SRRK Scholar Rock Holding Corp

JPMorgan⬆️ $SRRK's PT to $70; keeps OW $NVS $BIIB - IONS RHHBY - PTCT JPMorgan said -- Ultimately, we are confident that we will see robust adoption (across various geographies) given i) our feedback that indicates willingness to prescribe/try the drug broadly across eligible patients given favorable benefit/risk and the broad label, ii) the large number of SMA patients who are already identified and treated (~6.6k patients in the U.S. on a SMN2-targeted treatment), iii) the high unmet need for a muscle-targeted therapy that has the potential to improve function as observed in the clinical data to date, and iv) the leadership team's expertise/success in launching global products We are raising our Dec 2027 PT to $70 from $63 as we reflect a higher Isembyld net cost than we previously modeled In SMA, we model 2037 sales of ~$1.3B in the U.S. (~$2.9B in worldwide sales). We remain OW and expect the stock to recover given we see this as a launch story that investors will want to own over time.

BMO Capital reiterated $SRRK Outperform-$76 and said -- Physician Expert Survey Supports Broad Uptake of Apitegromab in SMA $RHHBY $NVS BIIB - IONS PTCT LLY NVO BMY REGN BMO Capital added—Proprietary physician survey points to broad potential usage of Scholar Rock's apitegromab on top of SMN-directed therapy for patients with spinal muscular atrophy (SMA). Key takeaways from neurologist survey (n = 15) 1) Broad potential eligibility, with 62% of SMN-treated patients viewed as candidates; 2) strong physician interest, with 73% of surveyed physicians planning to prescribe within six months; and 3) adoption driven primarily by motor-function improvement and clean safety. These results support our bullish view of Scholar Rock shares into the September 30, 2026, PDUFA.

$SRRK Day 2 of a mega sell a thon after getting FDA approval 2 weeks early- never dremt this would have gone this way.

Second Time’s The Charm: FDA Clears Scholar Rock’s SMA Drug Ahead Of Deadline, SRRK Soars 15% After-Hours $SRRK $VTI $IWM https://stocktwits.com/news/equity/markets/second-time-s-the-charm-fda-clears-scholar-rock-s-sma-drug-ahead-of-deadline-srrk-soars-15-after-hours/cZtXymnRBbS

$SRRK JPMorgan raises SSRK PT to $70 on launch outlook => - Broad FDA label: ISEMBYLD can be used in adults and children ≥2 already receiving SMN2-targeted therapy, giving JPM a large addressable population. ~6,600 U.S. patients: JPM estimates this many SMA patients are already on SMN2 therapy and therefore potentially eligible. - Strong physician interest: JPM's research suggests physicians are willing to consider ISEMBYLD broadly because of its benefit/risk profile and the broad label. - Clinical differentiation: It is a muscle-targeted therapy added to existing SMN2 treatment, with SAPPHIRE showing improved motor function versus placebo. - Launch execution: JPM has confidence in management's commercial-launch experience and the company's established network of SMA treatment centres/prescribers. - Big long-term sales opportunity: JPM models approximately $1.3BN U.S. sales and $2.9BN worldwide SMA sales in 2037. - Target raised $63 → $70

$SRRK Feels like a freefall now....no strength...completely befuddled. Stock was trading 30% higher in AF after winning first approval...the down move is stunning

$SRRK We need to rally and close at or above 49.5 to kick the junior math player out of the lead. Right now they are justifying their bonus from the market makers too easily.

$SRRK insane to see full derisking of the stock and FDA approval… to a complete sell-off. Fully expect a rebound once retail takes profits but still…

$SRRK Scholar Rock Resubmits Apitegromab Marketing Authorisation Application (MAA) to European Medicines Agency (EMA) for Treatment of Children and Adults with Spinal Muscular Atrophy (SMA) https://www.businesswire.com/news/home/20261008025279/en/Scholar-Rock-Resubmits-Apitegromab-Marketing-Authorisation-Application-MAA-to-European-Medicines-Agency-EMA-for-Treatment-of-Children-and-Adults-with-Spinal-Muscular-Atrophy-SMA • Apitegromab MAA resubmission includes alternate fill-finish facility in place of Catalent Indiana LLC (part of Novo Nordisk), in alignment with guidance from EMA. • Alternate fill-finish facility in MAA is the same site that supported FDA approval of ISEMBYLD. • Company anticipates a Committee for Medicinal Products for Human Use (CHMP) opinion in H1 2027. Full EMA approval will come after a positive CHMP opinion.

$SRRK WEDBUSH Scholar Rock ( SRRK ) is well positioned for a durable, de-risked commercial ramp in the neuromuscular space, driven by Isembyld's first-in-class launch in spinal muscular atrophy and a broadening myostatin pipeline that can sustain long-term momentum, Wedbush Securities said in a note Friday. The brokerage said the recent pullback in shares, likely due to a standard regulatory post-marketing safety commitment and a perceived lower-than-expected pricing, provides an attractive entry point. Wedbush said Isembyld has blockbuster potential and is expected to deliver durable growth, with US revenue estimated at $5 million in 2026, $140 million in 2027, $349 million in 2028, and $634 million in 2029. Worldwide revenue could exceed $2 billion by 2031, the brokerage said.

$SRRK $LLY SCHOLAR ROCK (SRRK.NaE) Last year, the company said its experimental drug, apitegromab, combined with Lilly's Zepbound, helped patients preserve significantly more lean mass in a mid-stage trial. In Scholar Rock's (SRRK.NaE) study, patients who received a combination of tirzepatide - the active ingredient in Zepbound - and Scholar's apitegromab lost 3.4 pounds of lean mass after 24 weeks, compared with those on tirzepatide alone, who lost 7.6 pounds of lean mass.

$SRRK this looks a little oversold here above the Lower Bollinger band may be a good opportunity here for a little bit of a bounce anyway

$SRRK Bulls are getting wrecked here on FDA approval news, Wow! This market is laughable.

$SRRK Buy BMO raises target price to $84 from $76 Canaccord Genuity raises PT to $72 from $62 Citigroup raises target price to $74 from $60 Truist Securities raises PT to $76 from $55

$SRRK I am completely lost on this one...so company wins its first approval - ever - and I am well aware of the manufacturing challenges/baked in price/etc - but I cannot recall a selloff like this in the face of milestone achievement for the company. What am I missing?

$SRRK Scholar Rock Announces FDA Approval of ISEMBYLD™ (apitegromab-mstn), the First and Only Muscle-Targeted Treatment for Children and Adults with Spinal Muscular Atrophy (SMA) https://www.businesswire.com/news/home/20260911564629/en/Scholar-Rock-Announces-FDA-Approval-of-ISEMBYLD-apitegromab-mstn-the-First-and-Only-Muscle-Targeted-Treatment-for-Children-and-Adults-with-Spinal-Muscular-Atrophy-SMA

$SRRK I cannot understand how beaten down this is since the approval by the FDA-and why the SI is still sitting at 18.65%? I suppose they are doubting the revenues and the TAM valuation.

$SRRK Isembyld is the first FDA-approved SMA therapy that directly targets muscle loss. But patients already have treatments targeting the underlying disease. So what convinced FDA that targeting muscle loss added meaningful benefit?

$SRRK High on the M&A list no doubt. Not the best biotech environment with rates scaling higher but patience will be rewarded IMO

$SRRK So they granted 83102 shares to new hires at the 51.85 exercise price. That is a kind way of crapping on investors.