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学者洛克被列入韦德布什的最佳创意名单
2026-09-26 01:17
- Outperform-rated Scholar Rock Holding Corp. (SRRK) has been added to Wedbush's Best Ideas List as it is "uniquely positioned to deliver a durable, de-risked commercial ramp in the neuromuscular space."
- The firm has a $70 price target (44% upside based on Sept. 24 close).
- Analyst David Nierengarten said that the company is being helped by Isembyld's (apitegromab) first-in-class launch for spinal muscular atrophy and its myostatin pipeline.
- He noted that a recent pullback in shares, likely due to a US FDA post-marketing safety commitment for Isembyld and lower-than-expected pricing, provides an attractive entry point.
- Nierengarten sees Isembyld US revenue of ~$5M this year, rising to $140M in 2027, $349M in 2028, and $634M in 2029. Worldwide revenue could surpass $2B by 2031.
- He added that studies examining Isembyld in SMA patients under the age of two years old and for facioscapulohumeral muscular dystrophy could provide additional upside.
More on Scholar Rock
- Scholar Rock: Reiterating 'Strong Buy' On FDA Approval SMA And Expansions Now In Play
- Scholar Rock Holding Corporation (SRRK) Discusses FDA Approval and Clinical Impact of ISEMBYLD in SMA Treatment Transcript
- Scholar Rock Holding Corporation (SRRK) Presents at Citigroup's Biopharma Back to School Summit 2026 Transcript
- Scholar Rock downgraded at Barclays despite FDA approval of SMA therapy
- Scholar Rock jumps 12% after FDA approves isembyld for spinal muscular atrophy
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