Update shared on01 Aug 2025
Fair value Decreased 14%NovoCure’s fair value estimate fell as its future P/E multiple contracted notably and its discount rate increased, leading to a lower consensus analyst price target of $27.19.
What's in the News
- NovoCure to present final secondary endpoint results from Phase 3 PANOVA-3 trial of Tumor Treating Fields (TTFields) therapy for unresectable, locally advanced pancreatic cancer at ESMO GI Cancers Congress 2025, focusing on quality of life outcomes and time to first opioid use.
- Primary endpoint of overall survival and several secondary endpoints, including pain-free survival, from PANOVA-3 were previously reported at ASCO 2025.
- PANOVA-3 trial results demonstrated that patients receiving TTFields with gemcitabine and nab-paclitaxel had a statistically significant median overall survival of 16.2 months vs. 14.2 months for gemcitabine and nab-paclitaxel alone.
- NovoCure will present two posters of preclinical data from its pancreatic cancer development program.
Valuation Changes
Summary of Valuation Changes for NovoCure
- The Consensus Analyst Price Target has significantly fallen from $31.50 to $27.19.
- The Future P/E for NovoCure has significantly fallen from 43.94x to 37.85x.
- The Discount Rate for NovoCure has risen from 7.93% to 8.34%.
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