$SAVA

@adamfeuersteinJul 24, 2025 · 12:35 PM

This week's Biotech Scorecard digs deeper into the Sarepta $SRPT #Duchenne gene therapy debacle. 1. Sarepta may not survive. If Elevidys cannot return to the market (and STAT's reporting this week suggests it will not) the company is facing a severe cash flow and debt crisis. I dig deeper into the numbers. 2. Putting business and stock prices aside, this week has been wrenching for Duchenne families. On this week's Readout LOUD podcast, we spoke with the mother of a boy who was treated with Elevidys. She wants Sarepta and the FDA to reach an agreement that returns Elevidys to the market. Listen when the episode drops tonight. 3. What happens to Doug Ingram? His future as CEO hinges on two of the eight Sarepta board members, including investor Rick Barry. Remember him? Yes, he's the $SAVA guy, too. I take a closer look at some weird Sarepta board dynamics. Want to read more? The web edition of this week's newsletter can be read at the link below.