Novartis Failure Raises Questions for Dyne’s 2027 DM1 Readout
Novartis’ DM1 trial miss hit Dyne. JPMorgan cut DYN to Underweight with a $10 target; Stifel and Jefferies stay Buy.
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Novartis Muscle-Disease Drug Misses Phase 3 Goal, Shares Drop After $12 Billion Avidity Bet
Novartis del-desiran missed its Phase 3 HARBOR goal in DM1. Shares fell ~9–10% a day after a cholesterol-drug miss. Sarepta and Dyne also dropped.
Agomab: Piper Sandler Sees 368% Upside on Ontunisertib for Fibrostenotic Crohn’s
Agomab trades at a deep discount to Sarepta and Abivax. Piper Sandler starts at Overweight with $60 PT.
Morgan Stanley on Sarepta’s CEO Switch: Clear Handover Is Positive, but DMD Challenges Linger
Michael Severino becomes Sarepta’s new CEO as Doug Ingram retires.
Wolfe Research Upgrades Sarepta to Outperform as DM1 and FSHD Catalysts Approach
With key MAD data for DM1 and FSHD siRNA programs expected in H2 2026, SRPT stock shows strong growth potential.
Sarepta Moves Closer to Full Approval for Two Key Duchenne Muscular Dystrophy Drugs
Sarepta DMD drugs AMONDYS 45 and VYONDYS 53 near full FDA approval; decision due Feb 2027.