Tesaro Inc. buy tamam
Zusammenfassung
Diese Einschätzung wurde am 05.11.21 mit einem Endkurs von - beendet. Unverändert schloss die BUY Einschätzung von tamam zu Tesaro Inc.. tamam hat 50% Zuversicht bei dieser EinschätzungRendite ohne Dividenden (%)
| Name | 1W | 1M | 1J | 3J |
|---|---|---|---|---|
| Tesaro Inc. | - | - | - | - |
| iShares Core DAX® | -0,65 % | 1,99 % | 14,98 % | 18,05 % |
| iShares Nasdaq 100 | 0,90 % | 5,66 % | 36,14 % | 58,35 % |
| iShares Nikkei 225® | -0,74 % | -1,36 % | 10,79 % | 6,32 % |
| iShares S&P 500 | -0,01 % | 3,02 % | 28,13 % | 48,48 % |
Kommentare von tamam zu dieser Einschätzung
In der Diskussion Tesaro Inc. diskutieren
Tesaro: Buy The DIP!
Pipeline
1. Rolapitant (VARUBI/VARUBY). This long-acting oral agent is approved for the prevention of chemotherapy induced nausea and vomiting (CINV) in both the United States and Europe. VARUBI was the most prescribed oral NK-1 receptor antagonist in the U.S. in 2Q17. VARUBY oral was just launched throughout Europe in June 2017. Tesaro has also developed an intravenous (IV) form of rolapitant for which – after issuing a Complete Response Letter (CRL) in January 2017 over manufacturing concerns – the FDA has set an October 25, 2017 PDUFA date. This pending approval is significant in that IV delivery is by far and away the larger (90%) segment of the $1.6 billion CINV market currently dominated by Merck’s (MRK) EMEND. Revenues from VARUBI sales totaled $2.9 million in 2Q17, up from $1.2 million in 2Q16.
2. Niraparib (ZEJULA). Approved by the FDA on March 27, 2017, ZEJULA is a once-a-day oral poly (ADP-ribose) polymerase, or PARP, inhibitor used for the maintenance treatment of women with recurrent epithelial ovarian, fallopian tube, or primary peritoneal cancer who are in a complete or partial response to platinum-based chemotherapy. The European Medicines Agency (EMA) has accepted an application for niraparib for nearly the same indication. Tesaro anticipates launching ZEJULA in the EU by YE17 pending European Commission approval. The company has intellectual property protection on niraparib until 2030.
This decline is against the backdrop of: 1. approval and market leader position for ZEJULA in the U.S.; 2. approval and launch of VARUBY oral in Europe; 3. a development and commercialization deal for ZEJULA in Japan; 4. progress on additional indications for ZEJULA in ovarian and other cancers; 5. progress on Tesaro’s IO platform; 6. anticipation of ZEJULA approval and launch in Europe during 4Q17; and 7. expected approval and launch of VARUBI IV stateside in 4Q17.
ZEJULA’s indication expansion upside is blockbuster status. Simply put, as the fundamental outlook has significantly improved for Tesaro washed out., the price has plummeted 40%.
–With promising upside from ZEJULA and the IO portfolio candidates, this selloff has created a buying opportunity for long term investors.
In der Diskussion Trading Tesaro Inc.