Immunocore Holdings Plc SEC Filings

Immunocore Holdings plc reported third‑quarter results featuring higher product sales of KIMMTRAK and essentially breakeven earnings. Q3 revenue was $103.7 million, up 29.2% year over year, led by the United States $67.3 million and Europe $33.5 million. Operating loss was $7.2 million, and net loss was $0.2 million (EPS $0.00).

For the nine months, revenue reached $295.5 million, up 30.8%. R&D expense rose to $70.6 million in Q3 on late‑stage trials and pipeline work; SG&A was $39.8 million. The balance sheet showed cash and cash equivalents of $498.4 million and marketable securities of $393.9 million, with convertible notes outstanding at $402.5 million principal. Total shareholders’ equity was $396.6 million.

The company noted an IDMC recommendation to proceed with a 160 mcg dose in the PRISM‑MEL‑301 Phase 3 brenetafusp trial. Shares outstanding were 50,530,419 as of October 31, 2025.

This Schedule 13G/A reports that Eli Lilly & Co. and Eli Lilly S.A. filed an amendment concerning their holdings in Immunocore Holdings plc ordinary shares (CUSIP 54258D105) related to the reporting event dated 09/30/2025. Both reporting entities state they beneficially own 0 ordinary shares, representing 0.0% of the class, with 0 shares of sole or shared voting or dispositive power. The filing lists issuer headquarters at 90 Park Drive, Milton Park, Abingdon, Oxfordshire, UK. Signatures show the amendment was executed by Christopher Anderson as Attorney-in-Fact for both filers on 10/03/2025, and reference previously filed powers of attorney incorporated by reference.

David M. Berman, Head of R&D and a director at Immunocore Holdings plc (IMCR), reported transactions on 09/30/2025 showing net disposal of his ordinary shares. He acquired 61,849 shares by exercising employee options at an exercise price of $17.46 and, under the same date, sold 61,849 ordinary shares at a weighted average price of $35.23, with individual sale prices ranging from $35.01 to $35.48.

The exercise was immediately exercisable and the sales were executed pursuant to a Rule 10b5-1 trading plan adopted on May 9, 2025. After these transactions, the reporting person holds 0 ordinary shares directly and reports 136,790 shares underlying options/options-related rights in total.

David M. Berman, Head of R&D at Immunocore Holdings plc (IMCR), reported option exercises and open-market sales in a Form 4. Under a Rule 10b5-1 plan adopted May 9, 2025, the filing shows exercises of employee share options at a $17.46 exercise price to acquire 22,532 ordinary shares on 09/12/2025 and 200 ordinary shares on 09/15/2025. Concurrently, the filing reports sales of 21,232 shares at a weighted-average price of $35.63, 1,300 shares at $36.31, and 200 shares at $35.01, executed on 09/12/2025 and 09/15/2025. The filing is signed by an attorney-in-fact.

Insider notice to sell 135,000 American Depositary Shares (ADS) of Immunocore Holdings plc (IMCR) is reported on Form 144. The shares are to be sold through J.P. Morgan Securities LLC on 09/10/2025 with an aggregate market value of $4,939,650. The filing shows the ADS were acquired and will be sold on 09/10/2025 via a stock option exercise, with payment made in cash. The issuer has 50,387,068 ADS outstanding per the form. The filer reports no other securities sold in the past three months and certifies no undisclosed material adverse information.

Primecap Management Co/CA reports beneficial ownership of 3,772,234 ADRs of Immunocore Holdings plc, representing 7.51% of the class. The filing shows Primecap is an investment adviser organized in the United States and holds sole voting power for 3,746,574 shares and sole dispositive power for 3,772,234 shares. The statement clarifies these securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer. The document identifies the ADR class and provides the filer’s principal business address.

Filing: Schedule 13G/A (Amendment No. 5) reporting for Immunocore Holdings plc (CUSIP 45258D105).

Key facts: Wellington Management Group LLP and affiliated entities report beneficial ownership of 5,132,898 shares of Immunocore common stock (reported as 10.2% / 10.22% of the class). Reported ownership shows no sole voting or dispositive power; shared voting power is reported as 4,958,998 and shared dispositive power as 5,132,898. The filing notes these shares are owned of record by clients of Wellington investment advisers and identifies Vanguard Health Care Fund as an exception referenced in Item 6. The issuer address and filer addresses are included; the filing is signed by Taisia Lowe on 08/05/2025.