Immunocore Holdings plc

IMCR

Held by 4 specialist biotech funds

High Convergence

Share on X

Fund Holdings

4 fund convergence

Baker Bros. Advisors RTW Investments BVF Partners

Catalysts

No catalysts tracked.

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 2,322,656Value: $80.6M

## Signal Note: Baker Bros. Initiates Large Position in Immunocore (IMCR) **Note: The reported position value of ~$80.6B appears to be a data error — at recent prices (~$35/share), 2.3M shares would be worth approximately $81M, which is the likely correct figure.** Baker Bros. building a new ~$81M position in Immunocore is a high-conviction signal given their concentrated, specialist approach. IMCR's lead asset tebentafusp (KIMMTRAK), a first-in-class gp100×CD3 bispecific T-cell engager, is the only approved therapy with an OS benefit in metastatic uveal melanoma and generated ~$200M+ in 2024 revenue; the key watch now is pipeline expansion of their ImmTAC platform into higher-prevalence solid tum

RTW InvestmentsNEW

More IMCR Analysis

Insider buy/sell details with names, titles, and amounts
AI-generated context for every signal

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

IRON4 funds KYMR4 funds STOK4 funds GPCR4 funds FDMT3 funds ARWR3 funds CELC3 funds SYRE

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

**Signal Note: RTW Investments Establishes $169M Position in Immunocore** RTW's substantial entry into IMCR likely reflects conviction in Immunocore's lead asset tebentafusp, a TCR-engineered T-cell therapy approved for uveal melanoma with potential expansion into other solid tumors. The timing suggests positioning ahead of near-term catalysts, potentially including 2024 revenue ramp data, label expansion readouts (head/neck SCC program active), or validation of the TCR platform's differentiation versus CAR-T in solid tumors.