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More Reasons to Invest in Sarepta With Caution

Given the severity of DMD, I'm not convinced that global regulatory agencies would be sufficiently concerned by the chemistry for GSK-2402968 to mandate long-term studies for Glaxo and not Sarepta. Nonetheless, this is a very difficult issue to parse from the outside. Until I get direct access to management, I'm tentatively standing by my original view: Glaxo's choice of a lengthy development pathway is a worry, although perhaps only a modest one.

Regardless of what happens with Glaxo, Sarepta's 48-week follow-up data for eteplirsen are critical. If those results show an unambiguous correlation between expression of dystrophin and 6MWT, there is plenty of upside from current levels.

One final note: I want to thank everyone who provides constructive feedback to my columns, whether or not we agree. Despite my reputation as a skeptic, I'm always willing to change my mind if the data suggest I'm wrong.

Disclosure: Sadeghi has no positions in any of the stocks mentioned in this article.

Follow Nathan Sadeghi-Nejad on Twitter.
Nathan Sadeghi-Nejad has 15 years experience as a professional health-care investor, most recently as a sector head for Highside Capital. He has worked on the sell side (with independent research boutiques Sturza's Medical Research and Avalon Research) and the buyside (at Kilkenny Capital prior to Highside). Sadeghi-Nejad is a graduate of Columbia University and lives in New York. You can follow him on Twitter @natesadeghi.
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