Immunocore Holdings PLC (NAS:IMCR)

$ 46.05 -1.93 (-4.02%) Market Cap: 2.30 Bil Enterprise Value: 1.85 Bil PE Ratio: 0 PB Ratio: 5.07 GF Score: 72/100

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Immunocore Holdings PLC at Evercore ISI HealthCONx Conference (Virtual) Transcript

Nov 30, 2022 / 01:25PM GMT

Release Date Price: $62.81 (+3.87%)

Transcript

Josh Schimmer

Evercore ISI - Analyst

All right. Welcome, everyone. This is Josh Schimmer from the Evercore ISI Biotech Team with the start of day two of our fifth annual HealthCONx healthcare conference. I am very pleased to introduce the management team of Immunocore.

We have Bahija Jallal, Chief Executive Officer; Brian Di Donato, Chief Financial Officer & Head of Strategy; and David Berman, Head of Research & Development.

So Immunocore is such an interesting company. It's completely reshaped the way I think about early clinical data in oncology and personally [got] my own obsession with what's the response rate to keep a more open mind for the possibility of pseudoprogression, which we've talked about with Immunocore extensively in the past.

KIMMTRAK being just an absolutely prime example of a drug with a very powerful treatment effect, survival benefit, but if you're only focused on the response rate, you would have missed that because there's a lot of pseudoprogression.

So maybe we can dive in on KIMMTRAK first. The launch of that product for uveal

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