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Sarepta Therapeutics, Inc.

Sarepta Therapeutics, Inc.

NASDAQ•SRPT
CEO: Mr. Douglas S. Ingram Esq.
Sector: Healthcare
Industry: Biotechnology
Listing Date: 1997-06-04
Sarepta Therapeutics, Inc., a commercial-stage biopharmaceutical company, focuses on the discovery and development of RNA-targeted therapeutics, gene therapies, and other genetic therapeutic modalities for the treatment of rare diseases. It offers EXONDYS 51 injection to treat duchenne muscular dystrophy (duchenne) in patients with confirmed mutation of the dystrophin gene that is amenable to exon 51 skipping; VYONDYS 53 for the treatment of duchenne in patients with confirmed mutation of the dystrophin gene that is amenable to exon 53 skipping; AMONDYS 45 for the treatment of duchenne in patients with confirmed mutation of the dystrophin gene; and ELEVIDYS, an adeno-associated virus based gene therapy for the treatment of ambulatory pediatric patients aged 4 through 5 years with duchenne with a confirmed mutation in the duchenne gene. The company is also developing SRP-5051, a peptide conjugated PMO that binds exon 51 of dystrophin pre-mRNA; and SRP-9003, a limb-girdle muscular dystrophies gene therapy program. It has collaboration and license agreements with F. Hoffman-La Roche Ltd; Nationwide Children's Hospital; Genevant Sciences; University of Florida; Dyno Therapeutics; Hansa Biopharma; Duke University; Genethon; and StrideBio. The company was incorporated in 1980 and is headquartered in Cambridge, Massachusetts.
Contact Information
215 First Street, Suite 415, Cambridge, MA, 02142, United States
617-274-4000
www.sarepta.com
Market Cap
$2.11B
P/E (TTM)
-7.9
40.6
Dividend Yield
--
52W High
$129.84
52W Low
$10.42
52W Range
9%
Rank60Top 78.6%
2.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$399.36M-14.52%
4-Quarter Trend

EPS

-$1.80-612.91%
4-Quarter Trend

FCF

$0.00-100.00%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Growth 41 Percent Total revenues reached $1.76B USD for nine months, marking a 41% increase over prior year period, driven by product sales.
ELEVIDYS Product Revenue Surge Product revenues grew 30% to $1.49B USD; ELEVIDYS sales specifically increased 81% following expanded label approval in June 2024.
Arrowhead Milestone Expense Recognized $100.0M R&D expense following Arrowhead DM1 milestone achievement; cash used for payment was $50.0M USD.
Debt Reduced Post-Refinancing Total debt obligations decreased 9% to $1.035B USD as of September 30, 2025, following partial refinancing of 2027 Notes.

Risk Factors

Significant Net Loss Reported Reported net loss of $(430.6M) USD for nine months, a major swing from prior year net income of $76.2M USD.
ELEVIDYS Safety Regulatory Headwinds ELEVIDYS sales dropped 27% in Q3 due to suspension following acute liver failure reports; FDA discussions regarding labeling ongoing.
R&D Expenses Nearly Doubled R&D expenses increased 98% to $1.20B USD for nine months, primarily due to $583.6M IPR&D charge related to Arrowhead.
Restructuring Workforce Reduction Announced restructuring plan cutting 36% workforce, incurring $40.5M charge; potential disruption to operations and talent retention remains.

Outlook

Restructuring Implementation Underway Implementing July 2025 restructuring plan to reduce operating expenses and align cost structure toward meeting 2027 financial obligations.
Pipeline Data Expected Early 2026 Expect initial data for SRP-1003 (DM1) and SRP-1001 (FSHD) programs in the first quarter of 2026 to guide future development.
Manufacturing Capacity Expansion Focus on hybrid gene therapy manufacturing strategy, securing capacity with Catalent and Aldevron for ELEVIDYS and SRP-9003 programs.
Cash Sufficient for Twelve Months Cash, cash equivalents, and investments totaled $865.2M USD, believed sufficient to fund current operational plan for at least twelve months.

Peer Comparison

Revenue (TTM)

Sarepta Therapeutics, Inc.SRPT
$2.41B
+47.1%
Travere Therapeutics, Inc.TVTX
$435.83M
+114.2%
Galapagos NVGLPG
$316.64M
-3298.7%

Gross Margin (Latest Quarter)

Galapagos NVGLPG
475.5%
+375.5pp
Liquidia CorporationLQDA
94.2%
+29.3pp
Ocular Therapeutix, Inc.OCUL
87.8%
-2.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
COGT$5.29B-15.0-120.2%22.1%
CELC$4.62B-27.5-179.0%67.3%
TVTX$3.37B-38.0-178.7%61.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-15.4%
Growth Under Pressure
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
50%
Cash Flow Needs Attention

Research & Insights

Next earnings:Feb 25, 2026
|
EPS:-$1.03
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 6, 2025|
    Revenue: $399.36M-14.5%
    |
    EPS: $-1.80-612.9%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 6, 2025|
    Revenue: $611.09M+68.4%
    |
    EPS: $2.01+2842.9%
    Beat
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 6, 2025|
    Revenue: $744.86M+80.2%
    |
    EPS: $-4.60-1310.5%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 28, 2025|
    Revenue: $1.90B+53.0%
    |
    EPS: $2.47+142.6%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 6, 2024|
    Revenue: $467.17M+40.8%
    |
    EPS: $0.35-176.1%
    Beat
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 7, 2024|
    Revenue: $362.93M+38.9%
    |
    EPS: $0.07-125.3%
    Meet
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 1, 2024|
    Revenue: $413.46M+63.1%
    |
    EPS: $0.38-106.5%
    Beat
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 28, 2024|
    Revenue: $1.24B+33.3%
    |
    EPS: $-5.80+27.8%
    Miss