---
title: "Sarepta 終於迎來了好消息：患者的死亡與其 DMD 藥物無關"
description: "Sarepta Therapeutics Inc. 收到了來自 FDA 的積極消息，允許其 DMD 藥物 Elevidys 在因安全問題暫停後恢復發貨。FDA 確認一名患者的死亡與該藥物無關。儘管股價上漲了 17.4%，分析師對恢復醫生和患者的信心表示謹慎。摩根大通將該股票評級上調至中性，而奧本海默則轉為看漲，承認前方仍面臨挑戰。該股票在 2025 年經歷了 88.9% 的顯著下跌，與更廣泛的生物"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/250648835.md"
published_at: "2025-07-29T18:55:31.000Z"
---

# Sarepta 終於迎來了好消息：患者的死亡與其 DMD 藥物無關

> Sarepta Therapeutics Inc. 收到了來自 FDA 的積極消息，允許其 DMD 藥物 Elevidys 在因安全問題暫停後恢復發貨。FDA 確認一名患者的死亡與該藥物無關。儘管股價上漲了 17.4%，分析師對恢復醫生和患者的信心表示謹慎。摩根大通將該股票評級上調至中性，而奧本海默則轉為看漲，承認前方仍面臨挑戰。該股票在 2025 年經歷了 88.9% 的顯著下跌，與更廣泛的生物技術行業的增長形成對比

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 "imminently."

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 "unrelated to treatment with Elevidys."

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 "is certainly a clear win" 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 "unprecedented" 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 "major relief" for the stock.

"We acknowledge near-term hurdles for uptake as patients digest safety updates," Argyrides wrote, "but remain constructive hereon."

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&P 500 index SPX has advanced 8.4%.

\-Tomi Kilgore

This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

07-29-25 1447ET

Copyright (c) 2025 Dow Jones & Company, Inc.

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