H.C. METIS 試驗結果令人鼓舞後，Wainwright 將 NovoCure 價格提高至 24 美元

H.C. Wainwright 將 NovoCure （納斯達克股票代碼：NVCR）的目標價從 22.00 美元上調至 24.00 美元，維持中性評級。此次調整源自於有希望的 METIS 試驗結果，從而提高了 NovoCure 的 NSCLC 腦轉移治療的成功機率。因此，該公司將其市佔率預測修正為 15%，預計到 2037 年銷售額高峰將達到 11 億美元。

H.C. Wainwright Boosts NovoCure Price Target to $24 on METIS Trial Results

H.C. Wainwright 根據 METIS 試驗結果將 NovoCure 目標價提高至 24 美元

New York, Feb. 8, 2023 -- H.C. Wainwright & Co. has raised its price target on NovoCure Ltd. (NASDAQ:NVCR) to $24 from $22, maintaining a Neutral rating. The upward revision reflects positive topline results from the METIS trial, which assessed the efficacy of NovoCure's treatment for brain metastases from non-small cell lung cancer (NSCLC).

紐約，2023 年 2 月 8 日—H.C. Wainwright & Co. 將 NovoCure Ltd.（NASDAQ：NVCR）的目標價從 22 美元上調至 24 美元，維持中立評級。向上修正反映了 METIS 試驗的積極頂線結果，該試驗評估了 NovoCure 治療非小細胞肺癌 (NSCLC) 腦轉移的療效。

Encouraging METIS Trial Outcomes

METIS 試驗結果令人鼓舞

The analyst upgraded the probability of success (POS) for NovoCure's treatment in this indication from 60% to 80%. This adjustment stems from the observed extension of intracranial time to progression and the absence of additional safety concerns compared to stereotactic radiosurgery (SRS) alone. These factors enhance the likelihood of regulatory approval.

分析師將 NovoCure 治療該適應症的成功機率 (POS) 從 60% 上調至 80%。這種調整源於觀察到的顱內進展時間延長，並且與單獨的立體定位放射外科 (SRS) 相比，沒有額外的安全性問題。這些因素提高了監管部門批准的可能性。

Market Opportunity and Peak Sales Forecast

市場機會與高峰銷售預測

H.C. Wainwright projects NovoCure's treatment for brain metastases from NSCLC to capture a peak market share of 15%, assuming an FDA application submission by early 2025. Peak sales are anticipated to reach $1.1 billion by 2037, given the substantial market opportunity. Approximately 25% of NSCLC patients develop brain metastases, and up to half experience such lesions during their disease course.

H.C. Wainwright 預計，假設在 2025 年初提交 FDA 申請，NovoCure 治療非小細胞肺癌腦轉移的藥物將佔據 15% 的峰值市場份額。鑑於巨大的市場機會，預計到 2037 年峰值銷售額將達到 11 億美元。大約 25% 的 NSCLC 患者會發生腦轉移，多達一半的患者在病程中經歷過此類病變。

Synergies and Sales Force Expansion

綜效和銷售團隊擴張

The analyst emphasizes the potential synergies between NovoCure's NSCLC brain metastases treatment and its existing glioblastoma multiforme (GBM) business. Additionally, a second-line metastatic NSCLC treatment launch is anticipated in 2025. To support these growth initiatives, NovoCure is expected to increase investments in its NSCLC-focused sales force, leading to higher selling, general, and administrative (SG&A) expenses in 2024.

這位分析師強調了 NovoCure 的 NSCLC 腦轉移治療與其現有的多形性膠質母細胞瘤 (GBM) 業務之間的潛在協同效應。此外，預計將於 2025 年推出二線轉移性 NSCLC 治療藥物。為了支持這些成長計劃，NovoCure 預計將增加對其專注於 NSCLC 的銷售隊伍的投資，從而導致 2024 年銷售、一般和管理 (SG&A) 費用增加。

Financial Health and Analyst Sentiment

財務健康狀況與分析師情緒

NovoCure's market capitalization stands at $1.61 billion, with a gross profit margin of approximately 74.96% for the past twelve months through Q4 2023. Despite these strong margins, the company remains unprofitable, with an operating income margin of -44.4%.

NovoCure 的市值為 16.1 億美元，截至 2023 年第四季的過去 12 個月毛利率約為 74.96%。儘管利潤率很高，但該公司仍然沒有盈利，營業利潤率為 -44.4%。

InvestingPro insights indicate that three analysts have recently revised their earnings estimates for NovoCure upward, suggesting a shift in market sentiment. The company's balance sheet exhibits financial stability, with more cash than debt.

InvestingPro 的見解表明，三位分析師最近上調了對 NovoCure 的獲利預期，顯示市場情緒發生了轉變。該公司的資產負債表顯示財務穩定，現金多於債務。

Investment Considerations

投資注意事項

Investors should note that NovoCure's stock has experienced price volatility and declined 19.82% in the past month. For more comprehensive analysis and insights, visit https://www.investing.com/pro/NVCR and consider using the coupon code PRONEWS24 for a 10% discount on a yearly or biyearly InvestingPro subscription.

投資者應注意，NovoCure 的股價經歷了價格波動，過去一個月下跌了 19.82%。如需更全面的分析和見解，請造訪 https://www.investing.com/pro/NVCR 並考慮使用優惠券代碼 PRONEWS24 獲得按年或按年訂閱 InvestingPro 10% 的折扣。