"Prasad" stocks today: $CAPR +11%, $REPL +11%, $QURE +9%. $RGNX $SLDB up, too
$SRPT Elevidys Q4 sales $110M vs consensus $120M At his #JPM26 presentation, CEO Doug Ingram notes 80% of addressable ambulatory DMD patients remain untreated. He sees this a huge opportunity for Elevidys, but I will note it's also the same for $SLDB and $RGNX and others developing next-gen gene therapies.
@bio_clouseau @MauriceOnTW I will get more info and confirm, but I believe $SLDB has said previously that it planned a randomized ex-US study.