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Clovis Oncology: Rubraca Win In Ovarian Cancer May Have Come Too Late

Apr. 04, 2022 1:02 PM ETClovis Oncology, Inc. (CLVSQ)13 Comments


  • Clovis Oncology finally realized some share price upside last week after positive results from a Phase 3 study of its only commercial drug Rubraca.
  • The data suggests Rubraca can enter the 1st line therapy space in Ovarian candidate - the PARP inhibitor extended Progression Free Survival by >15 months.
  • The issue is the two other PARPs Rubraca will compete against - Lynparza and Zejula, marketed by AZN / MRK, GSK respectively. The incumbents will be tough to shift.
  • Clovis made a net loss of >$260m in 2021 and >$360m in 2020. Current cash position is <$150m, so investor dilution is a near certainty.
  • There's an intriguing programme in targeted radionuclide therapy but this could be a little overstated. Rubraca in non-HRD could be Clovis Oncology's salvation, or a buyout.
  • Looking for more investing ideas like this one? Get them exclusively at Haggerston BioHealth. Learn More »
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Investment Thesis

Clovis Oncology (CLVS) stock has performed poorly for investors over the past five-year period, down >95%, and across the past year, down >60%, but the company and its investors at least had some news to cheer last week.

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This article was written by

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