Hi Simp, I believe there was a leak just before the 48 week data... but not about Eteplirsen. On the exact same day as the 48 week data on Etep the Federal Government announced that the Ebola funding was being discontinued. Shorts piled on heavily the days leading up to the Ebola funding stoppage... then got killed when the 48 week Eteplirsen data trumped the Ebola news.
Hi Johnny, I think its a more important position here because of the situation. CG leaving is widely attributed to his inability to deal with regulatory agencies. Ed is a top notch medical guy, but would like some help in dealing with the FDA. A new face representing Sarepta at the table could help quite a bit.
My Guess is when Ed took the interim CEO position, he had someone in mind that could help him deal with the FDA. Of course, a position like that has to be posted before it can be filled. My guess is someone that worked with Ed previously (perhaps at Genzyme) will be named soon. JMHO
Hi Simp, I agree silence is golden regarding the NDA filing until it is actually filed. That said, I would like to see news regarding a new top level hire for the open position of "Director of Regulatory Strategy".
Hi Simp, I have absolutely no idea what the 4th biopsies show. Some people do know. If those individuals trade on that information they are breaking the law and risk jail time. If they were to trade on this information do you think they would buy massive quantities of stock very quickly? Or do you think they would keep the information to themselves and gradually increase their position to avoid being obvious about this illegal activity? BTW, it is also true that rumor mongers like to float bogus information to the public to influence trading. Bottom line.... someone might be trading on 4th biopsy results.... or someone might want others to think someone is trading on 4th biopsy results. Not sure which is happening here.
Hi greyzone, Pat Furlong included the word "Personal" on her form. She signed that she had "no PERSONAL conflicts". That extra word is there for a reason.
When the stock was in the 40's Sarepta was constantly in the media. Jenn and Christine were on several television and radio stations. Major newspapers carried articles about Billy. Max and Austin's story was told to the public again and again. Over 100,000 people signed the race to yes petition. How may impatient investors bought SRPT after hearing about Eteplirsen only to give up? Eteplirsen is closer to approval than it ever has been. The fickle stockbuying public has moved on to other stocks that have captured their imagination. IMO the dynamics regarding the short term stock price have only a little to do with the prospects for the long term success of the company (and the stock).
I agree with your synopsis. Thanks for posting. I listened to most, but not all of the conference. Regarding Hoffman, I did not hear anything overtly promotional, but he clearly should have listed his potential conflicts of interest.
Have you made a formal complaint regarding this? Since you feel so strongly perhaps you should. At the very least you should get a response.
I think her English is excellent. She is making a very strong case that dystrophin quantification can be measured in a reliable way.