Biotech Values

[DewDiligence]

SRPT—Barron’s gloats over last week’s cover story, in which it said SRPT had a better chance at FDA approval than BMRN:

http://www.barrons.com/articles/rivals-woes-bode-well-for-sarepta-1448687233

Sarepta Therapeutics now appears to have the only approvable drug for Duchenne muscular dystrophy following a very critical recent assessment by Food and Drug Administration scientists of competitor BioMarin Pharmaceutical ’s drug, drisapersen, and a negative review of the BioMarin drug last Tuesday by an FDA advisory panel.

Barron’s highlighted the closely watched contest between the two companies in last week’s cover story [#msg-118671750]. We gave a strong edge to Sarepta because its drug, eteplirsen, showed encouraging clinical data, evidence of meaningful production of dystrophin...and a favorable safety record [emphasis added].

Maybe. The passage in bolded text is debatable—particularly the reference to "meaningful production of dystrophin."