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Sarepta Therapeutics, Inc.

SRPT

Healthcare · 20.53 -6.7% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Sarepta Therapeutics, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 25 directly disclosed connections are confirming.

Company-6.7% todayVolume comparison unavailable
Market group0 of 10 activeRNA Therapeutics · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • SRPT's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if SRPT's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 25 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SRPT's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements89
Verified relationships18
Evidence supporting the case
  • Macroeconomic conditions has repeated favorable evidence across 4 filings.
  • Tariffs and trade policy has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Operating margin changed -49.7 percentage points in the latest annual period.
  • Net margin changed -51.4 percentage points in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 80% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

20.53
6m+22.5%12m+13.6%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$612.4M+13.4%$-5.15+4.2%
2022-12-31$843.8M+37.8%$-8.03+7.7%
2023-12-31$1.1B+35.7%$-5.80+5.5%
2024-12-31$1.8B+56.2%$2.34+16.8%
2025-12-31$1.9B+4.3%$-7.13-7.2%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
“Cash used in operating activities for the three months ended March 31, 2026 was primarily driven by the net income of $331.0 million, adjusted for the following: • $29.4 million in stock-based compensation expense; • $10.6 million in depreciation and amortiza…”
10-Q · May 6, 2026 ↗
Macroeconomic conditionspositive · 4 filings
“For example, the trading prices of biopharmaceutical companies have been highly volatile as a result of inflation, announced tariffs and increased interest rates and overall market volatility.”
10-Q · May 6, 2026 ↗
Tariffs and trade policypositive · 4 filings
“For example, the trading prices of biopharmaceutical companies have been highly volatile as a result of inflation, announced tariffs and increased interest rates and overall market volatility.”
10-Q · May 6, 2026 ↗
Restructuring and cost reductionsmixed · 3 filings
“We recorded a restructuring charge of $42.0 million for 2025, primarily related to employee termination benefits, including severance, along with accelerated depreciation for assets impacted by the restructuring plan, with no similar activity in 2024.”
10-K · Mar 2, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.1× · EV/sales 1.1×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

20.53-6.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SRPT. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SRPT. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SRPT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

IONSIonis Pharmaceuticals, Inc.competitorMar 2, 2026 ▾

“In addition, while Wave announced its intention to discontinue development of suvodirsen and suspend development of WVE-N531, it is conducting clinical trials for its exon 53 oligonucleotide, WVE-N531.”

BIIBBiogen Inc.competitorNov 6, 2025 ▾

“Additionally, several companies and institutions have entered into collaborations or other agreements for the development of product candidates, including mRNA, gene therapy and gene editing (CRISPR and AAV, among others) and small molecule therapies that are…”

Depended on by

ARWRArrowhead Pharmaceuticals, Inc.partnerNov 25, 2025 ▾

“Over the past several years we have entered into license and collaboration agreements with Takeda, Janssen, Amgen, Horizon, GSK, Sarepta, Visirna and Novartis Pharma AG (“Novartis”).”

Filing peers

INCYRVMDEXEL

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 22 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SRPT is currently a Follower in the organic co-movement group RNA Therapeutics. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for SRPT; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.