Doug [Unknown Last Name]'s questions to Immunocore Holdings PLC (IMCR) leadership • Q2 2025
Question
Doug, on for Greg Savannavej from Mizuho, asked for a breakdown of future growth expectations for ChemTrak between the U.S., EU, and the rest of the world.
Answer
Ralph Torbay, EVP of Commercial, stated that ex-U.S. markets contribute roughly 35% of revenue and this is expected to continue. He highlighted the strong 115% year-over-year growth in Europe was driven by new launches and favorable pricing news. CFO Travis Coy added that overall growth is expected to be modest.