Summary
- Scholar Rock Holding Corporation (SRRK) is a clinical-stage biotech focused on targeted therapies for neuromuscular and fibrotic diseases, with Apitegromab as its lead asset.
- SRRK’s Apitegromab achieved strong phase 3 results in spinal muscular atrophy, showing meaningful motor function gains and robust safety as an add-on therapy.
- The recent stock correction was due to manufacturing site issues, not clinical setbacks; approval is expected by 2026, presenting a speculative buy opportunity.
- Key risks include manufacturing delays and competition, but the pipeline and broad label potential make SRRK an attractive, de-risked neuromuscular play for risk-tolerant investors.
- I initiate S…
Summary
- Scholar Rock Holding Corporation (SRRK) is a clinical-stage biotech focused on targeted therapies for neuromuscular and fibrotic diseases, with Apitegromab as its lead asset.
- SRRK’s Apitegromab achieved strong phase 3 results in spinal muscular atrophy, showing meaningful motor function gains and robust safety as an add-on therapy.
- The recent stock correction was due to manufacturing site issues, not clinical setbacks; approval is expected by 2026, presenting a speculative buy opportunity.
- Key risks include manufacturing delays and competition, but the pipeline and broad label potential make SRRK an attractive, de-risked neuromuscular play for risk-tolerant investors.
- I initiate Scholar Rock with a buy rating at $88 target price.
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We Initiate Coverage On Scholar Rock With A Buy
I initiate Scholar Rock with a speculative buy rating, as I believe Apitegromab is a de-risked asset, and the recent sell-off due to CRL is overdone. I plan to hold Scholar
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