Novocure Ltd (NVCR)

[exwannabe]

It's strange there's no activity on this board. Something doesn't seem right.

For whatever reason this message board was dead several years ago, The only posts were basically from the NWBO board posters who consider NVCR the evil opponent.

For NVCR, the GBM indication was never going to be worth the market cap. It is a modest market that will pay bills but never be huge,

The NSCLC indication is a game changer for 2 reasons. First, the market itself is much larger. But also, success outside of the brain (which was TTF's sweet spot) is huge as it portends well for other cancers.

Nothing very sexy about what might well be no more than a better chemo (it kills cells that divide but has little AEs). But sometimes just being better is a huge win.

We shall see.