Seeking Alpha

Deutsche comments on Sarepta after Prosensa misses with drisapersen

  • Deutsche's Robyn Karnauskas is out with commentary on what Prosensa (RNA -69.8%) and GlaxoSmithKline's (GSK +0.6%) drisapersen data means for Sarepta (SRPT +2.4%)
  • Long story short, it's a good news-bad news scenario.
  • The good news is that this is now a one-horse race and that horse's name is eteplirsen. If the DMD treatment gets approved, it's obviously better to be the only drug on the market than to have competition.
  • The bad news is that DEMAND-III "highlights it is difficult to design a clinical trial in this patient segment" and presents some uncertainty regarding "what the FDA requirements [will be] for [eteplirsen] clinical trials."
  • Also: Stifel is apparently out with a positive call for SRPT
  • More here
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