8-K ·Filed Sep 14, 2026

IMCR

Immunocore Holdings plc
BULLISH
Impact 6/10
Horizonmonths Processed18d 8h ago SEC0001671927-26-000026
8-K context-dependent: Items 7.01
Actionable Insight ▲ Bullish

The enrollment milestone removes a key timeline risk for the TEBE-AM readout. Monitor for topline OS data expected by end of 2026 — a positive result could significantly expand KIMMTRAK's addressable market beyond uveal melanoma into the larger cutaneous melanoma setting.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+5d
IMCR ▼ -0.86% at T+5d
LONG call ✗ call lost -0.86% · α vs SPY -0.97% · entry $32.46 → $32.18
Next anchor: T+20d in 10d
Latest observation: T+9 -7.15% FF3 residual α
Entry anchored
Sep 11, 04:00 PM ET
via 1-min bar
T+1d
-2.11%
call -2.11% · α -1.65%
$31.78
settled 17d ago
T+5d
-0.86%
call -0.86% · α -0.97%
$32.18
settled 11d ago
T+20d
—
call — · α —
—
in 10d
T+60d
—
call — · α —
—
in 2mo

Price Chart

Loading chart...

Executive Summary

Immunocore announced it has achieved target enrollment of 540 patients in its Phase 3 TEBE-AM registrational trial evaluating tebentafusp (KIMMTRAK) in previously treated advanced melanoma. Topline overall survival data is expected as early as end of 2026. This is a positive clinical milestone that de-risks the trial timeline but provides no efficacy data yet.

Key Facts

  • Target enrollment of 540 patients achieved in Phase 3 TEBE-AM trial of tebentafusp in previously treated advanced melanoma
  • Topline overall survival data expected as early as end of 2026
  • Trial evaluates tebentafusp as monotherapy and in combination with pembrolizumab vs investigator's choice
  • Primary endpoint is overall survival
  • Company estimates up to 4,000 HLA-A*02:01-positive patients in the US and Europe with this indication

Financial Impact

No financial data in filing; clinical milestone de-risks a potential label expansion opportunity for KIMMTRAK into a larger melanoma market (cutaneous vs current uveal melanoma indication)

Risk Factors

  • No efficacy data yet — OS results may fail to meet statistical significance
  • Competition from existing PD-1 and BRAF-targeted therapies in post-PD1 advanced melanoma
  • KIMMTRAK carries a boxed warning for Cytokine Release Syndrome which may limit adoption

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
77% bullish (22 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001671927-26-000026
Document: pressrelease-tebexamenroll.htm0001671927-26-000026
Document: 0001671927-26-000026-index-headers.html0001671927-26-000026
Document: 0001671927-26-000026-index.html0001671927-26-000026
Document: 0001671927-26-000026.txt0001671927-26-000026
7 reports for IMCR
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +28.39%May 31, 2026
Filters
Rows
Reports for IMCR — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
8-K
BULLISH ★ 6/10
$32.46 $32.18▼ −0.86%▼ −0.97%$29.71 (−8.47%)
Aug 6, 2026
8w ago
8-K
MIXED ★ 5/10
$34.50 $34.20▼ −0.87%▼ −2.08%$29.71 (−13.88%)
May 31, 2026
17w ago
Press Release
BULLISH ★ 6/10
$29.13 $28.29▼ −2.88%▼ −0.13%$29.71 (+1.99%)
Apr 19, 2026
23w ago
Press Release
BULLISH ★ 8/10
$31.46 $28.56▼ −9.22%▼ −10.13%$29.71 (−5.56%)
Apr 8, 2026
25w ago
144
NEUTRAL ★ 3/10
$31.85 $31.64▼ −0.66%▼ −4.18%$29.71 (−6.72%)
Mar 17, 2026
28w ago
Press Release
NEUTRAL ★ 5/10
$30.04 $30.28▲ +0.80%▲ +1.51%$29.71 (−1.10%)
Feb 25, 2026
31w ago
8-K
BULLISH ★ 7/10
$32.16 $33.73▲ +4.88%▲ +5.98%$29.71 (−7.62%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (65h 4m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access