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16 handpicked stocks

Gene Therapy's Competitive Shift

The European Medicines Agency's recent rejection of Sarepta Therapeutics' gene therapy creates a potential opening for its competitors. This theme focuses on the biopharmaceutical companies that stand to benefit from this regulatory hurdle in the Duchenne muscular dystrophy market.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at July 25

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

PFE

Pfizer Inc.

PFE

Current price

$25.14

VRTX

Vertex Pharmaceuticals Incorporated

VRTX

Current price

$392.79

BMRN

BioMarin Pharmaceutical Inc.

BMRN

Current price

$57.54

About This Group of Stocks

1

Our Expert Thinking

When one major player faces regulatory hurdles, it often creates opportunities for competitors. The European rejection of a leading gene therapy for Duchenne muscular dystrophy has opened the door for rival companies with alternative approaches to capture market share in this high-value rare disease market.

2

What You Need to Know

This group focuses on biopharmaceutical companies developing treatments for rare genetic muscle disorders. These firms use various approaches from gene therapies to different molecular treatments. The regulatory setback highlights the high standards required for approval, making successful alternatives potentially more valuable.

3

Why These Stocks

These companies were handpicked by professional analysts as potential beneficiaries of the competitive shift in the Duchenne treatment landscape. Each represents a different therapeutic approach that could now be better positioned to attract investment and capture market opportunities following the regulatory decision.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+133.03%

Group Performance Snapshot

133.03%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 133.03% over the next year.

15 of 16

Stocks Rated Buy by Analysts

15 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚪

Market Door Just Opened

A major competitor's regulatory setback has created a rare opportunity for rivals to step into a valuable rare disease market. When one player stumbles, others often surge ahead.

🧬

Gene Therapy Gold Rush

The biotech sector is racing to develop breakthrough treatments for genetic disorders. These companies represent different approaches that could capture significant market share in this high-growth space.

💎

Rare Disease, Big Rewards

Successful treatments for rare genetic conditions often command premium pricing and strong market positions. These catalyst-driven opportunities can deliver substantial returns for early investors.

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