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    Leo Watson

    Research Analyst at Mizuho

    Leo Watson is an Equity Research Senior Associate at Mizuho Americas, specializing in equity analysis within the financial services sector. In his role, he is involved in covering companies at a detailed level, supporting senior analysts in their research coverage, although specific company names and direct performance metrics are not publicly available. He began his tenure at Mizuho in New York in 2020, previously serving in analyst and KYC-focused roles, and has steadily advanced within the firm. Watson holds relevant industry credentials typical for equity research professionals, such as FINRA registration, though license specifics and additional achievements have not been disclosed in available public records.

    Leo Watson's questions to Sarepta Therapeutics (SRPT) leadership

    Leo Watson's questions to Sarepta Therapeutics (SRPT) leadership • Q4 2024

    Question

    Leo Watson, on for Uy Ear at Mizuho, asked for key learnings from the pre-BLA meeting with the FDA for SRP-9003, how they apply to other LGMD programs, and how FDA interactions might change going forward.

    Answer

    Chief Scientific Officer Dr. Louise Rodino-Klapac described the pre-BLA meeting as 'extremely positive,' with the FDA endorsing their clinical plan, CMC strategy, and the use of beta-sarcoglycan as a surrogate biomarker for accelerated approval. CEO Douglas Ingram credited the FDA, particularly leaders Dr. Marks and Dr. Verdun, for modernizing the approach to ultra-rare diseases, which bodes well for the entire LGMD platform and future programs.

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    Leo Watson's questions to Sarepta Therapeutics (SRPT) leadership • Q3 2024

    Question

    Leo Watson from Mizuho inquired about the competitive dynamics in the exon-skipping market following competitor data and the PPMO discontinuation, and also asked about long-term PMO cannibalization from ELEVIDYS beyond 2025.

    Answer

    President and CEO Doug Ingram stated that while some cannibalization is modeled post-2025, the PMO franchise is expected to be very durable. Regarding competition, he noted that no competitor is close, and the high bar for both efficacy and safety, combined with a long development path, makes the PMO franchise highly defensible.

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