The Time for DMD Gene Therapy is Now: A Chat with the MDA | BioSpace, page-3

George,

Some big bets being placed on Gene-Therapy for DMD...

Roche paid Sarepta US$1B for rights of their IP outside US.

Pfizer paid AskBio US$700m for their IP in 2016, this was barely P1 stage.

So the market has spoken, Diamond is correct in referring to Roche / Sarepta deal as a guide post for potential ATL1102 licensing value.

All the gene therapy players are targeting dystrophin production: Sarepta, Pfizer and Solid Bio.

All of them will require effective control of inflammation to achieve maximum efficacy = combination therapy will be the way to go.

Not surprised Big Pharma has been making enquiries, combination therapy opens up the vault to a $6B market.