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Sarepta Therapeutics預計將從Elevidys的新研究中受益，預計2026年下半年在美國的市場接受度將有所提高。

-- Wedbush週五發布的一份報告指出，Sarepta Therapeutics (SRPT)有望受益於羅氏公司新啟動的Elevidys後期臨床試驗、2026年下半年美國市場需求的增強、穩定的銷售額以及關鍵外顯子跳躍藥物可能取得的監管進展。 該投資公司表示，羅氏計畫在美國以外地區啟動一項新的全球3期臨床試驗，這表明其對Elevidys充滿信心，並且應該不會影響該療法在美國的商業化，儘管Elevidys在2026年上半年的收入可能依然疲軟。 Wedbush表示，來自關鍵意見領袖的回饋表明，隨著醫生對Elevidys在門診患者中的療效持積極態度，該藥物在2026年下半年的市場接受度有望提高。 報告指出，如果ENDEAVOR研究第8組非門診患者的數據在2026年底前公佈，且結果積極，則有望增強人們對該藥物安全性的信心。 Wedbush 維持對 Sarepta 的「跑贏大盤」評級和 35 美元的目標價，並補充說，磷酰二胺嗎啉代低聚物的銷售額在 2026 年應該會保持穩定，預計在第二季度末將公佈 Amondys 45 和 Vyondys 53 的申報更新信息。

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

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