Recent discussions on X about NovoCure Limited (NVCR) have centered around the company's innovative Tumor Treating Fields (TTFields) therapy, particularly with the FDA approval of its Optune Lua device for non-small cell lung cancer. Many users have expressed excitement over the potential of this electric field-based treatment to disrupt tumor growth when used alongside immunotherapy or chemotherapy. The conversation reflects a growing interest in how this technology could reshape cancer treatment paradigms.
Additionally, there has been notable chatter about institutional investors adjusting their positions in NVCR, with several large firms recently trimming their holdings, as reported in SEC filings. Some on X have speculated that these moves could signal caution, while others argue it’s routine portfolio rebalancing. This mix of optimism for innovation and concern over investor sentiment keeps the dialogue dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
NovoCure Limited Insider Trading Activity
NovoCure Limited insiders have traded $NVCR stock on the open market 16 times in the past 6 months. Of those trades, 4 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $NVCR stock by insiders over the last 6 months:
- ASHLEY CORDOVA (Chief Executive Officer) purchased 81,550 shares for an estimated $996,859
- FRANK X LEONARD (EVP, Pres., Novocure Oncology) has made 0 purchases and 3 sales selling 30,196 shares for an estimated $528,412.
- CHRISTOPH BRACKMANN (Chief Financial Officer) has made 3 purchases buying 20,000 shares for an estimated $231,800 and 0 sales.
- W ANTHONY VERNON sold 999 shares for an estimated $17,329
- TIMOTHY J SCANNELL sold 999 shares for an estimated $17,299
- GABRIEL LEUNG sold 999 shares for an estimated $17,297
- DAVID HUNG sold 999 shares for an estimated $17,279
- ALLYSON J OCEAN sold 999 shares for an estimated $17,269
- KRISTIN STAFFORD sold 999 shares for an estimated $17,258
- JERYL L HILLEMAN sold 999 shares for an estimated $17,246
- MARTIN J. MADDEN sold 999 shares for an estimated $17,175
- MUKUND PARAVASTHU (Chief Operating Officer) sold 592 shares for an estimated $10,604
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NovoCure Limited Hedge Fund Activity
We have seen 129 institutional investors add shares of NovoCure Limited stock to their portfolio, and 138 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 8,945,166 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $159,223,954
- SOLEUS CAPITAL MANAGEMENT, L.P. added 1,382,888 shares (+25.0%) to their portfolio in Q2 2025, for an estimated $24,615,406
- CAPITAL WORLD INVESTORS added 1,167,319 shares (+22.4%) to their portfolio in Q2 2025, for an estimated $20,778,278
- BLACKROCK, INC. added 1,086,692 shares (+8.3%) to their portfolio in Q2 2025, for an estimated $19,343,117
- AMERICAN CENTURY COMPANIES INC added 959,079 shares (+1354.7%) to their portfolio in Q2 2025, for an estimated $17,071,606
- DEERFIELD MANAGEMENT COMPANY, L.P. added 825,119 shares (+inf%) to their portfolio in Q2 2025, for an estimated $14,687,118
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 718,055 shares (+inf%) to their portfolio in Q2 2025, for an estimated $12,781,379
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NovoCure Limited Government Contracts
We have seen $10,533,598 of award payments to $NVCR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EXPRESS REPORT: OPTUNE PLUS TRANSDUCERS: $149,246
- OPTUNE TRANSDUCERS: $99,497
- DEVICE: $99,497
- PROS BRAIN TRNSDUCERS: $99,497
- OPTUNE TRANSDUCER: $99,497
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
NovoCure Limited Analyst Ratings
Wall Street analysts have issued reports on $NVCR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 06/27/2025
To track analyst ratings and price targets for NovoCure Limited, check out Quiver Quantitative's $NVCR forecast page.
NovoCure Limited Price Targets
Multiple analysts have issued price targets for $NVCR recently. We have seen 5 analysts offer price targets for $NVCR in the last 6 months, with a median target of $28.0.
Here are some recent targets:
- Larry Biegelsen from Wells Fargo set a target price of $14.5 on 07/25/2025
- Kevin DeGeeter from Ladenburg Thalmann set a target price of $30.0 on 07/08/2025
- Jason Bednar from Piper Sandler set a target price of $34.0 on 06/27/2025
- David Nierengarten from Wedbush set a target price of $27.0 on 04/16/2025
- Jessica Fye from JP Morgan set a target price of $28.0 on 04/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
