Jun. 26 at 2:37 AM
@AZ89 Thanks for the question about
$SRPT and their relationship with
$RHHBY. As mentioned, I think that relationship is likely very strained. I'm not sure Buyout is on the table given their current relationship but do have a better idea for Sarepta's future.
I think
$SRPT Buys, or at least lucratively partners with,
$CAPR. I think it's a win for both, although non-business-related many probably think that they aren't a good marriage. Financially and business-wise, it makes sense. One up and comer with a bright future (
$CAPR) pairing with a damaged class leader (
$SRPT). Depending on how they play it, they will be able to calm the storm around SRPT and give solid foundational support for CAPR as they navigate the FDA and commercial launch hurdles. Doug and Linda could become a Co-CEO power couple.
What do you think about that idea?
Follow/Subscribe for more thoughts and perspective.
Let's make some money. Cheers!