Biotech Values

[mcbio]

SRPT -

And I would suggest the most interesting piece of this excerpt is what I put in italics since the two most common SAE for oligonucleotides are renal issues (almost universal) and blood disorders (although generally thrombocytopenia). In any case the FOIA results will be interesting - especially as the RCT populations get bigger.

Still assuming the biggest thing for SRPT is if their next gen platform (PPMO) gets around, or at least improves upon, any safety concerns for Etep.

Separately, there's still the GT programs as well. FWIW, I threw in the towel on SMMT's ezutromid as SRPT barely even mentions that drug on CCs and SMMT CEO has made remarks as well in CCs to the effect of potential concerns about whether the diagnostic they are using in the ongoing P2B will be adequate. Didn't really inspire confidence for me in the ongoing trial set to read out next year (they also significantly pushed back the readout of this trial which may well be another red flag).