Earnings summaries and quarterly performance for Sarepta Therapeutics.
Executive leadership at Sarepta Therapeutics.
Douglas Ingram
Chief Executive Officer
Cristin Rothfuss
Executive Vice President, Chief General Counsel and Corporate Secretary
Ian Estepan
President and Chief Operating Officer
Louise Rodino-Klapac
President, Research & Development and Technical Operations
Patrick Moss
Chief Commercial Officer
Rachael Potter
Chief Scientific Officer
Ryan Wong
Executive Vice President, Chief Financial Officer
Board of directors at Sarepta Therapeutics.
Research analysts who have asked questions during Sarepta Therapeutics earnings calls.
Biren Amin
Piper Sandler Companies
4 questions for SRPT
Brian Skorney
Robert W. Baird & Co.
4 questions for SRPT
Gil Blum
Needham & Company
4 questions for SRPT
Joseph Schwartz
Oppenheimer
4 questions for SRPT
Ritu Baral
TD Cowen
4 questions for SRPT
Tazeen Ahmad
Bank of America
4 questions for SRPT
Anupam Rama
JPMorgan Chase & Co.
3 questions for SRPT
David Hoang
Citigroup
3 questions for SRPT
Eliana Merle
UBS
3 questions for SRPT
Gavin Clark-Gartner
Evercore ISI
3 questions for SRPT
Huidong Wang
Barclays
3 questions for SRPT
Konstantinos Biliouris
BMO Capital Markets
3 questions for SRPT
Kristen Kluska
Cantor Fitzgerald
3 questions for SRPT
Michael Ulz
Morgan Stanley
3 questions for SRPT
Brian Abrahams
RBC Capital Markets
2 questions for SRPT
Leo Watson
Mizuho
2 questions for SRPT
Linda Tsai
Jefferies
2 questions for SRPT
Salveen Richter
Goldman Sachs
2 questions for SRPT
Samantha Corwin
William Blair
2 questions for SRPT
Tommie Reerink
Goldman Sachs
2 questions for SRPT
Uy Ear
Mizuho Securities
2 questions for SRPT
Andreas Argyrides
Oppenheimer & Co. Inc.
1 question for SRPT
Andrew Tsai
Jefferies
1 question for SRPT
Danielle Brill
Truist Securities
1 question for SRPT
Daniel Smith
H.C. Wainwright & Co.
1 question for SRPT
Debjit Chattopadhyay
Guggenheim Securities
1 question for SRPT
Gena Wang
Barclays
1 question for SRPT
Kevin
RBC Capital Markets
1 question for SRPT
Kevin DeGeeter
Ladenburg Thalmann & Co. Inc.
1 question for SRPT
Kostas Biliouris
BMO Capital Markets
1 question for SRPT
Louise Chen
Cantor Fitzgerald
1 question for SRPT
Mitchell Kapoor
H.C. Wainwright & Co.
1 question for SRPT
Priyanka Grover
JPMorgan Chase & Co.
1 question for SRPT
Robert Finke
Guggenheim Securities
1 question for SRPT
Rohan
Morgan Stanley
1 question for SRPT
Ry Forseth
Guggenheim Securities
1 question for SRPT
Sami Corwin
William Blair
1 question for SRPT
Tim Lugo
William Blair
1 question for SRPT
Yanan Zhu
Wells Fargo Securities
1 question for SRPT
Recent press releases and 8-K filings for SRPT.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Quarterly earnings call transcripts for Sarepta Therapeutics.
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