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![ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::101134748.png) Martin Bradstreet [@ALEXEIMARTOV](/creator/twitter/ALEXEIMARTOV) on x 1939 followers
Created: 2025-07-24 14:55:24 UTC

$NVCR numbers out, selling off for some reason despite a rev beat and solid LUA growth. XXX patients on LUA would have been a nice fast ramp but I’ll take XX% QoQ patient growth in lung (small base but this is what the Gio ramp look like).

increasingly seeing payer approval for LUA also (Novocure gets the device to patients first under the assumption that insurers will eventually pay up once the device is shown to be necessary - this seems to be moving along well). 

A small inflection here will create solid rev growth - more patients, of those patients, more providing actual rev. And the device when combined with ICI is legitimately good. 

So, everything moving in the right direction, we will see what next couple Qs bring.

![](https://pbs.twimg.com/media/GwoYYgXagAAslvp.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948396603896947012/c:line.svg)

**Related Topics**
[$nvcr](/topic/$nvcr)

[Post Link](https://x.com/ALEXEIMARTOV/status/1948396603896947012)