Replies to post #598 on Novocure Ltd (NVCR)

[exwannabe]

Any improvement in OS is a plus but would one of you experts please explain how a two month OS is warranted for the large PPS increase here.

Approval is approval. Even modest uptake in the new indication could significantly increase sales as it is a larger indication than the already approved ones. The plus surprise was approval now instead of H2 (as expected). The mOS numbers were known.

At the end of the day though, this is now a commercial company. They need to be ramping revenue faster than they have and that failure is why the PPS was as low as it was..

The real driver for PPS in the coming year will be the lung cancer indications. They need to start showing an uptake and be able to provide positive guidance.