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Can TESARO Inc (TSRO) Live Up to Options Traders' Expectations?

TESARO Inc (TSRO) call options have been hot of late, and the biotech today is celebrating an FDA feat

Sep 12, 2016 at 12:35 PM
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TESARO Inc (NASDAQ:TSRO) has had a standout year, with the stock nearly doubling in a single day after upbeat drug data in late June. And TSRO shareholders just received even more good news today, with the biotech's ovarian cancer drug, niraparib, granted fast-track designation by the U.S. Food and Drug Administration (FDA). However, can TSRO live up to expectations in the options pits? 

According to TSRO's 10-day call/put volume ratio at the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), 10 calls have been bought to open for every put over the last two weeks. Call open interest currently sits in the top 96th percentile of its annual range, with six of TSRO's top 10 open interest positions front-month calls.

Of note, TSRO's September 90 call leads the pack, and "vanilla" buyers of the call are hoping TSRO can extend its trek above the $90 level through expiration on Friday. Beyond that, the out-of-the-money September 95, 100, and 110 strikes are most popular among front-month call traders, even though TSRO has never explored triple-digit territory.

However, some of the heavy call buying -- particularly at out-of-the-money strikes -- could be short sellers hedging their bets, given that a lofty 23.8% of TSRO's float is currently sold short -- an amount that would take traders 8.4 days to cover, at TSRO's average daily volume.

Today's reaction to the TESARO Inc (NASDAQ:TSRO) niraparib news has been muted, though, suggesting traders have already priced in as much enthusiasm as they can muster. After the aforementioned niraparib-related bull gap in late June, the stock touched a record high just shy of $100 in mid-August before backing down from the century mark, and was last seen 0.2% higher at $91.75.

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