Skip to main content

Market Overview

Clovis' Rubraca Vs. TESARO's Niraparib

Clovis' Rubraca Vs. TESARO's Niraparib

Clovis Oncology Inc (NASDAQ: CLVS)'s Rubraca (rucaparib) has received accelerated approval from the FDA for monotherapy treatment of advanced ovarian cancer. Despite this head-start, TESARO Inc (NASDAQ: TSRO)'s Niraparib seems to be “the likely winner,” Wedbush’s David M. Nierengarten said in a report.

Nierengarten reiterated an Outperform rating on TESARO, with a price target of $139.

How Niraparib Compares

Referring to Rubraca’s approval, Nierengarten mentioned the “potential for earlier usage than 3L in patients is unlikely with this label.” He added that the WAC (Wholesale Acquisition Cost) pricing was $13,740 for a 30-day supply, while the estimated niraparib cost is $12,000 per month.

“We believe the clinical benefit of niraparib demonstrated in all cohorts in the NOVA study, including HRD-negative patients, will lead to approval in OC patients regardless of tumor biomarker status in an earlier line of therapy than Rubraca and without requirement for a companion diagnostic,” the analyst wrote.

Nierengarten believes that Rubraca would have to “clear the high efficacy bar set by niraparib in the maintenance setting” to be considered as a significant competitor and this seems unlikely.

“We also believe the QoL [quality of life] data based on patient-reported outcome surveys being similar for patients on niraparib or placebo allays concerns that patients will choose to forego treatment in the maintenance setting,” the analyst commented.

At Last Check

Image Credit: By MesserWoland [GFDL, CC-BY-SA-3.0 or CC BY-SA 2.5-2.0-1.0], via Wikimedia Commons

Latest Ratings for CLVS

Nov 2020SVB LeerinkMaintainsUnderperform
Nov 2020HC Wainwright & Co.MaintainsBuy
May 2020HC Wainwright & Co.ReiteratesBuy

View More Analyst Ratings for CLVS
View the Latest Analyst Ratings


Related Articles (CLVS + TSRO)

View Comments and Join the Discussion!

Posted-In: Analyst Color Biotech Long Ideas News Health Care Reiteration Analyst Ratings Movers Best of Benzinga

Latest Ratings

QSRNorthcoast ResearchInitiates Coverage On
DQGLJ ResearchInitiates Coverage On22.1
TCMaxim GroupDowngrades
GLNGB of A SecuritiesDowngrades
LMNXPiper SandlerDowngrades37.0
View the Latest Analytics Ratings
Don't Miss Any Updates!
News Directly in Your Inbox
Subscribe to:
Benzinga Premarket Activity
Get pre-market outlook, mid-day update and after-market roundup emails in your inbox.
Market in 5 Minutes
Everything you need to know about the market - quick & easy.
Fintech Focus
A daily collection of all things fintech, interesting developments and market updates.
Everything you need to know about the latest SPAC news.
Thank You

Thank you for subscribing! If you have any questions feel free to call us at 1-877-440-ZING or email us at