earnings
confidence high
sentiment negative
materiality 0.60
Immunocore Q3 2025 KIMMTRAK sales $103.7M, up 29% YoY; net loss $0.2M vs profit $8.7M
Immunocore Holdings plc
2025-Q3 EPS reported
-$0.11
revenue$295,538,000
- KIMMTRAK net revenue $103.7M (Q3); $295.5M YTD, up 31% YoY; US sales $67.3M, Europe $33.5M.
- Net loss $(0.2)M vs profit $8.7M in Q3 2024; diluted EPS $(0.00) vs $0.17.
- IDMC recommended 160 mcg dose for brenetafusp in Phase 3 PRISM-MEL-301; on track to complete enrollment in 1H 2026.
- Cash, equivalents & marketable securities $892.4M as of Sept 30, 2025; expects $65M rebate payments in Q4.
- Phase 3 TEBE-AM (tebentafusp) enrollment on track for 1H 2026 completion; multiple pipeline programs advancing.