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quantumup @Quantumup1 on x 3522 followers
Created: 2025-06-27 15:00:04 UTC
RBC Capital reiterated $EWTX Outperform-$48 and said, "We Remain Bullish On Sevasemten's Potential In Becker's, DMD Can Serve As Upside" $CAPR $SRPT $BMY $CYTK RBC Capital added, This morning $EWTX shared updates on sevasemten in both BMD & DMD - we came away noting the following:
While the optics of the update may seem negative (no AA, no clear DMD win) - and we understand some downside is expected - we come away remaining positive on seva's potential to succeed in BMD with optionality in DMD, given clean safety, signals of efficacy, and we continue to trust mgmt's approach to development.
We would be buyers on weakness given high PoS for GRAND CANYON in 2026, as well as our conviction in parallel HCM development program for '7500."
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Related Topics $51best $srpt $capr $ewtx sarepta therapeutics inc stocks healthcare $bmy $cytk