NovoCure Limited Ordinary Shares

This week was @brianferoldi turn to pick and he's shoot for the moon with Novocure $NVCR. We say that b/c this pick is highly reliant on future FDA approvals. Here's what you need to know about this company trying to bring significant advancements to cancer treatment.

![Image upload](https://cdn.commonstock.com/b946e8ba84a7b86a9a7b6809c2240978531c1de7f5291de06fa760036c4c23d9-2712x1360.png)
In treating glioblastoma, it has clear advantages in prolonging life

![Image upload](https://cdn.commonstock.com/7fe16d9fbd1f775d746df8d762c64e3a56c390acbf2d02ea4affaa573a19e649-2712x1360.png)
Because it is the only TTF treatment available, and has patents, there are switching costs and intangibles to note
![Image upload](https://cdn.commonstock.com/2d9dbdf0403ccfcb76f66774f6fadb3212f5be7ff2d6cd8f5a1499cdb6fbb62b-2712x1360.png)
Revenue growth has been slow, but mainly b/c all of the glioblastoma patients who want the treatment have it. We're waiting on...
![Image upload](https://cdn.commonstock.com/2480c25a05939ff5cfaaef9d7fe201ce40cd715f260b57310b9e19a7bee27c8f-2712x1360.png)
Future applications
![Image upload](https://cdn.commonstock.com/a3090a4a89ef9f9837a6056025ec796bcb1ad8a6c06af4c2cd5e7178cc674860-2712x1360.png)
There are more than a few risks to note

![Image upload](https://cdn.commonstock.com/5300f5428376e2f63e4e089ff58a74e04a70dc9d6dd1eee5b4a4d018e86f92ab-2712x1360.png)
Overall, here's what we'll be watching. Note: #1 is 10X more important than the other three combined

![Image upload](https://cdn.commonstock.com/8926e24a826abac40cbf430ed3d7f784323e3c2c9d1449c53a001118032204f2-2712x1360.png)
What do YOU think of this purchase?

Interesting pick Brians. This is certainly in my wheelhouse as an oncologist. I would say oncologists were (and still are) generally skeptical of the product because of some of the potentially problematic ways their trials were run which were somewhat set up to show the benefit of TTFs. I will admit that with all the caveats of the product's efficacy there seem to be some merit to use especially with the low to zero toxicity. Penetration in their current addressable market is still very low (some papers quote as high as 15%) meaning they are probably facing a lot more resistance in getting oncs on board. They may need to get some visibility on the consumer side as well. When patients hear of live-saving treatment they often push for it without the skepticism of physicians. That said, the potential is big if they can get approval for the other disease sites and if they can get physicians on board. I suspect the adoption rate in those disease sites, if approved, won't be much better than GBMs without better marketing. I know the company says their TAM is 42 billion but realistically I would target 20% of that which is still respectable. I do not own the stock but I am interested in seeing trial results. Good luck.

Hilario

Stock Pick #25: Our Moonshot

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