NovoCure Limited ( NVCR ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Ingrid Goldberg - VP of Investor Relations William Doyle - Executive Chairman Ashley Cordova - CEO & Director Christoph Brackmann - Chief Financial Officer Frank Leonard - President Conference Call Participants Jason Bednar - Piper Sandler & Co., Research Division Kevin Joaquin - Evercore ISI Institutional Equities, Research Division Tanmay Patwardhan Emily Bodnar - H.C. Wainwright & Co, LLC, Research Division Presentation Operator Good day, and thank you for standing by.
The headline numbers for NovoCure (NVCR) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Novocure Limited (NVCR) is rated BUY, driven by expanding regulatory approvals, breakthrough clinical results, and a robust late-stage pipeline in cancer therapy. NVCR's Tumor Treating Fields technology offers a differentiated, device-based approach to cancer treatment, with recent milestones in glioblastoma, lung, and pancreatic cancers. Upcoming Q3 results and regulatory updates, including METIS and PANOVA-3, are key catalysts, supported by strong liquidity and cautious financial management.
NovoCure submits a PMA to the FDA for TTFields therapy in pancreatic cancer, aiming to expand its oncology reach.
NVCR focuses on Tumor Treating Fields wearables for GBM, mesothelioma, and NSCLC. These are its main recurring revenue verticals. So far, its wearables have shown favorable safety profiles, and suggest they should be a net benefit across other oncology niches. NVCR's late‑stage PANOVA‑3 and METIS trials could continue growing their markets. Currently, management is targeting more PMA filings later this year.
NovoCure Limited (NASDAQ:NVCR ) Q2 2025 Earnings Conference Call July 25, 2025 8:00 AM ET Company Participants Ashley Cordova - CEO & Director Christoph Brackmann - Chief Financial Officer Frank Leonard - Executive VP & President of Novocure Oncology Ingrid Goldberg - VP of Investor Relations William F. Doyle - Executive Chairman Conference Call Participants Emily Claudia Bodnar - H.C.
The headline numbers for NovoCure (NVCR) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
NovoCure (NVCR) came out with a quarterly loss of $0.36 per share versus the Zacks Consensus Estimate of a loss of $0.39. This compares to a loss of $0.31 per share a year ago.
NovoCure (NVCR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
NovoCure (NVCR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Novocure's PANOVA-3 trial shows that the TTFields combo boosts survival in pancreatic cancer, hitting the primary endpoint.
NovoCure's Q1 earnings beat and strong commercial momentum, especially with Optune Lua in NSCLC, signal renewed growth potential and investor optimism. Key catalysts ahead include the PANOVA-3 data at ASCO, PMA submissions, and possible NCCN guideline inclusion, all of which could drive adoption and revenue. International expansion, particularly in Europe and Japan, is accelerating, with robust demand and a solid cash position supporting pipeline and scaling efforts.