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FINWIRES

サレプタ・セラピューティクスは、新たなエレビディス研究と2026年後半の米国での普及拡大から恩恵を受けると見込まれる。

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-- ウェドブッシュ証券は金曜日のレポートで、サレプタ・セラピューティクス（SRPT）は、ロシュによるエレビディスの新たな後期臨床試験、2026年下半期における米国での需要増加、安定した売上、そして主要なエクソンスキッピング薬に関する規制当局の承認取得に向けた進展の可能性から恩恵を受ける可能性があると述べた。 ロシュが米国以外で新たなグローバル第3相臨床試験を開始する計画は、エレビディスに対する自信の表れであり、米国での商業化には影響しないだろう。ただし、2026年上半期のエレビディスの売上は低迷する可能性があると、同証券は指摘した。 ウェドブッシュ証券によると、主要オピニオンリーダーからのフィードバックは、医師が外来患者におけるエレビディスに対して依然として肯定的な見解を示していることから、2026年下半期には普及が進むことを示唆している。 レポートによると、ENDEAVOR試験の第8コホートにおける非歩行患者に関するデータは2026年末までに発表される予定であり、結果が良好であれば、同薬の安全性に対する信頼が高まる可能性がある。 ウェドブッシュはサレプタの株価目標を35ドルに据え置き、ホスホロジアミデートモルホリノオリゴマーの売上高は2026年も安定的に推移すると予想され、アモンディス45とヴィヨンディス53の申請状況に関する最新情報は第2四半期末までに発表される見込みであると付け加えた。

Price: $21.30, Change: $+0.13, Percent Change: +0.59%

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Japan Resorts to More Coal, Nuclear During Energy Crisis Sidelines Renewables, Says IEEFA

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