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Jun 30, 2020

Novocure Q2 2020 Earnings Report

Reported revenue growth and financial strength, advancing clinical and product development programs.

Key Takeaways

Novocure reported a strong second quarter in 2020, with net revenues of $115.9 million, representing a 34% increase compared to Q2 2019. The company also reported positive EPS of $0.02 and continued to invest in its clinical and product development programs.

Net revenues reached $115.9 million, a 34% increase compared to the second quarter of 2019.

Gross profit was $90.5 million, representing a 38% increase compared to the second quarter of 2019.

Net income was $1.7 million, compared to a net loss of $1.3 million in the same period last year.

The company had $346.7 million in cash, cash equivalents, and short-term investments at the end of the period.

Total Revenue
$116M
Previous year: $86.7M
+33.7%
EPS
$0.02
Previous year: -$0.01
-300.0%
Active Patients
3.28K
Previous year: 2.73K
+20.2%
Prescriptions Received
1.42K
Previous year: 1.36K
+4.4%
Gross Profit
$90.5M
Previous year: $65.6M
+37.9%
Cash and Equivalents
$197M
Previous year: $180M
+9.3%
Free Cash Flow
$9.43M
Previous year: $6.67M
+41.3%
Total Assets
$529M
Previous year: $406M
+30.2%

Novocure

Novocure

Forward Guidance

Novocure anticipates several clinical milestones in the coming years, including data releases and interim analyses from various phase 2 and phase 3 trials.

Positive Outlook

  • Data from phase 2 pilot HEPANOVA trial in advanced liver cancer (2021)
  • Data from phase 2 pilot EF-31 trial in gastric cancer (2021)
  • Interim analysis of phase 3 pivotal LUNAR trial in non-small cell lung cancer (2021)
  • Interim analysis of phase 3 pivotal PANOVA-3 trial in locally advanced pancreatic cancer (2021)
  • Interim analysis of phase 3 pivotal INNOVATE-3 trial in recurrent ovarian cancer (2021)

Challenges Ahead

  • Data from phase 3 pivotal METIS trial in brain metastases (2022)
  • Data from phase 2 pilot EF-33 trial with high-intensity arrays in recurrent glioblastoma (2022)
  • Final data from phase 3 pivotal LUNAR trial in non-small cell lung cancer (2023)
  • Final data from phase 3 pivotal PANOVA-3 trial in locally advanced pancreatic cancer (2023)
  • Final data from phase 3 pivotal INNOVATE-3 trial in recurrent ovarian cancer (2023)