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Sarepta Therapeutics (SRPT)

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Earnings summaries and quarterly performance for Sarepta Therapeutics.

Research analysts who have asked questions during Sarepta Therapeutics earnings calls.

Biren Amin

Biren Amin

Piper Sandler Companies

4 questions for SRPT

Also covers: ALLO, APLS, BBIO +5 more
Brian Skorney

Brian Skorney

Robert W. Baird & Co.

4 questions for SRPT

Also covers: ABUS, CRNX, MIRM +6 more
Gil Blum

Gil Blum

Needham & Company

4 questions for SRPT

Also covers: ABSI, AUTL, CELC +9 more
JS

Joseph Schwartz

Oppenheimer

4 questions for SRPT

Also covers: ASND, AUPH, BMRN +14 more
RB

Ritu Baral

TD Cowen

4 questions for SRPT

Also covers: ACAD, ALNY, ATAI +11 more
TA

Tazeen Ahmad

Bank of America

4 questions for SRPT

Also covers: ACAD, ALNY, APLS +20 more
AR

Anupam Rama

JPMorgan Chase & Co.

3 questions for SRPT

Also covers: APLS, BBIO, BOLD +16 more
DH

David Hoang

Citigroup

3 questions for SRPT

Also covers: ACAD, ALKS, AVDL +8 more
EM

Eliana Merle

UBS

3 questions for SRPT

Also covers: ALNY, APLS, ARVN +17 more
Gavin Clark-Gartner

Gavin Clark-Gartner

Evercore ISI

3 questions for SRPT

Also covers: ACRS, ARGX, ASND +11 more
HW

Huidong Wang

Barclays

3 questions for SRPT

Also covers: ALNY, BCRX, BEAM +15 more
KB

Konstantinos Biliouris

BMO Capital Markets

3 questions for SRPT

Also covers: ALNY, BEAM, BMRN +3 more
Kristen Kluska

Kristen Kluska

Cantor Fitzgerald

3 questions for SRPT

Also covers: ABEO, ADMA, AQST +24 more
MU

Michael Ulz

Morgan Stanley

3 questions for SRPT

Also covers: ALNY, ARWR, FATE +8 more
Brian Abrahams

Brian Abrahams

RBC Capital Markets

2 questions for SRPT

Also covers: ACAD, ATAI, BCRX +17 more
LW

Leo Watson

Mizuho

2 questions for SRPT

Linda Tsai

Linda Tsai

Jefferies

2 questions for SRPT

Also covers: ADC, AKR, AMH +31 more
Salveen Richter

Salveen Richter

Goldman Sachs

2 questions for SRPT

Also covers: ACAD, AGIO, ALLO +20 more
SC

Samantha Corwin

William Blair

2 questions for SRPT

Also covers: ALLO, BEAM, KRYS +3 more
Tommie Reerink

Tommie Reerink

Goldman Sachs

2 questions for SRPT

Also covers: ALNY, ATRA, BMRN +2 more
UE

Uy Ear

Mizuho Securities

2 questions for SRPT

Also covers: ALKS, ARQT, EOLS +6 more
Andreas Argyrides

Andreas Argyrides

Oppenheimer & Co. Inc.

1 question for SRPT

Also covers: AQST, ARSP, CLSD +7 more
Andrew Tsai

Andrew Tsai

Jefferies

1 question for SRPT

Also covers: ARQT, ATAI, ATHA +13 more
DB

Danielle Brill

Truist Securities

1 question for SRPT

Also covers: ACAD, ARGX, BBIO +5 more
DS

Daniel Smith

H.C. Wainwright & Co.

1 question for SRPT

Also covers: AQST, HALO, RARE
DC

Debjit Chattopadhyay

Guggenheim Securities

1 question for SRPT

Also covers: BEAM, BOLD, HOOK +5 more
Gena Wang

Gena Wang

Barclays

1 question for SRPT

Also covers: ALNY, BCRX, BLUE +12 more
Kevin

Kevin

RBC Capital Markets

1 question for SRPT

Also covers: ARBK, BSEM, CMPS +2 more
KD

Kevin DeGeeter

Ladenburg Thalmann & Co. Inc.

1 question for SRPT

Also covers: IDXG, NVCR, ORIC +2 more
Kostas Biliouris

Kostas Biliouris

BMO Capital Markets

1 question for SRPT

Also covers: ALNY, BMRN, LEGN +2 more
LC

Louise Chen

Cantor Fitzgerald

1 question for SRPT

Also covers: ARDX, CNTB, IMAB +14 more
Mitchell Kapoor

Mitchell Kapoor

H.C. Wainwright & Co.

1 question for SRPT

Also covers: CTMX, HALO, INM +7 more
Priyanka Grover

Priyanka Grover

JPMorgan Chase & Co.

1 question for SRPT

Also covers: DAWN, FOLD, SNDX
RF

Robert Finke

Guggenheim Securities

1 question for SRPT

Rohan

Rohan

Morgan Stanley

1 question for SRPT

Ry Forseth

Ry Forseth

Guggenheim Securities

1 question for SRPT

Also covers: KRYS, NTLA, SLNO +1 more
SC

Sami Corwin

William Blair

1 question for SRPT

Also covers: ALLO, BEAM, KRYS +5 more
TL

Tim Lugo

William Blair

1 question for SRPT

Also covers: AKTX, BHVN, EYEN +3 more
YZ

Yanan Zhu

Wells Fargo Securities

1 question for SRPT

Also covers: ADAP, AFMD, ARCT +13 more

Recent press releases and 8-K filings for SRPT.

Sarepta Therapeutics Reports Preliminary Q4 and Full-Year 2025 Net Product Revenues
SRPT
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Sarepta Therapeutics, Inc. announced preliminary total net product revenue of $369.6 million for the fourth quarter of 2025 and $1.86 billion for the full-year 2025.
  • For full-year 2025, ELEVIDYS net product revenue reached $898.7 million, while PMO net product revenues totaled $965.6 million.
  • The company concluded 2025 with a preliminary cash, cash equivalents, restricted cash, and investments balance of approximately $953.8 million.
  • Sarepta reconfirmed a yearly sales floor for ELEVIDYS of $500.0 million for 2026, noting that Q4 2025 ELEVIDYS revenue was affected by the year-end flu season and rescheduled patient infusions.
3 days ago
Sarepta Therapeutics Reports 2025 Financial Results and Outlines 2026 Strategic Priorities
SRPT
Earnings
Guidance Update
New Projects/Investments
  • Sarepta Therapeutics reported full-year 2025 total net product revenue of $1.86 billion, with Elevidys at $899 million (9% growth) and PMOs at $966 million.
  • The company ended 2025 with $954 million in cash and cash equivalents and projects to be cash flow positive throughout the decade with no significant debt overhang.
  • Sarepta confirmed a $500 million yearly floor for Elevidys and plans to significantly grow this, focusing on communicating its efficacy and disease-slowing benefits.
  • Key 2026 pipeline milestones include Endeavor Cohort 8 trial results for non-ambulatory patients by year-end, and biomarker/safety data for FSHD (1001) and DM1 programs by the end of Q1.
  • The company will meet with the FDA by the end of Q1 2026 to discuss the pathway to traditional approval for its PMO therapies.
3 days ago
Sarepta Therapeutics Provides 2025 Financial Results and 2026 Outlook at J.P. Morgan Healthcare Conference
SRPT
Guidance Update
New Projects/Investments
  • Sarepta Therapeutics reported full year 2025 total net product revenue of $1.86 billion, with Elevidys contributing $899 million (up 9% over the prior year) and PMOs $966 million. The company ended 2025 with $954 million in cash and cash equivalents.
  • For 2026, the company anticipates a non-GAAP profit of approximately $400 million (excluding Arrowhead transactions) and expects to be cash flow positive throughout the decade, growing its cash balance.
  • Sarepta is focused on expanding the reach of Elevidys, noting that 80% of the addressable ambulatory-only population remains untreated. Results from the Endeavor Cohort 8 trial for non-ambulatory patients are expected at the very back end of 2026.
  • The company will meet with the FDA by the end of Q1 2026 to discuss the pathway to traditional approval for its PMO therapies, Vyondys and Amondys.
  • Key milestones for the siRNA pipeline in 2026 include biomarker and safety data for FSHD (1001) and DM1 programs around the end of Q1 2026, and dosing patients in the Huntington's program in the first half of 2026.
3 days ago
Sarepta Therapeutics Reports 2025 Financials and Outlines 2026 Strategic Priorities
SRPT
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
  • Sarepta Therapeutics reported $1.86 billion in total net product revenue for full year 2025, with Elevidys contributing $899 million and PMOs $966 million. The company ended 2025 with $954 million in cash and cash equivalents.
  • For 2026, Sarepta anticipates a non-GAAP profit of approximately $400 million and expects to add about $330 million in cash (both figures excluding Arrowhead transactions), projecting to be cash flow positive throughout the decade.
  • The company is focused on expanding Elevidys' reach, noting that 80% of the addressable ambulatory-only population remains untreated, and expects results from the Endeavor Cohort 8 trial for non-ambulatory patients by year-end 2026.
  • Sarepta plans to meet with the FDA by the end of Q1 2026 to discuss the pathway for traditional approval for its PMO therapies, which have demonstrated significant real-world evidence of slowing disease progression.
  • Key pipeline milestones for 2026 include biomarker and safety data for FSHD (1001) and DM1 programs by the end of Q1, and the initiation of patient dosing in the Huntington's program in the first half of the year.
3 days ago
Sarepta Reports Preliminary Q4 and Full-Year 2025 Net Product Revenues
SRPT
Earnings
Guidance Update
  • Sarepta reported preliminary total net product revenue of $369.6 million for the fourth quarter of 2025 and $1.86 billion for the full year 2025.
  • Preliminary ELEVIDYS net product revenue totaled $110.4 million in Q4 2025 and $898.7 million for the full year, with Q4 revenue impacted by the year-end flu season and rescheduled infusions.
  • The company's preliminary PMO net product revenues were $259.2 million for Q4 2025 and $965.6 million for the full year.
  • Sarepta ended 2025 with a preliminary cash, cash equivalents, restricted cash and investments balance of approximately $953.8 million.
  • The company reconfirmed its ELEVIDYS yearly sales floor of $500.0 million for 2026 and intends to exceed it, but will not provide more detailed guidance until evaluating results of initiatives.
3 days ago
Sarepta Therapeutics Announces Exchange of Convertible Senior Notes
SRPT
Debt Issuance
  • Sarepta Therapeutics, Inc. completed an exchange of approximately $291.4 million in aggregate principal amount of its 1.25% Convertible Senior Notes due 2027 for new 4.875% Convertible Senior Notes due 2030 and approximately $31.6 million in cash.
  • This transaction, which closed on December 18, 2025, increased the total aggregate principal amount of the Company's 4.875% Convertible Senior Notes due 2030 to approximately $893.4 million.
  • The exchange involved an entity affiliated with a board member, and the newly issued notes include specific provisions for "Affiliated Investor Notes" regarding transfer restrictions and additional interest.
Dec 19, 2025, 9:34 PM
Sarepta Therapeutics Announces Refinancing of Convertible Senior Notes
SRPT
Debt Issuance
Convertible Preferred Issuance
  • Sarepta Therapeutics, Inc. announced on December 11, 2025, a refinancing of approximately $291.4 million in aggregate principal amount of its 1.25% Convertible Senior Notes due 2027.
  • The company will exchange these existing notes for approximately $291.4 million in aggregate principal amount of new 4.875% convertible senior notes due 2030 and approximately $31.6 million in cash.
  • This exchange is expected to close on or about December 18, 2025.
  • Following the closing, the aggregate principal amount of the company's 4.875% Convertible Senior Notes due 2030 will total $893.4 million, with approximately $158.6 million of the original 1.25% Convertible Senior Notes due 2027 remaining outstanding.
Dec 11, 2025, 12:13 PM
Sarepta Therapeutics Announces Refinancing of Convertible Senior Notes
SRPT
Debt Issuance
Convertible Preferred Issuance
  • Sarepta Therapeutics is refinancing approximately $291.4 million in aggregate principal amount of its 1.25% convertible senior notes due 2027.
  • The company will exchange these existing notes for approximately $291.4 million in aggregate principal amount of new 4.875% convertible senior notes due 2030 and approximately $31.6 million in cash.
  • The new notes will be issued as part of the same series as the $602 million of 4.875% convertible senior notes due 2030 originally issued in August 2025, resulting in a total aggregate principal amount of $893.4 million for the 4.875% Convertible Senior Notes due 2030 after the exchange.
  • The exchange is expected to close on or about December 18, 2025, and approximately $158.6 million of the original 2027 notes will remain outstanding with unchanged terms.
  • In connection with the Exchange, a placement agent intends to purchase approximately 691,000 shares of Sarepta's common stock from certain participating investors.
Dec 11, 2025, 12:00 PM
Sarepta Therapeutics Makes Milestone Payment for Myotonic Dystrophy Trial Advancement
SRPT
New Projects/Investments
  • Sarepta Therapeutics has made a $200 million milestone payment to Arrowhead Pharmaceuticals.
  • This payment is for the advancement of the Phase 1/2 clinical trial of ARO-DM1 (SRP-1003), an RNA interference treatment for type 1 myotonic dystrophy.
  • The trial has progressed, with dose escalation approved and patient enrollment targets met, and plans to initiate cohort 5 at a 12 mg/kg dose in early 2026.
Nov 24, 2025, 12:40 PM
Sarepta Therapeutics Faces Investigation Following Gene Therapy Trial Failure
SRPT
Legal Proceedings
New Projects/Investments
  • Pomerantz LLP is investigating Sarepta Therapeutics, Inc. for potential securities fraud or other unlawful business practices.
  • This investigation follows Sarepta's disclosure on November 3, 2025, that its late-stage ESSENCE trial for two gene therapies, AMONDYS 45 and VYONDYS 5, did not meet statistical significance on its primary endpoint.
  • These gene therapies are aimed at treating Duchenne muscular dystrophy.
  • Following this news, Sarepta's stock price fell $8.25 per share, or 33.74%, to close at $16.20 per share on November 4, 2025.
Nov 20, 2025, 3:00 PM