Sarepta Therapeutics Inc. (SRPT)
Sarepta Therapeutics, Inc. (SRPT) Q3 2025 Earnings Call Transcript
Sarepta Therapeutics, Inc. ( SRPT ) Q3 2025 Earnings Call November 3, 2025 4:30 PM EST Company Participants Tamara Thornton Douglas Ingram - CEO & Director Louise Rodino-Klapac - President of Research & Development and Technical Operations Patrick Moss - Executive VP & Chief Commercial Officer Ryan Wong - Executive VP & CFO Conference Call Participants Anupam Rama - JPMorgan Chase & Co, Research Division Huidong Wang - Barclays Bank PLC, Research Division Tazeen Ahmad - BofA Securities, Research Division Kevin Meli - RBC Capital Markets, Research Division Joseph Schwartz - Leerink Partners LLC, Research Division Lin Tsai - Jefferies LLC, Research Division Tommie Reerink - Goldman Sachs Group, Inc., Research Division Gil Blum - Needham & Company, LLC, Research Division Yanan Zhu - Wells Fargo Securities, LLC, Research Division Michael Ulz - Morgan Stanley, Research Division Brian Skorney - Robert W. Baird & Co. Incorporated, Research Division Ritu Baral - TD Cowen, Research Division David Hoang - Deutsche Bank AG, Research Division Biren Amin - Piper Sandler & Co., Research Division Gavin Clark-Gartner - Evercore ISI Institutional Equities, Research Division Samantha Corwin - William Blair & Company L.L.C.
Sarepta slumps as gene therapy setback adds to drug pipeline woes
Shares of Sarepta sank 36% before the bell on Tuesday after a trial for two gene-targeted therapies for a muscle-wasting disease missed a key goal, deepening concerns about the company's treatment pipeline.
Sarepta Therapeutics (SRPT) Reports Q3 Loss, Beats Revenue Estimates
Sarepta Therapeutics (SRPT) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of $0.01. This compares to earnings of $0.62 per share a year ago.
Sarepta's stock plummets as disappointing trial data raise questions on DMD drug's success
Sarepta's stock sank after studies of Duchenne muscular dystrophy treatments failed their primary endpoints.
Sarepta Therapeutics: A Discounted Valuation Meets Breakthrough Pipeline
Sarepta Therapeutics is showing signs of recovery, driven by its robust pipeline and recent revenue growth, despite past clinical setbacks. SRPT's near-term catalyst is SRP-9003, a gene therapy for Limb-Girdle Muscular Dystrophy, with pivotal Phase 3 data expected in late 2025 or early 2026. Valuation remains attractive, with SRPT trading at a discount to peers and holding a strong cash position, while upcoming data could drive significant upside.
Sarepta Therapeutics: A Strong Opportunity Amidst The Panic
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 Arrowhead Stake to Fund Milestone Payment
Sarepta sells $174M in Arrowhead shares to fund a $100M milestone payment as part of its RNAi drug collaboration.
Brutal 2025 for Sarepta—Analysts Still Call for 179% Upside
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.
Sarepta Soars on Q2 Earnings & Sales Beat, Resumes Elevidys Deliveries
SRPT rallies after Q2 earnings and revenue beat expectations as Elevidys deliveries resume following FDA clearance.
Sarepta Therapeutics (SRPT) Reports Q2 Earnings: What Key Metrics Have to Say
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) Tops Q2 Earnings and Revenue Estimates
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.
Sarepta to Report Q2 Earnings: What's in Store for the Stock?
SRPT's Q2 report, set to arrive Aug. 6, is likely to have Elevidys updates, restructuring plans and sales outlook in sharp investor focus.
