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Market cap
$1.8B
51M shares
52-week range
$27.56 – $40.71
50% from low
Sector
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
Exchange
NASDAQ
ADRC
Immunocore Holdings PLC is a commercial-stage biotechnology company. Using its ImmTAX platform, the company is developing a deep pipeline in multiple therapeutic areas, including clinical stage programs in oncology and infectious disease, pre-clinical programs in autoimmune disease, and earlier pre-clinical programs across three therapeutic areas. The company's main product, KIMMTRAK, is used for the treatment of unresectable or metastatic uveal melanoma (mUM). The other drug candidates in its pipeline include Brenetafusp, IMC-P115C, IMC-T119C, IMC-R117C, IMC-S118AI, IMC-U120AI, and others, being developed as a potential treatment for various oncology, infectious, and autoimmune diseases.
www.immunocore.comNo one on the platform currently holds IMCR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 164,000 | $4.9M |
| Bridgewater Associatesas of 2026-03-31 | 18,930 | $570.7K |
No one on the platform has traded IMCR yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$RNXT still looks like a case where the market prices today’s microcap risk more than the successful-state branches. $IMTX and $IMCR investors know oncology value can expand fast when mechanism + execution begin to validate. $REPL holders know how late-stage de-risking can change a valuation regime. RNXT now has: • TIGeR-PaC fully enrolled • 78/86 required OS events • prior DMC continuation unchanged • FDA-cleared RenovoCath already commercial • Q1’26 revenue $563K, +136% QoQ • 16 active centers + 32 evaluating/onboarding • up to 15 trial sites positioned for commercial conversion Still underpriced, IMO: repeat-procedure scaling, center conversion, H2 revenue acceleration, the final 86 events, and pre-readout Phase III probability expansion. At ~45.1M basic shares, $5 is only ~$225M basic equity value. Risks: dilution, execution, Phase III failure. Bull case: measurable de-risking before the market fully reprices it.
View on StockTwits ↗$IOVA vs $IMTX vs $REPL vs $IMCR: The New Battle in Advanced Melanoma . Iovance, Immatics, Replimune and Immunocore compared across development status, efficacy, durability, safety, commercialization, manufacturing, patient journey, balance-sheet strength and upcoming catalysts. At the end: the next contender, Obsidian Therapeutics. https://www.merlintrader.com/iova-the-new-battle-advanced-melanoma/
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-6-immunocore-holdings-plc-american-depositary-shares-stock/ $IMCR Immunocore Earnings T
View on StockTwits ↗$IMCR Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.02 up 90.00% YoY • Reported revenue of $115.93M up 18.34% YoY
View on StockTwits ↗@alexpitti Wainwright now has a $100 price target on $IMCR, and Jefferies has a $48 target.
View on StockTwits ↗$IMCR a near 2 year base in the $30 range...added today
View on StockTwits ↗$BVAXF Frustrating halt on $BIOV $BVAXF but DPX platform fully acquired 2024, smart move for broad applications. Positive trials, Tartaglia hire, partnerships stacking up. Long-term value play like other immuno platforms $IMNM $IMCR. Patient holders win when filings clear!
View on StockTwits ↗Cantor reiterated $IMCR at OW—said it Sees Remarkable R/R—Immunocore is finishing up enrollment in TEBE-AM, its Ph3 study of tebentafusp (Kimmtrak, a gp100-targeted TCR bispecific) in 2L cutaneous melanoma. $IDYA $REPL DCTH MRK BMY IOVA NVS RHHBY PFE AMGN IMTX Here's what else Cantor had to say: https://x.com/Quantumup1/status/2076694388005069311?s=20
View on StockTwits ↗$IMCR good week, hopefully that’s not the end of the momentum
View on StockTwits ↗Comm'l-stage oncology focused biopharma (MC $1-$2B) revenue multiples as of 6/10/26 $SNDX has taken a beating off 30%+ from 4/2/26. Incyte used its $4B war chest to buy Vega v SNDX. We then learn SNDX closed a $250MM convertible debt offering ($24.76/sh) after the CFO's assurance SNDX had ample liquidity to get to break even. The financing should provide ample time for 1 more juicy 500,000+ share grant to the CEO (0.5% of fully diluted shares). Griping aside, SNDX's multiples are again on the low side v peers. $IMCR needs solid Phase 3 data in adv melanoma later this year to realize 5-year estimates. A reminder the last 9 peer comm'l-stage M&A exits were priced at an average 0.88X 5-year multiple $IOVA traded well north of $5 recently. At $3.78 its multiples appear competitive. $NUVB is off $1.00 from yesterday's high. $NVCR 3-year multiple (7 analysts). Can someone comment? 5 years ago NVCR traded for $225/sh
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $449M | +11.5% | $0.07 | $-0.38–$0.64 | 502.0× | 9 |
| 2027 | $489M | +8.8% | $-0.46 | $-1.58–$0.32 | — | 9 |
| 2028 | $579M | +18.3% | $0.33 | $-0.85–$2.32 | 102.3× | 8 |
| 2029 | $784M | +35.4% | $2.91 | $2.22–$3.54 | 11.7× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $-0.01 | $-0.02 | -100.0% |
| 2026-05-06 | $-0.26 | $0.25 | +196.2% |
| 2026-02-25 | $-0.28 | $-0.60 | -114.3% |
| 2025-11-06 | $-0.30 | $0.02 | +105.2% |
| 2025-08-07 | $-0.21 | $-0.20 | +4.8% |
| 2025-05-07 | $-0.35 | $0.10 | +128.6% |
| 2025-02-26 | $-0.31 | $-0.47 | -51.6% |
| 2024-11-06 | $-0.35 |
| $0.17 |
| +148.6% |
| $2.2B |
| — |
| JANXJanux Therapeutics, Inc. | $16.00 | -4.02% | $976M | — |
| MNKDMannKind Corporation | $3.73 | -3.12% | $1.2B | — |
Source: Financial Modeling Prep · peers by sector/industry