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Sean Kim

Research Analyst at Deutsche Bank

Sean Kim's questions to Sarepta Therapeutics (SRPT) leadership

Question · Q4 2025

Sean Kim inquired about the impact of DMD being added to the Federal Recommended Uniform Screening Panel (RUSP) on ELEVIDYS demand, and the expected rapidity of individual states rolling out this recommendation.

Answer

President and Chief Executive Officer Doug Ingram highlighted the RUSP addition as a fantastic, significant opportunity, but not a near-term one. He explained that state-by-state rollout takes significant time, and ELEVIDYS' current label for ages 4 and over means the full benefit for very young patients will require lowering the age range, which Sarepta intends to discuss with the FDA.

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Question · Q4 2025

Sean Kim asked about the recent addition of DMD to the Federal Recommended Uniform Screening Panel, inquiring about the anticipated speed of state-level rollout and its potential impact on ELEVIDYS demand going forward.

Answer

Doug Ingram, President and Chief Executive Officer, lauded the addition of DMD to the RUSP as a significant opportunity but clarified it would not be a near-term impact on guidance. He explained that rollout will take significant time on a state-by-state basis, and for ELEVIDYS to fully benefit, its age range (currently 4 years and older) would need to be lowered, which Sarepta is working on with compelling data for younger patients.

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