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anders2211

10/07/20 11:31 AM

#315020 RE: flipper44 #315007

Weird



very, do you think or anyone thinks NCRV will be dropping like a brick after NWBO TLD?

I do believe Novocure is being set up for a buyout, I hope this will be canceled after TLD. Then that company can invest in NWBO. 15% for 13B sounds about right.

exwannabe

10/07/20 12:20 PM

#315045 RE: flipper44 #315007

"weird" Why?

NVCR has been doing well. Growing revenue, plenty of cash.

The MRK collaboration has probably been one of the main drivers over the last several months. They have had their LUNAR combo trial in second line NSCLC, and a few little ISTs. But now they are looking at first line in KEYNOTE 36. I do not know the specifics, but the name alone tells you that MRK has an active interest.

They have been marching forward with their label expansion trials. The NSCLC brain mets trial alone is 5x larger than GBM.

They have been working on technology. Software that tunes the E&M to the patient. New transducers. Tweaking levels.

People around here have been talking about shorting NVCR for a few years.