Novocure Limited · NASDAQ:NVCR

Novocure — Investor Presentation (May 2016)

26 slides from Novocure's investor presentation, May 25, 2016

  1. Slide 1: Novocure (NVCR) company overview updated May 2016

    Novocure (NVCR) company overview updated May 2016 Novocure (NVCR) company overview updated May 2016 Exhibit 99.1

  2. Slide 2: Forward-looking statements

    forward-looking statements This presentation contains certain forward-looking statements with respect to the business of Novocure and certain of its plans and objectives, including with respect to the development and commercialization of its lead product candidate, Optune, for a number of oncology i

  3. Slide 3: Novel, anti-mitotic solid tumor cancer therapy

    Novel, anti-mitotic solid tumor cancer therapy tumor treating fields surgery radiation pharmacological treatments tumor treating fields (TTFIELDS) Most frequently employed therapy Reduces size of a tumor prior to initiation of additional therapies Kills cells when delivered at high doses Injures hea

  4. Slide 4: Physical, observable mechanism of action

    physical, observable mechanism of action Anti-mitotic mechanism of action is based on disruption of key electrically charged molecules essential to the mitotic process by which all cells divide Interference with these key molecules leads to cell death through multiple pathways For example, TTFields

  5. Slide 5: Treatment does not harm normal cell growth

    Treatment does not harm normal cell growth frequency tuned to specific cell types Normal Intestine ~50 kHz Pancreatic Cancer 150 kHz NSCLC 150 kHz Ovarian Cancer 200 kHz GBM 200 kHz EFFECTS ON CELLS ARE FREQUENCY SPECIFIC AND INVERSELY RELATED TO CELL SIZE Treatment does not harm normal cell growth

  6. Slide 6: Clinical pipeline focuses on studying TTFields in combination with current standards of care

    Clinical pipeline focuses on studying TTFields in combination with current standards of care Pre-clinical studies have demonstrated that TTFields can offer additive or synergistic benefits in combination with radiation, chemotherapy and immunotherapy TTFields do not appear to increase the toxicity o

  7. Slide 7: Non-invasive, portable delivery

    non-invasive, portable delivery Battery or wall-powered electric field generator Single-use transducer arrays replaced 2–3 times a week Should be used at least 18 hours a day non-invasive, portable delivery Battery or wall-powered electric field generator Single-use transducer arrays replaced 2–3 ti

  8. Slide 8: Second generation Optune system

    second generation Optune system Half the size and weight of the first generation – weighing only 2.7 pounds CE marked and available in Europe PMA supplement filed with the FDA in December 2015; Responded to questions from the FDA in April 2016 Assuming no additional FDA comments or requests for info

  9. Slide 9: Extensive preclinical research

    extensive preclinical research 15+ years of research and multiple peer-reviewed publications Deep understanding of the underlying mechanism extensive preclinical research 15+ years of research and multiple peer-reviewed publications Deep understanding of the underlying mechanism [Images of Peer-Revi

  10. Slide 10: Glioblastoma – our first commercial indication

    Initial FDA approval in 2011 Monotherapy treatment for recurrent glioblastoma (GBM) Overall survival times for patients treated with TTFields alone and active chemotherapy were 6.6 months and 6.0 months, respectively Patient compliance is important for successful outcomes Long-term follow-up indicat

  11. Slide 11: Combination therapy for newly diagnosed GBM

    combination therapy for newly diagnosed GBM EF-14 phase 3 pivotal trial initiated in 2009 A prospective, multicenter trial of TTFields together with temozolomide compared to temozolomide alone in patients with newly diagnosed GBM 80 centers; 695 newly diagnosed GBM patients randomized 2:1 (TTFields

  12. Slide 12: EF-14 progression free survival

    intent-to-treat population EF-14 progression free survival TTFIELDS + TMZ (n=210) TMZ ALONE (n=105) Median PFS, months 7.2 4.0 HR and p value HR=0.62, p=0.001 intent-to-treat population EF-14 progression free survival TTFIELDS + TMZ (n=210) TMZ ALONE (n=105) Median PFS, months 7.2 4.0 HR and p value

  13. Slide 13: EF-14 overall survival

    as-treated population EF-14 overall survival TTFIELDS + TMZ (n=196) TMZ ALONE (n=84) Median OS, months 20.5 15.6 HR and p value HR=0.66, p=0.004 2-year survival 48% 32% p value p=0.0058 as-treated population EF-14 overall survival -TTFIELDS + TMZ (n=196)-TMZ ALONE (n=84) Median OS, months-20.5-15.6

  14. Slide 14: FDA approval on October 5, 2015

    FDA approval on October 5, 2015 combination treatment for newly diagnosed GBM Indications For Use Optune is intended as a treatment for adult patients (22 years of age or older) with histologically-confirmed glioblastoma multiforme (GBM). Optune with temozolomide is indicated for the treatment of ad

  15. Slide 15: Direct to patient distribution model

    direct to patient distribution model Physician sends prescription order to Novocure Physician or Novocure uses NovoTAL System to create array placement map Novocure delivers Optune to home and trains patient/family Novocure provides 24/7 tech support and supplies transducer arrays Novocure bills thi

  16. Slide 16: Global operating statistics

    global operating statistics Q1 2016 Q1 2015 % GROWTH Q4 2015 % GROWTH Prescriptions 755 437 73% 557 36% United States 684 411 66% 499 37% Germany, Switzerland and other EMEA Market 71 26 173% 56 27% Japan - - n/a 2 n/a Active patients at period end 797 372 114% 605 32% United States 699 347 101% 529

  17. Slide 17: Significant active patient growth

    significant active patient growth Global active patients at period end >360% ACTIVE PATIENT GROWTH Global certified centers 168 212 262 309 367 492 Global sales colleagues 14 17 19 30 33 44 Nov. 2014 EF-14 presentation Oct. 2015 FDA approval significant active patient growth Global active patients a

  18. Slide 18: Active patients drive revenue

    active patients drive revenue Increase or decrease in active patients in any given period reflects the number of new patients less the number of patients discontinuing therapy The conversion of prescriptions to new patients is driven by the prescription fill rate and the time to fill the prescriptio

  19. Slide 19: Established reimbursement history

    established reimbursement history Increased covered lives by 68 million people in the U.S. from January 1 through May 1, 2016 Appealing Medicare fee-for-service denials, impacting about 20-25% of U.S. active patient population Pursuing defined reimbursement in Germany and Switzerland 19 U.S. PAYERS

  20. Slide 20: Selected financial highlights

    selected financial highlights U.S. DOLLARS IN THOUSANDS Q1 2016 Q1 2015 % GROWTH Net revenues 13,053 5,208 151% Cost of revenues 7,982 3,897 105% Gross profit 5,071 1,311 287% Research, development and clinical trials 11,445 9,927 15% Sales and marketing 13,308 6,355 109% General and administrative

  21. Slide 21: Total addressable GBM market >$2.5B

    total addressable GBM market >$2.5B United States 12,500 GBM incidence 9,300 medically eligible for treatment $1.2 Billion TAM Target EU Markets 13,500 GBM incidence 10,000 medically eligible for treatment $1.3 Billion TAM Japan 1,500 GBM incidence 1,100 medically eligible for treatment $139 Million

  22. Slide 22: Broad applicability to solid tumors

    broad applicability to solid tumors broad applicability to solid tumors INDIVATIONS IN-VITRO EVIDENCE IN-VIVO EVIDENCE FIRST IN HUMAN EVIDENCE Glioblastoma Malignant melanoma Non-small cell lung cancer Pancreatic cancer Breast Cancer Mesothelioma Ovarian carcinoma Renal adenocarcinoma Cervical cance

  23. Slide 23: Multiple ongoing clinical trials

    multiple ongoing clinical trials multiple ongoing clinical trials PRE-CLINICAL PHASE 2 PILOT PHASE 3 PIVOTAL MARKETED EXPECTED NEXT MILESTONE INDICATIONS Recurrent GBM with optune Newly Diagnosed GBM with optune Brain Metastases NSCLC Pancreatic Cancer Mesothelioma Trial expected to open in 2016 MET

  24. Slide 24: Non-small cell lung cancer phase 2 EF-15 trial

    non-small cell lung cancer phase 2 EF-15 trial Open label study (n=41) of TTFields at 150 kHz in combination with pemetrexed for advanced non-small cell lung cancer Trial results published in Lung Cancer1 in July 2013 EFFICACY ENDPOINTS TTFIELDS WITH PEMETREXED PEMETREXED-ALONE HISTORICAL CONTROL 2

  25. Slide 25: Pancreatic cancer phase 2 PANOVA trial

    pancreatic cancer phase 2 PANOVA trial Open label study (n=20) of TTFields at 150 kHz with gemcitabine for front-line therapy of advanced pancreatic adenocarcinoma Second cohort (n=20) of TTFields at 150 kHz with gemcitabine plus nab-paclitaxel for front-line therapy of advanced pancreatic adenocarc

  26. Slide 26: Anticipated 2016 milestones

    anticipated 2016 milestones Increase positive coverage policies of Optune INNOVATE phase 2 pilot trial last patient in PANOVA phase 2 pilot trial last patient in NCCN guidelines update METIS phase 3 pivotal trial first patient in LUNAR phase 3 pivotal trial first patient in FDA approval of second ge

Novocure — Investor Presentation (May 2016) on 6ix