Sarepta's stock collapsed due to ELEVIDYS safety concerns, regulatory setbacks, and reduced revenue guidance, but I see potential upside at current prices. ELEVIDYS's safety profile, especially in non-ambulatory patients, led to shipment suspension and a significant reduction in peak sales estimates. Despite setbacks, Sarepta's first-mover advantage, deep pipeline, and gene therapy leadership support a high-risk, high-reward investment thesis.
Sarepta Therapeutics on Sunday said there had been a second reported case of acute liver failure resulting in death after a patient received the company's gene therapy for a rare form of muscular dystrophy.
Sarepta Therapeutics (SRPT) reported earnings 30 days ago. What's next for the stock?
SRPT reports mixed first-quarter 2025 results. The stock plunges after the company significantly lowers its 2025 sales guidance.
Sarepta Therapeutics, Inc. (NASDAQ:SRPT ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Mary Jenkins - Associate Director, IR Doug Ingram - President and CEO Dallan Murray - EVP, CCO Louise Rodino-Klapac - EVP, Head of R&D, CSO Ian Estepan - EVP, CFO Conference Call Participants Tazeen Ahmad - Bank of America Securities Ritu Baral - TD Cowen Louise Chen - Scotiabank Andrew Tsai - Jefferies Eliana Merle - UBS Brian Abrahams - RBC Capital Markets Debjit - Guggenheim Securities Salveen Richter - Goldman Sachs Brian Skorney - Baird Michael Ulz - Morgan Stanley Gil Blum - Needham & Company Joe Schwartz - Leerink Partners Yanan Zhu - Wells Fargo Kostas Biliouris - BMO Capital Markets Anupam Rama - JPMorgan Biren Amin - Piper Sandler David Hoang - Deutsche Bank Rick Miller - Cantor Fitzgerald Andreas Argyrides - Oppenheimer & Co. Gena Wang - Barclays Operator Good afternoon, and welcome to the Sarepta Therapeutics First Quarter 2025 Financial Results Conference Call. As a reminder, today's program is being recorded.
The headline numbers for Sarepta Therapeutics (SRPT) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Sarepta Therapeutics (SRPT) came out with a quarterly loss of $3.42 per share versus the Zacks Consensus Estimate of $0.35. This compares to earnings of $0.73 per share a year ago.
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.
Following positive FDA feedback, Sarepta advances a fourth LGMD program to clinical development.
Shares of Sarepta Therapeutics SRPT dropped more than 6% yesterday after the EMA placed a clinical hold on all studies evaluating Elevidys, its one-shot gene therapy for Duchenne muscular dystrophy (DMD). The therapy has been developed in collaboration with pharma giant Roche RHHBY.
We advise investors with a long-term horizon to remain invested in Sarepta stock, given its encouraging commercial portfolio and robust pipeline potential.
Things are going from bad to worse for Sarepta Therapeutics (SRPT 0.84%), a biotech focusing on gene therapies. The company's performance over the past six months had already been unimpressive.