Scholar Rock Holding Corp: Boston Bus Tour: SMA Patients In Focus Leading Into Potential Approval

研报英文原文证据摘录

Scholar Rock Holding Corp: Boston Bus Tour: SMA Patients In Focus Leading Into Potential Approval

Equity Research

U.S. Small & Mid Cap Biotechnology

18 June 2026

Scholar Rock Holding Corp

Boston Bus Tour: SMA Patients In

Focus Leading Into Potential

SRRK OVERWEIGHTApproval

U.S. Small & Mid Cap POSITIVE

The focus for SRRK remains the pending apitegromab Biotechnology Price Target USD 55.00

approval and commercial readiness with the goal of bringing Price (16-Jun-26) USD 45.56

treatment to patients as quickly as possible. Potential Upside/Downside +20.7% Source: Bloomberg, Barclays Research

CEO David Hallal and COO Keith Woods spoke on the commercial readiness plans for

apitegromab as potential approvals in the US and EU are slated to occur by September 30 Etzer Darout, PhD, MBA

(September 30 PDUFA, mid-2026 for EMA). The PDUFA contains two potential fill-finish +1 212 526 6940

locations, providing an increased likelihood of approval by reducing CMC CRL potential, and etzer.darout@barclays.com

management noted that they have enough supply ready for the US commercial launch. They BCI, US

anticipate good demand from physicians and patients for apitegromab and several years of no Lukas Shumway, PhD

competitor on the market, with potential blockbuster revenues. Reported revenues from early +1 212 526 7293

quarters of the launch may be artificially lower due to the delay between prescription and lukas.shumway@barclays.com

reimbursement, but that should not be viewed as an accurate read-through of the launch's BCI, US

health. SRRK continues to develop its neuromuscular disease pipeline, with the Phase 2 FORCE Jordan Becker, PhD

trial for apitegromab in FSHD to initiate mid-year and the Phase 2 OPAL trial ongoing evaluating +1 212 526 3960