Market ReactionShares dropped -33% as investors expressed concerns on the rates of atrial fibrillation (AFib) and potential differentiation versus competing cardiac myosin inhibitors (CMIs).
Regulatory ChallengesFollowing the 3Q25 update, analyst is cutting sevasemten DMD estimates as there is a challenging regulatory/competitive backdrop likely taking greater time to resolve.
Safety ConcernsEWTX reported an additional new-onset afib case in Part D, which raises ongoing safety concerns that cannot be resolved without long-term data.