Immunocore Holdings マネジメント
マネジメント 基準チェック /34
Immunocore Holdingsの CEO はBahija Jallalで、 Jan2019年に任命され、 の在任期間は 7.42年です。 の年間総報酬は$ 10.89Mで、 7%給与と93%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.024%を直接所有しており、その価値は$ 375.66K 。経営陣と取締役会の平均在任期間はそれぞれ2.4年と5.5年です。
主要情報
Bahija Jallal
最高経営責任者
US$10.9m
報酬総額
| CEO給与比率 | 7.03% |
| CEO在任期間 | 7.4yrs |
| CEOの所有権 | 0.02% |
| 経営陣の平均在職期間 | 2.4yrs |
| 取締役会の平均在任期間 | 5.5yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 25
IMCR: Future Upside Will Rely On Melanoma Pipeline Trial Progress
Analysts maintained their $34.00 price target on Immunocore Holdings, citing only minor adjustments to assumptions for the discount rate, revenue growth and profit margins that did not materially change their overall view on the stock. What’s in the News for Immunocore Holdings Immunocore Holdings reported updated Phase 1/2 data for brenetafusp in heavily pretreated advanced melanoma, with brenetafusp monotherapy showing a 6‑month overall survival rate of 87% and a disease control rate of 52% in HLA‑A*02:01‑positive patients, according to presentations at the 2026 American Society of Clinical Oncology Annual Meeting.Seeking Alpha • Jun 24
Immunocore: KIMMTRAK Is Becoming A Cash Engine For A Much Larger TCR Platform
Summary Immunocore has transitioned from a rare-disease oncology company to a self-funded platform company with a validated commercial engine. KIMMTRAK's strong global sales, five-year survival data, and operating leverage underpin IMCR's ability to fund a broad pipeline without dilutive equity. Upcoming catalysts include pivotal readouts for tebentafusp and brenetafusp in melanoma, PRAME franchise expansion, and initial data in oncology, infectious disease, and autoimmune programs. IMCR trades at a 29% EV/Sales discount to sector median, with robust liquidity and multiple near-term clinical milestones supporting a favorable risk/reward profile. Read the full article on Seeking Alpha分析記事 • Jun 18
Immunocore Holdings (IMCR) Stock Could Be 57.1% Undervalued After Annual Results
Immunocore Holdings (IMCR) continues to attract attention after reporting annual revenue of US$412.8 million and a net loss of US$27.6 million, which puts its current US$1.45b market value into sharper focus for investors. See our latest analysis for Immunocore Holdings. At a share price of US$28.59, Immunocore Holdings has seen its share price return decline 15.36% year to date, while the 1 year total shareholder return is down 9.81%. This points to cooling momentum after several years of...ナラティブの更新 • Jun 06
IMCR: Future Upside Will Rely On High Risk Oncology Pipeline Progress
Narrative Update on Immunocore Holdings Analysts have reduced their price target for Immunocore Holdings to $33, down from $48. They cite a moderate total addressable market for Kimmtrak in uveal melanoma, expectations that sales are nearing peak, and a view that further upside depends on higher risk pipeline progress.ナラティブの更新 • May 19
IMCR: Future Upside Will Depend On Risky Oncology Pipeline Execution
Analysts now set Immunocore Holdings' fair value at $34, up $1 from $33. This reflects adjustments to assumptions around discount rate, revenue growth, profit margin and future P/E after recent Street research highlighted a more cautious view on upside without clearer pipeline progress.ナラティブの更新 • Apr 25
IMCR: Pipeline Upside Will Rely On Higher Risk Oncology Programs
Analysts cut their price target on Immunocore Holdings to $33 from $48, noting that Kimmtrak provides an established revenue base in uveal melanoma. They indicated that the investment case now depends more on what they view as higher risk pipeline outcomes.ナラティブの更新 • Apr 08
IMCR: Pipeline Risk And Sector Rotation Will Shape Balanced 2026 Outlook
Analysts have reset their average price target on Immunocore to $33. Some frame this move as a sign that Kimmtrak's uveal melanoma revenue potential is closer to peak, with future upside hinging more on higher risk pipeline assets, while others still see room for value in the broader small to mid cap biotech group.ナラティブの更新 • Mar 24
IMCR: Sector Rotation And Pipeline Risk Will Shape Balanced 2026 Outlook
Narrative Update The analyst fair value estimate for Immunocore Holdings has shifted from $38 to $33. This change reflects mixed Street views, with some analysts highlighting Kimmtrak's moderate market and maturing sales, while others point to broader biotech sentiment and pipeline potential as key factors for future returns.ナラティブの更新 • Mar 10
IMCR: Sector Rotation And Capital Production Shift Will Shape Bullish 2026 Outlook
Analysts have nudged their fair value estimate for Immunocore Holdings up from $37.00 to $38.00, citing higher Street price targets from $40 to $55. These targets reflect growing confidence in small to mid cap biotech as some companies are seen as shifting from capital consumers to capital producers and benefiting from improving sector sentiment.
ナラティブの更新 • Feb 24
IMCR: Bullish View Will Center On 2026 Capital Producer Transition
Analysts have nudged their average price target on Immunocore higher, with recent moves such as a lift to $40 and an upgrade anchored by a new $55 target. These changes support a small upward adjustment in our modeled fair value to $66.57, alongside slightly higher discount rate and P/E assumptions.ナラティブの更新 • Feb 08
IMCR: Sector Rotation And Pipeline Execution Will Shape Bullish 2026 Outlook
Narrative Update on Immunocore Holdings Analysts have lifted their average price target for Immunocore to a range anchored by the recent US$40 and US$55 targets. This reflects updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples as they factor in improving sentiment toward small to mid cap biotech names.ナラティブの更新 • Jan 24
IMCR: Balanced Outlook As Hepatitis B Data And Sector Rotation Shape 2026
Analysts have lifted their price target framework for Immunocore Holdings from about $24.93 to $37.00, reflecting recent Street research in which firms increased targets to as high as $55 and highlighted improving biotech fundamentals along with shifting investor attention toward small to mid cap commercial names. Analyst Commentary Recent Street research on Immunocore Holdings clusters around a common theme, with several firms linking their updated views to a broader shift in attention toward small to mid cap commercial biotech names.ナラティブの更新 • Jan 10
IMCR: Bullish View Will Center On Advancing HBV TCR Bispecific Program
Narrative Update Analysts have lifted their blended price target for Immunocore, with recent moves such as a Morgan Stanley increase to $40 and a UBS move to $55 contributing to a higher implied fair value of about $66.36, based on updated assumptions for growth, margins and a higher future P/E multiple. Analyst Commentary Recent Street research around Immunocore centers on shifting views of small to mid cap biotech, updated price targets, and how investors might think about the balance between potential upside and execution risk.分析記事 • Aug 02
Immunocore Holdings (NASDAQ:IMCR) Has Debt But No Earnings; Should You Worry?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jun 10
Immunocore Holdings plc's (NASDAQ:IMCR) Price Is Right But Growth Is Lacking After Shares Rocket 27%
Immunocore Holdings plc ( NASDAQ:IMCR ) shareholders have had their patience rewarded with a 27% share price jump in...Seeking Alpha • Apr 27
Immunocore Holdings: A Name On My Watch List
Summary Immunocore Holdings' shares have fallen over 60% since February 2024 due to lack of catalysts and competition for its main product, Kimmtrak. Kimmtrak, approved for metastatic uveal melanoma, faces market saturation and competition, but label expansion could significantly increase its market potential. Immunocore's pipeline includes promising early-stage oncology and infectious disease programs, but pivotal data for key trials won't be available until 2H26 or later. An analysis around Immuncore Holdings follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Apr 26
Improved Revenues Required Before Immunocore Holdings plc (NASDAQ:IMCR) Shares Find Their Feet
Immunocore Holdings plc's ( NASDAQ:IMCR ) price-to-sales (or "P/S") ratio of 4.9x might make it look like a buy right...
新しいナラティブ • Mar 23
AI Tools And Global Expansion Will Broaden KIMMTRAK's Market Reach
Expansion into less dense U.S. markets and international launches are key to driving revenue growth for Immunocore's KIMMTRAK.分析記事 • Mar 04
Is Immunocore Holdings (NASDAQ:IMCR) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Feb 27
Immunocore: A Commercial Biotech Nearing Its Pivotal Break-Even Point
Summary Immunocore Holdings focuses on immunotherapy for oncology, with tebentafusp approved for metastatic uveal melanoma and brenetafusp in advanced trials. IMCR's strong balance sheet, with over $800 million in liquid assets, positions them well for future R&D or even a potential acquisition. Growth of tebentafusp sales has slowed, increasing reliance on new projects like brenetafusp, which carries inherent biotech industry risks. IMCR's financials show increased product revenue and net income, with substantial cash reserves to support ongoing and future developments. Read the full article on Seeking Alpha分析記事 • Jan 08
There Is A Reason Immunocore Holdings plc's (NASDAQ:IMCR) Price Is Undemanding
Immunocore Holdings plc's ( NASDAQ:IMCR ) price-to-sales (or "P/S") ratio of 5.2x might make it look like a strong buy...Seeking Alpha • Dec 10
Immunocore Is Adequately Valued, But Its Prospects Are Uncertain
Summary Immunocore's KIMMTRAK, targeting metastatic uveal melanoma, is FDA-approved and has shown significant clinical efficacy, with potential label expansions in cutaneous and adjuvant uveal melanoma. The company's ImmTAX platform develops TCR-based bispecific molecules, with ongoing trials for Tebentafusp and Brenetafusp in various cancers, showing promising early results. Financially, Immunocore has a strong cash position and stable revenue growth, but concerns remain about the pipeline's strength and clarity. Despite recent stock declines and cautious market sentiment, future trial successes could make current prices attractive for conservative investors. Read the full article on Seeking Alpha分析記事 • Oct 24
Is Immunocore Holdings (NASDAQ:IMCR) Using Debt Sensibly?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 19
Immunocore Holdings plc's (NASDAQ:IMCR) Business And Shares Still Trailing The Industry
Immunocore Holdings plc's ( NASDAQ:IMCR ) price-to-sales (or "P/S") ratio of 6.1x might make it look like a buy right...Seeking Alpha • Aug 12
Immunocore Holdings: KIMMTRAK Success, Diverse Pipeline, And Potential Big Pharma Appeal
Summary Immunocore Holdings is a biotech company with a promising revenue trajectory in 2024, driven by its leading product, KIMMTRAK. IMCR has a diverse pipeline with potential value drivers like IMC-F106C for cutaneous melanoma and IMC-M113V for HIV. The main risks stem from the Company's heavy reliance on KIMMTRAK and potential clinical trial failures for other pipeline drugs, such as IMC-F106C and IMC-M113V. I also believe IMCR could be a viable takeover target, given its diverse IP, growing revenues, and strong financials, which could potentially attract big pharma. Despite premium valuation risks, Immunocore's financials are robust, making it a "buy" for long-term investors familiar with biotech risks. Read the full article on Seeking Alpha分析記事 • Jul 24
Is Immunocore Holdings plc (NASDAQ:IMCR) Trading At A 33% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Immunocore Holdings fair value estimate is US$58.75 Immunocore...分析記事 • Jun 16
Immunocore Holdings plc's (NASDAQ:IMCR) 28% Dip In Price Shows Sentiment Is Matching Revenues
To the annoyance of some shareholders, Immunocore Holdings plc ( NASDAQ:IMCR ) shares are down a considerable 28% in...分析記事 • May 11
Is Immunocore Holdings (NASDAQ:IMCR) Using Debt Sensibly?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 11
Immunocore Holdings plc (NASDAQ:IMCR) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Immunocore Holdings plc ( NASDAQ:IMCR ) shareholders are probably feeling a little disappointed, since its shares fell...分析記事 • Apr 05
Are Investors Undervaluing Immunocore Holdings plc (NASDAQ:IMCR) By 25%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Immunocore Holdings fair value estimate is US$83.30 Immunocore...分析記事 • Jan 22
Here's Why Immunocore Holdings (NASDAQ:IMCR) Can Manage Its Debt Despite Losing Money
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Jan 21
Immunocore Holdings: Vulnerable To Profit Taking After Big Rally
Summary Immunocore Holdings plc is a commercial-stage biotechnology company focused on developing immunotherapies for cancer, infectious, and autoimmune diseases. The company's stock is up around 80% since late October and now is solidly in mid-cap territory. The stock has gotten shout outs from Barron's and Robert W. Baird to start the new year. Are further gains ahead in 2024 for Immunocore shareholders? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Dec 18
Revenues Not Telling The Story For Immunocore Holdings plc (NASDAQ:IMCR) After Shares Rise 37%
Immunocore Holdings plc ( NASDAQ:IMCR ) shares have had a really impressive month, gaining 37% after a shaky period...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$28m |
| Dec 31 2025 | US$11m | US$765k | -US$36m |
| Sep 30 2025 | n/a | n/a | -US$29m |
| Jun 30 2025 | n/a | n/a | -US$20m |
| Mar 31 2025 | n/a | n/a | -US$22m |
| Dec 31 2024 | US$13m | US$760k | -US$51m |
| Sep 30 2024 | n/a | n/a | -US$47m |
| Jun 30 2024 | n/a | n/a | -US$55m |
| Mar 31 2024 | n/a | n/a | -US$60m |
| Dec 31 2023 | US$12m | US$735k | -US$55m |
| Sep 30 2023 | n/a | n/a | -US$69m |
| Jun 30 2023 | n/a | n/a | -US$61m |
| Mar 31 2023 | n/a | n/a | -US$52m |
| Dec 31 2022 | US$1m | US$700k | -US$53m |
| Sep 30 2022 | n/a | n/a | -US$62m |
| Jun 30 2022 | n/a | n/a | -US$112m |
| Mar 31 2022 | n/a | n/a | -US$156m |
| Dec 31 2021 | US$35m | US$700k | -US$180m |
| Sep 30 2021 | n/a | n/a | -US$150m |
| Jun 30 2021 | n/a | n/a | -US$139m |
| Mar 31 2021 | n/a | n/a | -US$116m |
| Dec 31 2020 | US$1m | n/a | -US$101m |
報酬と市場: Bahijaの 総報酬 ($USD 10.89M ) は、 US市場 ($USD 5.13M ) の同規模の企業の平均を上回っています。
報酬と収益: Bahijaの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Bahija Jallal (65 yo)
7.4yrs
在職期間
US$10,885,268
報酬
Dr. Bahija Jallal, Ph.D. served as Director of Outpace Bio, Inc. She serves as Chief Executive Officer and Director of Immunocore Holdings plc (formerly known as Immunocore Holdings Limited) since January...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Executive Director | 7.4yrs | US$10.89m | 0.024% $ 375.7k | |
| CFO, Executive VP & Head of Corporate Development | 1.4yrs | US$5.17m | データなし | |
| Executive VP & Chief Operating Officer | less than a year | データなし | データなし | |
| SVP, Finance & Chief Accounting Officer | 2.4yrs | データなし | 0.0013% $ 19.8k | |
| Senior VP | no data | データなし | データなし | |
| VP & Chief Information Officer | 2.4yrs | データなし | データなし | |
| Executive VP | 5.4yrs | データなし | データなし | |
| Chief Compliance Officer | 2.4yrs | データなし | データなし | |
| Vice President of Communications | 4.4yrs | データなし | データなし | |
| EVP, Chief Human Resources Officer & Director | less than a year | データなし | データなし | |
| VP & Chief of Staff | 4.4yrs | データなし | データなし | |
| Senior Vice President of Research | no data | データなし | データなし |
2.4yrs
平均在職期間
52yo
平均年齢
経験豊富な経営陣: IMCRの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Executive Director | 7.4yrs | US$10.89m | 0.024% $ 375.7k | |
| EVP, Chief Human Resources Officer & Director | less than a year | データなし | データなし | |
| Independent Non-Executive Chairman | 11.3yrs | US$498.94k | 0.026% $ 409.4k | |
| Independent Non-Executive Director | 8.6yrs | US$472.53k | 0% $ 0 | |
| Independent Non-Executive Director | 5.4yrs | US$471.42k | 0% $ 0 | |
| Independent Non-Executive Director | 5.6yrs | US$464.99k | 0.00065% $ 10.1k | |
| Independent Non-Executive Director | 1.3yrs | US$842.45k | 0% $ 0 | |
| Independent Non-Executive Director | 4yrs | US$477.49k | 0% $ 0 |
5.5yrs
平均在職期間
65.5yo
平均年齢
経験豊富なボード: IMCRの 取締役会 は 経験豊富 であると考えられます ( 5.5年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/30 14:09 |
| 終値 | 2026/06/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Immunocore Holdings plc 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Jack Allen | Baird |
| William Maughan | Canaccord Genuity |
| Eric Schmidt | Cantor Fitzgerald & Co. |