apr 6, 2026, 7:00 AM EDT - 6 weeks ago

Immunocore to present at the 25th Annual Needham Virtual Healthcare Conference

Mar 17, 2026, 4:30 PM EDT - 2 months ago

Immunocore will present five-year overall survival data for KIMMTRAK during oral presentation at the 2026 AACR meeting

2026-03-16T09:20:06.000Z - 2 months ago

Immunocore downgraded to Hold from Buy at Jefferies

Mar 9, 2026, 3:40 PM EDT - 2 months ago