NovoCure (NVCR) came out with a quarterly loss of $0.22 per share versus the Zacks Consensus Estimate of a loss of $0.41. This compares to a loss of $0.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +46.01%. A quarter ago, it was expected that this oncology drug developer would post a loss of $0.42 per share when it actually produced a loss of $0.33, delivering a surprise of +21.43%.Over the last four quarters, the company ...

Leonard said the company’s glioblastoma (GBM) business remains core. In 2025, NovoCure saw active patient growth across major markets, driven primarily outside the U.S. He cited year-over-year active patient growth of 10% in Germany, 19% in France and 29% in Japan, along with 4% growth in the U.S., which he said had been flat in recent years. For 2026, management expects growth rates to stabilize in the “low to mid-single digit” range as markets mature, with modest first-year contributions expected from lau ...

NovoCure (NasdaqGS:NVCR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsChristoph Brackmann - CFOEmily Bodnar - VP, Equity ResearchFrank Leonard - CEOIngrid Goldberg - Head of Investor RelationsWilliam F. Doyle - Executive ChairmanConference Call ParticipantsAlbert Augustinus - AnalystJason Bednar - Managing Director and Senior Research AnalystNone - AnalystNone - AnalystOperatorThank you for standing by. Welcome to the Novocure Fourth Quarter 2025 Earnings Call. At this time, all p ...

NovoCure (NasdaqGS:NVCR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker6Thank you for standing by. Welcome to the Novocure Fourth Quarter 2025 Earnings Call. At this time, all participants are on a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you'll need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press sta ...

forward -looking statements In addition to historical facts or statements of current condition, this presentation may contain forward - looking statements. Fo rward - looking statements provide Novocure's current expectations or forecasts of future events. These may include statements regarding anticipated scientific pro gress on its research programs, clinical trial progress, development of potential products, interpretation of clinical results, prospects for regulatory approval, man ufa cturing developmen ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________________________ FORM 10-K ______________________________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to (Address of Princi ...

Core Viewpoint - Novocure (NVCR) has received FDA approval for its portable therapeutic device, Optune Pax, for treating adult patients with locally advanced pancreatic cancer in combination with gemcitabine and nab-paclitaxel, ahead of the expected timeline of Q2 2026 [1][2] Company Developments - The FDA approval is based on the successful phase III study, PANOVA-3, which showed that Optune Pax combined with gem/nab-pac significantly improved overall survival compared to gem/nab-pac alone [2][9] - Novocure has other commercialized therapies using Tumor Treating Fields (TTFields), including Optune Gio for glioblastoma multiforme and Optune Lua for metastatic non-small cell lung cancer [3] - The company is also developing therapies for treating metastatic pancreatic cancer and newly diagnosed glioblastoma multiforme [3] Clinical Data - The PANOVA-3 study demonstrated a median overall survival (mOS) of 16.2 months for patients treated with Optune Pax and gem/nab-pac, compared to 14.2 months for those receiving gem/nab-pac alone [8][10] - The one-year survival rate was 68.1% for the Optune Pax group versus 60.2% for the gem/nab-pac group [10] - Additionally, the median time to pain progression improved to 15.2 months with Optune Pax compared to 9.1 months for gem/nab-pac alone [10] Market Potential - The pancreatic cancer market is projected to grow from $3.01 billion to $9.57 billion between 2025 and 2034, at a CAGR of 13.7%, driven by increasing cases and advancements in treatment options [12] - The approval of Optune Pax is expected to enhance Novocure's market prospects, given the limited treatment options currently available for pancreatic cancer [12] Financial Performance - Novocure reported preliminary net revenues of $174.4 million for Q4 and full-year 2025, reflecting an 8% year-over-year increase, with total revenues for the year reaching $655 million [13]

Core Viewpoint - A newly approved non-invasive treatment for locally advanced pancreatic cancer, utilizing a wearable device to continuously deliver electric fields that disrupt tumor cell division, has gained attention. This treatment, approved by the FDA for use in the U.S., is not yet available in China but offers insights for domestic professionals [2]. Group 1: Treatment Mechanism - The Optune Pax system employs Tumor Treating Fields (TTFields) technology, delivering low-intensity alternating electric fields to the tumor area via electrode arrays attached to the skin [3]. - The core mechanism of action is that the electric field affects rapidly dividing cancer cells while having a limited impact on normal cells, which divide more slowly [4][5]. Group 2: Device Characteristics - Optune Pax is a lightweight and portable system, allowing patients to receive treatment while maintaining daily activities [6]. - The device applies physical forces to charged cellular structures, disrupting spindle formation during mitosis, blocking chromosome separation, and leading to cancer cell death [7]. Group 3: Clinical Trial Results - The approval of Optune Pax is based on the pivotal Phase III clinical trial PANOVA-3, which demonstrated a significant improvement in overall survival [9]. - In the intention-to-treat population, the median overall survival was 18.3 months for the treatment group compared to 15.1 months for the control group, indicating a clinically meaningful improvement [10]. - The one-year survival rate was 68.1% for the treatment group versus 60.2% for the control group [11]. - Patients experienced delayed progression of pain and improved quality of life indicators, with the treatment showing good overall tolerability [12]. Group 4: Challenges and Future Considerations - Despite positive clinical trial results, real-world application faces challenges, including balancing efficacy and treatment burden, which will directly impact its adoption [17]. - Key observations for future development include the need for real-world data to validate the long-term value of TTFields in pancreatic cancer treatment [18]. - The treatment landscape for pancreatic cancer has seen little innovation over decades, making this development noteworthy [19].

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Core Viewpoint - The article discusses the stock movements of several companies including Cisco, AppLovin, Micron, Fastly, Equinix, Rollins, and Novocure, highlighting the impact of recent economic data on investor sentiment [1]. Group 1: Stock Movements - Cisco's stock performance is noted among the movers, indicating potential investor interest or market reaction [1]. - AppLovin's stock is also mentioned, suggesting fluctuations that may be tied to broader market trends or company-specific news [1]. - Micron's stock movement is highlighted, reflecting changes in the semiconductor industry and investor confidence [1]. Group 2: Economic Context - The article references a recent batch of economic data, including a delayed U.S. monthly jobs report, which is influencing stock futures and overall market sentiment [1]. - The rising stock futures on Thursday indicate a positive outlook among investors as they digest the latest economic indicators [1].