Sarepta gets boost from perceived ambiguity in
drisapersen trial results
- Sarepta Therapeutics (SRPT) jumps 7% premarket as investors digest new data from a Phase 2 trial of GlaxoSmithKline (GSK) and Prosensa's (RNA) eteplirsen competitor drisapersen.
- While SRPT and GSK use different definitions for what counts as a dystrophin response (this may be key), it's worth noting that at continuous and intermittent 6mg/kg doses, increases from baseline on at least one of three assays were observed in 72% and 59% of patients for drisapersen, while SRPT claims a 100% effect with eteplirsen.
- Here's Baird's take: Although drisapersen "may be underdosed ... there appears to be no effort to look at higher doses, despite claims that the proteinuria associated with drisapersen is not clinically relevant."
- Baird seems to think that any perceived unwillingness on the part of GSK to pursue higher doses may be evidence for claims that drisapersen's safety profile is worse than eteplirsen's.
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