NovoCure: Pancreatic Launch Looks Promising, But I'm Not A Believer Yet

NovoCure Limited has resolved its CMS billing issue, with no material impact on operations or financials. Q1 2026 revenues grew 12% year-over-year to $174.1M; gross margins improved to 78%, and full-year guidance was raised to $690–710M. Optune Pax launch shows promising demand, but sustainability remains uncertain; Optune Lua for lung cancer has disappointed.