q********g
发帖数: 10694 | 1 观点很象这里Jenny12以前说的。从中也学习到一些分析医药股的方法。例文欣赏。
http://seekingalpha.com/article/895051-sarepta-therapeutics-loo
Sarepta Therapeutics Looks Highly Undervalued
September 28, 2012 | 37 commentsby: Sean Anderson | about: SRPT
R.S. Analytics wrote up the long case for Sarepta Therapeutics (SRPT)
earlier this month here. I agree with that thesis, and won't bore everyone
by repeating it here since R.S. did such a great job telling it already.
There are, however, a few points that I'd like to expand on.
In ... 阅读全帖 |
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b*****p
发帖数: 9649 | 2 FDA tells Sarepta new drug filing for eteplirsen 'premature'
Sarepta provided an update on its discussions with the FDA regarding its
planned New Drug Application submission and confirmatory clinical study with
eteplirsen for the treatment of Duchenne muscular dystrophy. Citing recent
developments since Sarepta's last meeting with the agency, including a
failed study with a competitive product and recent natural history data in
DMD, the FDA indicated the new data raise "considerable doubt" about... 阅读全帖 |
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T*C
发帖数: 5492 | 4 Sarepta Therapeutics (SRPT) +119.4% premarket after announcing its exon-
skipping compound eteplirsen achieved a significant clinical benefit after a
36-week PhaseIIb study in the treatment of Duchenne muscular dystrophy
patients. |
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b*****p
发帖数: 9649 | 5 原来指望Eteplirsen能直接通过，现在FDA said it is premature. |
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s*******d
发帖数: 3786 | 7 DMD is very rare disease. Estimated DMD patients can be treated by
eteplirsen is only 1,800 in the US.
Betting on dead cat bounce is fine. No long. |
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v**********m
发帖数: 5516 | 8 only 4 patients under treatment with 4 controls.
Eteplirsen has solid science on animal models though ,it may fail at trial 3.
武～ |
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