Immunocore (IMCR) 44th Annual J.P. Morgan Healthcare Conference summary

Strategic priorities and platform overview

• Focus on expanding KIMMTRAK indications, advancing pipeline assets, and unlocking value beyond oncology.

• Soluble TCR bispecific platform enables immune modulation for oncology, infectious, and autoimmune diseases.

• Major data catalysts expected in 2026, with continued momentum into 2027 and 2028.

KIMMTRAK performance and growth plans

• Achieved 70–90% market penetration in major regions, with 30% revenue growth and 14 consecutive quarters of growth.

• Five-year overall survival data to be published in 2026; continued US and global expansion targeted.

• Two phase III trials underway: TEBE-AM (cutaneous melanoma) and adjuvant uveal melanoma, potentially expanding eligible patients from 1,000 to 6,000.

• US community penetration and patient access are key growth drivers for 2026.

Pipeline expansion and clinical milestones

• PRAME-targeted therapies in phase III for first-line cutaneous melanoma, with global enrollment and data expected by 2027.

• PRAME also being explored in ovarian and non-small cell lung cancer, with data readouts planned for late 2026.

• PIWIL1 program in dose escalation for colorectal cancer, with data anticipated in 2027.

• HIV program advancing to higher dose escalation, aiming for functional cure; data expected in late 2026.