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Immunocore Holdings plc 10-Q Filings

IMCR NASDAQ

Every 10-Q that Immunocore Holdings plc (IMCR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow IMCR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IMCR filings page.

Rhea-AI Summary

Immunocore Holdings plc delivered solid top-line growth driven by KIMMTRAK. Net revenue from sale of therapies reached $115.9 million in the quarter ended June 30, 2026, up 18.3% year over year, and $222.6 million for the first half, a 16.0% increase.

The company generated first-half net income of $12.2 million versus a loss a year earlier, though it recorded a modest $0.8 million quarterly net loss as investment remained high. R&D expenses were $73.9 million and SG&A $43.9 million in the quarter; R&D for the half-year totaled $135.1 million, reflecting multiple Phase 3 and early-stage programs.

Liquidity is strong with $484.9 million in cash and cash equivalents and $395.3 million in marketable securities as of June 30, 2026, alongside $402.5 million of 2.50% convertible senior notes due 2030. Management highlights progress in late-stage tebentafusp and PRAME-targeted brenetafusp trials, as well as HIV candidate IMC‑M113V and autoimmune candidate IMC‑S118AI.

Rhea-AI Summary

Immunocore Holdings plc reported stronger results for the three months ended March 31, 2026, driven by continued uptake of KIMMTRAK. Revenue from sale of therapies, net rose to $106.7 million, up 13.6% from $93.9 million a year earlier.

The company generated net income of $13.0 million, compared with $5.0 million in the prior-year period, with diluted earnings of $0.25 per share. R&D expenses increased to $61.1 million as Immunocore advanced PRAME-targeted brenetafusp and other pipeline programs, while SG&A declined slightly to $37.9 million.

Immunocore ended the quarter with $452.7 million in cash and cash equivalents and $392.2 million in marketable securities, alongside $402.5 million in principal amount of convertible senior notes maturing in 2030. Management highlighted five-year overall survival data for KIMMTRAK in metastatic uveal melanoma and ongoing late-stage trials, including the PRISM-MEL-301 Phase 3 study.

Rhea-AI Summary

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.