Feb. 10 at 3:02 PM
$SRPT
$RGNX ,
$CAPR,
$DYN , and
$RNA don’t weaken Elevidys in the near term. They all will turn DMD into a real therapeutic category.
>RGX-202: pivotal data expected in Q2, BLA planned for mid-2026
>Dyne, Avidity: exon-skipping therapies... complementary, not replacements for gene therapy
> Solid: Phase 1/2, still very early
Meanwhile, Elevidys has a real 2-3 year lead with:
-post-commercialization experience
-deep, hard-earned understanding of AAV safety
-established relationships with the FDA, payers, and advocacy groups
Advocacy organizations like CureDuchenne are funding multiple platforms simultaneously (
$SRPT,
$DYN,
$RNA,
$CAPR ). That’s a signal that systemic risk is now being shared across the space, rather than concentrated on Sarepta alone.
