NovoCure stock maintains Buy rating at H.C. Wainwright on positive cancer trial data

Published 03/07/2025, 12:38
NovoCure stock maintains Buy rating at H.C. Wainwright on positive cancer trial data

Investing.com - H.C. Wainwright has reiterated a Buy rating and $38.00 price target on NovoCure Ltd. (NASDAQ:NVCR) following positive trial results for its cancer treatment. Currently trading at $17.88, the stock shows potential upside according to InvestingPro analysis, with analyst targets ranging from $27 to $40.

The firm highlighted NovoCure’s late-breaking abstract presentation at ESMO GI on July 3, which revealed final secondary endpoint results from the Phase 3 PANOVA-3 trial evaluating TTFields therapy with gemcitabine and nab-paclitaxel for locally advanced, unresectable pancreatic cancer. InvestingPro data shows the company maintains a strong financial position with more cash than debt on its balance sheet, though it’s currently not profitable.

The trial met its primary endpoint of overall survival, with newly shared quality of life measures showing significant delays in time to deterioration due to pain (median 10.1 vs 7.4 months, P=0.003) and pancreatic pain (median 14.7 vs 10.2 months, P=0.006) for patients receiving TTFields therapy.

Patients in the TTFields group also demonstrated a significant delay in deterioration of global health status (median 7.1 vs 5.7 months, P=0.023) and experienced fewer gastrointestinal symptoms compared to those receiving standard treatment alone.

H.C. Wainwright viewed these results positively, noting that the mild side effects patients experienced were outweighed by quality of life benefits, particularly the reductions in pain, which is a key consideration for locally advanced pancreatic cancer patients. With six analysts recently revising earnings upward, investors can access detailed analysis and more exclusive insights through InvestingPro’s comprehensive research reports, available for over 1,400 US stocks.

In other recent news, NovoCure Ltd. has reported a series of significant developments that are likely to interest investors. The company presented data from its Phase 3 PANOVA-3 trial at the American Society of Clinical Oncology event, showing a two-month improvement in median overall survival for pancreatic cancer patients treated with Tumor Treating Fields (TTFields) therapy combined with chemotherapy. H.C. Wainwright analysts have maintained a Buy rating on NovoCure, citing a substantial increase in prescriptions and use of Optune Lua for non-small cell lung cancer (NSCLC), with revenues reaching $0.7 million for the quarter, surpassing expectations. NovoCure also announced the CE Mark approval of Optune Lua for the treatment of metastatic NSCLC in adult patients, allowing its use in the European Union. The Phase 3 LUNAR trial demonstrated a median overall survival extension of 3.3 months for patients using Optune Lua, marking a significant improvement. The CE Mark approval follows the U.S. FDA’s previous approval and paves the way for the device’s launch in Germany and further European expansion. Analysts from H.C. Wainwright have adjusted their revenue estimate for NSCLC treatments to $10 million for 2025, up from the previous forecast of $6 million. These developments reflect NovoCure’s ongoing efforts to expand its treatment options and market presence in the oncology field.

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