2014 Deutsche Bank BioFEST in Boston, MA on Monday, December 1, 2014, at 8:05 a.m. EST. The session will be conducted as a fireside chat.
Oppenheimer 25th Annual Healthcare Conference in New York, NY on Wednesday, December 10, 2014, at 11:30 a.m. EST.
Sarepta Therapeutics to Host Webcast and Conference Call for the Duchenne Muscular Dystrophy Community on December 2, 2014
should be interesting
i really would like to see srpt partner (no buyout). i think it would not only bring a lot more credibility to the company on wall st but having a big $ partner would definitely put srpt on very solid ground. i wonder if cg is working on one. shire? vrtx? maybe todays news will spur something
additionally, as it has been pointed out, biomarin's purchase on rna does not change their results/data. prosensa's drug still appears to be quite toxic and the benefit is just being seen.
welcome aboard. i bought in the day they halted the stock. bought in earlier that morning. got lucky. i think the stock is very undervalued. i look for a steady move higher. good one to own imo
1. BMRN's purchase on RNA provides some validation to exon skipping technology which is good news for SRPT.
2. If RNA's technology was valuable and worked well, I think the price BMRN paid is way too low. You have to wonder then why, assuming prosensa is a very viable drug, they would sell for so cheap. Couple that with GSK bailing on their program
3. If BMRN is buying RNA then you have to believe other big pharma is interested in SRPT. Is it Shire?
4. What does CG do? Does he look for a partner for eteplirsen? May not need it for eteplirsen but would like to see big pharma on their other exon skipping drugs.
Cowen $ACAD Nuplazid has extraordinarily high chances of U.S. approval for PD KOL survey strongly suggests broad PDP adoption $2B WW
Survey respondents suggested 35% of PDP pts not treated now because side eff 50% currently treate switched to Nuplazid after approval
broad adoption based on great safety - we believe the drug will have strong pricing, good reimbursement and reach peak sales of $2B WW
strong safety/efficacy data generated, we think the drug will be able to secure a ~20% premium price to current brands
We also think Nuplazid strong potential in schizophrenia; in Alzheimer's Psychosis, if clinically successful, could be huge.
Ian Estepan @ianestepan 5m5 minutes ago
$SRPT received feedback on dystrophin reassessment protocol - rescoring of dystrophin + fibers by 3 independent pathologists underway
Ian Estepan @ianestepan 3m3 minutes ago
The master protocol is important bc it lays the foundation for class approval $SRPT
Ian Estepan @ianestepan 38s39 seconds ago
FDA and $SRPT agreed to the master protocol yesterday for exon 45 and 53
should be pretty close to binary