NVCR · NOVOCURE LTD Q2 FY2026 earnings call record财报电话会记录

“Starting with Optune Gio, we finished the quarter with 4,636 active patients on therapy, an increase of 11% year-over-year.”

“growth, where active patients increased 8% year-over-year.”

“We received 418 prescriptions in the quarter, and 285 Optune Pax patients were on therapy as of June 30.”

“The increase was driven by Optune Gio active patient growth of 11% year-over-year, as well as increased contributions from Optune Lua and Optune Pax of $5.4 million and $1.6 million, respectively.”

“Based on the strength of our commercial performance in Q2, we're updating our full year revenue guidance to a range of $710 million-$725 million, representing 8%-11% growth.”

“We are also updating our guidance range for combined revenue from Optune Lua and Optune Pax to $20 million-$30 million for the year.”

“Gross margin in the quarter was 78%, compared to 74% in Q2 of 2025.”

“We are unambiguous in our enterprise-wide focus on reaching profitability in the coming years.”

“Strip volumes up sequentially in the triple digits, active patients up north of 200%.”

“We will focus in this quarter on driving up the repeat prescribers, because if you think about the effort on our side and the effort on the physician side to use the therapy for the first time, once you've cleared that hurdle, it's really a time to consolidate the engagement with the practice and drive up the volume.”

“Maybe first as background, we increased the net revenue guidance from $690 million-$710 million to today, $710 million-$725 million, which would be a range of 8%-11% in growth.”

“Really, we would say the stars aligned in Q2, particularly also with having a very strong growth in the U.S., 8% year-over-year active patient growth in the U.S., and you know that has a fairly substantial impact on revenue.”