SRRK Scholar Rock Holding Corp

$SRRK whoever shorted this down below 40 will get squeezed shortly. Dont forget the combo with glp1 one drugs is worth more than what they currently have on the market. I heard the latest was vision getting affected due to glp1 use as muscle loss in the eyes from taking those drugs will need supplement to keep certain muscle masses Whether this in particular can solve the problem muscle loss in general is concern with rapid weight loss drugs hence the need for this in that space. It will get more attention in 2027 just watch 100+

Truist reiterated $SRRK Buy-$77 and said -- SMA KOLs say 80% pts interested in Isembyld, expect 50-60% pts to be on drug in 5yrs; fractures not limiting $BIIB IONS RHHBY $NVS VYGR ARGX Truist added—We reiterate Buy on SRRK after KOL feedback supporting broad Isembyld uptake, with two KOLs guiding to ~60% and ~50% SMA patient penetration in five years. KOLs validated SAPPHIRE, highlighting ~33% responder rate at >=3 points and real function (rolling, feeding, sitting). Both would prescribe broadly, favoring earlier patients, with ~80% patient interest cited. KOLs to watch fracture risk but don't view it as limiting; expect most neurologists to skip DEXA. On reimbursement, KOLs see potential for some pushback early on in launch, but expect drug to be covered, as seen with other SMA drugs. Both were skeptical on FSHD but flagged combo potential with disease modifiers.

$SRRK Scholar Rock to Report Third Quarter 2026 Financial Results on November 10, 2026 https://www.businesswire.com/news/home/20261020593796/en/Scholar-Rock-to-Report-Third-Quarter-2026-Financial-Results-on-November-10-2026 • Will report third quarter 2026 financial results on Tuesday, November 10, 2026, before the financial markets open. • The Company will host a conference call and webcast with Scholar Rock management at 8:00 a.m. ET.

$SRRK added more here. Holders who been holding for approval are out. Now the investors who know the drug will be profitable will come in and wait for results. Everyone knows this is an m&a target for 2027.

$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.

Latest company news, October 16, 2026: Scholar Rock granted inducement awards covering 61,020 shares to seven new hires (options at $41.94 plus restricted stock units). Potential rights, not shares already issued. Scholar Rock ($SRRK): Why Did the Shares Fall 15% in the Month of an FDA Approval? Not investment advice. More details in our stock hub.

$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?