NVCR - NovoCure Can Recover On Its Long-Term Outlook

• NovoCure's growth has stalled as their GBM market share has gone to 35%-40%, but GBM still offers several additional growth opportunities.
• Then there are the 4 P3 trials which, if successful, could add additional cancer treatments and dramatically expand the TAM.
• That's two years out, but the company generates and has plenty of cash to keep at it.
• The shares have come down significantly but that's no surprise given the low growth and market mayhem.
• The shares are still far from cheap, although in two years time the company's prospects could very well be dramatically better, so this is for the patient investor.

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