Sarepta's Q4 Earnings Outlook Looks Dim Amid Legal Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 22 hours ago
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Should l Buy SRPT?
Source: stocktwits
- Earnings Forecast Decline: Sarepta is expected to report Q4 revenue of $390.95 million, down from $399.36 million in the previous quarter, with EBITDA losses projected to widen to $144.34 million, indicating ongoing financial pressure that may impact investor confidence.
- Rising Short Positions: Following the reinstatement of Regenxbio's patent lawsuit over Elevidys, short interest in Sarepta climbed from 20.3% to 21.2%, reaching a six-month high, reflecting increasing market uncertainty regarding the company's future.
- Institutional Investment Dynamics: As of December 31, 2025, BlackRock reported holding 14.28 million shares of Sarepta, an increase of 1.08 million shares valued at approximately $307.4 million, indicating continued interest from large institutions despite the prevailing bearish sentiment.
- Market Sentiment Shift: Ahead of the upcoming earnings report, Sarepta's stock slid 4% to $18.12, reflecting cautious investor sentiment in light of legal and regulatory risks, with the stock down 16% year-to-date.
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Analyst Views on SRPT
Wall Street analysts forecast SRPT stock price to rise
18 Analyst Rating
4 Buy
10 Hold
4 Sell
Hold
Current: 18.120
Low
5.00
Averages
20.80
High
45.00
Current: 18.120
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.
Sarepta's Q4 Earnings Outlook Looks Dim Amid Legal Challenges
- Earnings Forecast Decline: Sarepta is expected to report Q4 revenue of $390.95 million, down from $399.36 million in the previous quarter, with EBITDA losses projected to widen to $144.34 million, indicating ongoing financial pressure that may impact investor confidence.
- Rising Short Positions: Following the reinstatement of Regenxbio's patent lawsuit over Elevidys, short interest in Sarepta climbed from 20.3% to 21.2%, reaching a six-month high, reflecting increasing market uncertainty regarding the company's future.
- Institutional Investment Dynamics: As of December 31, 2025, BlackRock reported holding 14.28 million shares of Sarepta, an increase of 1.08 million shares valued at approximately $307.4 million, indicating continued interest from large institutions despite the prevailing bearish sentiment.
- Market Sentiment Shift: Ahead of the upcoming earnings report, Sarepta's stock slid 4% to $18.12, reflecting cautious investor sentiment in light of legal and regulatory risks, with the stock down 16% year-to-date.
See More
Japan Launches ELEVIDYS Gene Therapy for DMD
- Market Launch: Sarepta Therapeutics has launched ELEVIDYS gene therapy in Japan, marking the first gene therapy for Duchenne muscular dystrophy (DMD) in the country, which is expected to significantly improve the quality of life for patients.
- Milestone Payment: Sarepta is set to receive a $40 million milestone payment upon the first commercial sale of ELEVIDYS in Japan, which will be utilized for further research and market expansion, enhancing the company's competitive edge in gene therapy.
- Clinical Data Support: The approval of ELEVIDYS is based on efficacy and safety data from the global Phase 3 EMBARK study, demonstrating significant improvements in key motor function measures, which is anticipated to drive patient uptake and increase market demand.
- Long-term Collaboration: The collaboration agreement between Sarepta and Roche will ensure ongoing marketing and clinical studies for ELEVIDYS in Japan, further solidifying the company's leadership position in the treatment of muscle diseases.
See More
Sarepta Therapeutics Inc: Chugai Pharmaceutical Co., Ltd. to Launch Elevidys Commercially in Japan
Commercial Launch: Sarepta Therapeutics has announced the commercial launch of its gene therapy, Elevidys, in Japan.
Collaboration: The launch is in partnership with Chugai Pharmaceutical Co., Ltd., indicating a strategic collaboration in the region.
See More
Sarepta Therapeutics Inc. Announces Availability of Elevidys for Duchenne Patients Aged 3 to 8 in Japan
- New Treatment Availability: Sarepta Therapeutics has made its gene therapy treatment available for Duchenne patients aged 3 to 8 in Japan.
- Focus on Duchenne Muscular Dystrophy: This treatment targets Duchenne muscular dystrophy, a severe genetic disorder affecting muscle function.
See More
Sarepta Therapeutics Inc. Set to Receive $40 Million Milestone Payment Following First Commercial Sale in Japan
Company Announcement: Sarepta Therapeutics has announced that it is eligible to receive a $40 million milestone payment.
Condition for Payment: The payment will be triggered upon the company's first commercial sale in Japan.
See More
Sarepta Therapeutics Unveils Commercial Release of Elevidys in Japan
- Company Announcement: Sarepta Therapeutics has announced the commercial launch of its product, Elevidys, in Japan.
- Product Significance: Elevidys is a significant development in the field of therapeutics, aimed at addressing specific medical needs.
See More
Sarepta's Q4 Earnings Outlook Looks Dim Amid Legal Challenges
- Earnings Forecast Decline: Sarepta is expected to report Q4 revenue of $390.95 million, down from $399.36 million in the previous quarter, with EBITDA losses projected to widen to $144.34 million, indicating ongoing financial pressure that may impact investor confidence.
- Rising Short Positions: Following the reinstatement of Regenxbio's patent lawsuit over Elevidys, short interest in Sarepta climbed from 20.3% to 21.2%, reaching a six-month high, reflecting increasing market uncertainty regarding the company's future.
- Institutional Investment Dynamics: As of December 31, 2025, BlackRock reported holding 14.28 million shares of Sarepta, an increase of 1.08 million shares valued at approximately $307.4 million, indicating continued interest from large institutions despite the prevailing bearish sentiment.
- Market Sentiment Shift: Ahead of the upcoming earnings report, Sarepta's stock slid 4% to $18.12, reflecting cautious investor sentiment in light of legal and regulatory risks, with the stock down 16% year-to-date.
See More
Japan Launches ELEVIDYS Gene Therapy for DMD
- Market Launch: Sarepta Therapeutics has launched ELEVIDYS gene therapy in Japan, marking the first gene therapy for Duchenne muscular dystrophy (DMD) in the country, which is expected to significantly improve the quality of life for patients.
- Milestone Payment: Sarepta is set to receive a $40 million milestone payment upon the first commercial sale of ELEVIDYS in Japan, which will be utilized for further research and market expansion, enhancing the company's competitive edge in gene therapy.
- Clinical Data Support: The approval of ELEVIDYS is based on efficacy and safety data from the global Phase 3 EMBARK study, demonstrating significant improvements in key motor function measures, which is anticipated to drive patient uptake and increase market demand.
- Long-term Collaboration: The collaboration agreement between Sarepta and Roche will ensure ongoing marketing and clinical studies for ELEVIDYS in Japan, further solidifying the company's leadership position in the treatment of muscle diseases.
See More
Sarepta Therapeutics Inc: Chugai Pharmaceutical Co., Ltd. to Launch Elevidys Commercially in Japan
Commercial Launch: Sarepta Therapeutics has announced the commercial launch of its gene therapy, Elevidys, in Japan.
Collaboration: The launch is in partnership with Chugai Pharmaceutical Co., Ltd., indicating a strategic collaboration in the region.
See More
Sarepta Therapeutics Inc. Announces Availability of Elevidys for Duchenne Patients Aged 3 to 8 in Japan
- New Treatment Availability: Sarepta Therapeutics has made its gene therapy treatment available for Duchenne patients aged 3 to 8 in Japan.
- Focus on Duchenne Muscular Dystrophy: This treatment targets Duchenne muscular dystrophy, a severe genetic disorder affecting muscle function.
See More
Sarepta Therapeutics Inc. Set to Receive $40 Million Milestone Payment Following First Commercial Sale in Japan
Company Announcement: Sarepta Therapeutics has announced that it is eligible to receive a $40 million milestone payment.
Condition for Payment: The payment will be triggered upon the company's first commercial sale in Japan.
See More
Sarepta Therapeutics Unveils Commercial Release of Elevidys in Japan
- Company Announcement: Sarepta Therapeutics has announced the commercial launch of its product, Elevidys, in Japan.
- Product Significance: Elevidys is a significant development in the field of therapeutics, aimed at addressing specific medical needs.
See More
