earnings
confidence high
sentiment positive
materiality 0.75
Sarepta Q1 GAAP EPS $2.88 vs loss of $4.60; siRNA pipeline shows early positive data
Sarepta Therapeutics, Inc.
2026-Q1 EPS reported
$2.88
revenue$730,803,000
- Net product revenue $330.5M (ELEVIDYS $102.0M, PMO $228.6M); total rev $730.8M (-2% YoY).
- GAAP net income $331.0M vs loss of $447.5M; non-GAAP net income $385.4M.
- siRNA candidates SRP-1001 (FSHD1) and SRP-1003 (DM1) show dose-dependent exposure and biomarker effects in Phase 1/2.
- sNDA submitted to convert AMONDYS 45 and VYONDYS 53 to traditional approval; FY guidance reaffirmed $1.2-1.4B revenue.
- ENDEAVOR Cohort 8 dosing underway for non-ambulatory DMD with sirolimus pretreatment; $40M milestone from Japan.