Immunocore Holdings plc (NASDAQ:IMCR) Morgan Stanley twenty third Annual International Healthcare Convention September 10, 2025 1:50 PM EDT
Firm Contributors
Travis Coy – CFO, Government VP & Head of Company Improvement
Convention Name Contributors
Sean Laaman – Morgan Stanley, Analysis Division
Presentation
Sean Laaman
Head of Healthcare Analysis & Fairness Analyst
Good afternoon, everybody, and welcome to Morgan Stanley International Healthcare Convention. I am Sean Laaman, U.S. Head of SMID Cap Biotech Fairness Analysis right here on the agency. For vital disclosures, please see the Morgan Stanley analysis disclosure web site at www.morganstanley.com/researchdisclosures. And you probably have any questions, please attain out to your Morgan Stanley gross sales consultant.
For this session, we have now Immunocore, and we’re joined by their CFO and Head of Company Improvement, Travis Coy. Welcome, and thanks in your time immediately, Travis.
Query-and-Reply Session
Sean Laaman
Morgan Stanley, Analysis Division
Possibly simply to start proceedings, we have got a few macro questions right here we have been asking all our corporations. However the first one is with China’s rise in biotech innovation, how are you occupied with Immunocore’s aggressive place right here? And can this affect your R&D and enterprise growth technique?
Travis Coy
CFO, Government VP & Head of Company Improvement
Sure. Initially, Sean, thanks for having us. We respect it. China, it is fascinating. They’ve made nice strides, proper, in biotech. I feel specifically areas, what’s been noticeable, particularly has been in immunology and cell remedy and accelerating innovation in these points. And so from an Immunocore perspective, our aggressive benefit has been and the place the corporate has been developed round has been a TCR platform.
So we’d like to verify we’re not complacent, proper? As we have a look at ensuring we’re staying on the chopping fringe of science, we need to be certain that we’re not complacent with — and making
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