I own Sarepta and was thinking about the Rett indication for comparison. Right now Sarepta has a market cap of $6B based upon the drug eteplirsen that treats DMD. The prevalence of DMD is 1 in 2500 boys. Rett is about 1 in 9,000 girls. However, Sarepta's drug treats exon 51 only and that is 13% of DMD boys, so equivalent to 1 in 19,000 born with exon 51 DMD. Sarepta has revenue and a deep pipeline, but AVXL's pipeline with AD is impressive as well. My point is that if AVXL is able to improve Rett symptoms (which we should know by the end of next week), there could be significant potential here....I feel like I should be acquiring more shares just in case!
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