异动解读 | Sarepta Therapeutics业绩超预期 主力产品销售增长推动股价大涨

异动解读
08 Nov 2024

美国生物制药公司Sarepta Therapeutics(SRPT)11月7日盘前大涨近4%,股价上涨至132.97美元。公司此前公布的第三季度财报数据显示,营收4.672亿美元,高于华尔街分析师此前的4.093亿美元预期,主要得益于旗舰产品Elevidys销售表现亮眼。

Elevidys是SRPT公司主要针对治疗罕见疾病杜氏肌营养不良症推出的基因疗法药物,第三季度产品净收入达1.81亿美元。公司称,该药品能有效改善该疾病 young患者的生存质量。杜氏肌营养不良症会导致骨骼及心肌变弱无力,患者病情随时间推移会迅速恶化。

与此同时,SRPT也宣布决定停止开发SRP-5051药物治疗方案,因为少数患者使用后出现了持续性低镁血症反应。不过该决定影响有限,投资人目前更看重公司在商业化上的营收表现,股价在过去一个月上涨约32%。

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