Immunocore stock reports 18 percent KIMMTRAK sales growth

Published on 10/05/2026 at 21:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Immunocore stock reports USD 116 million in second-quarter KIMMTRAK sales on October 5, 2026, up 18 percent year over year. First-half revenue reached USD 223 million.

IMCR, US45258D1054, Illustration mit AI erstellt.

Immunocore Holdings plc (ISIN US45258D1054) was trading at USD 29.77 on Nasdaq on October 5, 2026, with a 0.22 percent session gain and a market capitalization of USD 1.5 billion. The latest earnings update showed KIMMTRAK sales of USD 116 million in the second quarter, an 18 percent increase from Q2 2025, according to Benzinga on October 5, 2026.

KIMMTRAK sales reach USD 116 million

Immunocore generated USD 223 million in KIMMTRAK net revenue during the first half of 2026, representing 16 percent growth from the first half of 2025. The company also reported USD 75 million in U.S. sales during the second quarter, while Europe contributed USD 34 million, according to StockTitan in the August 6, 2026 results summary.

The quarterly net loss narrowed to USD 0.8 million, compared with USD 10 million in the same quarter of the prior year. Cash, cash equivalents and marketable securities totaled USD 880.2 million as of June 30, 2026, giving the commercial-stage biotechnology company funding capacity while it advances three Phase 3 melanoma studies.

Pipeline milestones shape the next test

Management said the TEBE-AM study could produce headline data as early as the end of 2026, while updated PRAME data in additional tumor types is expected by the end of the year. The company is also preparing its first autoimmune candidate for dosing in type 1 diabetes, according to Benzinga on October 5, 2026.

KIMMTRAK penetration exceeds 70 percent in the United States and reaches 75 to 80 percent in Europe. That commercial reach supports recurring sales, but it also explains why management is describing future growth as more moderate after five years on the market.

Consensus target stands above USD 56

MarketBeat reported on September 22, 2026, that 12 analysts assigned Immunocore a Moderate Buy consensus, with six Buy ratings, one Strong Buy, four Holds and one Sell. The average 12-month price target was USD 56.38, which lies 89.4 percent above the October 5 price of USD 29.77.

MarketBeat also reported that Zacks Research cut its rating from Strong Buy to Hold on September 3, 2026, while JPMorgan initiated coverage at Overweight with a USD 50.00 target on August 21, 2026. The range of views reflects the central trade-off for IMCR: KIMMTRAK is producing double-digit growth, while the valuation still depends heavily on late-stage pipeline execution.

IMCR trades above its yearly low

IMCR was trading at USD 29.77 on Nasdaq at 3:14 p.m. ET on October 5, 2026. The session range was USD 29.39 to USD 30.26, and the 52-week range was USD 27.55 to USD 40.72.