<div id="readability-page-1"><div> By Tomi Kilgore FDA says the drugmaker can start shipping Elevidys again, but analysts worry it will take time for doctors and Duchenne muscular dystrophy patients to get comfortable using the drug Sarepta Therapeutics Inc. investors finally got some good news, but analysts worry that it could still take a while for doctors and patients to again feel comfortable using the biotechnology company's treatment for Duchenne muscular dystrophy. That's because there has been a string of negative developments over the past several months, including three deaths from liver failure of patients taking Sarepta's DMD drugs - which led to a pause in shipments - along with large job cuts at the drugmaker and a much wider-than-expected quarterly loss. Then late Monday, the company (SRPT) said the U.S. Food and Drug Administration said it may lift its voluntary pause on shipments of Elevidys for DMD patients who are able to walk, a week after the shipments were paused. Sarepta said it will resume shipping Elevidys &#34;imminently.&#34; But perhaps more important, the FDA said its review of the drug's safety data showed that one of the patient deaths, that of an 8-year-old in Brazil, was &#34;unrelated to treatment with Elevidys.&#34; The stock shot up 17.4% in afternoon trading, adding to Friday's 16.2% rally. But even with those gains, the stock was still down 4.9% in July, which puts it on track for an eighth straight monthly decline, the longest since the company went public in June 1997. J.P. Morgan analyst Anupam Rama said in a Tuesday note to clients that the FDA's recommendation to remove the shipment pause &#34;is certainly a clear win&#34; for Sarepta investors and enough for him upgrade the stock to neutral, just four days after downgrading it to underweight. But he remains concerned about the company's ability to restore the confidence of patients, their parents and doctors, as well as investors. He also believes it could take a couple of quarters to understand how Elevidys is launched given the &#34;unprecedented&#34; regulatory situation. There's also a risk of more negative headlines surrounding the drug. Meanwhile, Oppenheimer's Andreas Argyrides turned bullish on the stock a week after downgrading it to a neutral rating, as the return of Elevidys to market is a &#34;major relief&#34; for the stock. &#34;We acknowledge near-term hurdles for uptake as patients digest safety updates,&#34; Argyrides wrote, &#34;but remain constructive hereon.&#34; The stock has plummeted 88.9% in 2025, which turned a company with an $11.8 billion market capitalization at the end of 2024 into a $1.6 billion company. In comparison, the iShares Biotechnology ETF IBB has gained 1.2% this year and the S&amp;P 500 index SPX has advanced 8.4%. -Tomi Kilgore This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. <pre></pre> (END) Dow Jones Newswires 07-29-25 1447ETCopyright (c) 2025 Dow Jones &amp; Company, Inc.</div></div>

Sarepta医疗

Sarepta Therapeutics Inc. 收到了来自 FDA 的积极消息，允许其 DMD 药物 Elevidys 在因安全问题暂停后恢复发货。FDA 确认一名患者的死亡与该药物无关。尽管股价上涨了 17.4%，分析师对恢复医生和患者的信心表示谨慎。摩根大通将该股票评级上调至中性，而奥本海默则转为看涨，承认前方仍面临挑战。该股票在 2025 年经历了 88.9% 的显著下跌，与更广泛的生物技术行业的增长形成对比

Sarepta 终于迎来了好消息：患者的死亡与其 DMD 药物无关