I am not saying SRPT will not pursue combinations in fact I would be surprised if they don't AT SOME POINT. My thinking is they have limited resources at present with trying to get other exon's developed and then their next generation PPMO technology which I think they will priorities over spending a lot of capital (human and financial) on a big deal. To do these small preclinical collaborations costs them practically nothing in terms of resources so why not do them. To fully develop another technology in combination with exon skipping will take a lot more resources which I think they won't do for a couple years.
I think combination approaches in general make a lot of sense especially since the efficacy is limited. Once a company has an approved drug I think competitors are more interested in combining then the first to market (in general). Sarepta of course is a unique situation so we will see.
Just to add to my skepticism on SMMT. It should be noted they are now on (at least) their third formulation of their Utrophin modulator. I think with their current market cap the street is sorta saying show me you have it figured out. I know that is one of the main things that keeps me from even a small position.
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