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Sarepta Therapeutics

Sarepta Therapeutics, Inc. · Cambridge, MA · founded 1980

Sarepta Therapeutics is a Cambridge, Massachusetts genetic-medicine company that develops therapies for Duchenne muscular dystrophy and other rare neuromuscular disorders. The platform combines two technologies: exon-skipping antisense oligonucleotides that allow patients to produce a partial dystrophin protein, and gene therapy delivered via a one-time AAVrh74 viral vector carrying a shortened functional dystrophin gene. ELEVIDYS, the company's lead asset, is the first FDA-approved gene therapy for DMD.

Lead asset
ELEVIDYS · Approved · Duchenne Muscular Dystrophy
gene therapy · AAVrh74-microdystrophin transfer
Pipeline
1 drug · 1 program
1 Rare Disease
Modalities
gene therapy×1
FocusRare DiseaseGene Therapy
0.47
Reliability
Weak
4/6
hits
27d
Next catalyst
adcom
Last refresh · 1mo ago · FDA
$31.00+8.05%1Y
SRPT · daily close · illustrative · 3 catalysts marked
$26$28$30$33$35Apr '25Aug '25Dec '25Apr '26
PDUFA-28%PDUFA+45%PDUFA-39%
1Y high$34.211Y low$26.51range$7.70(29%)past catalysts

Peers in this space

same sector or modality · sorted by match strength + market cap
Pipeline & catalysts

Pipeline & catalysts

1 drug · 1 programs · 2 upcoming catalysts
Pipeline by phase1programs
  • Preclin0
  • Ph10
  • Ph20
  • Ph30
  • Filed0
  • Approved1

Past catalyst impact

4 historical events · % change vs announcement
DateKindEventOutcome+1W+1M+6M
Dec 26, 2025PDUFAELEVIDYS — PDUFA — CRL IssuedNegative-27.5%-38.9%-34.2%
Nov 26, 2025PDUFAELEVIDYS — PDUFA — ApprovedPositive+44.8%+22.7%+20.5%
Jul 29, 2025PDUFAELEVIDYS — PDUFA — CRL IssuedMixed-38.9%-22.9%+45.1%
Mar 6, 2024ReadoutELEVIDYS — Phase 2b Topline Met Primary EndpointNegative-15.8%-32.4%-43.4%
% change vs ticker close on the announcement date · backtest illustrative
Smart money

Insider activity

SEC EDGAR Form 4 · last 90 days
Insider activity · last 90 days
Form 4 trail · 7 transactions · 7 insiders
4 near a catalyst
Net flow
−$2.0M
Buys
$806.1K
2 txns
Sells
$2.8M
3 txns
Largest
−$1.6M
CEO sell
Net flow per quarter · last 8Q
12 txns · sum $4.03M
24Q325Q125Q326Q126Q2
buys · $806Ksells · $4.84M
Insider · roleActionSharesPriceValueDate
B. Chen
CEO
Sell76,019$20.85$1.6M
Apr 18, 2026
34d to catalyst
N. Nguyen
CSO
Buy3,236$28.14+$91.1K
Apr 10, 2026
42d to catalyst
C. Walsh
EVP
Award838$27.70$23.2K
Apr 6, 2026
R. Nguyen
CEO
Sell49,322$22.65$1.1M
Mar 27, 2026
56d to catalyst
R. Voss
SVP
Sell3,574$27.00$96.5K
Mar 22, 2026
A. Patel
CSO
Buy24,717$28.93+$715.0K
Mar 17, 2026
A. Walsh
10% Owner
Award165,011$29.90$4.9M
Mar 17, 2026

Congressional trading

STOCK Act PTRs · House & Senate
Congressional trading · STOCK Act · last 365d
9 trades · 9 members
2 near a catalyst
Est. net flow
+$460K
midpoint · brackets only
Buys
5
Sells
4
Party mix
5 D2 R2 I
Member · chamberActionBracket~ midpointOwnerDate · disclosure
I
Sen. F. Park
Senate · ME
Buy$50K–$100K~$75Kspouse
Mar 31, 2026
filed +29d
52d to catalyst
R
Rep. M. Hartwell
House · FL
Partial sell$1K–$15K~$8Kself
Mar 4, 2026
filed +40d
79d to catalyst
D
Rep. H. Patel
House · IL
Buy$250K–$500K~$375Kspouse
Jan 26, 2026
filed +43d
R
Sen. B. Tucker
Senate · TN
Sell$500K–$1.00M~$750Kdependent
Jan 11, 2026
filed +12d
D
Rep. L. Marquez
House · NM
Buy$500K–$1.00M~$750Kself
Nov 21, 2025
filed +36d
I
Rep. R. Müller
House · VT
Buy$1K–$15K~$8Kself
Aug 18, 2025
filed +17d
D
Sen. E. Mendoza
Senate · AZ
Partial sell$15K–$50K~$33Kjoint
Aug 4, 2025
filed +39d
D
Sen. C. Walsh
Senate · NY
Partial sell$15K–$50K~$33Kself
Jun 6, 2025
filed +1d
D
Sen. A. Reyes
Senate · CA
Buy$50K–$100K~$75Kself
May 17, 2025
filed +40d
Source: Senate eFD & House Clerk PTR feeds

Top ETF holders

ETF NAV disclosures · 13F filings
ETF holders · NAV disclosures
3 ETFs hold the position
Held by ETFs
$33.5M
aggregate position
Of market cap
1.20%
aggregate ETF share
Top holder
IBB0.38%
iShares Biotechnology ETF
TickerETF · familyThemeNAV% of NAVPosition
IBB
iShares Biotechnology ETF
iShares
Broad biotech$8.40B0.38%$31.9M
BBC
Virtus LifeSci Biotech Clinical Trials
WisdomTree
Small-cap biotech$60.0M2.22%$1.3M
PBE
Invesco Dynamic Biotechnology
Invesco
Broad biotech$175.0M0.13%$228K
Source: ETF NAV disclosures + quarterly 13F filings

KOL network

CMS OpenPayments · 2024 – 2025
KOL network · CMS OpenPayments
14 physicians paid · 62 disclosed records
Total 2025+2024
$2.96M
YoY
-46%
Research Grant$1.17MCo-Investigator$849.2KEquity / Ownership$677.1KConsulting$119.5KSpeaking$99.1KTravel & Lodging$43.5KFood & Beverage$1.3K
Physician · affiliationSpecialtyTop categoryTotalRecords
Dr. Anita Patel
Vanderbilt
DermatologyResearch Grant$685.6K7
Dr. Vivian Fischer
UCSF
RheumatologyEquity / Ownership$468.2K7
Dr. Liam O'Connor
Cleveland Clinic
DermatologyEquity / Ownership$338.1K3
Dr. Vivian O'Connor
UCSF
Allergy & ImmunologyCo-Investigator$252.1K7
Dr. Lin Mendoza
University of Michigan
Allergy & ImmunologyResearch Grant$233.2K6
Dr. Liam O'Connor
University of Washington
Allergy & ImmunologyResearch Grant$212.1K5
Dr. Ahmed Singh
Stanford Medicine
DermatologyCo-Investigator$199.6K4
Dr. Lin Kowalski
University of Washington
Allergy & ImmunologyEquity / Ownership$179.1K3
Dr. Vivian O'Connor
Mass General Hospital
Allergy & ImmunologyResearch Grant$167.3K5
Dr. Elena Lindberg
Duke University
RheumatologyCo-Investigator$133.3K5
Source: CMS OpenPayments
Government & IP

Federal lobbying

Senate LDA disclosures · last 8 quarters
Federal lobbying · LDA · last 8 quarters
$1.28M disclosed · 3 firms engaged
YoY change
+21%
last 4Q vs prior 4Q
24Q3Q425Q1Q2Q3Q426Q1Q2
Top lobbying firms · last 8Q
K&L Gates$583K
7 quarters active
Forbes-Tate Partners$433K
5 quarters active
Invariant$263K
4 quarters active
Top issues lobbied
  • Prescription Drug User Fee programs$508K
  • BIOSIM Act / Biosimilars$348K
  • Patent Trial and Appeal Board reforms$292K
  • Drug Supply Chain Security Act$131K
Source: Senate LDA database (lda.senate.gov)

Government contracts

USAspending.gov · BARDA · NIH · DoD · HHS · VA
Federal contracts · USAspending.gov
4 awards · 4 agencies
Total awarded
$87.6M
across all programs
Active
$87.6M
option periods incl.
Top agency
NIH / NHLBI$27.6M
largest active: Cardiovascular Outcomes Trial Co-Funding
AgencyTitle · type · award IDStatusValueAwarded → ends
NIH / NHLBI
Cardiovascular Outcomes Trial Co-Funding
Cooperative Agreement · NIH-55879689
active$27.6MJul 2025Apr 2027
VA
Veterans Health Administration — Specialty Drug Supply
Contract · VA-48991713
active$21.7MJun 2025Jul 2028
NIH / NCI
Immuno-Oncology Combination Trial Sponsorship
Cooperative Agreement · NIH-33317208
active$24.7MOct 2024May 2027
NIH / NIAID
Antiviral Drug Discovery Cooperative
Cooperative Agreement · NIH-78620565
active$13.5MSep 2024Sep 2027
Source: USAspending.gov · SAM.gov

U.S. Patents

USPTO PEDS & Patent Public Search
U.S. Patents · USPTO
6 granted · 2 pending
Total in portfolio
8
Granted in last 12mo
1
Expiring < 2yr
0
Nearest expiry
Apr 2030
Patent #Title · inventor · drugTypeStatus · filedExpiry
10,133,840
Drug delivery device for autoinjection of ELEVIDYS
S. Park + 4 · ELEVIDYS
Device
grantedfiled Apr 2024
exp. Apr 2044
18.0y left
US 2026/7064835 A1
Genome editing constructs encoding ELEVIDYS
J. Nguyen + 2 · ELEVIDYS
Composition of Matter
pendingfiled Apr 2026
in prosecution
US 2024/0315722 A1
Bispecific antibody compositions targeting ELEVIDYS
S. Romano + 2 · ELEVIDYS
Composition of Matter
pendingfiled Apr 2024
in prosecution
12,170,421
Continuous manufacturing process for ELEVIDYS
P. Tanaka + 2 · ELEVIDYS
Process
grantedfiled Apr 2015
exp. Apr 2035
9.0y left
10,281,086
Methods of stratifying patients for treatment with ELEVIDYS
N. Voss + 2 · ELEVIDYS
Method of Use
grantedfiled Apr 2015
exp. Apr 2035
9.0y left
10,993,191
Methods of treating advanced disease using ELEVIDYS
F. Greene + 2 · ELEVIDYS
Method of Use
grantedfiled Apr 2015
exp. Apr 2035
9.0y left
12,122,094
Pediatric methods of use for ELEVIDYS
L. Andersson + 4 · ELEVIDYS
Method of Use
grantedfiled Apr 2011
exp. Apr 2031
5.0y left
10,043,569
Pre-filled syringe formulations comprising ELEVIDYS
M. Greene + 2 · ELEVIDYS
Formulation
grantedfiled Apr 2010
exp. Apr 2030
4.0y left
Source: USPTO PEDS & Patent Public Search
News

News

PR wires · biotech trades · company IR · last 90 days
Financials

Financials

snapshot · sourced to filings · refreshed at next 10-Q
Trading
Previous close
$31.00
Open
$31.03
Day Δ
-0.03
-0.10%
Day range
$30.75 – $31.28
52W range
$26.51 – $34.21
Avg daily volume
795K
Valuation & ownership
Enterprise value
$2.0B
Shares out
90.32M
Float
86.71M
Insider %
10.19%
Institutional %
90.19%
Beta
2.19
vs SPY · 52w
Balance sheet & burn
Cash + invest
$1.7B
Total debt
$19M
Debt / equity
4.19
Cash burn / Q
$125M
R&D spend TTM
$550M
32% of cash
ATM available
None
no active facility
Earnings
EPS latest
$-0.94
EPS Δ vs prior
+0.19
EPS estimate
$-0.75
next quarter
EPS prior
$-1.13
Next earnings
Jun 16, 2026
Rev guidance
$95M

All values reflect the most recent 10-Q / 10-K filing or seeded equivalent. Beta, IV, short interest, and borrow availability are derived from broker-feed conventions. Upgrade to Pro for live updates.

Recent disclosure activity

last 2 observations

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