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Novocure data support pancreatic cancer approval, says Wells Fargo

Wells Fargo is “encouraged” by Novocure’s (NVCR) ASCO presentation, saying the data and panel were generally positive on PANOVA-3 and tumor treating fields for pancreatic cancer. The firm believes the key PANOVA-3 endpoints were generally positive. Wells sees the data as supporting approval and adoption in pancreatic cancer. It models a late 2026 U.S. launch with further launches to follow in 2027, and material revenue starting in 2028. Wells keeps an Overweight rating on Novocure with a $40 price target The stock in midday trading is down 7% to $17.73.

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