Key Takeaways Sarepta reported a Q4 loss of $3.58 per share as Elevidys sales plunged over 71% year over year.SRPT revenues fell 33% to $442.9M, but still beat estimates on higher collaboration income.Sarepta guided 2026 net product revenues of $1.2B-$1.4B and targets $800M-$900M in expenses.Sarepta Therapeutics, Inc. (SRPT) reported a fourth-quarter 2025 adjusted loss of $3.58 per share, wider than the Zacks Consensus Estimate of a loss of 71 cents. This higher-than-anticipated loss was attributed to an in ...

Earnings SnapshotOn Wednesday, Sarepta Therapeutics reported an adjusted loss of $3.58 per share, missing the Wall Street estimate loss of $1.31. Sales reached $442.93 million, beating the consensus of $391.92 million.The sales fell 33% year over year, primarily reflecting $273.8 million less in net product revenue of Elevidys as a result of lower volume following the company’s decision to suspend shipments of Elevidys to non-ambulatory patients in the U.S. in June 2025.Management TransitionIn an SEC filing ...

Core Viewpoint - Sarepta Therapeutics CEO Douglas Ingram will retire by the end of 2026 or upon the appointment of a successor, following a challenging year for the company marked by significant setbacks related to its gene therapy product, Elevidys [1]. Company Developments - The company has initiated a search for a new CEO after Ingram's announcement of his retirement [1]. - Sarepta faced a tumultuous 2025, with Elevidys linked to the deaths of two patients, leading to a request from the U.S. Food and Drug Administration (FDA) to voluntarily halt shipments of the therapy [1]. - The FDA is currently investigating the deaths associated with Elevidys, which has resulted in the therapy carrying the most serious safety warning and stringent monitoring requirements post-treatment [1]. Financial Impact - Sarepta announced 500 job cuts and halted the development of several gene therapies for limb-girdle muscular dystrophy in response to the challenges faced [1]. - The company's shares fell by 82% last year, reflecting the negative market reaction to the issues surrounding Elevidys [1]. - Following the announcement of Ingram's retirement, the stock was down approximately 4% in after-market trading [1].

Sarepta Therapeutics (NasdaqGS:SRPT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsBrian Abrahams - Managing Director and Co-Head of Biotechnology Equity ResearchDoug Ingram - President and Chief Executive OfficerIan M. Estepan - VP of Investor RelationsLouise Rodino-Klapac - Executive VP, Chief Scientific Officer, and Head of Research and DevelopmentMichael Yee - Global Head of Biotechnology Equity ResearchPatrick Moss - Executive VP and Chief Commercial OfficerRyan Wong - Interim ...

Sarepta Therapeutics (NasdaqGS:SRPT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsBrian Abrahams - Managing Director and Co-Head of Biotechnology Equity ResearchDoug Ingram - President and Chief Executive OfficerIan M. Estepan - Director of Investor RelationsLouise Rodino-Klapac - Executive VP, Chief Scientific Officer, and Head of Research and DevelopmentPatrick Moss - Executive VP and Chief Commercial OfficerRyan Wong - Interim CFOTazeen Ahmad - Managing DirectorConference Call ...

Sarepta Therapeutics (NasdaqGS:SRPT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker17Good afternoon, welcome to Sarepta's fourth quarter 2025 earnings results call. As a reminder, today's program is being recorded. At this time, I'll turn the call over to Ian Estepan, Sarepta's Director of Investor Relations. Please go ahead.Speaker8Thank you, operator, and thank you all for joining today's call. Earlier this afternoon, we released our financial results for the fourth quarter of 2025. The press ...

Patients can't wait for the next breakthrough in medical research. So neither will we. Fourth Quarter and Full-Year 2025 Financial Results Wednesday, February 25, 2026 In order to provide Sarepta's investors with an understanding of its current results and future prospects, forward-looking statements will be made during this presentation. Any statements that are not statements of historical fact may be deemed to be forward-looking statements. Words such as "believe," "anticipate," "plan," "expect," "will," ...

Core Insights - Alnylam Pharmaceuticals focuses on RNA interference (RNAi) therapeutics aimed at silencing specific genes related to various diseases, positioning itself competitively alongside peers like BioMarin, Ionis, Sarepta, and Agios [1] Financial Performance - Alnylam has a Return on Invested Capital (ROIC) of 13.74% and a Weighted Average Cost of Capital (WACC) of 5.69%, resulting in a ROIC to WACC ratio of 2.42, indicating effective capital utilization [2][5] - In contrast, Ionis Pharmaceuticals has a ROIC of -9.98% and a WACC of 5.25%, leading to a negative ROIC to WACC ratio of -1.90, while Sarepta and Agios also report negative ratios of -1.04 and -4.91 respectively [3][5] Capital Efficiency - Alnylam's ROIC to WACC ratio of 2.42 positions it as a leader in capital efficiency among its peers, suggesting it is effectively utilizing its capital to generate returns [4][5]

Core Viewpoint - Sarepta Therapeutics (SRPT) is anticipated to report a year-over-year decline in earnings due to lower revenues, with a consensus outlook indicating a quarterly loss of $0.71 per share, reflecting a -147.3% change from the previous year, and revenues expected to be $408.53 million, down 38% from the year-ago quarter [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for February 25, and the stock may rise if the reported numbers exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 45.87% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model suggests that the Most Accurate Estimate for Sarepta is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.11% [12]. - The stock currently holds a Zacks Rank of 3, indicating a hold position, which suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Sarepta was expected to post earnings of $0.01 per share but instead reported a loss of -$0.13, resulting in a surprise of -1,400.00% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Context - In the broader context of the Zacks Medical - Biomedical and Genetics industry, Cytokinetics (CYTK) is also expected to report a loss of $1.48 per share, reflecting a year-over-year change of -17.5%, with revenues expected to be $3.89 million, down 77% from the previous year [18][19].

Core Viewpoint - Sarepta Therapeutics, Inc. will report its fourth quarter and full-year 2025 financial results on February 25, 2026, after the Nasdaq Global Market closes [1] Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 4:30 p.m. E.T. on the same day [1] - The event will be available for live webcast under the investor relations section of Sarepta's website [1]