UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission File Number: 001-39992 Immunocore Holdings plc (Exact name of registrant as specified in its charter) England and Wales Not Appli ...

财务数据和关键指标变化 - 2023年全年KIMMTRAK销售额为2.387亿美元,同比增长70% [19] - 2023年第四季度KIMMTRAK销售额为6760万美元,环比增长8%,主要由于美国市场持续商业进展 [19] - 公司2023年净亏损5500万美元,每股亏损1.13美元 [43] - 公司2023年末现金净额为4.43亿美元,2月完成6年期4.02亿美元可转债融资,预计现金头寸将达7.82亿美元 [45][46] 各条业务线数据和关键指标变化 - KIMMTRAK在美国市场持续增长,2023年第四季度美国销售额增长13% [93] - 欧洲市场KIMMTRAK销售相对平稳,未来增长主要来自美国市场 [87][88] - KIMMTRAK有望通过TEBE-AM试验和ATOM试验拓展至晚期和早期皮肤黑色素瘤等适应症,潜在患者规模可达6000人 [22][24] 各个市场数据和关键指标变化 - 2023年KIMMTRAK在欧洲已在6个新国家上市,并与意大利和德国达成定价协议 [20] - 公司正在与西班牙等国家进行KIMMTRAK的准备工作 [21] - 公司已与加拿大和澳大利亚达成KIMMTRAK的定价协议,将于上半年在这些国家启动上市 [20] 公司战略和发展方向及行业竞争 - 公司未来3年的战略包括:最大化KIMMTRAK的潜力、推进临床管线、持续创新以实现可持续增长 [10] - 公司正在推进PRAME靶点的3期临床试验,预计2023年第一季度开始首例患者入组 [12] - 公司还将在2023年推进两个新的PIWIL和自身免疫疾病靶点的临床项目 [12][14] - 公司正在利用其TCR平台拓展至感染性疾病和自身免疫疾病领域,展现了技术的广泛适用性 [34][35] 管理层对经营环境和未来前景的评论 - 管理层对KIMMTRAK在美国和全球的持续增长表示乐观,并看好TEBE-AM和ATOM试验带来的中长期增长机会 [11] - 管理层认为公司已从一家研究型公司转变为收入可持续的公司,未来5年内将最大化KIMMTRAK的价值,并推出PRAME靶向疗法等新产品 [51][52] 问答环节重要的提问和回答 问题1 **Michael Yee 提问** 询问TEBE-AM试验二期部分的主要终点指标及预期结果 [56] **David Berman 回答** TEBE-AM试验二期部分的主要终点包括ctDNA和总生存期,预计二期结果将能够帮助公司决定是否需要保留PD-1联合治疗这一治疗臂,以及是否需要调整III期试验的样本量 [58] 问题2 **Jessica Fye 提问** 询问公司2024年PRAME靶点临床数据的具体情况,包括患者数量和时间节点 [60] **David Berman 回答** 公司将在2024年第二季度公布黑色素瘤PRAME单药数据,支持III期试验的决定;第二季度公布卵巢癌PRAME数据;第四季度公布肺癌PRAME数据,但具体患者数量未披露 [63][64][65] 问题3 **Tyler Van Buren 提问** 询问PRAME黑色素瘤联合PD-1抑制剂的数据,患者预治疗情况如何 [68] **Mohammed Dar 回答** PRAME黑色素瘤联合PD-1抑制剂的数据包括既往接受过PD-1治疗的患者,也有PD-1治疗naive的患者,主要目的是评估安全性和可行性 [74]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE S ECURITIES EXCHANGE ACT OF 1934 For the period from ________ to ________ Commission File Number 001-39992 Immunocore Holdings plc (Exact name of registrant as specified in its charter) England and Wales Not Applicable (State ...

Exhibit 99.1 Immunocore Holdings plc Unaudited Condensed Consolidated Interim Financial Statements Unaudited Condensed Consolidated Statements of Profit / (Loss) and Comprehensive (Loss) / Income Three Months Ended Nine Months Ended September 30, September 30, 2023 2022 2023 2022 Notes £’000 £’000 £’000 £’000 Product revenue, net 3 49,719 33,252 137,285 64,926 Pre-product revenue, net 3 — 3,051 — 9,588 Total revenue from sale of therapies 49,719 36,303 137,285 74,514 Collaboration revenue 3 1,769 4,896 6,50 ...

Immunocore Holdings plc (NASDAQ:IMCR) Q2 2023 Earnings Conference Call August 10, 2023 8:00 AM ET Company Participants Clayton Robertson - Head of IR Bahija Jallal - CEO and Director Brian Di Donato - CFO and Head of Strategy Ralph Torbay - Head of Commercial David Berman - Head of R&D Mohammed Dar - CMO Conference Call Participants Michael Yee - Jefferies Tyler Van Buren - TD Cowen Justin Zelin - BTIG Graig Suvannavejh - Mizuho Justin Kim - Oppenheimer Michael Schmidt - Guggenheim Patrick Trucchio - H.C. W ...

Exhibit 99.1 Immunocore Holdings plc Unaudited Condensed Consolidated Interim Financial Statements Unaudited Condensed Consolidated Statements of Loss and Comprehensive Loss Three months ended Six Months Ended June 30, June 30, 2023 2022 2023 2022 Notes £’000 £’000 £’000 £’000 Product revenue, net 3 45,514 23,992 87,566 31,674 Pre-product revenue, net 3 — 3,708 — 6,537 Total revenue from sale of therapies 45,514 27,700 87,566 38,211 Collaboration revenue 3 2,250 4,302 4,739 16,265 Total revenue 47,764 32,00 ...

Transformative Medicines for Patients MARCH 2023 Forward Looking Statements ...

Immunocore Holdings plc (NASDAQ:IMCR) Q4 2022 Earnings Conference Call March 1, 2023 8:00 AM ET Company Participants Clayton Robertson - Head of Investor Relations Bahija Jallal - Chief Executive Officer & Director Ralph Torbay - Head of Commercial Brian Di Donato - Chief Financial Officer & Head of Strategy David Berman - Head of Research & Development Conference Call Participants Michael Yee - Jefferies Patrick Trucchio - H.C. Wainwright Justin Kim - Oppenheimer Justin Zelin - BTIG Peter Lawson - Barclays ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 ...

Exhibit 99.1 Immunocore Reports 2022 Financial Results and Provides Business Update KIMMTRAK / tebentafusp net revenues of £42 million ($51 million) in Q4 2022 and £117 million ($141 million) in 2022; approved in over 30 countries and nearly 200 patients on global early access program Enrolling IMC-F106C (PRAME-HLA-A02) in monotherapy and combination arms of Phase 1/2 clinical trial and expanding PRAME franchise, including first-in-class PRAME-HLA-A24 target and a PRAME HLA-A02 half-life extension IND plann ...