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Sarepta Therapeutics有望从Elevidys的新研究中受益，预计2026年下半年在美国的市场接受度将有所提高。

-- Wedbush周五发布的一份报告指出，Sarepta Therapeutics (SRPT) 有望受益于罗氏公司新启动的Elevidys后期临床试验、2026年下半年美国市场需求的增强、稳定的销售额以及关键外显子跳跃药物可能取得的监管进展。 该投资公司表示，罗氏计划在美国以外地区启动一项新的全球3期临床试验，这表明其对Elevidys充满信心，并且应该不会影响该疗法在美国的商业化，尽管Elevidys在2026年上半年的收入可能依然疲软。 Wedbush表示，来自关键意见领袖的反馈表明，随着医生对Elevidys在门诊患者中的疗效持积极态度，该药物在2026年下半年的市场接受度有望提高。 报告指出，如果ENDEAVOR研究第8组非门诊患者的数据在2026年底前公布，且结果积极，则有望增强人们对该药物安全性的信心。 Wedbush 维持对 Sarepta 的“跑赢大盘”评级和 35 美元的目标价，并补充说，磷酰二胺吗啉代低聚物的销售额在 2026 年应该会保持稳定，预计在第二季度末将公布 Amondys 45 和 Vyondys 53 的申报更新信息。

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

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