NovoCure (NVCR) reported strong Q2 results, beating both revenue and EPS estimates. Part of the beat was a non-recurring $5 million revenue benefit, but Optune has delivered strong sequential and Y/Y growth even if the one-time benefit is excluded. NovoCure saw good news on all fronts in the last few months – approval for Optune in mesothelioma (though it’s called NovoTTF-100L™ specifically for mesothelioma, I will use Optune in the article because of the familiarity and it’s basically the same device), Medicare reimbursement for newly diagnosed GBM and now, a strong quarter for