Novocure二季度收入创新高并上调全年收入与EBITDA指引，但盘前股价下跌

Novocure Reports Second Quarter 2026 Financial Results
Quarterly net revenues of
CE Mark received for Optune Pax® for the treatment of locally advanced pancreatic cancer,
More than 280 active patients on Optune Pax as of
BAAR,
“This was our strongest quarter to date, with record net revenues and active patients on therapy,” said
Financial updates for the quarter ended
-
Total net revenues for the quarter were
$183.6 million , an increase of 16% compared to the same period in 2025. This increase was primarily driven by active patient growth globally.-
The
U.S .,Germany ,France andJapan contributed$103.0 million ,$23.3 million ,$21.3 million and$11.8 million , respectively, with other active markets contributing$18.2 million .-
$2.8 million in net revenue recognized from one-time benefits in theU.S .,Germany andFrance .
-
-
Net revenue from Optune Lua® and Optune Pax® in the quarter was
$7.0 million .-
Recognized revenue from Optune Lua in the quarter was
$5.4 million . TheU.S .,Germany andJapan contributed$1.9 million ,$1.7 million and$1.8 million , respectively. -
Recognized revenue from Optune Pax in the quarter was
$1.6 million .
-
Recognized revenue from Optune Lua in the quarter was
-
Revenue in
Greater China from Novocure’s partnership with Zai Lab totaled$6.0 million .
-
The
-
Gross margin for the quarter was 78% compared to 74% in the prior year. Cost of revenues in the quarter benefitted from a one-time
$4.9 million tariff refund. -
Research, development and clinical study expenses for the quarter were
$51.4 million , a decrease of 8% from the same period in 2025. This decrease was primarily driven by lower direct clinical trial expenses from completed trials. -
Sales and marketing expenses for the quarter were
$61.7 million , an increase of 8% compared to the same period in 2025. This increase was primarily driven by costs associated with the launch of Optune Pax in theU.S . and Optune Lua inJapan . -
General and administrative expenses for the quarter were
$39.9 million , a decrease of 9% compared to the same period in 2025. This decrease was primarily driven by lower share-based compensation expenses. -
Net loss for the quarter was
$15.7 million with loss per share of$0.13 . -
Adjusted EBITDA* for the quarter was
$10.8 million . -
Cash, cash equivalents and short-term investments were
$440.6 million as ofJune 30, 2026 .
Operational updates for the quarter ended
-
As of
June 30, 2026 , there were 5,128 total active patients on TTFields therapy globally. -
Optune Gio
-
As of
June 30, 2026 , there were 4,636 active patients on Optune Gio, an increase of 11% from the same period in 2025. -
The
U.S .,Germany ,France andJapan contributed 2,341; 637; 471 and 553 active patients, respectively, with 634 active patients contributed by other active markets.
-
As of
-
Optune Lua
-
As of
June 30, 2026 , there were 207 active patients on Optune Lua, an increase of 51% from the same period in 2025. -
The
U.S .,Germany ,France andJapan contributed 99; 38; 1 and 64 active patients, respectively, with 5 active patients contributed by other active markets.
-
As of
-
Optune Pax
- 418 prescriptions for Optune Pax were received in the quarter.
-
As of
June 30, 2026 , there were 285 active patients on Optune Pax in theU.S .
Quarterly updates and achievements:
-
June 2026 - Optune Pax received CE (Conformité Européenne) Mark for the treatment of adult patients with locally advanced pancreatic cancer of exocrine origin, concomitant with gemcitabine and nab-paclitaxel (gem/nab-pac) in accordance with guideline recommendations.
2026 financial guidance:
Novocure’s updated guidance for the full year 2026, as of
-
Total net revenue:
$710 million -$725 million (previous:$690 million -$710 million )-
Guidance includes collective net revenue contribution from Optune Lua and Optune Pax between
$20 million -$30 million .
-
Guidance includes collective net revenue contribution from Optune Lua and Optune Pax between
-
Adjusted EBITDA*:
$0 million -$15 million (previous:$(15) million -$0 million )
This guidance assumes full-year mid-to-high single digit net revenue growth from Optune Gio, foreign exchange rates as of
Anticipated clinical and regulatory milestones:
-
Decision by the
U.S. Food and Drug Administration on the premarket approval application for use of TTFields therapy for the treatment of brain metastases from non-small cell lung cancer (Q4 2026). - Complete enrollment in Phase 3 KEYNOTE D58 clinical trial in newly diagnosed glioblastoma (Q4 2026).
Conference call details
Novocure will host a conference call and webcast to discuss second quarter 2026 financial results at
The webcast, earnings slides presented during the webcast and the corporate presentation can be accessed live from the Investor Relations page of Novocure’s website, investor.novocure.com, and will be available for at least 14 days following the call. Novocure has used, and intends to continue to use, its investor relations website, as a means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.
About Novocure
Novocure is a global oncology company working to extend survival in some of the most aggressive forms of cancer through the development and commercialization of its innovative therapy, Tumor Treating Fields. Novocure’s commercialized products are approved in certain countries for the treatment of adult patients with glioblastoma, pancreatic cancer, non-small cell lung cancer, malignant pleural mesothelioma and pleural mesothelioma. Novocure has several additional ongoing or completed clinical trials exploring the use of Tumor Treating Fields therapy in the treatment of glioblastoma, non-small cell lung cancer and pancreatic cancer.
Novocure’s global headquarters is located in Baar,
*Non-GAAP Financial Measurements
We measure our performance based upon a non-
Forward-Looking Statements
In addition to historical facts or statements of current condition, this press release may contain forward-looking statements. Forward-looking statements provide Novocure’s current expectations or forecasts of future events. These may include statements regarding anticipated scientific progress on its research programs, clinical study progress, development of potential products, interpretation of clinical results, prospects for regulatory approval, manufacturing development and capabilities, market prospects for its products, coverage, collections from third-party payers and other statements regarding matters that are not historical facts. You may identify some of these forward-looking statements by the use of words in the statements such as “anticipate,” “estimate,” “expect,” “project,” “intend,” “plan,” “believe” or other words and terms of similar meaning. Novocure’s performance and financial results could differ materially from those reflected in these forward-looking statements due to general financial, economic, environmental, regulatory and political conditions and other more specific risks and uncertainties facing Novocure such as those set forth in its Annual Report on Form 10-K filed on
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NOVOCURE LIMITED AND SUBSIDIARIES CONSOLIDATED STATEMENTS OF OPERATIONS |
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Three months ended |
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Six months ended |
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Year ended
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2026 |
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2025 |
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2026 |
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2025 |
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2025 |
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Unaudited |
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Unaudited |
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Audited |
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Net revenues |
$ |
183,584 |
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$ |
158,805 |
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$ |
357,639 |
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$ |
313,799 |
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$ |
655,353 |
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Cost of revenues |
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41,106 |
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41,472 |
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80,035 |
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79,993 |
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166,879 |
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Gross profit |
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142,478 |
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117,333 |
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277,604 |
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233,806 |
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488,474 |
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Operating costs and expenses: |
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Research, development and clinical studies |
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51,448 |
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55,833 |
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109,784 |
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109,610 |
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224,544 |
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Sales and marketing |
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61,684 |
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