NVCR NovoCure Ltd

$NVCR Wedbush notes that active patients on Novocure’s (NVCR) Optune Pax declined to 276 in Q3 from 285 in Q2, reporting that management cited disruption from the introduction of Revolution Medicines’ (RVMD) daraxonrasib, which has consumed physician attention and limited Novocure’s access to practices. However, management is not seeing substantial Pax discontinuations or broad first-line use of daraxonrasib in locally advanced disease, which suggests that near-term headwinds “may be more related to practice disruption than direct displacement,” adds the analyst, who has a Neutral rating on Novocure shares. Novocure is down 74c, or 5%, to $13.43 in late morning trading.

$NVCR Why VSTM? RAS is the master signaling protein for PDAC and it exists in 2 states: on or off. When on, cell grows and divides. When off, cell basically rests. In a cancer tumor, Ras often gets more or less permanently set to ‘on’, causing cancer cells to grow non-stop. RVMD’s Rasonque inhibits Ras only when it is ‘on’. We have already learned that panc cancer develops resistance to Rasonque by flooding the system with ‘off’ form of Ras protein. So cancer can build up a huge army of ‘off’ Ras signaling protein, and by the time it terms Ras ‘on’, the inhibitor drug is totally overwhelmed. Like massing the troops in secret before attacking. VSTM 7375 inhibits Ras when it is in both states (on and off). So in theory, much harder for cancer to flood the system with ‘off’ state Ras. Then, if you add in TTFs to disrupt the mitosis and do their anti-cancer attacks, we might see very nice synergy. TTFs make it much harder for the cancer cells to bypass the Ras inhibition.

$NVCR added ~2500 today to top off share count to a nice round number. Perhaps a play on expected brain mets approval.

Novocure CEO Says RVMD’s Daraxonrasib Slowed Optune Pax Adoption – Wedbush Sees Disruption Rather Than Direct Competition $NVCR $RVMD https://stocktwits.com/news/equity/markets/novocure-ceo-says-rvmd-daraxonrasib-slowed-optune-pax-adoption/cZUQMoRR9RI

$NVCR Q3 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.09 up 72.73% YoY • Reported revenue of $193.4M up 15.67% YoY • Novocure raised full-year 2026 total net revenue guidance to $736M - $743M and adjusted EBITDA guidance to $24M - $34M; quarterly gross margin assumption is mid-to-high 70s percent.

$NVCR reports earnings tomorrow before the open. I’m bullish heading into the report: NVCR has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow.

$NVCR sold 1600 shares a little over a month ago for an average of 16.60 to harvest the losses to offset other gains. Just rebought them after the wash sale rule and got them for 14.07. The only win I’ve had with this stock in the last 5 years?

$NVCR Looking into research. Have sites worldwide and several listed in small city close to me. Might apply for a job to see if I can find more information. Going to buy tiny position to track. Still negative EPS but beating estimates, narrower loss and growing Revs. Less than 120 million shares . Basically uses target electric ⚡ pulse to destroy cancer tumors in often inoperable locations like brain, pancreas. Speculative trade.

$NVCR reported earnings before the open: GAAP EPS of −$0.09 vs. −$0.23 estimated, a beat of 61.7%. I used Stock Meadow to review the results.

$NVCR Does Novocure's raised 2026 guide hold up once $4.4M of one-time Q3 revenue comes out? 🏢 Novocure, maker of Optune wearable cancer-therapy devices and worth about $1.65B at $14.17 a share at the 16:00 ET close on October 28, 2026, grew Q3 2026 revenue 16% to $193.4M ⚠️ That revenue includes $4.4M of one-time benefits from higher claims approval rates in the U.S. and Germany, so the underlying gain from $167.2M a year earlier was about 13% 🚀 Raising 2026 revenue guidance to $736M–$743M from $710M–$725M implies Q4 revenue of about $185.0M–$192.0M after $551.0M in nine months, below Q3's $193.4M 📈 In return, Q3 operating cash flow was $22.7M and active patients rose 19% to 5,260, with $463.5M of cash and short-term investments against $196.3M of credit-facility debt 📅 Next: An FDA decision on TTFields for brain metastases from lung cancer is due in Q4 2026, as is full enrollment of the KEYNOTE D58 glioblastoma trial Source: SEC 10-Q + 8-K, Oct 29

$NVCR I need to hear better explanation from management why Pax had such a big shortfall in Q3, and why Pax still has future in US? Please see these numbers. The numbers indicates to me that patients are rushing out of Pax treatment in droves, given that Q2 has 418 prescribtions and 285 active patients, yet Q3 we only left with 276 active patients ! What a pathetic number ! Timeline, # Prescription for Pax, # Active Patients, Revenue Q1/2026 169 83 Q2/2026 418 285 1.6 Q3/2026 238 276 3.7

$NVCR Overall revenue is solid. Optune Lua outperformed my expectation Optune Pax sucked big time, the number of active patients is stalled already, why?

$NVCR looks like we are heading toward the first real GBM competition with the SurVaxM data. Will be interesting to see if combinations are offered or if it’s a choice

$NVCR bullish long term but shorting here w LABU down - think 1 more retrace then bullish for good