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HyGro

10/14/22 7:54 PM

#521997 RE: LearningEveryTrade #521991

U.S. is the dominant market for oncology drugs. According to IQVIA, there was a total $185 billion global spending on cancer drugs in 2021, $75.5 billion came from the U.S., or ~41%. UK is a much smaller market.

Novocure has 8 clinical trials in process. They certainly are focused on building out their indication portfolio. How many is NWBO spending money on currently?? According to clinicaltrials.gov, none.

What does share price have to do with "someone..kicking your grandmother in the shins?"
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CrashOverride

10/14/22 8:28 PM

#522000 RE: LearningEveryTrade #521991

Novocure are attempting barriers to entry which would stymie competitors. These methods involve lobbying GBM researchers with funding, advertising within industry publications, and backing opinion columnists. I suspect they are behind the Phase V short seller report as they would have the most to lose in the zero sum game of Optune vs DCVax.

It all comes down to siphoning dollars from patients. They are vampire parasites given they charge over one million per year without any rigorous survival data to justify such a ridiculous price!

These are not durable obstacles given they have an inferior product backed by junk science. DCVax will be the new standard of care with Optune thrown onto the dust heap of history.