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Stock impact report

Immunocore Q4 Earnings Call Highlights [Yahoo! Finance]

Immunocore Holdings plc - American Depositary Shares (IMCR) 
Company Research Source: Yahoo! Finance
Immunocore reported KIMMTRAK net revenue of $400 million in 2025, up more than 29% year-over-year, with launches in 30 markets and approvals in 39 countries; commercial momentum includes a 15th consecutive quarter of growth, 70% penetration in major markets and 70% of prescriptions coming from the community setting, with real-world mean therapy duration of 14 months and a median overall survival of 28 months in a 150-patient dataset. Management expects KIMMTRAK growth to moderate as the product enters its fifth year, citing recent sequential quarterly growth of 4%–7% and an underlying normalized year-over-year growth rate of around after rebate adjustments, with slower growth anticipated in 2026. The late-stage pipeline includes three phase III melanoma trials— TEBE-AM (possible registrational readout H2 2026), ATOM (U.S. site activations H1 2026) and PRISM-MEL (enrollment targeted for 2027)—while PRAME programs, HIV/hepatitis B efforts and autoimmunity candidates advance; the co Show less Read more
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