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Immunocore Holdings plc Stock Price

NasdaqGS:IMCR Community·US$1.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author

IMCR Share Price Performance

US$36.88
4.29 (13.16%)
US$62.50
Fair Value
US$36.88
4.29 (13.16%)
41.0% undervalued intrinsic discount
US$62.50
Fair Value
Price US$36.88
AnalystConsensusTarget US$62.50
AnalystLowTarget US$34.00
AnalystHighTarget US$100.00

IMCR Community Narratives

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Fair Value US$62.5 41.0% undervalued intrinsic discount

Aging Demographics And Late-Stage Trials Will Expand Global Markets

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·
Fair Value US$34 8.5% overvalued intrinsic discount

European Price Controls Will Erode Immunotherapy Viability

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·
Fair Value US$100 63.1% undervalued intrinsic discount

Declining Genomic Costs Will Expand Personalized Immunotherapies

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US$34
8.5% overvalued intrinsic discount
Profit Margin
18.98%
Future PE
35.48x
Price in 2029
US$42.78
US$100
63.1% undervalued intrinsic discount
Profit Margin
11.64%
Future PE
83.1x
Price in 2028
US$123.05

Trending Discussion

No trending discussion available.

Updated Narratives

IMCR logo

IMCR: Phase III Melanoma Readouts Will Drive 2026 Capital Producer Transition

Fair Value: US$62.5 41.0% undervalued intrinsic discount
7 users have set this as their fair value
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IMCR: Future Upside Will Rely On Melanoma Pipeline Trial Progress

Fair Value: US$34 8.5% overvalued intrinsic discount
0 users have set this as their fair value
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Declining Genomic Costs Will Expand Personalized Immunotherapies

Fair Value: US$100 63.1% undervalued intrinsic discount
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0 users have commented on this narrative
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Snowflake Analysis

Good value with reasonable growth potential.

0 Risks
3 Rewards

Immunocore Holdings plc Key Details

US$430.8m

Revenue

US$289.2m

Cost of Revenue

US$141.6m

Gross Profit

US$159.7m

Other Expenses

-US$18.1m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.35
32.87%
-4.20%
93.9%
View Full Analysis

About IMCR

Founded
1999
Employees
524
CEO
Bahija Jallal
WebsiteView website
www.immunocore.com

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 adjuvant uveal melanoma; brenetafusp which is in Phase 3 clinical trial for the treatment of first-line advanced cutaneous melanoma and in Phase 1/2 clinical trial for the treatment of various tumor types; IMC-R117C which is in Phase 1/2 clinical trial for the treatment of advanced solid tumors, such as colorectal cancer; and IMC-P115C which is in Phase 1 clinical trial for patients with tumors that express PRAME. In addition, the company is involved in the development of IMC-M113V which is in Phase 1 clinical trial for a potential functional cure of human immunodeficiency virus; and IMC-I109V which is in Phase 1 clinical trial for a potential functional cure of hepatitis B virus. Further, it develops IMC-S118AI which is in pre-investigation stage for the treatment of type 1 diabetes; and IMC-U120AI which is in pre-investigation stage for the treatment of atopic dermatitis. The company was founded in 1999 and is headquartered in Abingdon, the United Kingdom.

Recent IMCR News & Updates

Narrative Update Aug 21

IMCR: Phase III Melanoma Readouts Will Drive 2026 Capital Producer Transition

Analysts have trimmed their fair value estimate for Immunocore Holdings from about $66.57 to $62.50, citing updated assumptions that include slightly higher discount rates, more moderate revenue growth, stronger profit margins and a lower future P/E multiple, as well as recent Street targets of $50 and $43 that reflect confidence in the Kimmtrak franchise and upcoming Phase III readouts. Analyst Commentary on Immunocore Holdings Recent Street research on Immunocore Holdings centers on how durable the Kimmtrak revenue base can be and what upcoming clinical readouts might mean for long term growth and valuation.

Recent updates

No updates