Combined Therapies for DMD, page-4

Pouring salt into the wound, Sarepta's management didn't provide much insight into the future of these two high-value DMD therapies during the company's third-quarter conference call last week, either. So, the long-term fate of the biotech's first-generation of DMD therapies is arguably now in question, especially with Japan's NS Pharma potentially set to enter the field in 2020 with viltolarsen. All this bad news, however, masks a deeper truth about Sarepta's underlying value proposition. The fact of the matter is that the biotech's broader pipeline of DMD therapies -- such as the micro-dystrophin gene therapy platform -- makes it the company to beat in the DMD space. Stated simply, Sarepta will almost certainly retain its virtual monopoly over DMD in perpetuity, despite these competitive challenges. What does Sarepta's dominance in DMD mean in terms of dollars and sense? Even with just a 50% market share, the company's DMD revenue should easily top $4 billion in the next decade, and there's a realistic chance that this peak revenue figure could exceed $5 billion.So, while investors might be disappointed that Sarepta may no longer be in line to gobble up 75% to 80% of the entire DMD market following this regulatory setback, the company's market cap arguably comes across as a misprint at a paltry $7.1 billion. After all, Sarepta is also pursuing other high-value rare-disease indications outside of DMD that could push its annual revenue haul to well over $10 billion by 2030. Bottom line: Sarepta has the pieces in place to possibly be the next Vertex Pharmaceuticals, an orphan-drug specialist whose stock has appreciated by a whopping 395% over the last decade.
—————————————
Itsagas: Is so excited what’s to come in the next 4 weeks and will be attending the AGM in Melbourne on the 11/12/19....
Scott Powers from JP Morgan’s is correct when he said Sarepta would be interested in ANP,,,The article above says it all ......
Sarepta annual revenue will be $10 billion in 2030...
Japan Ns Pharma could enter the DMD space however both these Pharmas will need to curtail the inflammation in order to make their drugs more efficient...

Anp with the only inflammation drug moving ftoward in the World .
Esop was well accepted by shareholders and if by the AGM the shares are travelling at 50c the Directors will have to pay 75c ... however in 4 years the sp will be over $5...imo..