异动解读 | Sarepta Therapeutics盘前暴跌35.83%,杜氏肌营养不良症基因疗法临床试验失败

异动解读
Nov 04, 2025

生物科技公司Sarepta Therapeutics(SRPT)今日盘前股价暴跌35.83%,引发市场广泛关注。这一显著跌幅主要源于公司公布其针对杜氏肌营养不良症(DMD)的两种基因疗法AMONDYS 45(casimersen)和VYONDYS 53(golodirsen)的后期临床试验未能达到主要目标。

据了解,这项名为ESSENCE的临床试验历时9年,纳入了225名年龄在6至13岁之间的男孩,他们具有可通过跳跃45号或53号外显子来处理的特定DMD变异。尽管在96周后,患者在爬四级台阶方面有了数字上的改善,但差异未达到统计学显著性。Sarepta表示,新冠疫情严重影响了受试者以及整体试验结果,增加了研究的复杂性。

尽管遭遇这一重大挫折,Sarepta仍计划与美国食品药品监督管理局(FDA)官员会面,讨论将这些药物目前的加速审批转为全面审批的可能性。然而,由于近期监管审查力度加大,加上与公司另一项基因疗法Elevidys相关的安全担忧,Sarepta今年以来的市值已损失约80%。此次临床试验失败无疑给公司的发展前景蒙上了更大的阴影,导致投资者信心受挫,引发了股价的大幅下跌。

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