Immunocore Holdings plc

Fundamentals6.0
Price Action5.0
News Sentiment6.0
AI Rating
6.0

Key Drivers

  • Liquidity Cushion
  • Margin Strength
  • Profitability Turnaround

AI
AI Summary

6.0

IMCR has moved from a speculative single-asset biotech to a more validated commercial franchise as KIMMTRAK's five-year survival data, rising revenue, and first positive EBIT/FCF improve the quality of the story, but with the stock already priced for progress, the key investment question is whether TEBE-AM and brenetafusp can quickly build a second growth engine before single-product dependence and valuation compression cap upside.

Commercialization
ExecutionRisk
Pipeline‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

6.0

Key Financial Insights:

  • Liquidity Cushion
  • Margin Strength
  • Profitability Turnaround

IMCR has strong liquidity and exceptional margins with a recent shift to positive EBIT and cash flow, but ongoing losses, weak interest coverage, and a demanding valuation keep the risk-reward mixed.

Liquidity
Losses

Price Behavior

5.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Support holding
  • Resistance intact
  • Rebound absorption

IMCR is trading in a mostly sideways, neutral setup after rebounding from the low-33 area, but it still needs a clean move above $35.50 to confirm a breakout.

IMCR
watchlist
Support Level: $33.20 to $33.30
Resistance Level: $35.50

Rebounded for several sessions after a short-term low on 2026-08-03, showing buyers stepped in near $33 and $32.43

Sentiment & News

6.0

Key News Insights:

  • Kimmtrak Growth
  • Pipeline Expansion
  • Valuation Risk

IMCR's Kimmtrak drove strong Q2 revenue growth and pipeline progress, but a wider-than-expected loss, EPS miss, and single-product/valuation concerns temper the bullish outlook.

Kimmtrak
Valuation

The news is supportive for near-term momentum and long-term pipeline optionality, but the stock may remain capped by profitability pressure and dependence on Kimmtrak