Patient Death Associated with Sarepta Drug - Stock Plummets

Sarepta (SRPT) reported a patient death after being dosed with gene therapy for Duchenne (DMD).

While there seem to be several factors at play (recent viral infection, gene therapy treatment, severe disease), this is obviously a tragic event and may result in a temporary overhang on the stock.

However, we don’t see this negatively impacting use long term, given doctors should have already been advertising all the adverse events that can come with AAV. Patients have been motivated to use this therapy regardless of effectiveness or safety due to the progressive nature of DMD and the lack of therapies in the space.