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Strategies & Market Trends : The Art of Investing

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Dec 22 4:00 PM EST

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To: Sun Tzu who wrote (10455)

10/30/2025 8:44:42 AM

From: Sun Tzu

of 10712

Novocure Q3 revenue beats estimates
Oct 30, 2025, 07:16 GMT-4RefinitivLess than 1 min read

NVCR+0.82%
Overview

Novocure Q3 revenue rises 8% yr/yr, beating analyst expectations
Company submitted FDA application for TTFields therapy in pancreatic cancer
Net loss for Q3 was $37.3 mln, with decreased gross margin

Outlook

Novocure expects to have four indications in market by year-end 2026
Company plans to submit PMA application for brain metastases from NSCLC in Q4 2025
Topline data from Phase 2 PANOVA-4 trial in metastatic pancreatic cancer expected in Q1 2026

Result Drivers

ACTIVE PATIENT GROWTH - Revenue increase driven by growth in active patients and $3.3 mln exchange rate benefits
GEOGRAPHIC EXPANSION - Steady commercial execution in glioblastoma and geographic expansion contributed to revenue growth

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q3 Revenue	Beat	$167.20 mln	$158.60 mln (7 Analysts)
Q3 Net Income		-$37.27 mln
Q3 Gross Profit		$122.47 mln
Q3 Operating Income		-$36.02 mln
Q3 Pretax Profit		-$30.02 mln

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"
Wall Street's median 12-month price target for Novocure Ltd is $27.50, about 51% above its October 29 closing price of $13.48

Press Release:

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