Immunocore Holdings plc (NASDAQ:IMCR) Morgan Stanley 23rd Annual Global Healthcare Conference September 10, 2025 1:50 PM EDT
Company Participants
Travis Coy – CFO, Executive VP & Head of Corporate Development
Conference Call Participants
Sean Laaman – Morgan Stanley, Research Division
Presentation
Sean Laaman
Head of Healthcare Research & Equity Analyst
Good afternoon, everyone, and welcome to Morgan Stanley Global Healthcare Conference. I’m Sean Laaman, U.S. Head of SMID Cap Biotech Equity Research here at the firm. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative.
For this session, we have Immunocore, and we’re joined by their CFO and Head of Corporate Development, Travis Coy. Welcome, and thank you for your time today, Travis.
Question-and-Answer Session
Sean Laaman
Morgan Stanley, Research Division
Maybe just to commence proceedings, we’ve got a couple of macro questions here we’ve been asking all our companies. But the first one is with China’s rise in biotech innovation, how are you thinking about Immunocore’s competitive position here? And will this influence your R&D and business development strategy?
Travis Coy
CFO, Executive VP & Head of Corporate Development
Yes. First of all, Sean, thank you for having us. We appreciate it. China, it’s interesting. They’ve made great strides, right, in biotech. I think in particular areas, what’s been noticeable, especially has been in immunology and cell therapy and accelerating innovation in those aspects. And so from an Immunocore perspective, our competitive advantage has been and where the company has been developed around has been a TCR platform.
So we need to make sure we’re not complacent, right? As we look at making sure we’re staying on the cutting edge of science, we want to make sure we’re not complacent with — and making
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