Oct. 7 at 10:24 AM
$NVCR is transitioning to a multi-indication co! Building on its
$600M+ GBM biz, it expects 3 new launches by end of 2026: lung cancer (Optune Lua), pancreatic cancer (filed Aug '25), & brain mets. Goal: diversify revenue & path to profitability. 🚀 #Oncology #Investing
Lung cancer launch is challenging (device in a drug world), but
$NVCR is learning & adapting. The REAL excitement is pancreatic cancer—CEO's "favorite child." PMA submitted, approval expected mid-2026. PANOVA-4 Phase II data due Q1 2026 could be a catalyst. 🧠 #Biotech
Strong financial position:
$900M+ cash, convert debt to be paid off. Existing GBM biz is cash flow positive, growing mid-single digits. With 4 products soon, SG&A leverage is built—top-line growth should drive path to profitability. Trading at a discount to fundamentals. 💰 #NVCR