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Mar 31, 2021

Novocure Q1 2021 Earnings Report

Reported continued commercial strength and progress across clinical and product development programs.

Key Takeaways

Novocure reported a 32% increase in net revenues, reaching $134.7 million, with a gross margin of 80%. The company invested $46 million in research and development. There were 3,454 active patients on therapy at the end of the quarter.

Net revenues reached $134.7 million, a 32% increase year-over-year.

Gross margin was reported at 80%.

An interim analysis for the phase 3 pivotal LUNAR trial in non-small cell lung cancer concluded with a favorable recommendation to continue the trial with a reduced sample size.

There were 3,454 active patients on therapy at the end of the quarter, representing a 12% increase year-over-year.

Total Revenue
$135M
Previous year: $102M
+32.3%
EPS
-$0.04
Previous year: $0.04
-200.0%
Active Patients
3.45K
Previous year: 3.1K
+11.6%
Prescriptions Received
1.4K
Previous year: 1.41K
-0.5%
Gross Profit
$108M
Previous year: $77.3M
+40.1%
Cash and Equivalents
$315M
Previous year: $182M
+72.9%
Free Cash Flow
$13.8M
Previous year: -$1.16M
-1294.7%
Total Assets
$1.07B
Previous year: $502M
+112.5%

Novocure

Novocure

Forward Guidance

Novocure anticipates several clinical milestones, including FDA response to IDE supplement, presentation of full data from phase 2 pilot HEPANOVA trial, and interim analysis of phase 3 pivotal INNOVATE-3 trial.