Risk-on: FDA setbacks shadow Sarepta’s gene therapy, but valuation screams opportunity
Last Thursday, we came up with the idea to initiate a position in Sarepta Therapeutics. For now, we’re quite underwater in this trade, but we’re far from concerned. Let’s revisit the investment case: What’s going on? Sarepta Therapeutics has come under the scrutiny of the U.S. FDA after two deaths occurred in a clinical trial […]