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Sarepta Therapeutics, Inc. Message Board

  • bionerd51 bionerd51 Mar 26, 2013 9:22 AM Flag


    Unable to "reply" to your post but I agree with your take on Ren Benjamin. One of the few analysts that understand the technology. He does have a Phd in genetic engineering. He is also one of the few analysts who tempers his opinions on AVII/SRPT because {like you report] he knows the "warts and skeletons" of this company. Today's Sarepta's analysts except Ed Nash, only know Sarepta post July 2012.

    Sentiment: Strong Buy

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    • I was concerned about Benjamin knowing all the warts and skeletons. He sure didn't mention any warts when he talked about drisapersen as a competitor. He did not seem to know anything about recent FDA heads' speaking engagements. He did not seem to be aware of breakthrough therapy. All-in-all, it looks like the market mostly ignored him as another in a long line of what's looking like back handed complimentors.

      Sentiment: Strong Buy

    • Jrrt1 definitevely deserves a place in AVII / SPRT heaven, if things go well, or in its Spoon river, should they turn awry.

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