A must read for anyone who owns or anticipates owning TSRO stock worth is in single digits
Rolapitant is unlikely to ever achieve significant market acceptance, for numerous reasons we have outlined above. The rest of the pipeline is early stage and unproven. Wall Street has rightly discounted it greatly and assigns it almost no value. The Tesaro of 2015 will likely have one FDA approved drug with dim prospects of success in the CINV market, an uninspiring pipeline, and a greatly depleted treasury. Tesaro's fair value, as its prospectus initially warned, appears to be in the single digits, and we expect to see the stock trade there sooner or later.