Bionerd51 @Bionerd51 1m
@ianestepan What is being lost in the weeds is the fact that these boys are 2 years older. They should be sitting and not walking.
Ian Estepan @ianestepan 49s
Lets be very clear - prolonged stablization W OUT side effects strengthens the case for AA - DMD is degenerative
Ian Estepan @ianestepan 6m
Look at the 74 wk data which included boy w broken leg and 96 wk - it is flat - this type of stabilization is unprecedented in DMD
Bud just can't stand that his TA was incorrect and the stock never hit $25. This was his call months ago. Instead of the stock going to $25, it went from low $30's to mid $40's (his TA missed that big move) and then after getting what was perceived disappointing news the stock dropped back to the lower $30's. Bud came out of hiding and again proclaimed this stock was going to $25. Well, it shot up to the upper $40's this time. Again, his TA did not call for this. Too funny. Bud is a your typical right wing religious nut that will never admit to being wrong.
The data is strong and continues to validate Eteplirsen. FDA needs to approve asap as the data continues to confirm it works. Eteplirsen is now the only hope for these children. Importantly also is that no AE were observed
Some may be looking at the decline in the placebo delayed group from 84 to 96 weeks. Of course you need to remember that part or most of that decline may be coming from the child with the broken arm. He did complete the 6mwt after sustaining a broken arm. Kids with DMD do not recover like this
Remember, SRPT's main competition has been eliminated right now. Therefore, the argument that if drisp is approved first will impact sales along with the impact of the patent issue in Europe has been removed. The stock should be trading higher.
Let's hope so
and don't forget there is competition, (GILD, ABBV/ENTA) for BMY. right now, it is conceivable that sarepta will own the market for a while.
Sarepta upgraded to Buy from Hold at Deutsche Bank
Price target raised to $71 from $45
Sarepta mentioned positively at RW Baird
RW Baird says the elimination of Prosensa (RNA) as a potential competitor more than offsets any increase in risk for Sarepta (SRPT) following the failed Phase 3 trial for drisapersen. Baird said it has increased bullishness on Sarepta following today's news and keeps an Outperform rating on the stock.
Stifel says drisapersen trial eliminartes Sarepta competition concerns
Stifel believes the failed to Phase 3 study of drisapersen eliminates competition concerns for eteplirsen, which it views as positive for Sarepta. The firm also thinks the "hints of efficacy" drisapersen showed in the study bodes well for Sarepta's eteplirsen. The firm keeps a Buy rating on shares of Sarepta with a $51 price target. :
i agree. imagine is prosensa succeeded. srpt would have been whooped. it's like they couldn't win either way short term but long term, a huge win for srpt