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Posted by
Two Blokes Jun 16 -
Filed in
Stock
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9 views
Sarepta's stock collapsed due to ELEVIDYS safety concerns, regulatory setbacks, and reduced revenue guidance, but I see potential upside at current prices. ELEVIDYS's safety profile, especially in non-ambulatory patients, led to shipment suspension and a significant reduction in peak sales estimates. Despite setbacks, Sarepta's first-mover advantage, deep pipeline, and gene therapy leadership support a high-risk, high-reward investment thesis.
