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Biotech / Medical : Immunomedics (IMMU) - moderated
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From: ghettogoulash6/16/2025 11:21:58 AM
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erippetoe

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Was only holding 125 shares of SRPT at $100+. Added 400 today, now at 975. These deaths were in frail patients with advanced disease and no options. Sarepta and FDA may have been too ambitious in targeting non-ambulatory; FDA will decide. At $1.9B market cap, the stock is being priced as if Elevidys will be pulled from the market altogether AND the three approved exon-skipping therapies ($1B annual revenue) are in jeopardy as well.

Elevidys revenue may take a hit in ambulatory indefinitely, but there was already a backlog of patients at primary sites. (In the BoA interview last month, CEO Ingram's #1 objective was ramping up secondary and tertiary sites.) If non-ambulatory is pulled from the label, that cuts revenue projections by upwards of 33%, according to Chatgpt.
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