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X @Bloomberg
Bloomberg· 2025-07-22 10:06
Sarepta Warnings Came Long Before Its Standoff With US Regulators https://t.co/1OM3iljYEf ...
HC Wainwright's Kapoor talks if Sarepta shares could hit $0
CNBC Television· 2025-07-21 22:16
All right. Well, Surrept is sliding again today and down almost 40% in the last two sessions after reporting a third death linked to its gene therapy portfolio. HC Wayright analysts cutting their price target to $0 today.0 saying they expect Seruptus Duchen musculardrophe drug to be taken off the market leaving no intrinsic value in the stock. Mitchell Kapor is behind the call. He's a senior biotech analyst at HC Wayright.He joins us now. Mitchell, great to have you with us. Thank you Melissa.When you say t ...
X @Bloomberg
Bloomberg· 2025-07-21 22:08
Children’s Hospital Los Angeles paused the use of Sarepta’s gene therapy for Duchenne muscular dystrophy in the wake of rising safety concerns about liver toxicity, adding to mounting challenges for the drugmaker https://t.co/HBmRIgaNhA ...
X @Bloomberg
Bloomberg· 2025-07-21 22:06
Children’s Hospital Los Angeles paused the use of Sarepta’s gene therapy for Duchenne muscular dystrophy in the wake of rising safety concerns about liver toxicity, adding to mounting challenges for the drugmaker https://t.co/WOhmDsWdFS ...
X @Bloomberg
Bloomberg· 2025-07-21 15:35
Market Assessment - HC Wainwright analysts suggest Sarepta shares have zero value [1] - This assessment follows regulatory interactions that could lead to market withdrawal of Elevidys treatment [1] Regulatory Impact - US regulators' actions could result in the withdrawal of Sarepta's Elevidys treatment from the market [1]
Sarepta shares sink on third gene therapy-linked death
Proactiveinvestors NA· 2025-07-18 14:39
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Sarepta shares soar on restructuring, R&D refocus
Proactiveinvestors NA· 2025-07-17 15:49
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
Mizuho's Jared Holz on what is next for Sarepta after second death connected to gene therapy
CNBC Television· 2025-06-16 22:16
For more on Soft's path ahead, Missouo healthcare strategist Jared Holes joins us here on set. Jared, great to have you with us. Um, the management had a call uh this morning and you were on that call.You talked to investors about the call. They highlighted that the the belief that they think that the ambulatory patient segment being treated with this drug could support profitability. But then there didn't seem to be real um comfort uh in in this event not happening in the in that group as well, right.I mea ...
生物技术公司Sarepta盘前下跌30%,公司报告出现第二例基因治疗相关死亡。
news flash· 2025-06-16 08:11
生物技术公司Sarepta盘前下跌30%,公司报告出现第二例基因治疗相关死亡。 ...
Arrowhead Pharmaceuticals (ARWR) FY Conference Transcript
2025-06-09 19:00
Arrowhead Pharmaceuticals (ARWR) FY Conference Summary Company Overview - **Company**: Arrowhead Pharmaceuticals (ARWR) - **Event**: FY Conference held on June 09, 2025 - **Key Speakers**: James Hamilton (CMO and Head of R&D), Vince Ambulone (VP of Finance and IR) Key Points Industry Context - Arrowhead is positioned in the biotechnology sector, focusing on RNA interference (RNAi) therapeutics, particularly for rare diseases and metabolic disorders [5][6][8]. Financial Health - The company has successfully augmented its balance sheet, securing funding through 2028, which allows for multiple potential independent commercial launches [7][8][66]. Product Pipeline - **Plazasiran**: - First independent commercial launch anticipated with a PDUFA date set for November 18, 2025 [5][6]. - Targeting triglyceride lowering for familial chylomicronemia syndrome (FCS) and severe hypertriglyceridemia (SHTG) [6][20]. - Positive data from the PALISADE Phase III study supports its efficacy [6]. - **Ongoing Studies**: - Full enrollment for Phase III studies expected by mid-2025, with completion and subsequent launch into SHTG anticipated in 2026 [7][20]. - Additional studies targeting rare muscular diseases and obesity assets are also in the pipeline, with readouts expected later in 2025 [8]. Competitive Landscape - Arrowhead acknowledges the competitive market for triglyceride-lowering therapies, particularly with Ionis Pharmaceuticals' product, Olezarsen [19][20]. - The company believes that having multiple players in the market will enhance disease state education and patient access [18][20]. Regulatory and Market Strategy - Arrowhead is confident in its communications with the FDA regarding the approval process for Plazasiran, despite the uncertainties in the biotech sector [11][12]. - The company is preparing for potential pricing strategies, considering market dynamics and the competitive landscape [22][23]. Clinical Trials and Safety - The SHASTA-5 study is designed to assess pancreatitis risk in high-risk patients, which is crucial for payer acceptance, especially in European markets [27][28][36]. - Arrowhead is focused on demonstrating a material benefit in reducing acute pancreatitis events to enhance reimbursement prospects [28][37]. Future Developments - Arrowhead is exploring combination therapies with existing GLP-1 agents to enhance weight loss outcomes and improve patient adherence [60][62]. - The company is also advancing its CNS platform, targeting ATAXN2 and tau expression, with clinical trials expected to commence within the next 6-12 months [65]. Business Development - Arrowhead plans to pursue additional partnerships and collaborations to leverage its discovery engine and expand its pipeline [66][68]. - The company is open to product and discovery partnerships, particularly in the cardiometabolic space, to support its commercialization efforts [68]. Conclusion Arrowhead Pharmaceuticals is strategically positioned for growth with a robust pipeline and a strong financial foundation. The upcoming launch of Plazasiran and ongoing studies in various therapeutic areas highlight the company's commitment to addressing unmet medical needs in the biotechnology sector. The competitive landscape and regulatory environment will be critical factors influencing Arrowhead's market success in the coming years.