THE DISEASE
Duchenne muscular dystrophy is caused by mutations in the dystrophin gene on the X chromosome — the largest gene in the human genome. Boys with DMD make little or no functional dystrophin, the protein that anchors muscle fibers during contraction. Without it, every heartbeat and every step damages the muscle that produced it.
THE MICRO-DYSTROPHIN COMPROMISE
AAV (adeno-associated virus) vectors — the standard gene-therapy delivery system — can only carry about 4.7 kilobases of DNA. The dystrophin gene is 14 kb of coding sequence. Researchers engineered a shortened version called micro-dystrophin that fits inside AAV but preserves the protein's most essential domains. It is a workaround, not a cure.
BIOMARKER VS FUNCTIONAL ENDPOINTS
A biomarker endpoint measures a molecular surrogate — how much protein the muscle now makes. A functional endpoint measures what the patient can actually do — climb stairs, stand from the floor, walk a hundred meters. Regulators have long debated whether protein expression reliably predicts the functional outcome that matters to families.
ACCELERATED APPROVAL
The FDA's accelerated approval pathway, created in 1992 during the AIDS crisis, lets the agency approve drugs on surrogate endpoints if the disease is serious and the surrogate is 'reasonably likely' to predict benefit. Sponsors then owe confirmatory trials. The pathway has saved lives in oncology and HIV — and has also produced high-profile failures, including the 2021 Aduhelm approval for Alzheimer's that was later withdrawn.
THE IMMUNE CEILING
AAV gene therapies can typically only be given once per patient — the body produces neutralizing antibodies against the viral capsid that prevent any second dose from reaching cells. Liver toxicity, the failure mode that killed two Elevidys patients, comes from immune attack on transduced liver cells. Higher doses give more muscle protein, but the liver pays first.
WHY DMD ATTRACTS THE CAPITAL
DMD affects roughly 1 in 5,000 boys at birth — small enough to qualify as a rare disease (orphan drug incentives, seven-year market exclusivity, tax credits) yet large enough to support a commercial market at million-dollar pricing. Combined with a clear unmet need and a single well-characterized gene, it has become the most contested arena in pediatric gene therapy.