Key Takeaways Potential for much higher market penetration and revenue growth than consensus due to superior product tolerability and strong real-world performance. Broad, late-stage pipeline with diverse indications and platform advantages could drive significant earnings growth and strategic partnership or acquisition interest.Read more
Key Takeaways Reliance on favorable drug pricing and a single lead product increases vulnerability to future regulatory and market shifts, risking income and growth stability. Escalating competition and regulatory hurdles threaten both technology relevance and clinical pipeline progress, undermining long-term commercial viability.Read more
Key Takeaways Expanding therapeutic portfolio and successful market entry reduce reliance on a single product and support a foundation for future revenue growth. Strong pricing power, effective cost management, and increased payer reimbursement position the company for stable margins and operational flexibility.Read more
Immunocore Holdings plc, a commercial-stage biotechnology company, engages in the development of immunotherapies for the treatment of cancer, infectious, and autoimmune diseases. The company offers KIMMTRAK for the treatment of patients with unresectable or metastatic uveal melanoma. It also develops other programs for oncology, including tebentafusp that is in Phase 3 clinical trial to treat advanced cutaneous melanoma and adjuvant uveal melanoma; and brenetafusp that is in Phase 3 clinical trial to treat first-line advanced cutaneous melanoma and in a Phase 1/2 clinical trial in multiple tumor types. In addition, the company’s products under development include IMC-R117C (PIWIL-1) that is in Phase 1/2 clinical trial for the treatment of advanced solid tumors, including colorectal cancer; IMC-P115C (PRAME-HLE-A02) that is in Phase 1 clinical trial for patients with tumors that express PRAME; IMC-M113V that is in Phase 1 clinical trials for a potential functional cure in human immunodeficiency virus (HIV); and IMC-I109V that is in Phase 1 clinical trials for a potential functional cure in hepatitis B virus (HBV). Further, it develops IMC-T119C, which is in preclinical trial for multiple solid tumor cancers; IMC-S118AI to treat type 1 diabetes; and IMC-U120AI to treat atopic dermatitis. Immunocore Holdings plc was founded in 1999 and is headquartered in Abingdon, the United Kingdom.
