Sammy, I note Sarepta's share price down another 12%...

Sammy,

I note Sarepta's share price down another 12% overnight...pressure is on!

Still have market cap AU$9 Billion...and cash of AU$2.8 Billion.

One would think their CR of US$500m last week would be related to investment / licensing / acquisition of complimentary assets either for DMD or LGMD ???

It would either be ANP or Capricor...the other players in DMD would fit imo.

Any deal of $300m to $500m upfront would see floor price of $1.5 for ANP.

HOWEVER - if they announce plans for MS Phase 2B...then Itsa's $2 by Christmas comes into play.

Will we see the PLATFORM strategy playout in the next 6 months?

I think so.
.