$SRPT 0.59 Developing

Notable posts

• @wallstengine bearish 64 eng

  $NVS shares are falling as much as 10% after Novartis’ del-desiran failed the pivotal Phase 3 HARBOR study in myotonic dystrophy type 1, missing its primary endpoint on muscle function. It’s Novartis’ second major late-stage trial setback in a matter of days, following the failure of its cardiovascular drug pelacarsen. The read-through is also hitting other DM1 developers, with $DYN down ~30% and $SRPT down ~16% premarket, as investors reassess whether targeting toxic DMPK RNA will reliably translate into functional improvement.

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• @wallstengine neutral 46 eng

  Sarepta $SRPT said the FDA accepted applications to convert AMONDYS 45 and VYONDYS 53 from accelerated approval to traditional approval. PDUFA date: Feb. 28, 2027. Submissions are backed by Phase 3 ESSENCE data, real-world evidence and safety data, though ESSENCE did not meet its primary endpoint.

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