Morgan Stanley analyst Andrew Berens noted selloffs on Friday in shares of both Tesaro (TSRO) and Clovis (CLVS), which he attributed to investors questioning their drug's synergies with IO after the TOPACIO trial data on Tesaro's Zejula raised questions about treatment duration. Also, some investors view the current response rates as raising questions about the utility of combination strategies, said Berens. However, he is encouraged that triple negative breast cancer patients with WT BRCA seemed to respond to Zejula, which he believes could open up a much larger breast cancer opportunity than is currently modeled. Berens has Overweight ratings on Tesaro and Clovis shares.