Tim Lugo's questions to Sarepta Therapeutics Inc (SRPT) leadership • Q2 2024
Question
Representing Tim Lugo, John asked for updated thoughts on the company's strategy for in-licensing new programs, given its healthy balance sheet and upcoming revenue growth.
Answer
CFO Ian Estepan stated that the company will leverage its proven capabilities in development, manufacturing, and commercialization to evaluate new assets. He emphasized that while they will have more resources, they will maintain the same financial discipline, looking for strategic fits in neuromuscular and adjacent areas like CNS or cardiovascular. He noted they are well-positioned to transact but have no imminent need, allowing them to be selective on valuation.