NovoCure (NVCR) Corporate presentation summary

Product portfolio and technology

• Wearable, non-invasive medical device treats solid tumors using Tumor Treating Fields (TTFields), targeting cancer cell electrical properties.

• Market leader in glioblastoma with expanding penetration in major global markets.

• Optune Gio and Optune Lua are FDA-approved for glioblastoma and metastatic non-small cell lung cancer (mNSCLC), with additional indications under review.

• R&D focuses on bypassing drug delivery barriers and enhancing tumor immunogenicity.

Clinical and regulatory progress

• Positive Phase 3 results show improved median overall survival in glioblastoma, brain metastases, and pancreatic cancer.

• PANOVA-3 and METIS premarket approval applications submitted to FDA in 2025.

• Applications for pancreatic cancer and brain metastases from NSCLC submitted to U.S. and EU regulators, with 2026 launches anticipated.

• Topline data from PANOVA-4 (pancreatic cancer) and TRIDENT (GBM) trials expected in 2026.

• Ongoing trials include KEYNOTE D58 (GBM) and LUNAR-2 (1L metastatic NSCLC) to expand TTFields reach.

Commercial performance and expansion

• Record annual net revenue of $655 million in 2025, representing 8% year-over-year growth.

• Active GBM patient growth globally at 9% YoY, with 4,464 patients on therapy in 2025.

• Eight active global markets for GBM; launches in Spain, Czechia, Japan, and France anticipated in 2026.

• 15,000 potential pancreatic cancer and 16,000 brain metastases from NSCLC patients per year in the U.S.

• New product innovations include the MyNovocure patient app and lighter HFE arrays.