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Sarepta Therapeutics, Inc. Message Board

  • jimborgmannnn jimborgmannnn Feb 11, 2013 8:12 AM Flag

    re: Sarepta Bear Speaks: Eteplirsen Accelerated Approval Will Be Denied

    who are these clowns

    Sentiment: Strong Buy

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    • I think the article was well written and reasoned

      as to the motives and the timing, its no different than the motives and timing of some bull articles we have seen

      and as AF pointed out, the views in this article are surely at least 50% followed in the finance market folks

      think about it

      if everybody in finance market thought AA was a lock, where would srpt price be?

      I say north of 50 for sure

      but look where it is ... 25 to 29

      here is the reality

      until the FDA stamps an approval on a bio tech, it is actually the views of the finance market that control the stock price (this all reverses if and when an FDA approval comes)

      but for now, the finance market gets to act like it knows better and best

      and the price of srpt tells us that the views expressed in the bear article this am are not unique, and that many finance experts have that view

      do not fear the bear article, as it is merely a written expression of a view I assure you is probably at least 50% thought to be correct by the finance market at this time

      otherwise, the stock would be much higher

      and therein lies the true investment opportunity for those who have reasoned beliefs that AA has a real shot

      I can't wait for the 74 week and mri data


      • 3 Replies to simp08801
      • simp - you have to be kidding, the article was "well reasoned" - her primary argument is that un-blinding the study at 24 weeks tainted the results - so, the fact that the docs and patients knew who was getting what dose influenced the production of dystrophin in these boys? Ridiculous! Her other point about the relationship between dosing, dystrophin production and clinical efficacy (i.e. 6MWT) has not been established is equally ridiculous - so, SRPT should spend the next decade fine-tuning the dosage level to optimize the level of dystrophin production and verify the level clinical effectiveness - meanwhile, thousand of boys deteriorate and die? How are you going to establish a dosing/dystrophin/clinical efficacy relationship in boys that have already lost ambulation - or younger boys that aren't expected to deteriorate physically for years? If there was ever a more clear, cleaner surrogate endpoint, dystrophin production is it. Are more studies needed to optimize dosing - no doubt, but those can be done post-marketing - meanwhile you can keep boys from deteriorating and dying by putting them on a 30mg-50mg dosage with no safety issues. The woman that wrote the article is a moron and I'm beginning to question your intelligence if you found it well-reasoned?

      • didn't want to mention this but i've always suspected the cash raise at 25.25 was to provide insurance in case the fda denied aa and requested more trials; maybe cg got a hint, hopefully not; but that doubt has always been there since the offering; he's covering his bases, but still raised some doubt with me; still long, but sweating

        Sentiment: Strong Buy

      • article was well written and thought out; not your typical hit piece that seeking is notorious for posting and the author fully dislcosed he has puts in srpt

        it's my understanding or belief that the fda has been working with srpt every step of the way in this process; ;maybe not overtly, but it sure seems to me that srpt has hinted that they have been in close touch with fda thru the whole process

        if true, this invalidates the short's aguement as srpt wouldn't have unblinded the results without tacit approval by the fda

        am i right/wrong here?

        i just don't think srpt has been conducting these trials independent of the fda

        Sentiment: Strong Buy

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