Credit Suisse analyst Kennen MacKay sees Tesaro's (TSRO) Zejula broad label in 2L+ ovarian cancer maintenance in patients in response to platinum chemotherapy as a win for Zejula, but largely in line with expectations. Nonetheless, the analyst continues to anticipate that Clovis' (CLVS) Rubraca could gain a similar label if competitive efficacy is achieved in the ARIEL3 trial. Further, MacKay continues to like Rubraca among the PARPis for its safety profile and notes Zejula's label calls for extensive bone marrow suppression monitoring, as well as cardiovascular monitoring. He reiterates an Outperform rating and $74 price target on Clovis' shares.