Let's assemble a balance sheet on what we know about Sarepta, then let's see what the equity might be down the road.
KNOWN ASSETS (in no particular order)
187 million in cash
Eteplirsen - no known adverse side events
Positive results from 6 MWT
Enthusiastic parents willing to go to Washington to push the FDA
Ebola & Marburg and the DoD relationship
H1N1 influenza virus
Seeking Alpha articles
Lazard/Wedbush and other upgrades
Motley Fool articles
TV News reports on DMD/Eteplirsen - ALL POSITIVE
Company Posts seeking significant new hires
30 million shares outstanding
FDA may require Ph 3
Denial of AA
I'm not trying to look at this with blinders on, but it's hard to not get excited about this stock.
So what is this company potentially worth? Feel free to add all the stuff I've missed, both good and bad.