earnings
confidence high
sentiment positive
materiality 0.70
Immunocore Q1 KIMMTRAK net sales $106.7M (+14% YoY); net income $13M vs $5M
Immunocore Holdings plc
2026-Q1 EPS reported
$0.25
revenue$106,677,000
- KIMMTRAK net sales $106.7M, up 14% YoY; US sales $67.4M (+19.1% YoY), Europe $34.4M.
- Net income $13.0M ($0.25 diluted EPS) vs $5.0M ($0.10) in Q1 2025.
- Five-year OS data at AACR: KIMMTRAK OS rate 16% vs 8% control in metastatic uveal melanoma (HR 0.67).
- Cash and marketable securities $845M; R&D expense $61.1M, SG&A $37.9M.
- Phase 3 TEBE-AM (cutaneous melanoma) enrollment expected to complete H1 2026; topline data H2 2026.