NASDAQ$NVCR

Novocure Ltd · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported net revenues of $127 million and 3,639 active patients on therapy.

Novocure reported a decrease in total net revenues for the quarter to $127.3 million, a 3% decrease compared to the same period in 2022, primarily due to reduced collections from denied claims in the U.S. The company is focused on extending survival in aggressive forms of cancer and made progress in geographic expansion and clinical trials.

  • Total net revenues for the quarter were $127.3 million, a decrease of 3% compared to the same period in 2022.
  • Gross margin for the quarter was 75%.
  • Net loss for the quarter was $49.5 million with loss per share of $0.46.
  • As of September 30, 2023, there were 3,639 active patients on therapy.

Headline financials

Total Revenue

$127M

Previous: $131M-2.8%
EPS (adj)

-$0.46

Previous: -$0.25-84.0%
Capital Expenditures

-$7.25M

Previous: -$5.7M-27.2%
Free Cash Flow

-$56.7M

Previous: -$32.3M-75.8%
Net Income

-$49.5M

Previous: -$26.6M-86.2%
Operating Income

-$58.2M

Previous: -$24.6M-136.7%
Gross Profit

$95.2M

Previous: $101M-5.9%
Cash & Equivalents

$155M

Previous: $244M-36.5%
Total Assets

$1.15B

Previous: $1.17B-2.4%
R&D Expense

$53.6M

No prior period
Stock-Based Comp

$26.3M

Previous: $26.3M+0.2%

Revenue & EPS history

Novocure · Revenue · Quarterly

$127M

Q3 2023-2.8%vs Q3 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The company anticipates top-line data from phase 3 METIS clinical trial in brain metastases in Q1 2024 and top-line data from phase 3 PANOVA-3 clinical trial in locally advanced pancreatic cancer in H2 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-0.5%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.6%

Avg return

30 days after

49%

21 / 43 earnings

Positive

+27.5%

Q1 2026

Best reaction

-34.3%

Q2 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+27.5%+33.1%+42.8%
Q4 2025-7.9%-11.3%-26.8%
Q3 2025-4.7%-11.0%-5.0%
Q2 2025-0.3%+3.9%+4.6%
Q1 2025+4.4%+2.9%+4.3%
Q4 2024-12.4%-17.2%-14.1%
Q3 2024-10.1%-1.8%+18.7%
Q2 2024+1.2%+24.2%-4.1%
Q1 2024+16.0%+21.9%+72.8%
Q4 2023-2.6%+4.4%-15.4%
Q3 2023-10.2%-5.5%-11.4%
Q2 2023-17.4%-19.1%-26.2%
Q1 2023+3.5%+6.2%+20.6%
Q4 2022-6.1%-6.1%-30.3%
Q3 2022+3.5%+8.1%+10.8%
Q2 2022-8.1%-5.1%+11.9%
Q1 2022-0.5%+8.9%+9.1%
Q4 2021+10.1%+10.5%+9.8%
Q3 2021-7.4%-2.8%-12.4%
Q2 2021-15.3%-18.0%-25.9%
Q1 2021-0.7%-4.0%-0.7%
Q4 2020-13.9%-11.6%-28.1%
Q3 2020+5.8%-1.4%+9.9%
Q2 2020+11.5%+14.9%+20.6%
Q1 2020-17.8%-12.8%-8.3%
Q4 2019-8.4%-12.7%-17.6%
Q3 2019+1.5%+4.3%+24.1%
Q2 2019+11.2%+17.3%+30.3%
Q1 2019+13.0%+10.0%+22.7%
Q4 2018+4.0%-2.5%-10.8%
Q3 2018-23.6%-22.9%-29.6%
Q2 2018-6.7%-9.2%+6.8%
Q1 2018+11.2%+14.3%+25.7%
Q4 2017-10.4%-1.9%+1.9%
Q3 2017+7.5%+19.3%+4.7%
Q2 2017+4.3%+2.3%+2.1%
Q1 2017+3.2%+8.2%+16.4%
Q4 2016-3.5%+6.3%-1.4%
Q3 2016+13.4%+21.8%+34.5%
Q2 2016-34.3%-31.6%-31.6%
Q1 2016+2.3%
Q4 2015+24.7%
Q3 2015+22.3%
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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