Sarepta Therapeutics Inc
NASDAQ:SRPT
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Sarepta Therapeutics Inc
NASDAQ:SRPT
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Sarepta Therapeutics Inc
Sarepta Therapeutics Inc. is a company firmly rooted in the ambitious quest to change the lives of those grappling with rare genetic disorders, particularly focusing on Duchenne muscular dystrophy (DMD). The scientists and innovators at Sarepta are driven by their expertise in genetic medicine, utilizing cutting-edge technologies such as exon skipping, gene therapy, and RNA-targeted therapeutics to develop treatments that combat the underlying causes of these debilitating diseases. The company's journey is underscored by its commitment to not only advancing science but also accelerating the delivery of hope to patients and families affected by these life-limiting conditions.
Central to Sarepta's business model is the commercialization of its approved therapies, alongside an expansive pipeline of potential treatments still in various stages of research and development. By prioritizing strategic partnerships and leveraging their robust intellectual property portfolio, Sarepta translates pioneering science into tangible healthcare solutions. Revenue is chiefly generated through the sales of its FDA-approved DMD treatments, capturing a market niche due to the lack of viable alternatives. As Sarepta looks toward future horizons, the company remains steadfast in its mission to scale new heights in genetic medicine, aiming to redefine the standard of care for rare neuromuscular diseases worldwide.
Sarepta Therapeutics Inc. is a company firmly rooted in the ambitious quest to change the lives of those grappling with rare genetic disorders, particularly focusing on Duchenne muscular dystrophy (DMD). The scientists and innovators at Sarepta are driven by their expertise in genetic medicine, utilizing cutting-edge technologies such as exon skipping, gene therapy, and RNA-targeted therapeutics to develop treatments that combat the underlying causes of these debilitating diseases. The company's journey is underscored by its commitment to not only advancing science but also accelerating the delivery of hope to patients and families affected by these life-limiting conditions.
Central to Sarepta's business model is the commercialization of its approved therapies, alongside an expansive pipeline of potential treatments still in various stages of research and development. By prioritizing strategic partnerships and leveraging their robust intellectual property portfolio, Sarepta translates pioneering science into tangible healthcare solutions. Revenue is chiefly generated through the sales of its FDA-approved DMD treatments, capturing a market niche due to the lack of viable alternatives. As Sarepta looks toward future horizons, the company remains steadfast in its mission to scale new heights in genetic medicine, aiming to redefine the standard of care for rare neuromuscular diseases worldwide.
Revenue Growth: Sarepta reported full-year 2025 total revenues of $2.2 billion, up 16% year-over-year, with net product revenue of $1.86 billion.
2026 Guidance: The company guided 2026 net product revenue to $1.2–1.4 billion, advising to model toward the low end due to expected timing of commercial initiatives for ELEVIDYS.
ELEVIDYS Dynamics: ELEVIDYS fourth quarter revenue was $110 million, affected by flu season and rescheduled infusions, with total 2025 ELEVIDYS sales of $899 million.
PMO Franchise: PMO therapies remained stable, generating $966 million in 2025; consensus for 2026 is unchanged, with some modest decline expected as patients transition to ELEVIDYS.
Profitability & Cash: Sarepta exited 2025 with $954 million in cash/investments and positive operating cash flow; management expects to remain cash flow positive and profitable on a non-GAAP basis in 2026.
Pipeline Progress: Sarepta highlighted progress in its siRNA pipeline, with several clinical and preclinical programs advancing, and expects important data updates in 2026.
CEO Succession: CEO Doug Ingram announced his intent to retire by end of 2026, with an internal and external search for his successor underway.