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Sarepta Therapeutics, Inc. (SRPT)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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75.13-0.92 (-1.21%)
At close: 4:00PM EDT
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  • s
    stockpicker
    The hard part of gene therapy is getting a vector that will go to the right cell type (skeletal and cardiac muscle in DMD), that will successfully and reliably insert a gene into the cell DNA, and will result in sustained long term production of the coded protein. SRPT has shown that it does all three. It has also shown it does all three without toxicity, and tomorrow AM I think they will show that they can do this with commercial product, which is a huge step. There has always been concern that gene therapy is too complex and bespoke with the needed viral vector to be mass produced.
    The only thing they need to show now is that producing dystrophin in significant quantities protects the kids from the muscle damage of DMD. That is just a matter of time. We all know if you make dystrophin, even small quantities of abnormal dystrophin, it dramatically improves outcome. There is a related muscular dystrophy called Becker's, where the child makes a truncated or misshapen dystrophin, but they have a normal lifespan though they live with impaired muscle strength. If you can turn a DMD kid into a Beckers kid, you have given them a real life. SRPT is going to succeed, just a matter of time. It's up from 5% to 7% of my portfolio, and its my single biggest holding.
  • J
    JonM
    New in Trends in Molecular Medicine: "Therapeutic Modulation of RNA Splicing in Malignant and Non-Malignant Disease" (a review); discusses SRPT oligos.
  • P
    Papa Fred
    RBC healthcare conference tomorrow! DITRAIN to rock it.
    Bullish
  • K
    Kim
    Let's see, tomorrow tells us if all that investment in infrastructure for this and many other GT drugs is good, It tells us if the commercial drug is viable as a treatment and as safe as the Lab drug, it also it tells us what kind of decision the FDA will make for a path forward. DMD community will be up in arms If FDA makes the path forward a dragged out scenario.
  • N
    Navid
    SRPT releasing Trial results tomorrow, which is actually Doug's (Sarepta CEO) birthday! I believe we are in for good news!
    Bullish
  • J
    Jeff Jones
    Srpt reporting 103 expression and safety results Tmrw. PR happens to be on Doug's birthday
    sly fox
  • j
    jeff
    An important week for Sarepta Unfortunately reality is setting in that in 100 days the Dems have destroyed what it took decades to achieve. The malaise that is spreading because people know how weak this guy is will catch up to the market. No matter how much the Meg tries to protect the guy
  • K
    Kim
    CEO's don't do thing s for no reason, DI scheduled the data release the same day he is doing a investment prez. Must have a lot to say.
  • A
    Austin
    Looks like Jeff is wrong again today
  • M
    Mark
    Looks like FMR sold 1.6M shares in 1st Qtr 2021. Am I reading this wrong? Many adds, but relatively small by comparison.

    SRPT 4,429,653 $330,142 03/31/202
  • N
    Nathan
    What’s up w the jump afterhours
    Bullish
  • c
    cathy
    "We ended our campaign in Sarepta Therapeutics. Sarepta Therapeutics is a leader in Duchenne muscular dystrophy (DMD) drug development. Shares were pressured during the quarter amid a disappointing clinical trial outcome for its DMD gene therapy. We believe the odds of FDA approval for this therapy are lower and the timeline longer. Fortunately, we controlled for this risk by keeping this holding in the GardenSM. While Sarepta’s pipeline of gene therapies for neuromuscular disorders remains attractive, we exited our position given this setback. 
  • K
    Kim
    I can imagine 130, on the 103 data. Most knowledgable observers realize every kid getting better, is only good news if the commercial drug is viable, results with a small batch lab drug are a different kettle of fish. If the commercial drug has better efficacy for D and CK, and positive fibers this could go thru the roof. Like the B of A girl stated any day now.
  • S
    Steve
    Jeff can you please explain to the group why srpt is up today while the rest of the market is being decimated ? You haven’t posted in several hours and speaking for myself I know I miss your wisdom.

    Thanks
  • K
    Ken
    Banjo - Like yourself, I've been on this company message board for years and years. I've seen you sink into a much darker place verses where you have been in the past. What happened man? Gotta hang in there buddy. Regarding your post below: I agree with you 100% - you can not have it both ways. You can't create an incentive for innovation, only to realize that innovation and then cry when it's time to pay off the incentive! That is part of the deal! You provide VC, and if I create then you get rich. Easy to understand. I get what you are saying, and I agree with you. There is a reason why true innovation is so costly, and also so rare to find. True innovation! Not "me too" BS with shiny new packaging, but a legitimate, new innovation that is truly transformative in nature and redefines the "gold standard". Why do you think all of the innovation comes from the US? Capitalism baby. Where we run into problems is when the companies take advantage of regression and lack of originality. NOT COOL! I'd also argue that in the US, we are pretty darn close to a nice balance of Socialism and Capitalism. "Free" education through grade 12. "Free" healthcare for the impoverished. Free healthcare for the elderly. If any US inhabitant walks into an emergency room with their arm blown off, guess what? You won't get turned away, even if you have no means to pay - consider that "free" as well. Those, and other examples are all shades of Socialism. The problem, and what makes me sick, is that people think it needs to be all or none. Well, it does not need to be all or nothing. We need to do a better job of redefining the balance and do a better job discussing that a balance is "OK" and that it does not need to be all or none. Some people get that, others want to "pick a side" and fight to the end.

    Now, this message board is meant to share info regarding this company we all love. This wonderful little company from Cambridge, MA who is going to find a treatment for horrible diseases that relentlessly robs children of precious time. I listened to the BofA call earlier today, and I LOVED it. The CEO is solid, and confident! And I have 100% faith and confidence in him, and his leadership team. This company is going to succeed and thrive! In my opinion, not a matter of "if", but "when". Look at all the great companies out there - not build in a day! It might not feel good right at the moment, but remember this quote from the oracle:

    "The stock market is a device to transfer money from the impatient to the patient". GLTA! - KC
  • s
    steven
    We closed at 70.84 on fri 4/30, so after ppmo data and corporate update and earnings, stock is flat
  • j
    jeff
    Here’s the deal after listening to a Ingram. He makes big deals out of trials market assumes will be fine. And the fact is Pfizer is dosing kids now. We hope to begin dosing kids next year. We had a 2 year lead. Now they have a substantial lead. Period
  • s
    steven
    We closed a little over 77 on May 3 the day they dropped the Ppmo data, down 4 since then. Not sure what news will actually move this higher.
  • s
    steven
    Kim, I was wondering where are all the millions from the many bios who you said were lining up to license our ppmo technology
  • P
    Papa Fred
    Upbeat BofA Q&A webcast just ended. DITRAIN back on track.
    Bullish