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NovoCure (NVCR) investor relations material

NovoCure Morgan Stanley 23rd Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley 23rd Annual Global Healthcare Conference summary10 Sep, 2025

Strategic focus and organizational development

  • Mission centers on extending survival in aggressive cancers via Tumor Treating Fields, transitioning from a single to a multi-indication platform with four products expected by end of 2026.

  • Emphasis on building organizational strength and scalable teams to support growth and profitability.

  • Commitment to profitability through targeted investments and operational trade-offs.

Commercial performance and product pipeline

  • GBM remains a stable, mid-single-digit growth engine generating $600M in revenue, providing a foundation for future investments.

  • Three new indications—non-small cell lung cancer, pancreatic cancer, and brain metastases—are expected to launch by end of next year, all clinically de-risked.

  • Pancreatic cancer is viewed as the most promising new indication, while lung cancer presents the greatest commercial challenge.

Market expansion and reimbursement

  • Geographic expansion in GBM includes recent reimbursement wins in Spain and France, with further penetration planned in Europe.

  • Lung cancer launch in the US and Germany is behind expectations due to a crowded market and education hurdles, but commercial payer engagement is progressing well.

  • Japan is targeted as the next major market for lung cancer, with anticipated approval and reimbursement within the next year.

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Frequently asked questions

NovoCure Limited, an oncology company, engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. It provides Tumor Treating Fields (TTFields), which are characterized by low-intensity, high-frequency oscillating electric fields that disrupt cell division. The company offers TTFields delivery systems to deliver low intensity alternating electric fields in combination with standard of care chemotherapy.

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