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Clovis Oncology, Inc. Message Board

  • juggernaut4you juggernaut4you Jan 16, 2012 7:30 AM Flag

    CO-101 | Is CLVS the better play or Clavis Pharma ASA???

    Hi everyone, although it seems that CLVS is not widely followed (yet), I hope to get started a lively discussion.

    What got me raised my eyebrows after a learning about CLVS for the first time: this is a 3 year old company that does nothing else than drug development. No research, no own patents, simply running clinical trials. They currently boast an enterprise value of close to 200m USD (mcap 312m less approx. 120m net cash). What did they do to deserve this? Again, they do not generate ideas (or maybe just of operational or regulatory nature).

    I think for those who want to play CO-101 should consider Clavis Pharma ASA (if allowed to own, as they are not listed in the U.S.). They have a comparable enterprise value and stand to profit more directly (milestone payments up to 585m USD plus double-digit royalties) from CO-101 success. Plus, Elacytarabine in AML is having pivotal top-line data soon.

 
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