Doug's questions to Immunocore Holdings PLC (IMCR) leadership • Q2 2025
Question
Doug, on behalf of Greg Savannavej from Mizuho, asked about the expected breakdown of ex-U.S. growth between the EU and the rest of the world.
Answer
Ralph Torbay, EVP of Commercial, stated that ex-U.S. markets contribute roughly 35% of total revenue and this is expected to continue. The Q2 ex-U.S. revenue of $33 million represented 115% year-over-year growth, driven by underlying demand and favorable pricing news. CFO Travis Coy added that he had nothing further to add.