Added to YB: 2025-11-06
Pitch date: 2025-11-03
NVCR [bullish]
NovoCure Limited
+7.72%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
NovoCure Limited, an oncology company, engages in the development, manufacture, and commercialization of tumor treating fields (TTFields) devices for the treatment of solid tumor cancers in the United States, Germany, France, Japan, Greater China, and internationally.
Market Cap
$1.3B
Pitch Price
$12.04
Price Target
37.00 (+178%)
Dividend
N/A
EV/EBITDA
-6.91
P/E
-7.04
EV/Sales
1.61
Sector
Health Care Equipment and Supplies
Category
growth
October Writeup: +42% YTD | Buy: NovoCure Limited
NVCR: Rage sold at $12 due to poor lung indication retention but re-entered after 30 days. Glioblastoma business stronger than expected. Sees double/triple potential in few years with limited downside (30-40%) given GBM strength. Sizing up position despite previous flip-flopping.
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