Every material Form 8-K Immunocore Holdings plc has filed with the SEC since May 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Immunocore reported third-quarter 2026 KIMMTRAK net revenue of $102.2 million, down from $103.7 million a year earlier, and a net loss of $14.2 million ($0.28 per share) versus a $0.2 million loss in Q3 2025. The company attributed the revenue decline mainly to U.S. wholesaler stocking in Q2 2026 and one extra week of U.S. sales in Q3 2025, and said underlying growth was about 10%. Nine-month revenue rose to $324.8 million from $295.5 million, and the nine-month net loss narrowed to $2.1 million from $5.5 million.
Q3 2026 net revenue was $102.2 million, versus $103.7 million in Q3 2025; the company cited about 10% underlying growth after adjusting for U.S. items
Q3 2026 net loss was $14.2 million ($0.28 per share), compared with $0.2 million ($0.00 per share) a year earlier
Nine-month 2026 revenue was $324.8 million, up from $295.5 million; nine-month net loss was $2.1 million ($0.04 per share)
Cash, cash equivalents and marketable securities were $901.3 million at September 30, 2026; the company expects about $120 million in sales-related rebate payments in Q4 2026
Immunocore said it has reached its target enrollment of 540 patients in the registrational Phase 3 TEBE-AM trial of KIMMTRAK (tebentafusp) in previously treated advanced melanoma. Patients already in the trial will continue to be followed for the planned overall survival analysis, and the company expects to share topline data as early as the end of 2026.
Target enrollment of 540 patients in the TEBE-AM trial was achieved, as announced September 14, 2026.
The primary endpoint of the trial is overall survival.
The company believes tebentafusp could address up to 4,000 HLA-A*02:01-positive patients in the US and Europe in the post-PD1 setting.
Topline data are expected as early as the end of 2026.
Immunocore reported second-quarter 2026 results, with KIMMTRAK net product revenue of $115.9 million, up from $98.0 million a year earlier. The company posted a Q2 net loss of $0.8 million ($0.02 per share), much smaller than the $10.3 million loss in Q2 2025, and reported first-half net income of $12.2 million. The filing gives no financial guidance, and the company expects to pay approximately $120 million in sales-related rebate accruals in the second half of 2026.
Q2 2026 KIMMTRAK net product revenue was $115.9 million, up from $98.0 million in Q2 2025; US sales were $74.9 million.
Q2 2026 net loss was $0.8 million ($0.02 per share), compared with a $10.3 million loss ($0.20 per share) in Q2 2025.
First-half 2026 net income was $12.2 million ($0.23 per diluted share), compared with a net loss of $5.3 million in the first half of 2025.
Cash, cash equivalents and marketable securities were $880.2 million as of June 30, 2026; the company expects about $120 million in sales-related rebate payments in the second half of 2026.
Immunocore reported first-quarter 2026 results with KIMMTRAK net sales of $106.7 million, up from $93.9 million a year earlier, and net income of $13.0 million versus $5.0 million. Operating income was $7.3 million compared with a $3.6 million loss a year earlier, though R&D expense rose to $61.1 million and operating cash flow was negative $13.8 million.
KIMMTRAK Q1 2026 net sales of $106.7 million, up from $93.9 million; U.S. sales $67.4 million, Europe $34.4 million
Net income of $13.0 million, or $0.25 diluted EPS, versus $5.0 million, or $0.10, in Q1 2025
R&D expense rose to $61.1 million from $56.5 million, driven by Phase 3 trial costs; SG&A fell to $37.9 million from $40.2 million
Cash, cash equivalents and marketable securities were $844.9 million as of March 31, 2026
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