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Goldman downgrades Sarepta after halving Elevidys estimates

Goldman Sachs downgraded Sarepta (SRPT) to Neutral from Buy with a price target of $29, down from $100. The firm sees an “uncertain outlook” amid safety concerns following the second reported death of a non-ambulatory Elevidys-treated Duchenne muscular dystrophy patient due to acute liver failure. There is risk that this event could occur again and subsequently impact demand, the analyst tells investors in a research note. Goldman halved its Elevidys revenue estimates, resulting in peak U.S. sales of $1.8B in 2030.

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