NovoCure: 3 Key Takeaways for Long-Term Investors

NovoCure reported record Q3 2026 revenue of $193 million with 16% year-over-year growth, achieving adjusted EBITDA positivity. The company is expanding internationally with Japan emerging as its second-largest market, though pancreatic cancer product Optune Pax faces headwinds from competing drug diraxonrasib. Full-year guidance was raised to $736-743 million.