Awesome development, and Biogen not the only one Geroge.
Both Roche and Pfizer have had set-backs recently in the rare disease space. Lots of dry powder sitting on the sidelines.
The monkey tox study is key - when tox results come in positive, we will see a monumental shift in risk appetite. We need to get over the 6 month dosing limit.
The challenge for Sarepta is that they are too small for the potential value of ANP should we get positive P2B.
IMO Sarepta will get swallowed up by Roche or Pfizer, eventually...then ANP could be part of that equation.
Hope the Board is planning that NASDAQ listing so we can get full exposure as milestones are met during the next 12 months.
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Awesome development, and Biogen not the only one Geroge. Both...
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