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Immunocore Gears Up to Report Q4 Earnings: Is a Beat in Store?

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We expect investors to focus on the sales performance of Immunocore Holdings plc’s (IMCR - Free Report) sole marketed drug, Kimmtrak (tebentafusp-tebn), which is approved for treating patients with unresectable or metastatic uveal melanoma (mUM), when it reports fourth-quarter 2024 results. The Zacks Consensus Estimate for the to-be-reported quarter’s top line is pegged at $83.5 million, while the same for the bottom line is pinned at a loss of 40 cents per share.

Find the latest EPS estimates and surprises on Zacks Earnings Calendar.

In the past year, shares of Immunocore have plunged 57.7% compared with the industry’s decline of 3.1%.

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Factors to Note Ahead of IMCR's Q4 Results

Immunocore’s top-line solely comprises sales of Kimmtrak, which is approved in 38 countries, including the United States, the European Union, Canada, and others. The product has been launched in 21 countries worldwide and continues to be the standard of care for mUM in most markets where it has been launched.

Revenues in the to-be-reported quarter are likely to have been driven by higher sales of Kimmtrak in the United States and other markets on the back of strong demand.

Several label expansion studies evaluating Kimmtrak both as monotherapy and in combination with other therapies are currently ongoing targeting other melanoma indications and settings. Investors will be keen to get more updates on the same at the upcoming earnings call.

The company aims to reach more mUM patients with Kimmtrak worldwide in 2025 through additional launches and increased community penetration.

This apart, Immunocore is developing its pipeline candidate, brenetafusp in combination with Bristol Myers’ (BMY - Free Report) blockbuster cancer drug, Opdivo (nivolumab) for treating first-line advanced cutaneous melanoma. The candidate is also being studied for other cancer indications like ovarian cancer and lung cancer.

Opdivo, a key growth driver for BMY, is already approved for various oncology indications. BMY recorded $9.3 billion in Opdivo sales in 2024.

Immunocore also has a deep pipeline in multiple therapeutic areas, including nine active clinical and pre-clinical programs in oncology, infectious diseases and autoimmune diseases. An update on the same is expected on the upcoming earnings call.

Activities related to the development of other pipeline candidates and label expansion studies on Kimmtrak might have escalated operating expenses in the to-be-reported quarter.

Earnings Surprise History

Immunocore has a mixed history of earnings surprises. The company beat on earnings in two of the trailing four quarters while missing the same on the remaining two occasions, delivering an average surprise of 25.57%. In the last reported quarter, IMCR posted a negative earnings surprise of 144.74%.

Earnings Whispers

Our proven model predicts an earnings beat for Immunocore this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is the case here, as you will see below. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.

Earnings ESP: Immunocore’s Earnings ESP is +20.57% as the Most Accurate Estimate currently stands at a loss of 32 cents and the Zacks Consensus Estimate is pegged at a loss of 40 cents.

Zacks Rank: IMCR has a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Other Stocks to Consider

Here are some stocks worth considering from the healthcare space, as our model shows that these also have the right combination of elements to beat on earnings this reporting cycle.

Pacira BioSciences, Inc. (PCRX - Free Report) has an Earnings ESP of +2.77% and a Zacks Rank #1 at present.

Shares of PCRX have declined 6.3% in the past year. PCRX beat earnings estimates in two of the trailing four quarters, met once and missed the same on the remaining occasion, delivering an average surprise of 7.13%.

Mirum Pharmaceuticals, Inc. (MIRM - Free Report) has an Earnings ESP of +24.63% and a Zacks Rank #2 at present.

Shares of MIRM have surged 70.9% in the past year. MIRM beat on earnings in one of the trailing four quarters while missing the same in the remaining three occasions, delivering an average negative surprise of 26.03%.

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