周一盘前,基因疗法公司Sarepta Therapeutics(SRPT)股价大跌5.01%,延续了上周五的跌势。此次下跌主要受到美国食品和药物管理局(FDA)监管行动的影响。
据报道,FDA要求Sarepta Therapeutics暂停其杜氏肌营养不良症治疗药物Elevidys的分销。这一决定是在一名接受了另一种实验性疗法的患者死亡后做出的。然而,Sarepta表示不会遵从FDA的这一要求。此举引发了市场对Elevidys未来前景的担忧,该产品是Sarepta的重要收入来源。
受此消息影响,多家券商下调了Sarepta的评级和目标价。Needham将评级从"买入"下调至"持有",Leerink Partners将其市场表现预期从"跑赢大盘"下调至"跑输大盘",目标价从45美元大幅下调至10美元。分析师普遍认为,Elevidys面临被撤出市场的风险,这可能会严重影响公司未来几个季度的销售。此外,对最近死亡事件披露不足也削弱了投资者对公司管理层的信任。随着监管压力和市场竞争的加剧,投资者对Sarepta的长期增长前景产生了疑虑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.