% | $
Quotes you view appear here for quick access.

Sarepta Therapeutics, Inc. Message Board

  • simp08801 simp08801 Jul 23, 2013 7:19 AM Flag

    Leerink, Citi and JP Morgan initiate coverage on RNA

    Leerink; $35

    JPM: $35

    Citi: $35

    Common theme is that RNA has been overlooked and that AA on Srpt not likely

    as previously stated, it is difficult to find a professional FDA consultant with years of experience that believes FDA will accept Srpt AA filing

    its as if the new law and all the anecdotal evidence does not exist

    in fairness to them, in prior years, they have all seen drug candidates that appeared to be "sure things" rejected at varying levels of drug development by the FDA

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Do you recall my post a while ago about my cousin who is an MD researcher and serves on FDA review panels? He thinks Etep will be granted AA. So heck with the paid consultants. All the indicators are that AA will be granted. And even if by some quirk it wasn't, SRPT is way better than RNA and the difference in market cap doesn't reflect it fairly. So these RNA-supporting analysts can take a jump. SRPT has many other analysts who have higher targets and also expect that AA will be granted.

      Sentiment: Strong Buy

    • Our rising tide may float other bio boats, but the hala effect on RNA will be short-lived. Ask the parents: which drug do you want for YOUR boy? Jury is still out on dystrophin production, but even if it is generated, the collateral damage that attends its production renders it a non-starter. Nice ticker symbol, though, and we should think about buying it after the delisting....

      Sentiment: Strong Buy

    • Haaa.........right hey must be talking about prosensa

    • not all professional biotech investors follow the fda consultant types

      just look at the srpt institutional investor tally to prove this out

      but I believe, that for the most part, the institutional short base position is founded in FDA consultant guidance that FDA will never grant srpt AA

      this was the central theme on both Summer Street calls I listened to (Summer had former FDA officials turned consultant s - there are plenty of them out there - saying that etep might have promise but would need a P3)

      the 3 analyst reports on RNA released late last night/this am generally relate to the "first to market" issue

      the idea that the fda would not approve an srpt AA app fits nicely into this theme, and actually, is required, for this theme to make any sense

      RNA is not without its supporters

      but I think there is a serious reason why srpt is where it is, right now

46.33-0.59(-1.26%)Oct 25 4:00 PMEDT