You missed his point. He’s trying to show how uninformed you are.
He’s saying that although Novocure has an inferior product, their management managed to quickly bring it to market after the data lock and didn’t take too long, unlike NWBO, which has a superior product but couldn’t even bring it to market four years after the data lock. From a business standpoint, execution is everything, regardless of how poor your product might be. What’s the use of a superior product if it stays on the shelf, while an inferior product is readily available?