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Friday, June 29, 2018

Sarepta may have upside from new indications: Goldman


Goldman Sachs analyst, Salveen Richter, reiterated his Buy rating on shares of Sarepta Therapeutics (NASDAQ: SRPT) after meeting with the company’s CEO Doug Ingram, CFO Sandy Mahatme and VP of IR Ian Estepan. The company stated that it plans to meet with the FDA in the near-term to discuss the registrational path to approval and
manufacturing bridging strategy for its planned cohort C (n=24, age 4-7) study in DMD, positioning for a gene therapy launch as early as 2020 (vs. GSe 2023), where the company appears to have first-mover advantage.
The analyst stated “as a multi-platform company (gene therapy, RNA, gene editing), SRPT will target multiple neuromuscular indications outside of DMD beginning with Limb-girdle muscular dystrophy (not in our estimates) where we see a significant opportunity (~70% of DMD through current studies) with initial biopsy data in 1Q19
and we anticipate further business development activities”.
No change to the price target of $203.

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