Commercial Strategy And Physician PerceptionManagement plans to relaunch the commercial campaign with a substantially larger salesforce and targeted clinical initiatives, which analysts expect to change physician and patient perception and increase Elevidys uptake.
Immunosuppression StrategyAnalyst highlights evidence that prophylactic sirolimus reduced acute liver injury versus steroid-only approaches, supporting enhanced immunosuppression protocols to improve Elevidys safety and broaden patient eligibility.
Pipeline Upside And OptionalityAnalyst points to positive early-phase data from FSHD, DM1, and early-stage siRNA programs as upside optionality that could expand the company’s valuation beyond the core Duchenne franchise.