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Biotech / Medical : Immunomedics (IMMU) - moderated
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To: stockdoc77 who wrote (63239)8/22/2025 2:25:39 AM
From: ghettogoulash1 Recommendation

Recommended By
erippetoe

   of 63276
 
I assume you mean $500M for Elevidys in 2026. I think there's a good chance revenue is $200M next quarter. First, the therapy is back on the market due in large part to demand from the Duchenne community. Secondly, 2025 revenue for Elevidys was lowered in Q1 to a robust $1.3B to $1.6B (roughly) due in large part to a backlog of patients at primary sites. Ingram said at the time that the company's #1 objective was ramping up secondary and tertiary sites. So in my view, however many patients were potentially lost in the media sh*t storm in Q2 could easily be replaced by pent-up demand if not in Q3, then Q4.

Besides siRNA, the other lottery picks are non-ambulatory and LGMD. In regards to the latter, Ingram said in May that preliminary data for SRP-9003, which has been embargoed for a conference in October, was extraordinary, hit the primary endpoint, and the company would be filing a BLA before the end of the year. I'm guessing they are now seeking to license that indication.

In a related story, AF is now blaming Sarepta for ruthlessly halting its other two LGMD trials. Boy does this pig love to slop around in the muck on both sides of the fence:

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