15-Sep-2026
15:11
Seeking Alpha
Scholar Rock Holding Corporation maintains a "Strong Buy" rating following FDA approval of ISEMBYLD [apitegromab] for SMA in patients ≥2 years old. SRRK targets a $2B+ market opportunity in SMA, with expansion potential into younger populations, subcutaneous formulations, and new indications like FSHD. Regulatory catalysts include planned MAA resubmission in Europe and anticipated JNDA filing in Japan by year-end 2026, leveraging a validated manufacturing facility.