Clovis Oncology: Waiting on PARP Traction; Competition a Concern

  • Many institutional investors and sellside analysts hold tepid outlooks for Clovis Oncology

  • One concern is slow PARP uptake within maintenance therapy for recurrent ovarian cancer, and limited Rubraca share gains within the PARP class

  • The second concern is upcoming competitive threats that could further slow sales and impact Rubraca’s expansion into mCRPC and frontline ovarian cancer

  • Bulls see eventual PARP class gains, which should drive Rubraca sales higher, and potentially the first positive pivotal trial for PARP+PD1 in first line maintenance of ovarian cancer

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