Biotech Values

[ghmm]

SRPT - DMD:

With their balance sheet I wouldn't bet on them doing a significant deal at this point. I think their priority would be to develop their next generation PMO's. Art Krieg (who should know) on twitter said they should be significantly more potent/better uptake.

PFizer has an interesting program in DMD though its hard to get a status update with them being so big. I'd imagine someone like that would be more likely as they have the resources to try to combine different MOA's.