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Clovis: B of A management dinner highlights

May 17, 2017

BofAMerrill Lynchh analyst, Tazeen Ahmad, reiterated his Buy rating on shares of Clovis Oncology (NASDAQ: CLVS) after hosting a dinner with the CEO, Pat Mahaffey, at the BAML Healthcare Conference. During the dinner, the CEO was very bullish on ARIEL3 showing positive results in the all-comers analysis given the design and stat plan call for an analysis weighted with about 1/3 BRCA pts.

The analyst believes the BRCA population is likely to be on par with other PARP inhibitors (within 3mo PFS benefit based on his doctor checks), but the all-comer result is the most meaningful for Rubraca because a broad label could more than double the addressable population.


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