Don’t have time for your nonsense. Simple answer- NWBO immediately takes away all of the demand for the helmet sold by Novocure. There’s the $6 Billion MC, now factor in ALL other operable solid tumors.
People are used to getting flu shots. I think L will capture more market share than that. What about lower grade primary brain tumors. You think a neurologist will exclude someone because they don't have GBM? Pretty sure with the safety profile and simplicity of not having to wear skull cap and carry around a battery for 24 hours a day that it will capture more market cap.
Novocure would have more revenue if it worked better and QOL was better and if their patients actually lived a lot longer(they charge by the month).
TTM show they average about 1275 patients using their product monthly.
DCVAX will also have Europe - Did NVCR ever get approval in EU and are they selling the product across the pond?