Immunocore Holdings plc — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Immunocore reported Q2 2026 KIMMTRAK net revenues of $115.9 million (up 18% from $98.0M in Q2 2025), with US sales of $74.9M, Europe $34.1M, and international $6.9M. The company presented five-year overall survival data showing KIMMTRAK doubled the likelihood of survival at five years (16% vs 8% control; HR 0.67, median OS 21.6 vs 16.9 months). Phase 3 TEBE-AM trial for previously treated cutaneous melanoma neared 540-patient enrollment target with topline data potentially arriving end of 2026. Cash position stood at $880.2M as of June 30, 2026.
Why this rating
Revenue growth and Phase 3 progress are material but expected trajectory; $115.9M annual run-rate is ~8% of $1.5B market cap. Clinical data supportive but no approval yet.
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