Sarepta Therapeutics (SRPT)
Develops Duchenne muscular dystrophy medicines and genetic therapies for rare diseases.
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Commercializes three PMO medicines for Duchenne muscular dystrophy alongside the AAV gene therapy ELEVIDYS. The business centers on rare genetic diseases and is refocusing development resources toward siRNA assets after a restructuring.
Commercial operations center on three PMO medicines for Duchenne muscular dystrophy and on ELEVIDYS, an AAV gene therapy. The company's modern commercial franchise grew from earlier RNA and antisense work, then expanded into genetic-medicine modalities for rare diseases.
The FDA label limits ELEVIDYS to ambulatory patients aged four and older with a confirmed DMD mutation, following a revision with a boxed warning for serious liver injury and acute liver failure. The PMO therapies have confirmatory-evidence dependencies, while development resources are being prioritized toward siRNA assets after the 2025 restructuring.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 27, 2026 | Morgan Stanley | Target | Target: $165 | Target: $25 |
| Jul 9, 2026 | Piper Sandler | Reiterate | Rating: —Target: $16 | Target: $20 |
| Jul 9, 2026 | Wolfe Research | Upgrade | ||
| Jul 8, 2026 | Wolfe Research | Upgrade | Target: — | Target: $27 |
| May 15, 2026 | Evercore ISI | Target | Target: $179 | Target: $19 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $788.5M · Total debt $1.05B · Total assets $3.19B · Shareholders' equity $1.53B
- Revenue
- $401.3M
- Operating income
- $13.3M
- Net income
- −$4.9M
No dividends on record.
| Institutions | ≈ 104.68% | 110.57M shares | |
|---|---|---|---|
| 348 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 5.45% | 5.76M shares | |
| 16 holders · as of Sep 8, 2026 | |||
| Adds to | 110.13% | ||
105.63M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 110.13%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 17.98% | 18.99M | as of Jun 30, 2026 |
State Street CorpInstitution | 8.44% | 8.92M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.93% | 8.38M | as of Jun 30, 2026 |
Sands Capital Management, LLCInstitution | 5.08% | 5.36M | filed Feb 14, 2022 |
Two Sigma Investments, LPInstitution | 4.35% | 4.60M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 12, 2026 | Stephen Mayo | director | −7,239 | $17.02 |
| Dec 16, 2025 | Ian Michael Estepan | officer: Chief Operating Officer | −13,187 | $22.31 |
- Dyne Therapeutics
Exon 51 DMD candidate with a submitted BLA
- REGENXBIO
Late-stage microdystrophin gene-therapy challenger in DMD
- Solid Biosciences
Microdystrophin gene-therapy candidate in Phase 3 DMD development
- Capricor Therapeutics
Late-stage DMD cell therapy for cardiac and skeletal muscle
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Sarepta Therapeutics | $19.36 | −6.98% | $2.20B | — | 33.7 | 1.1 | −34.3% |
| Dyne Therapeutics | $16.57 | −3.35% | $3.20B | — | — | — | — |
| REGENXBIO | $7.56 | −7.24% | $421.3M | — | — | 2.4 | +405.7% |
| Solid Biosciences | $8.28 | −7.14% | $878.2M | — | — | — | — |
| Capricor Therapeutics | $8.78 | −5.98% | $537.1M | — | — | — | — |
| Median | — | — | 2.4 | +405.7% |