If the quick and steep decline in the walking ability of the Sarepta placebo patients is an anomaly, FDA may decide that another clinical study of eteplirsen is needed before the drug can be approved.
Fortunately for Sarepta, it's entirely possible (perhaps even probable) that both sets of placebo data are real.
Glaxo enrolled DMD patients with a mean age of 7 years. Some kids in the study were as young as 5 years old. Their baseline walking ability was also relatively strong. Younger, healthier DMD patients walk better, which could easily explain the stable walking ability of the placebo patients.
By contrast, the DMD patients enrolled in the eteplirsen study averaged 8-9 years and entered with more advanced disease. DMD kids like these are expected to show more rapid declines in walking ability.Lastly, let's look at drisapersen's safety. Seventy percent of drisapersen-treated patients reported renal toxicity in the study. This is a hint at the more serious treatment discontinuations and hospitalizations that we know occurred among drisapersen-treated patients in the larger phase III study. These data underscore what looks like an important advantage for Sarepta's eteplirsen. -- Reported by Adam Feuerstein in Boston. Follow Adam Feuerstein on Twitter.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV