- AstraZeneca's (AZN +0.1%) AZD9291 and Clovis Oncology's (CLVS -0.9%) CO-1686 have "blockbuster potential," Leerink's Seamus Fernandez thinks, after considering AZN's ESMO showing. (previous coverage)
- The partial responses in patients with the T790M mutation and "excellent overall tolerability" make Fernandez comfortable with adding $500M to Leerink's AZD-9291 model.
- CLVS is maintained at Outperform with an $88 price target — apparently, there's room for two in the market.
Leerink talks AstraZeneca, Clovis, and NSCLC
Sep 30 2013, 14:06 ET