萨雷普塔因强劲业绩而被提升为优于瑞穗

Sarepta Therapeutics (SRPT) upgraded to Outperform from Neutral at Mizuho, citing stronger confidence in the commercial uptake of Elevidys following impressive third-quarter performance.

The stock is up 11% today.

Despite a temporary commercial pause and earlier concerns around acute liver failure, Elevidys delivered approximately $132M in sales, far exceeding expectations, the analysts noted. 

Management’s commentary on sustained payer coverage and evolving risk-mitigation strategies, such as prophylactic sirolimus use, boosted optimism for continued adoption for Mizuho analysts.

Along with that, the analysts believe that positive findings from SRP-1003 and SRP-1001 studies could highlight differentiation and validate long-term gene therapy leadership.

Mizuho raised Sarepta's price target from $19 to $26.