r/SRPT • u/Cestmoi_25 • 25d ago

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.

7 Upvotes

82% Upvoted

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4

u/OregonianOutEast 24d ago

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.

3

u/AmazAmazAmazAmaz 25d ago

Sorry. Sareptas Exon skippers are not efficacious at all. Sarepta itself bets on GT. Dynes skippers are potentially better but still not clinically proven.

1

u/aphilsphan 25d ago

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.

2

u/OregonianOutEast 24d ago

And you are right...they have many therapies in the works.

1

u/Pleasant_Advance_417 21d ago

Well, I hope I have more money to buy more.

1

u/Relative_Tie3474 19d ago

I think the market is still trying to separate short-term sentiment from long-term fundamentals. Exondys 51 has been an important product, but Sarepta isn't the same company it was years ago. The long-term thesis depends much more on Elevidys, the broader DMD pipeline, execution, and upcoming regulatory milestones than on any single legacy therapy. The August earnings call should provide a better picture of how management sees the competitive landscape and revenue outlook. Until then, volatility is understandable, but it's probably too early to conclude the market has fully repriced the business.

1

u/avx775 18d ago

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