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Dec 31, 2019

Novocure Q4 2019 Earnings Report

Reported a revenue increase and a second quarter of positive net income.

Key Takeaways

Novocure reported a strong fourth quarter and full year 2019, with net revenues of $99.2 million for the quarter, representing a 42% increase compared to Q4 2018. The company achieved a net income of $4.3 million, a significant improvement from the net loss of $15.6 million in the same period of the previous year. Novocure ended the year with $326.1 million in cash, cash equivalents, and short-term investments.

Net revenues reached $99.2 million, a 42% increase compared to Q4 2018.

Achieved second quarter of positive net income with $0.04 earnings per share.

Active patients totaled 2,909 at the end of the period, representing 22% growth year-over-year.

Advanced clinical programs with four phase 3 pivotal clinical trials ongoing.

Total Revenue
$99.2M
Previous year: $69.7M
+42.4%
EPS
$0.04
Previous year: -$0.17
-123.5%
Active Patients
2.91K
Previous year: 2.38K
+22.1%
Prescriptions Received
1.38K
Previous year: 1.32K
+4.9%
Gross Profit
$74.4M
Previous year: $46.6M
+59.5%
Cash and Equivalents
$177M
Previous year: $141M
+26.1%
Free Cash Flow
$3.91M
Previous year: $16.1M
-75.7%
Total Assets
$479M
Previous year: $340M
+41.1%

Novocure

Novocure

Novocure Revenue by Geographic Location

Forward Guidance

Novocure anticipates several clinical milestones, including interim analyses and data releases from ongoing phase 3 pivotal trials. The company is focused on advancing its proprietary cancer therapy platform and improving patient outcomes.

Positive Outlook

  • Interim analysis of phase 3 pivotal LUNAR trial in non-small cell lung cancer (H2 2020)
  • Data from phase 2 pilot HEPANOVA trial in advanced liver cancer (2021)
  • Data from phase 3 pivotal METIS trial in brain metastases (2021)
  • Interim analysis of phase 3 pivotal PANOVA-3 trial in locally advanced pancreatic cancer (2021)
  • Final data from phase 3 pivotal LUNAR trial in non-small cell lung cancer (2022)

Challenges Ahead

  • Interim analysis of phase 3 pivotal INNOVATE-3 trial in recurrent ovarian cancer (2022)
  • Final data from phase 3 pivotal PANOVA-3 trial in locally advanced pancreatic cancer (2022)
  • Final data from phase 3 pivotal INNOVATE-3 trial in recurrent ovarian cancer (2024)

Revenue & Expenses

Visualization of income flow from segment revenue to net income