NovoCure (NVCR) Q2 FY26 earnings call

NovoCure delivered a strong commercial quarter, driven by record net revenues and growth in active patients across its product portfolio, including successful launches of Optune Pax in the U.S. and Optune Lua in Japan. The company is strategically shifting its clinical development focus towards pancreatic cancer and optimizing the LUNAR-2 trial to accelerate data generation and reduce costs. This disciplined approach to R&D and expense management has positioned NovoCure to achieve positive adjusted EBITDA and is expected to lead to full-year profitability.