SRPT · Sarepta Therapeutics, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on SRPT. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About SRPT · Sarepta Therapeutics, Inc.
Sarepta Therapeutics, Inc., a commercial-stage biopharmaceutical company, focuses on the discovery and development of RNA-targeted therapeutics, siRNA platform, gene therapy, and other genetic therapeutic modalities for the treatment of rare diseases. It offers EXONDYS 51 for the treatment of Duchenne in patients who have a confirmed mutation of the dystrophin gene that is amenable to exon 51 skipping; VYONDYS 53 for the treatment of Duchenne in patients who have a confirmed mutation of the dystrophin gene that is amenable to exon 53 skipping; AMONDYS 45 for the treatment of Duchenne in patients who have a confirmed mutation of the dystrophin gene that is amenable to exon 45 skipping; and ELEVIDYS, an AAV-based gene therapy, which is contraindicated in patients with any deletion in exon 8 and/or exon 9 in the Duchenne gene. The company also develops SRP-9003, a gene therapy program for the treatment of LGMD2E; SRP-1001 to selectively target and knockdown DUX4 using RNAi in Phase 1/2a clinical trials; and SRP-1003 for reduction of expression of the DMPK gene in Phase 1/2a clinical trials. It has collaboration and license agreements with F. Hoffman-La Roche Ltd; Arrowhead Pharmaceuticals, Inc.; University of Western Australia; Nationwide Children's Hospital; Hansa Biopharma; and Duke University. The company was incorporated in 1980 and is headquartered in Cambridge, Massachusetts.
Live Quote
HOLD (score -2) · 12-1 mom -10.6% · RSI 51.5 · below_both · -29.4% from high
Targets blend Wall Street consensus (23 analysts: low $5.00 / mean $22.00 / high $38.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Sarepta has cratered ~64% from its 52-week high of $43.92 to $15.75 following ELEVIDYS commercial deterioration tied to a regulatory crackdown on gene therapy dosing, though Q1 2026 showed unexpected EPS strength ($3.16 actual vs $0.99 est) driven by non-recurring items and stable legacy product revenues. The trigger was a cluster of 8 Form 4 filings from June 4 2026 — but every one represents RSU vesting grants (code A, at-the-money, zero cost), not open-market purchases. No director or officer bought stock with personal capital in the last 90 days. Options flow is strongly bearish (put/call ratio 7.35; new OTM put positioning at $17 strike). The forward P/E of 5.78x and ~12% FCF yield are compelling on paper, but without a genuine insider cash purchase signal — and against a backdrop of declining flagship drug sales and high leverage — there is no actionable mispricing + catalyst + edge combination.
{"symbol":"SRPT","company":"Sarepta Therapeutics, Inc.","investigation_summary":"Sarepta presents a deeply distressed picture: CEO retirement announced Feb 2026, Elevidys gene therapy sales declining following FDA boxed warning, VYONDYS/AMONDYS under potential ESSENCE trial withdrawal risk, and AAVrh74 platform on clinical hold. Q1 2026 earnings beat ($3.16 adj EPS vs $0.99 est) was driven by a ma