Hier mal ein SA-Artikel zur Konkurrenz:
Why Now Is The Time To Get Behind Sarepta Therapeutics Apr. 1, 2014 2:41 AM ET
About: SRPT by: Kyle Fishman 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...)
Summary
•Blockbuster drug: Eteplirsen produced convincing phase 2 test results, with strong possibility of accelerated approval in the near future.
•Urgent need to treat rare fatal disease Duchenne Muscular Dystrophy, leading genetic killer of children.
•Strong public support sends petition to the White House to push this forward.
•Undervalued stock price doesn't reflect potential upside.
While Sarepta Therapeutics (SRPT) is a high-risk investment, it serves a solid purpose with a solid goal, and offers an enormous amount of upside both in the short term and in the long term.
While it has approximately fifteen drugs in its early-stage pipeline, the stock's trading is primarily influenced by its lead drug, Eteplirsen, to treat Duchenne Muscular Dystrophy, a fatal disease that affects 1 in every 3,500 boys, causing them to lose mobility and eventually die around age 20. There is no cure for it. In October 2012, Sarepta's stock jumped from $14 to $45 on the news of Eteplirsen's amazing phase 2 trial results, which revealed that the drug not only slowed the disease's progression, but reversed the disease's effects, increasing mobility and adding strength. The drug was also found to be completely safe with no side effects.
If Eteplirsen is approved, it will likely have the whole market to itself, as there is nothing out there quite like it. It is a monopoly in the making. ... http://seekingalpha.com/article/2119423-why-now-is-the-time-…
Wie solide der Bericht angesichts der getroffenen Aussagen ist, kann ich nicht einschätzen, aber wenn das Marktpotential wirklich so wäre und Santhera die Zulassung bekommt ...
Grüße
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