•
Dec 31, 2022

Novocure Q4 2022 Earnings Report

Novocure's financial performance decreased slightly due to aged claims and coverage updates, but clinical milestones were achieved.

Key Takeaways

Novocure reported a slight decrease in revenue for Q4 2022, impacted by aged claims and coverage updates. However, the company achieved key clinical milestones, including the completion of enrollment in the PANOVA-3 study and positive top-line results from the LUNAR study.

Total net revenues for the quarter were $128.4 million, a decrease of 4% year-over-year.

The United States, EMEA and Japan contributed $98.6 million, $17.0 million, and $7.9 million in quarterly net revenues, respectively.

Net loss for the quarter was $37.3 million with loss per share of $0.36.

As of December 31, 2022, there were 3,430 active patients on therapy, a decrease of 4% year-over-year.

Total Revenue
$128M
Previous year: $133M
-3.6%
EPS
-$0.36
Previous year: -$0.25
+44.0%
Active Patients
3.43K
Previous year: 3.59K
-4.4%
Prescriptions Received
1.37K
Previous year: 1.43K
-4.0%
Gross Profit
$99.5M
Previous year: $104M
-3.8%
Cash and Equivalents
$115M
Previous year: $209M
-44.8%
Free Cash Flow
-$10.1M
Previous year: $130K
-7898.5%
Total Assets
$1.19B
Previous year: $1.14B
+4.6%

Novocure

Novocure

Forward Guidance

Novocure anticipates data releases from pivotal studies in the coming years, which could significantly expand the number of patients eligible for Tumor Treating Fields. The company is executing well and their achievements are building the foundations for the future of Novocure. We are looking forward to an eventful 2023.

Positive Outlook

  • Data from the pivotal LUNAR study in non-small cell lung cancer (1H 2023)
  • Data from the pivotal INNOVATE-3 study in recurrent ovarian cancer (2H 2023)
  • Top-line data from the pivotal METIS study in brain metastases (Q1 2024)
  • Data from the pivotal PANOVA-3 study in locally advanced pancreatic cancer (2024)