Sarepta Therapeutics Inc
WKN: A1J1BH / ISIN: US8036071004Sarepta Therapeutics -Thread-
27.02.13 20:02
#26
ralfi1962
Gute
News für SRPT.
GSK´s Prosensa hat ernsthafte Probleme / side effects
http://www.thestreet.com/story/11854354/1/...ts-hospitalizations.html
GSK´s Prosensa hat ernsthafte Probleme / side effects
http://www.thestreet.com/story/11854354/1/...ts-hospitalizations.html
27.02.13 21:10
#27
BusinessPlaya
sehr
Gute entwicklung! Hier gibts noch past interessante neue artikel
http://finance.yahoo.com/q?s=SRPT&ql=0
http://finance.yahoo.com/q?s=SRPT&ql=0
28.02.13 12:11
#28
MeinMotto
31,50 $ gestern nicht schlecht
Bin gespannt, wo die Reise hingeht.
Die Vorzeitige Zulassung kommt voll in fahrt. :-)
Die Vorzeitige Zulassung kommt voll in fahrt. :-)
28.02.13 20:12
#29
MeinMotto
Sehr volatil unsere Sarepta
und das schon seit Monaten.
Nichts für schwache Nerven - Aber gut für Trader..
Nichts für schwache Nerven - Aber gut für Trader..
05.03.13 10:33
#31
MeinMotto
Nächster Termin
Webcast
Q4 2012 Sarepta Therapeutics Inc Earnings Conference Call (Live)
03/07/13 at 8:00 a.m. ET
Quelle www.sareptatherapeutics.com
Q4 2012 Sarepta Therapeutics Inc Earnings Conference Call (Live)
03/07/13 at 8:00 a.m. ET
Quelle www.sareptatherapeutics.com
14.03.13 18:43
#33
MeinMotto
Einschätzung
Quelle
http://finance.yahoo.com/q?s=SRPT&ql=0
Disclosure: I am long SRPT. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More...)
Sarepta Therapeutics (NASDAQ: SRPT) is a company that I have been following quite closely after its monster rally on October 3rd 2012. I finally pulled the trigger and bought SRPT at an average cost of $26.80/share in early February of this year, which has provided almost 16% gains thus far.
Not only am I interested in the pipeline potential in muscular dystrophy, but I'm overall quite bullish on the RNA drug sector based on the science itself. RNA drugs will bring a whole new way to manipulate cell physiology, which leads to applications in many different indications.
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While Sarepta attracts the most attention from its flagship drug eteplirsen these days, it's important to remember that the company also has valuable RNAi-based technology at its fingertips that will be able to take part in this new class of drugs.
Although I believe that Sarepta is very well suited for "buy and hold" investors looking at multi-year trades, an upcoming end-of-phase II meeting with the FDA should get some short-term speculators interested on both sides of the SRPT trade.
This is because the bullish argument for Sarepta in the short term is based on the idea that the FDA will allow Sarepta to submit an early approval application for the breakthrough therapy eteplirsen for the treatment of Duchenne Muscular Dystrophy.
Many short-term bears think that eteplirsen will have to provide phase III data before receiving FDA approval. This would delay the company's overall progress, delay gratification (in the form of eteplirsen revenues) and incur additional costs for EPS-negative Sarepta.
So it seems that both sides seem to agree that early approval would be a big deal for eteplirsen and Sarepta from an investing standpoint, but there is some disagreement on the outcome.
The end-of-phase II meetings are expected to occur within the next few weeks (before the end of March 2013), and given its timing I think that Sarepta's related press release will be out in the first week of April.
If eteplirsen gets the nod from the FDA and has an application filed in the near future, SRPT will probably become a $40 stock based on the sales potential for eteplirsen and Sarepta's similar DMD drugs. Recall that SRPT was trading at this level right after the release of eteplirsen's phase IIb data in 2012.
While there aren't many patients, orphan drugs for rare, deadly diseases have substantial pricing power and much more viability when it comes to reimbursement. This would be especially true for eteplirsen due to a complete lack of competition. From what we can tell, doctors will want their DMD patients on this therapy as soon as it's available.
Personally, I will be staying long SRPT due to my guess that eteplirsen has a better than even chance of getting FDA approval without a phase III trial. Like mentioned earlier, a premature approval for eteplirsen would mean that the drug would not have to go through the long enrollment process for a phase III trial, and conduct the trial itself. This brings
Sarepta a few years closer to potential earnings-positive territory, and gives them quicker revenue that can be used for pipeline development.
If the FDA doesn't offer an early route to approval for the drug, SRPT may drop in the short run but still offers a long-term RNA drug developer play that I would be comfortable holding.
Those who don't want major exposure to binary catalysts like the one we are about to see can simply reduce the size of their position, or exit now and come back later to avoid the uncertainty - although the FDA's increasing leniency towards drug developers in recent years leads me to believe that eteplirsen is coming to the market sooner rather than later.
http://finance.yahoo.com/q?s=SRPT&ql=0
Disclosure: I am long SRPT. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. (More...)
Sarepta Therapeutics (NASDAQ: SRPT) is a company that I have been following quite closely after its monster rally on October 3rd 2012. I finally pulled the trigger and bought SRPT at an average cost of $26.80/share in early February of this year, which has provided almost 16% gains thus far.
Not only am I interested in the pipeline potential in muscular dystrophy, but I'm overall quite bullish on the RNA drug sector based on the science itself. RNA drugs will bring a whole new way to manipulate cell physiology, which leads to applications in many different indications.
2,787 people received this article by email alert
Add your email to get alerts on SRPT too:
Get email alerts on SRPT »This article was sent to 254,609 people who get the Investing Ideas newsletter. Get the Investing Ideas newsletter »
While Sarepta attracts the most attention from its flagship drug eteplirsen these days, it's important to remember that the company also has valuable RNAi-based technology at its fingertips that will be able to take part in this new class of drugs.
Although I believe that Sarepta is very well suited for "buy and hold" investors looking at multi-year trades, an upcoming end-of-phase II meeting with the FDA should get some short-term speculators interested on both sides of the SRPT trade.
This is because the bullish argument for Sarepta in the short term is based on the idea that the FDA will allow Sarepta to submit an early approval application for the breakthrough therapy eteplirsen for the treatment of Duchenne Muscular Dystrophy.
Many short-term bears think that eteplirsen will have to provide phase III data before receiving FDA approval. This would delay the company's overall progress, delay gratification (in the form of eteplirsen revenues) and incur additional costs for EPS-negative Sarepta.
So it seems that both sides seem to agree that early approval would be a big deal for eteplirsen and Sarepta from an investing standpoint, but there is some disagreement on the outcome.
The end-of-phase II meetings are expected to occur within the next few weeks (before the end of March 2013), and given its timing I think that Sarepta's related press release will be out in the first week of April.
If eteplirsen gets the nod from the FDA and has an application filed in the near future, SRPT will probably become a $40 stock based on the sales potential for eteplirsen and Sarepta's similar DMD drugs. Recall that SRPT was trading at this level right after the release of eteplirsen's phase IIb data in 2012.
While there aren't many patients, orphan drugs for rare, deadly diseases have substantial pricing power and much more viability when it comes to reimbursement. This would be especially true for eteplirsen due to a complete lack of competition. From what we can tell, doctors will want their DMD patients on this therapy as soon as it's available.
Personally, I will be staying long SRPT due to my guess that eteplirsen has a better than even chance of getting FDA approval without a phase III trial. Like mentioned earlier, a premature approval for eteplirsen would mean that the drug would not have to go through the long enrollment process for a phase III trial, and conduct the trial itself. This brings
Sarepta a few years closer to potential earnings-positive territory, and gives them quicker revenue that can be used for pipeline development.
If the FDA doesn't offer an early route to approval for the drug, SRPT may drop in the short run but still offers a long-term RNA drug developer play that I would be comfortable holding.
Those who don't want major exposure to binary catalysts like the one we are about to see can simply reduce the size of their position, or exit now and come back later to avoid the uncertainty - although the FDA's increasing leniency towards drug developers in recent years leads me to believe that eteplirsen is coming to the market sooner rather than later.
25.03.13 17:36
#34
MeinMotto
Die Analysten sind
guter Dinge bei Sarepta :-)
Nächster Halt bei 45 $ ?
Nächster Halt bei 45 $ ?
26.03.13 15:31
#36
MeinMotto
Gerade schon über 36,40 $
Hammer, bin gespannt, wie das bei Sarepta weiter geht.
02.04.13 20:22
#39
MeinMotto
Analysten - Kommentare
Quelle: http://www.reuters.com/article/2013/04/02/...ntFilingsNews&rpc=43
New-look Sarepta eyes approval for muscular dystrophy drug
Tue Apr 2, 2013 1:51pm EDT
* Under new CEO, Sarepta focused on Duchenne muscular dystrophy drug
* Strong mid-stage trial more than doubles company's value
* Investors hope for fast-track approval; some analysts cautious
* Analysts expect company to relay FDA feedback in April
By Zeba Siddiqui
April 2 (Reuters) - After three decades without bringing a drug to market, Sarepta Therapeutics Inc stands on the verge of a breakthrough with its treatment for a crippling genetic disorder that affects one in every 3,500 newborn boys.
If U.S. regulators fast-track approval of its treatment for Duchenne muscular dystrophy, as some investors are betting, it would complete a remarkable turnaround for the company that began life as AVI Biopharma in Corvallis, Oregon, 33 years ago.
Sarepta's stock has more than doubled in value since October, when its drug, eteplirsen, yielded positive results in a mid-stage trial. The company has a market capitalization of $1.1 billion.
Duchenne muscular dystrophy, or DMD, is classed as an orphan disease -- a condition affecting fewer than 200,000 people. More than a quarter of the 39 new medicines approved in the United States last year were designated for such diseases.
It's an area that has grabbed the attention of drug developers in search of a unique product that can command a high price. There are no approved treatments for DMD.
"Sarepta has the product and development platform necessary to join the ranks of other successful companies that target rare diseases," William Blair & Co analysts said last month as they launched coverage with an "outperform" rating on the stock.
The company also has renewed focus, analysts say -- something that Chief Executive Chris Garabedian says was missing when he took over on Jan. 1, 2011.
"At that time, the company's potential was under-appreciated, because we didn't have robust clinical data in any disease area and our business lacked focus," he told Reuters.
Garabedian, formerly vice-president of corporate strategy at Celgene Corp, arrived at Sarepta - then AVI - following a management shake-up led by private investor George Haywood and Meldrum Asset Management. The name-change followed in July 2012.
"The change is night and day, frankly," Haywood, referring to the company before and after the management changes, said by telephone.
Haywood, who holds a bachelor's degree in biology from Harvard University, began investing in AVI in the early 2000s. He was the biggest single shareholder by 2005; his most recent filing, dated Dec. 31, 2011, discloses a 3.8 percent stake.
Meldrum Asset Management owned 4.9 pct as of Dec. 31, 2011.
"There are a lot of great technologies around, but some of them don't develop because you don't have the right management that can identify areas to focus on, like Chris identified DMD," Haywood said.
Sarepta's Nasdaq-listed shares closed at $35.79 on Monday, eight times the value of AVI's stock at the start of 2012 and up 139 percent since Oct. 2, the day before the company reported that eteplirsen had significantly improved the walking ability of patients in the trial.
Nine of the 10 brokerages tracked by Thomson Reuters StarMine recommend buying Sarepta stock. Their mean price target is $42; five of the analysts rate the company a "strong buy".
The one analyst who has a "sell" rating -- Steve Brozak of WBB Securities -- pointed out that the mid-stage trial responsible for the recent stock bump was conducted on just 12 patients.
Company officials met with the U.S. Food and Drug Administration last month, and analysts said the company probably asked that eteplirsen's approval be accelerated.
Its case is bolstered by support from such nonprofits as Parent Project Muscular Dystrophy, CureDuchenne, Action Duchenne and the Muscular Dystrophy Association.
"GREAT PROMISE"
DMD usually appears in infancy and leads to severe muscle loss and eventual death.
It is caused by the body's inability to produce a key protein called dystrophin, which helps in building muscles. To date, the disease has been treated by using corticosteroids -- a man-made replica of the cortisol hormone -- to slow progression.
This treatment, however, comes with side-effects such as weight gain, growth retardation, glucose intolerance, said Dr. Valerie Cwik, director of the Tucson, Arizona-based Muscular Dystrophy Association.
The gene responsible for producing dystrophin contains a series of 79 sections, called exons. When one or more of these exons are absent, the entire chain is disrupted and the body is unable to produce the muscle-building protein.
Eteplirsen is designed specifically for DMD patients whose 51st exon is absent. It helps the body to skip this particular exon so that dystrophin can continue to be produced.
"Eteplirsen not only treats one of the underlying causes of the disease, but also helps produce dystrophin and appears to be very safe," said Cwik, who has treated DMD patients for 15 years.
Christopher Marai, a San Francisco-based analyst at Wedbush Securities, estimated the annual price of a course of eteplirsen therapy at between $350,000 and $400,000.
"It's probably a $400 million to $600 million drug, conservatively," he said in estimating the annual contribution of eteplirsen sales to Sarepta's revenue.
Accelerated approval is not a foregone conclusion. The company, headquartered these days in Cambridge, Massachusetts, is expected to release details of the FDA's guidance this month.
Dr. Ravindra Singh, professor of RNA Biology & Molecular Genetics at Iowa State University, said the study had shown that the drug holds "great promise", but that its effectiveness in larger studies has yet to be tested.
Improvement during the 12-patient study was measured by a test called the six-minute walk that checked each patient's cardiac, respiratory, circulatory and muscular capacity.
Jeffrey Spaeder, chief medical and scientific officer at Quintiles, the largest U.S. pharmaceutical outsourcing services firm, said smaller clinical studies for rare diseases were sometimes accepted by the FDA as fewer patients are available.
Some analysts -- including Deutsche Bank, which began coverage of Sarepta with a "buy" rating last month -- have said they believe the company is unlikely to get accelerated approval. Mid-2015 is more realistic, Deutsche analysts said.
"Sarepta is highly controversial because so much investor attention is focused on accelerated approval," the analysts wrote in a note. "Fundamentally, timing of approval does not matter ... but we do expect volatility around this decision."
Liisa Bayko, director and senior analyst for biotechnology equities research at JMP Securities, said Sarepta's stock would probably fall if the FDA does not grant accelerated approval.
"But I think there are many investors who are willing to invest in the company," she said. "There is a lot of support for the technology in the investment community."
New-look Sarepta eyes approval for muscular dystrophy drug
Tue Apr 2, 2013 1:51pm EDT
* Under new CEO, Sarepta focused on Duchenne muscular dystrophy drug
* Strong mid-stage trial more than doubles company's value
* Investors hope for fast-track approval; some analysts cautious
* Analysts expect company to relay FDA feedback in April
By Zeba Siddiqui
April 2 (Reuters) - After three decades without bringing a drug to market, Sarepta Therapeutics Inc stands on the verge of a breakthrough with its treatment for a crippling genetic disorder that affects one in every 3,500 newborn boys.
If U.S. regulators fast-track approval of its treatment for Duchenne muscular dystrophy, as some investors are betting, it would complete a remarkable turnaround for the company that began life as AVI Biopharma in Corvallis, Oregon, 33 years ago.
Sarepta's stock has more than doubled in value since October, when its drug, eteplirsen, yielded positive results in a mid-stage trial. The company has a market capitalization of $1.1 billion.
Duchenne muscular dystrophy, or DMD, is classed as an orphan disease -- a condition affecting fewer than 200,000 people. More than a quarter of the 39 new medicines approved in the United States last year were designated for such diseases.
It's an area that has grabbed the attention of drug developers in search of a unique product that can command a high price. There are no approved treatments for DMD.
"Sarepta has the product and development platform necessary to join the ranks of other successful companies that target rare diseases," William Blair & Co analysts said last month as they launched coverage with an "outperform" rating on the stock.
The company also has renewed focus, analysts say -- something that Chief Executive Chris Garabedian says was missing when he took over on Jan. 1, 2011.
"At that time, the company's potential was under-appreciated, because we didn't have robust clinical data in any disease area and our business lacked focus," he told Reuters.
Garabedian, formerly vice-president of corporate strategy at Celgene Corp, arrived at Sarepta - then AVI - following a management shake-up led by private investor George Haywood and Meldrum Asset Management. The name-change followed in July 2012.
"The change is night and day, frankly," Haywood, referring to the company before and after the management changes, said by telephone.
Haywood, who holds a bachelor's degree in biology from Harvard University, began investing in AVI in the early 2000s. He was the biggest single shareholder by 2005; his most recent filing, dated Dec. 31, 2011, discloses a 3.8 percent stake.
Meldrum Asset Management owned 4.9 pct as of Dec. 31, 2011.
"There are a lot of great technologies around, but some of them don't develop because you don't have the right management that can identify areas to focus on, like Chris identified DMD," Haywood said.
Sarepta's Nasdaq-listed shares closed at $35.79 on Monday, eight times the value of AVI's stock at the start of 2012 and up 139 percent since Oct. 2, the day before the company reported that eteplirsen had significantly improved the walking ability of patients in the trial.
Nine of the 10 brokerages tracked by Thomson Reuters StarMine recommend buying Sarepta stock. Their mean price target is $42; five of the analysts rate the company a "strong buy".
The one analyst who has a "sell" rating -- Steve Brozak of WBB Securities -- pointed out that the mid-stage trial responsible for the recent stock bump was conducted on just 12 patients.
Company officials met with the U.S. Food and Drug Administration last month, and analysts said the company probably asked that eteplirsen's approval be accelerated.
Its case is bolstered by support from such nonprofits as Parent Project Muscular Dystrophy, CureDuchenne, Action Duchenne and the Muscular Dystrophy Association.
"GREAT PROMISE"
DMD usually appears in infancy and leads to severe muscle loss and eventual death.
It is caused by the body's inability to produce a key protein called dystrophin, which helps in building muscles. To date, the disease has been treated by using corticosteroids -- a man-made replica of the cortisol hormone -- to slow progression.
This treatment, however, comes with side-effects such as weight gain, growth retardation, glucose intolerance, said Dr. Valerie Cwik, director of the Tucson, Arizona-based Muscular Dystrophy Association.
The gene responsible for producing dystrophin contains a series of 79 sections, called exons. When one or more of these exons are absent, the entire chain is disrupted and the body is unable to produce the muscle-building protein.
Eteplirsen is designed specifically for DMD patients whose 51st exon is absent. It helps the body to skip this particular exon so that dystrophin can continue to be produced.
"Eteplirsen not only treats one of the underlying causes of the disease, but also helps produce dystrophin and appears to be very safe," said Cwik, who has treated DMD patients for 15 years.
Christopher Marai, a San Francisco-based analyst at Wedbush Securities, estimated the annual price of a course of eteplirsen therapy at between $350,000 and $400,000.
"It's probably a $400 million to $600 million drug, conservatively," he said in estimating the annual contribution of eteplirsen sales to Sarepta's revenue.
Accelerated approval is not a foregone conclusion. The company, headquartered these days in Cambridge, Massachusetts, is expected to release details of the FDA's guidance this month.
Dr. Ravindra Singh, professor of RNA Biology & Molecular Genetics at Iowa State University, said the study had shown that the drug holds "great promise", but that its effectiveness in larger studies has yet to be tested.
Improvement during the 12-patient study was measured by a test called the six-minute walk that checked each patient's cardiac, respiratory, circulatory and muscular capacity.
Jeffrey Spaeder, chief medical and scientific officer at Quintiles, the largest U.S. pharmaceutical outsourcing services firm, said smaller clinical studies for rare diseases were sometimes accepted by the FDA as fewer patients are available.
Some analysts -- including Deutsche Bank, which began coverage of Sarepta with a "buy" rating last month -- have said they believe the company is unlikely to get accelerated approval. Mid-2015 is more realistic, Deutsche analysts said.
"Sarepta is highly controversial because so much investor attention is focused on accelerated approval," the analysts wrote in a note. "Fundamentally, timing of approval does not matter ... but we do expect volatility around this decision."
Liisa Bayko, director and senior analyst for biotechnology equities research at JMP Securities, said Sarepta's stock would probably fall if the FDA does not grant accelerated approval.
"But I think there are many investors who are willing to invest in the company," she said. "There is a lot of support for the technology in the investment community."
02.04.13 20:36
#40
MeinMotto
Keiner in Sarepta investiert?
Gibt es Meinungen?
Ich fühle mich hier so alleine :-(
Ich fühle mich hier so alleine :-(
04.04.13 11:44
#41
MeinMotto
Analyse RW Baird outperform 03.04.2013
Quelle
http://finance.yahoo.com/q?s=SRPT&ql=0
Sarepta Therapeutics - RW Baird initiated coverage of the medical research and drug development company with an "outperform" rating and a price target of $63.
http://finance.yahoo.com/q?s=SRPT&ql=0
Sarepta Therapeutics - RW Baird initiated coverage of the medical research and drug development company with an "outperform" rating and a price target of $63.
09.04.13 22:51
#42
MeinMotto
Heute war Sarepta schon bei 42,20 $
Quelle und Infos auch unter
http://finance.yahoo.com/q?s=SRPT&ql=0
http://finance.yahoo.com/q?s=SRPT&ql=0
14.04.13 11:06
#45
beyerlein
der zug fährt ab! wer will noch mit?
@mein motto:
Ist es nicht schon zu spät bei dem Kurs aufzuspringen?
Gruss
15.04.13 11:08
#46
ralfi1962
@meinMotto
Bist nicht alleine. Bin schon ne ganze Weile dabei.
Schaut alles sehr vielversprechend aus. Guter Artikel im Barrons übers Wochenende.
Brian Skorney ( PCYC Pick letztes Jahr ) hat eteplirsen " a blockbuster in the making" gennant.
Die nächsten 2 Wochen sollten wir von SRPT hören, ob man AA filed oder nicht !!
Jenn + 2 weitere Mütter der DMD Community stehen im ständigen Kontakt mit der FDA ( mit Mrs Hamburg ), letztes Treffen war letzte Woche.
Vorzeichen sind sehr gut !
Schaut alles sehr vielversprechend aus. Guter Artikel im Barrons übers Wochenende.
Brian Skorney ( PCYC Pick letztes Jahr ) hat eteplirsen " a blockbuster in the making" gennant.
Die nächsten 2 Wochen sollten wir von SRPT hören, ob man AA filed oder nicht !!
Jenn + 2 weitere Mütter der DMD Community stehen im ständigen Kontakt mit der FDA ( mit Mrs Hamburg ), letztes Treffen war letzte Woche.
Vorzeichen sind sehr gut !
15.04.13 19:48
#47
MeinMotto
ja, die nächsten 2 Wochen
werden richtig spannend.
Ich hoffe, dass heute die 40$ halten.
Ich hoffe, dass heute die 40$ halten.
30.04.13 20:05
#48
MeinMotto
ja, dann warten wir mal auf die Zulassung
z. Zt. ist hier wohl die Luft raus... :-(
02.05.13 20:49
#49
MeinMotto
Basis scheint erst einmal gefunden
Sarpeta ist wieder auf Kurs nach oben. :-)
07.05.13 15:33
#50
MeinMotto
Pipeline: Marburg Virus News
Sarepta Therapeutics Initiates Dosing in Phase I Multiple Ascending Dose Study of Drug for Treatment of Marburg Virus
http://finance.yahoo.com/q?s=SRPT&ql=0
http://finance.yahoo.com/q?s=SRPT&ql=0