I keep quiet or I get my head bitten off lol
But the Sarepta / Roche deal is really a whole different ball park it's following the big move into gene therapies and the monster deals big pharma have been putting up to lock in their positions. Sarepta seems to have paid off with their pivot to gene therapies which has been all of their deals to build the platform over the past few years and most of their valuation with brokers has been built around it. Surprised Roche didn't move for buy out or maybe Sarepta weren't selling ?
Roche just finished the Spark buy out for a bit over US $4B and Astellas just took Audentes for $3B, Novartis bought AveXis for $9B etc etc all gene therapy.
Sarepta's 9001 gene therapy had micro dystrophin expression up to 96% in early trials - 24 patient placebo controlled trial with data later this year ? - suggests Roche had a sneak peak ? maybe ? They also plan on starting a 40 patient 2 part study this year with data in 2022 which you'd assume they'd move for approval on if it delivers ?
Chart, page-1093
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