Novocure's earnings call highlighted significant clinical trial successes and ongoing growth in its GBM business, alongside the initial progress of its Optune Lua launch. However, challenges such as lower gross margins, a net loss, and slower than expected Optune Lua adoption were noted. The sentiment is cautiously optimistic, with clear potential for future growth once new indications are launched and reimbursement is established.

Company Guidance -

Q3 2025

During the call, Novocure provided guidance on several key metrics and strategic initiatives for the second quarter of 2025. The company reported net revenues of $159 million, reflecting a 6% increase year-over-year, driven primarily by a 7% growth in their GBM franchise, with notable double-digit growth in international markets. Novocure's adjusted EBITDA was negative $10 million, while they ended the quarter with a cash and investment balance of $912 million. The company highlighted the progress of their Tumor Treating Fields therapy, with positive results from the PANOVA-3 trial in pancreatic cancer showing a median overall survival of 16.2 months, 2 months greater than the control group, and a significant improvement in pain-free survival. Additionally, the METIS trial demonstrated a 28% risk reduction in intracranial progression for brain metastases from non-small cell lung cancer. Novocure is working on FDA PMA submissions for both PANOVA-3 and METIS, with potential approvals expected in 2026. The company has made strides in commercializing Optune Lua for non-small cell lung cancer, with 121 prescriptions in Q2 and $2.4 million in net revenues. They aim to build upon their financial strength and clinical successes to drive further growth and profitability.

Positive PANOVA-3 Clinical Trial Results

The PANOVA-3 trial demonstrated that TTFields therapy extended median overall survival by 2 months in pancreatic cancer patients, with even greater benefits in the modified intent-to-treat population. The trial also showed significant improvements in pain-free survival and quality of life.

METIS Trial Success

The METIS trial met its primary endpoint, showing a statistically significant 28% risk reduction in time to intracranial progression for patients with brain metastases from non-small cell lung cancer treated with TTFields therapy.

Growth in GBM Business

Novocure reported a 7% year-over-year increase in Optune Gio patients, with double-digit growth in international markets such as Germany, France, and Japan.

Optune Lua Launch Progress

The Optune Lua launch in non-small cell lung cancer received 121 prescriptions in Q2, and recognized $2.4 million in net revenues, including $1.1 million from non-small cell lung cancer.

Strong Financial Position

Net revenues increased by 6% year-over-year to $159 million, with a cash and investment balance of $912 million, allowing for the retirement of $560 million in convertible notes due later this year.

NovoCure (NVCR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NVCR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	-0.42 / -	-0.28	―	―	―
Jul 24, 2025	2025 (Q2)	-0.38 / -0.36	-0.31	-16.13% (-0.05)
Apr 24, 2025	2025 (Q1)	-0.46 / -0.31	-0.36	13.89% (+0.05)
Feb 27, 2025	2024 (Q4)	-0.34 / -0.61	-0.45	-35.56% (-0.16)
Oct 30, 2024	2024 (Q3)	-0.33 / -0.28	-0.46	39.13% (+0.18)
Jul 25, 2024	2024 (Q2)	-0.40 / -0.31	-0.54	42.59% (+0.23)
May 02, 2024	2024 (Q1)	-0.42 / -0.36	-0.5	28.00% (+0.14)
Feb 22, 2024	2023 (Q4)	-0.52 / -0.45	-0.36	-25.00% (-0.09)
Oct 26, 2023	2023 (Q3)	-0.53 / -0.46	-0.25	-84.00% (-0.21)
Jul 27, 2023	2023 (Q2)	-0.50 / -0.54	-0.23	-134.78% (-0.31)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

NVCR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$16.51	$12.54	-24.05%
Apr 24, 2025	$17.77	$18.55	+4.39%
Feb 27, 2025	$21.96	$19.23	-12.43%
Oct 30, 2024	$16.89	$16.99	+0.59%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does NovoCure Ltd. (NVCR) report earnings?

NovoCure Ltd. (NVCR) is schdueled to report earning on Oct 23, 2025, TBA (Confirmed).

What is NovoCure Ltd. (NVCR) earnings time?

NovoCure Ltd. (NVCR) earnings time is at Oct 23, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NVCR EPS forecast?

NVCR EPS forecast for the fiscal quarter 2025 (Q3) is -0.42.

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