Sarepta Therapeutics is trading at a huge discount to previous enterprise value, with significant upside potential as the situation stabilizes in the near term. ELEVIDYS may be able to regain the non-ambulatory segment in the future, leading to further opportunity. Company restructuring sets up a realistic shot of turnaround.
Sarepta sells $174M in Arrowhead shares to fund a $100M milestone payment as part of its RNAi drug collaboration.
For Sarepta Therapeutics NASDAQ: SRPT, 2025 has been nothing short of an unmitigated disaster. The firm owns the only Food and Drug Administration (FDA)-approved gene therapy for the treatment of Duchenne muscular dystrophy (DMD), known as ELEVIDYS.
SRPT rallies after Q2 earnings and revenue beat expectations as Elevidys deliveries resume following FDA clearance.
Although the revenue and EPS for Sarepta Therapeutics (SRPT) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Sarepta Therapeutics (SRPT) came out with quarterly earnings of $2.02 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $0.07 per share a year ago.
SRPT's Q2 report, set to arrive Aug. 6, is likely to have Elevidys updates, restructuring plans and sales outlook in sharp investor focus.
Sarepta Therapeutics (SRPT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
After our editorial, the agency relents to allow a Duchenne treatment.
Sarepta Therapeutics' stock was soaring Tuesday after the FDA recommended lifting the pause on the company's Duchenne muscular dystrophy drug, but analysts worry it will take time for patients and doctors to feel safe using it.
Sarepta Therapeutics Inc (NASDAQ:SRPT) shares jumped 25% at the open on Tuesday after the US Food and Drug Administration recommended the company lift a voluntary pause on shipments of its gene therapy ELEVIDYS for ambulatory Duchenne muscular dystrophy (DMD) patients. The regulator's move follows its determination that the death of an eight-year-old patient in Brazil, which had prompted a temporary halt, was unrelated to the therapy.
Sarepta Therapeutics is trading around $19 in extended hours following the FDA's decision to remove the pause on Elevidys, marking a critical turning point for the beleaguered biotech. This regulatory relief, combined with several other compelling catalysts, creates a pathway for the stock to potentially double from current levels to around $40 after its dramatic fall from levels of $170.