Sarepta Therapeutics and Teladoc Health Face Major Challenges, 2026 Outlook Dismal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: Fool
- Sarepta's Stock Plunge: Sarepta Therapeutics saw its shares decline over 80% last year due to safety concerns surrounding its Elevidys treatment, with projected revenue for 2025 at $1.86 billion, slightly down from $1.9 billion last year, indicating a lack of market confidence in its products.
- Uncertain Elevidys Outlook: The Elevidys treatment was forced to include warnings after two patients died from liver failure, restricting access for high-risk populations and leading to decreased demand; while the company is developing new drugs, they won't improve financial performance in the near term.
- Teladoc's Shrinking Market Share: Teladoc Health has experienced stagnant revenue growth, particularly as its virtual therapy platform BetterHelp has lost paying members, resulting in ongoing net losses as competitors have eroded its market share.
- International Expansion Challenges: Although Teladoc has seen faster revenue growth internationally, it is likely to face similar competitive pressures abroad as it did domestically, suggesting that its stock may continue to decline, making it unattractive for investment.
Analyst Views on SRPT
Wall Street analysts forecast SRPT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SRPT is 20.80 USD with a low forecast of 5.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
4 Buy
10 Hold
4 Sell
Hold
Current: 21.790
Low
5.00
Averages
20.80
High
45.00
Current: 21.790
Low
5.00
Averages
20.80
High
45.00
About SRPT
Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company. The Company is focused on helping patients through the discovery and development of ribonucleic acid (RNA)-targeted therapeutics, gene therapy and other genetic therapeutic modalities for the treatment of rare diseases. It has developed multiple approved products for the treatment of Duchenne muscular dystrophy (Duchenne) and is developing potential therapeutic candidates for a range of diseases and disorders, including Duchenne, Limb-girdle muscular dystrophies (LGMDs) and other neuromuscular and central nervous system (CNS) related disorders. The Company has developed and commercialized four approved products for the treatment of Duchenne: EXONDYS 51 (eteplirsen), Injection (EXONDYS 51), VYONDYS 53 (golodirsen) Injection (VYONDYS 53), AMONDYS 45 (casimersen) Injection (AMONDYS 45), and ELEVIDYS. Its pipeline includes over 40 programs at various stages of discovery, pre-clinical and clinical development.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
