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Sarepta Therapeutics, Inc. Message Board

  • simp08801 simp08801 Mar 7, 2013 6:32 PM Flag

    lets see what the analysts have to say

    I just read the call transcript

    lots of words but this is all I will really remember

    1. the FDA meeting IS this month (when this month, I do not know)

    2. assuming FDA positively winks at AA app, the company is committed to go gangbusters on manufacturing ramp (which tells me the process is in place right now but will not fully be implemented without the positive FDA AA wink)

    3. based on what the CEO said, seems to me we will know company's intentions on AA by no later than end of april, and possibly much sooner, depending upon exactly when the FDA meeting is

    4. CEO's collective comments and non comments on 74 week data literally confirm the data is at minimum, good

    as to speculation, I interpret the guide to the humongified manu ramp expense as a signal that the CEO feels good about the AA opportunity

    and now we wait for what the analysts have to say

    I expect they will start reporting in tomorrow

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