IMCR · Immunocore Hldgs
The AI's read
Kimmtrak is bringing in growing sales, and five-year patient data gives the company a strong result to build on. Immunocore also has substantial cash and several late-stage trials underway. Sales growth may cool. Management expects slower growth and said distributor inventory added in Q2 will weigh on Q3 sales. Those concerns temper the story, but current sales, cash, and advancing trials make the positives stronger.