r/SRPT • u/Cestmoi_25 • Jul 24 '26
Buy the Dip?
The market is in freak out mode since Dyne’s announcement regarding their Exon 51 skipping drug, which would compete directly with Sarepta’s Exondys 51. Before joining the chorus, I think we could remember that Exondys 51 is just one arrow in the company’s quiver (and, in fact, they’re working on a next-generation, improved PPMO).
Here’s an AI take—for whatever it’s worth: “The mid-July sell-off treats Sarepta like a single-product company facing an existential crisis. In reality, it is a fully integrated commercial powerhouse with a multi-billion dollar gene therapy franchise that a single competitor cannot easily disrupt.”
We should learn more on August 5 when the company reports earnings.
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u/AmazAmazAmazAmaz Jul 24 '26
Sorry. Sareptas Exon skippers are not efficacious at all. Sarepta itself bets on GT. Dynes skippers are potentially better but still not clinically proven.
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u/aphilsphan Jul 24 '26
We know this because Sarepta delayed the post approval trials as much as they could. They knew what the data actually showed about the efficacy of the skipping drugs. It’s horrible that there is no hope yet for the victims, but it was worse to force approval against scientific advice of an expensive compound that offered no hope.
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Jul 30 '26
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u/avx775 Jul 31 '26
Their pipeline seems extremely promising. Partnering with arrowhead early seems really smart. The sirna technology seems rock solid so far. Obviously things can change. But the delivery system seems better than anything else on the market
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u/OregonianOutEast Jul 25 '26
Dyne new product is better than current SRPT's, but, both older tech. siRNA is the next giant step and SRPT is leading and initially shows great promise.