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Re: mcbio post# 204756

Friday, 09/30/2016 5:25:24 AM

Friday, September 30, 2016 5:25:24 AM

Post# of 252218
SRPT / DMD deals:

Perhaps they do a very early (cheap) deal but I wouldn't imagine anything over say $50m.



Perhaps you may be right about possibly a Summit deal sooner rather than later (if data good) but I am not convinced and still sticking to my thesis (CATB easily fits) smile. If it turns out their next generation stuff doesn't do much better (i.e. they don't try to for Exon 51, 45, 53) at getting to muscle/skeletal cells (cardiac pretty important in DMD) or If they do another big equity offer (in addition to selling PRV) in the next year or so I'd change my thinking.

Here is what Art Krieg said about PPMO time line a while back
https://twitter.com/MauriceOnTW/status/738093573980098560

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