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Mar 31, 2023

Novocure Q1 2023 Earnings Report

Novocure reported solid progress with increased prescriptions in the U.S., reimbursement for Optune in France, and the launch of next-generation arrays in Sweden.

Key Takeaways

Novocure reported a decrease in total net revenues for the quarter, but also highlighted progress with increased prescriptions in the U.S., reimbursement for Optune in France, and the launch of next-generation arrays in Sweden. The company anticipates data readouts from multiple phase 3 clinical trials in the coming years.

Total net revenues for the quarter were $122.2 million, an 11% decrease compared to the same period in 2022.

Net loss for the quarter was $53.1 million, with a loss per share of $0.50.

Research, development and clinical studies expenses increased by 41% to $59.7 million.

The company received 1,496 prescriptions in the quarter, an increase of 8% compared to the same period in 2022.

Total Revenue
$122M
Previous year: $138M
-11.2%
EPS
-$0.5
Previous year: -$0.04
+1150.0%
Prescriptions Received
1.5K
Previous year: 1.38K
+8.1%
Gross Profit
$92.6M
Previous year: $110M
-15.7%
Cash and Equivalents
$186M
Previous year: $191M
-2.5%
Free Cash Flow
-$22.8M
Previous year: -$8.78M
+159.9%
Total Assets
$1.17B
Previous year: $1.15B
+2.1%

Novocure

Novocure

Forward Guidance

Novocure anticipates data from phase 3 LUNAR clinical trial in NSCLC (ASCO Annual Meeting, June 6, 2023), Data from phase 3 INNOVATE-3 clinical trial in recurrent ovarian cancer (2H 2023), Top-line data from phase 3 METIS clinical trial in brain metastases (Q1 2024), Data from phase 3 PANOVA-3 clinical trial in locally advanced pancreatic cancer (2H 2024)

Positive Outlook

  • Data from phase 3 LUNAR clinical trial in NSCLC (ASCO Annual Meeting, June 6, 2023)
  • Data from phase 3 INNOVATE-3 clinical trial in recurrent ovarian cancer (2H 2023)
  • Top-line data from phase 3 METIS clinical trial in brain metastases (Q1 2024)
  • Data from phase 3 PANOVA-3 clinical trial in locally advanced pancreatic cancer (2H 2024)