earnings
confidence high
sentiment positive
materiality 0.75
Immunocore Q2 2026: KIMMTRAK rev $115.9M (+18% YoY); net loss $0.8M; TEBE-AM enrollment nearing target
Immunocore Holdings plc
2026-Q2 EPS reported
$0.23
revenue$222,604,000
- KIMMTRAK net revenue $115.9M in Q2 2026, up 18% YoY; US sales $74.9M, Europe $34.1M, international $6.9M.
- Net loss narrowed to $0.8M ($0.02 loss per share) from $10.3M loss in Q2 2025; H1 2026 net income $12.2M.
- Phase 3 TEBE-AM trial for 2L+ advanced cutaneous melanoma enrollment nearing 540 patients; topline data possible end of 2026.
- Five-year OS data: KIMMTRAK OS rate 16% vs 8% control; median OS 21.6 vs 16.9 months (HR 0.67).
- Brenetafusp monotherapy in heavily pretreated advanced melanoma: ORR 17%, DCR 67% at 160 mcg; supports Phase 3 PRISM-MEL-301 dose.