Tuesday, June 23, 2015 7:16:31 PM
Mizuho Securities USA Inc.
June 19, 2015
Mizuho Securities hosted investor group meetings with CEO’s from several companies in conjunction with MSUSA’s BioPharma analyst. TSRO remained one of their favorite stocks for 2H with plenty of catalysts.
TSRO- One of our favorite stocks for 2H and beyond. Our key takes are 1) there is impressive leverage that TSRO can create from the rolapitant sales force on future oncology products, 2) we anticipate a rolapitant launch in 4Q, and after the initial inventory stocking, we expect emergence of the underlying market demand in 2H16, and 3) management reiterated a year-end analysis for the Phase III NOVA trial, with readouts on non-germline and HRD cohort, plus potentially germline cohort. We reiterate our BUY rating.
Official Report
Recent OPK News
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- Form 8-K - Current report • Edgar (US Regulatory) • 02/27/2024 09:07:54 PM
- OPKO Health Reports Fourth Quarter 2023 Business Highlights and Financial Results • GlobeNewswire Inc. • 02/27/2024 09:05:00 PM
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- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 02/16/2024 09:53:15 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/09/2024 09:07:24 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/29/2024 08:30:14 PM
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- Form 8-K - Current report • Edgar (US Regulatory) • 01/09/2024 10:09:07 PM
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- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/08/2024 02:10:34 PM
- OPKO Health to Present at the 42nd Annual J.P. Morgan Healthcare Conference • GlobeNewswire Inc. • 01/08/2024 01:00:00 PM
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