Sarepta Therapeutics (SRPT)

[Joseph_K]

I was pleased with yesterday's earnings and conference call. It also made me realize how much I know about blarcamesine! That is, I couldn't follow any of the discussion about Sarepta's research and trials in the call. But the expectation of broad insurance coverage and drug administration of the gene therapy before year's end has me optimistic enough to hold on to my now not-insubstantial Sarepta holdings through at least the first 2024 earnings report (assuming things appear to be proceeding as indicated yesterday).

Your calculation on Investor Village for administrations of the gene therapy will obviously have to slow down as, from what I gathered from the call, only 400 children per year are diagnosed with Duchenne. (Hmm, I just asked Google Bard, which replied, "According to the CDC, about 1 in 5,000 live male births in the United States are affected by Duchenne muscular dystrophy (DMD). This means that about 200 new cases of DMD are diagnosed in the US each year.") I guess, OTOH, it's a big world out there to expand into, though most of it will not be coughing up millions of dollars per child. (I hope there's some sort of charitable solution for them over time. What a horrible disease.)

Also, it was interesting, for a change, compared to Anavex, to hear a conference call with all these questions from analysts who work for companies I'd already heard of!