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Sarepta Therapeutics, Inc. Message Board

jkadvd 3 posts  |  Last Activity: Jan 27, 2015 12:50 AM Member since: Oct 3, 2012
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    If you are new here

    by thigrlsrk Jan 26, 2015 6:35 AM
    jkadvd jkadvd Jan 27, 2015 12:50 AM Flag

    OK, I could ignore this but choose not to. Don't be obtuse. You don't know me at all and chose to malign me and list me with some very blatant and toxic shorts. I am not those other people (and don't reply with something #$%$ like "me thinks thou doth protest too much"). You made a mistake and I am calling you on it.

    I have been a long term SRPT long since 2005 and have made money on the stock in the past as well as being down like some of us in the present. Since you resort to listing try doing a fact check. You will see I have been a long term long for the past 10 years. I have read the posts of some of those other people and ignored some of them. I absolutely do want to see the boys get the drug that will extend and improve the quality of their lives. Outing people who don't say exactly what you want is narrow minded at best and belligerent at worst. I am none of those other people and the fact that you resort to this type of listing of people speaks volumes about your nature. Is this type of behavior from you any better than the behavior exhibited by the nastiest shorts like kelly, pharmahero, devilsyankee, etc.? I think not.

    I respect the informational content of your posts and have appreciated your postings. This blatant outing without at least checking is beneath you.

    I can only think that you misinterpreted my post on January 23. It was truly done to dig up information. The questions were meant to gather some information that I was a bit too lazy to gather up myself. There was no agenda against the company.

    If this board has deteriorated to this extent then you don't need to worry about me posting here any more. I guarantee I won't make that mistake again.

    Sentiment: Strong Buy

  • jkadvd jkadvd Jan 23, 2015 2:50 AM Flag

    So etep either gets approved early 2016 via AA or early 2017 via full phase 3 trial. Drisa has, is and will continue to be toxic and of questionable efficacy (due to the toxicity limiting its dosing). Even, if BMRN somehow does some "creative/selective" data mining of the existing Drisa phase 3 results then due to its inherent toxicity it is not a viable long term treatment. Absolute worst case, drisa gets some sort of AA by late 2015 or early 2016 and etep doesn't due to the low n argument (this will get quite a few patients and parents not to mention investors fairly angry...but is worst case). By early 2017, patients will need to jump to etep due to toxicity reasons alone not to mention drisa's questionable efficacy. So in 2017 etep takes back most of any market share drisa has attained and pretty much ends up with the exon 51 space. However BMRN will get the european etep royalty which will over time be lucrative enough to recoup their investment.

    So, BMRN's acquisition of RNA can be profitable for them if either drug makes it and perhaps this was some of the calculus for their purchase of RNA (maybe they also low bid for SRPT and CG said nope).

    So, it seems to my thinking at least, that etep's approval is really a question of when and not if. The boys will get the drug they need and patient investors (for some of us bordering on the biblical Job) will get the financial reward they deserve and expect. All IMHO.

    Comments welcomed.

    Sentiment: Strong Buy

  • a rolling phase 3 submission instead? Specifically, if the FDA decides it wants the higher N but in a nod to the severity of DMD and the suffering of patients could it decide to allow SRPT to submit a rolling phase 3 based on the results of study 301(n =120, T=48 weeks) and thus SRPT could file in, say, mid 2016 with just this data for approval in 2017 and then roll the results of the smaller and longer term studies 203 and 204 (n=20, T=96 weeks) later on for supplemental data/decision making? Did I just state the obvious for a phase 3 ? Or would the FDA require 203 and 204 results to be submitted as well for the phase 3 NDA package which would delay the filing and approval for another year till mid 2017 and 2018, respectively?

    Sentiment: Strong Buy

SRPT
12.30+0.30(+2.50%)Jan 29 4:00 PMEST

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