H.C. METIS 试验结果令人鼓舞后，Wainwright 将 NovoCure 价格提高至 24 美元

H.C. Wainwright 将 NovoCure （纳斯达克股票代码：NVCR）的目标价格从 22.00 美元上调至 24.00 美元，维持中性评级。此次调整源于有希望的 METIS 试验结果，从而提高了 NovoCure 的 NSCLC 脑转移治疗的成功概率。因此，该公司将其市场份额预测修正为 15%，预计到 2037 年销售额峰值将达到 11 亿美元。

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

H.C. Wainwright 根据 METIS 试验结果将 NovoCure 目标价格提高至 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).

纽约，2023 年 2 月 8 日——H.C. Wainwright & Co. 将 NovoCure Ltd.（纳斯达克股票代码：NVCR）的目标股价从 22 美元上调至 24 美元，维持中性评级。向上修正反映了 METIS 试验的积极顶线结果，该试验评估了 NovoCure 治疗非小细胞肺癌 (NSCLC) 脑转移的疗效。

Encouraging METIS Trial Outcomes

METIS 试验结果令人鼓舞

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.

分析师将 NovoCure 治疗该适应症的成功概率 (POS) 从 60% 上调至 80%。这种调整源于观察到的颅内进展时间延长，并且与单独的立体定向放射外科 (SRS) 相比，不存在额外的安全问题。这些因素提高了监管部门批准的可能性。

Market Opportunity and Peak Sales Forecast

市场机会和高峰销售预测

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 预计，假设在 2025 年初提交 FDA 申请，NovoCure 治疗非小细胞肺癌脑转移的药物将占据 15% 的峰值市场份额。鉴于巨大的市场机会，预计到 2037 年峰值销售额将达到 11 亿美元。大约 25% 的 NSCLC 患者会发生脑转移，并且多达一半的患者在病程中经历过此类病变。

Synergies and Sales Force Expansion

协同效应和销售队伍扩张

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.

这位分析师强调了 NovoCure 的 NSCLC 脑转移治疗与其现有的多形性胶质母细胞瘤 (GBM) 业务之间的潜在协同效应。此外，预计将于 2025 年推出二线转移性 NSCLC 治疗药物。为了支持这些增长计划，NovoCure 预计将增加对其专注于 NSCLC 的销售队伍的投资，从而导致 2024 年销售、一般和管理 (SG&A) 费用增加。

Financial Health and Analyst Sentiment

财务健康状况和分析师情绪

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 的市值为 16.1 亿美元，截至 2023 年第四季度的过去 12 个月毛利率约为 74.96%。尽管利润率很高，但该公司仍然没有盈利，营业利润率为 -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 的见解表明，三位分析师最近上调了对 NovoCure 的盈利预期，表明市场情绪发生了转变。该公司的资产负债表显示出财务稳定，现金多于债务。

Investment Considerations

投资注意事项

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.

投资者应注意，NovoCure 的股价经历了价格波动，过去一个月下跌了 19.82%。如需更全面的分析和见解，请访问 https://www.investing.com/pro/NVCR 并考虑使用优惠券代码 PRONEWS24 获得按年或按年订阅 InvestingPro 10% 的折扣。