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NovoCure
NovoCure (NVCR) investor relations material
NovoCure 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Company overview and strategic direction
Tumor Treating Fields (TTFields) therapy is a wearable device for cancer, standard of care in glioblastoma, with expanding indications in pancreatic cancer and brain metastases.
2025 saw 8% revenue growth to $655 million, driven by global GBM market expansion and new market entries like Spain.
CEO emphasizes a focus on high unmet-need tumors, prudent R&D investment, and a clear path to profitability with Adjusted EBITDA break-even as a milestone.
Selective investment continues in non-small cell lung cancer markets, with a focus on Japan due to favorable treatment paradigms.
Product development aims to reduce patient burden with improved skin-contact materials, lighter devices, and garment-like wearables.
Clinical results and pipeline updates
TTFields showed a five-month median overall survival improvement in GBM and significant survival benefits in non-small cell lung cancer and pancreatic cancer.
PANOVA-3 and METIS pivotal studies in pancreatic cancer and brain metastases demonstrated statistically significant survival and pain-free survival benefits.
Regulatory filings for PANOVA-3 and METIS data have been completed with the FDA, with U.S. launches anticipated in 2026.
PANOVA-4 (metastatic pancreatic cancer) and TRIDENT (newly diagnosed GBM) top-line results expected in Q1 and Q2 2026, respectively.
KEYNOTE-D58 and LUNAR-2 phase 3 trials are ongoing, focusing on GBM and first-line metastatic non-small cell lung cancer.
Commercial performance and market expansion
2025 saw a 9% increase in global active GBM patient volume, with notable growth in Japan (29%), France (19%), and Germany (10%).
U.S. GBM business grew 4% year-over-year, with penetration rates in key markets at 35%-40% of eligible patients.
National reimbursement achieved in Spain for GBM; further selective geographic expansion planned.
Non-small cell lung cancer launch in U.S. and Germany has been challenging, leading to adjusted sales and marketing spend.
Pancreatic cancer and brain metastases launches in the U.S. are expected in Q2 and Q4 2026, each with addressable markets of 15,000–16,000 patients.
What R&D investments will be prioritized?
NSCLC launch challenges: What specific actions?
Near-term product improvements for patient burden?
Partial view of Summaries dataset, powered by Quartr API
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Next NovoCure earnings date
Q4 202526 Feb, 2026
NovoCure
Next NovoCure earnings date
Q4 202526 Feb, 2026
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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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