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Sarepta Therapeutics, Inc. Message Board

  • simp08801 simp08801 Aug 19, 2013 12:23 PM Flag

    Analyst notes hurting Srpt

    common theme: RNA P2 data underscores that there may be no valid correlation between dystrophin restoration and clinical benefit

    this is also espoused short theme for all obvious reasons

    what's next?

    October RNA P3 data

    if that data is good shorts will say its bad for srpt because RNA is in lead

    if that data is bad shorts will say its bad for srpt because srpt may be made to do a P3

    because the FDA clearly hood winked all who were dealing with it on dystrophin issue, it appears market could care less about ANY anecdotal evidence (such as the twins video, etc.)

    we may now be in a mode where ONLY formal FDA action can move the stock up

    as for going down, that is much easier, ala shortseller and analyst distortions


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    • According to ADAM F ... there's also an issue regarding certain photos.

      • 1 Reply to leedow9
      • leedow is correct. If you go to market watch and get a quote on srpt you will find tweets from adam feuerstein regarding that the shorts have put out a rumor that the photos of dystrophin appearing in the annals of neurolgy are fradulent and that Cowen is investigating by E-mail. Just FYI. AF does not believe it!

    • That would be a very very stupid statement ....the 2 drugs are different ,gsk/prosensa's drug are having off target effects being that it is second generation antisense and sarepta's is ''third generation antisense..most investors do not know the difference not get off target efects.

    • Who is this Cowen? Appears he has published something that is not helpful to SRPT.

      What else is new? Seems like this is done on a regular basis. sigh.....

      Sarepta Therapeutics slides on dystrophin/ clinical benefit questions
      Shares of Sarepta Therapeutics (SRPT -6.3%) are notably lower on the session.The stock traded up on Friday as the market took a decidedly negative stance on data from a trial of Prosensa (RNA -1%) and GlaxoSmithKline's (GSK -0.2%) drisapersen (an eteplirsen competitor).Today's weakness in SRPT shares may be attributable to a note from Cowen which suggests the drisapersen data highlights the debate regarding dystrophin as a surrogate endpoint.The drisapersen data "underscores [the] point that no correlation can be drawn currently between dystrophin and clinical benefit," Cowen says.Adam Feuerstein's take: "SRPT bears sticking to script. We knew they'd link poor drisapersen dystrophin data to eteplirsen."Note: Cowen is still "bullish on SRPT shares."

      Sentiment: Hold

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