Player Avatar zzlangerhans (99.85) Submitted: 7/16/2013 12:24:22 AM : Underperform Start Price: $39.92 TSRO Score: +10.70

When I saw Tesaro made it back to 40 today, I didn't feel quite as good about all the #zzporte picks carving out new highs. Am I blindly invested in a bunch of Tesaros all floating on the same bubble? I sure as hell hope not. I'm not sure how much value the street is assigning to each of Tesaro's discordant developmental drugs but I'm pretty sure the total shouldn't be over a billion bucks. Rolapitant will be competing against multiple generic antinausea drugs from the same and different classes by the time it gets approved, if it ever does. Their PARP inhibitor niraparib and ALK inhibitor TSR-011 are early in development and likewise have competition from multiple companies with more resources and better track records. Tesaro might be an interesting spec play at a 300M cap but over 1.2B it's a bloated pig ready for slaughter.

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