Solid Biosciences: SGT-003's Safety Profile Illuminates DMD Gene Therapy Path (Rating Upgrade)

  • Solid Biosciences is approaching key catalysts in DMD gene therapy, with SGT-003 showing promising early safety and efficacy signals. The evolving DMD landscape, especially safety concerns with competitors, enhances the appeal of Solid's muscle-tropic vector and unique R16/R17 domains. Despite significant dilution and ongoing losses, Solid's strong cash position supports its pipeline through 2027, justifying an upgrade from Hold to Buy.