NovoCure CEO says Revolution Medicines’ Daraxonrasib is disrupting access, slowing Optune Pax launch
as U.S. patients fall to 266 in Q3 from 285
- Management now expects renewed Optune Pax pancreatic cancer growth in coming quarters after recent sequential patient declines.
- Q3 2026 revenue rose 16% year over year to $193.4M, exceeding analyst estimates.
- Q3 loss was $0.09 per share, narrower than the forecast $0.21 loss.
- Raised full-year 2026 net revenue guidance to a $736–$743 million range.
- Raised full-year 2026 adjusted EBITDA guidance to a $24–$34 million range.
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