SRPT Sarepta Therapeutics Inc

$SRPT This is a once-in-a-lifetime opportunity! The company’s fundamentals haven’t changed, and I strongly believe the stock has the potential to recover and return to the $150+ range. The current price could be an attractive entry point for long-term investors. 🚀 Sustained growth in ELEVIDYS sales. Favorable FDA decisions, including a potential pathway for treating non-ambulatory patients. Strong results from the DM1 and FSHD clinical programs. Improved investor confidence under the new CEO.

$SRPT I will reiterate recovery started and it will keep moving up.. may be in an year back to 150+ ELEVIDYS sales stabilization and improved demand. Positive FDA regulatory developments and safety confidence. Strong clinical results from FSHD and DM1 programs. Improved revenue and profitability

$SRPT It’s difficult to imagine management prominently highlighting 80% DMPK knockdown and correction of abnormal splicing this close to the MAD readout unless they were highly confident in what’s coming. Granted, the 80% was achieved in patient-derived muscle cells studied outside the body, but management likely already has substantial visibility into the human MAD data. My bet is that the results will blow Avidity’s out of the water Of course, Avidity’s failure to meet PE in Phase 3 has raised the bar. Even exceptional MAD results may not fully convince investors until sarepta demonstrates meaningful functional improvements in later-stage trials. However, with so many potentially positive catalysts on the horizon, it’s hard for me to imagine we won’t see some meaningful pops in the share price over the next 1-6 months, followed by a more sustained re-rating as siRNA and legacy platform’s potential becomes increasingly clear.

$SRPT $ARWR has just proven that their subq shot can cross the BBB, deliver siRNA and effectively knockdown tau . This just further validates SRP 1005 for Huntingtons

$SRPT the next 6 months are some of the most important months in this company’s history IMO 2 critical siRNA readouts Cohort 8 and getting non amb back up and running PMO franchise decision Going to be spicy.

$SRPT Market is pricing in extreme fear and no meaningful upside in the current price. I can think of five major catalysts in next 6 months - FSHD - DM1 - Sirolimus Cohort 8 - LGMD2E pathway - FDA PMOs decision My assessment is, all could be positive except FDA will not grant a full approval for PMOs, but allow them to stay in the market. Nonetheless, stock could be trading in the $70-80 range if all are met.

$SRPT 15000 shares long . My stack will be worth over a Milly once this is all said and done . For now though , I’m done buying .

$SRPT full position, showing my cards: SHARES: 29,500 @ $16.00 avg. Holding since June 2025. Not selling. OPTIONS: 708 Jan 15 2027 calls, ~$106K in premium, built since Sep 15: $20 x30 $22.50 x70 $25 x187 $27.50 x84 $30 x86 $32.50 x61 $35 x190 Calls are down ~47% right now. I know they can go to zero. Thesis: SRP-1003 (DM1 siRNA) clinical data, which Sarepta reaffirmed on Oct 14 for "later this year," then SRP-1001 in FSHD. Preclinical showed up to ~80% DMPK knockdown in both nucleus and cytoplasm. The clinical bar after del-desiran is clearly beating ~30-40% knockdown. If SRP-1003 clears it, I don't think a ~$1.9B market cap with ~$940M in cash holds here. ~22% of the float is short. Not financial advice. Just being transparent about what I own.

$SRPT Timeline/Dates to keep an eye on over the next 6 or so months. Q4 2026: DM1 & FSHD MAD data, biomarker data, CASI-22 splicing index (DM1), preliminary functional assessments (FSHD), vHOT (DM1) Oct 27th, 2026: Novartis Q3 Earnings. Potential update on if Avidity’s del-brax for FSHD can file a BLA under the Accelerated Approval pathway. Nov 22nd, 2026: Capricor’s Deramiocel PDUFA date Oct 31st, 2026: Exondys MIS51ON trial estimated primary completion date. Topline data would be expected 4-6 weeks later possibly in December, but could be longer. Previously Sarepta guided for end of 2026 readout. Q1 2027: ENDEAVOR Cohort 8 Sirolimus data Q1 2027: SRP-9003 LGMD2E/R4, Meet with FDA with Sirolimus data and align on path forward for lifting clinical hold and filing BLA Jan 21st, 2027: DYNE-251 Dyne’s Exon 51 skipper/Exondys competitor PDUFA date. Feb 28th, 2027: Amondys & Vyondys PDUFA date 1H 2027: SRP-1005 Huntington’s disease proof of biology data

$SRPT sarepta struck the deal with $ARWR in 2024 and it was pretty significant . Upfront and near term payments totaled well over 1 billion dollar with the total deal potentially worth over 11 billion. More than two years later , can you imagine what that same deal would look like .? I asked chat GPT just for fun . Know what you own , NFA.

$SRPT Guys, good news on horizon! Roche reported CHF 180m of Elevidys sales for H1 2026 and CHF 291m for 9M 2026. Therefore Q3 standalone is CHF 111m, resp +24.7% vs Q2, that means the strongest quarter in 2026 so far.

$SRPT The real reason this is up is because of the Silence Therapuetics aquisition yesterday. It reveals that big pharma is willing to pay up for siRNA therapies.

$SRPT has several major catalysts ahead that could drive a significant revaluation. With DM1 and FSHD clinical readouts expected by year-end, Sarepta has an opportunity to demonstrate the value of its siRNA pipeline. The company also generated $329M in Q2 product revenue and held ~$945M in cash and investments. At the September Morgan Stanley conference, CEO Michael Severino explicitly highlighted Sarepta's existing commercial cash flows and pipeline as sources of "tremendous untapped potential," stating that these areas could unlock value in the near term. With a market cap around $2B, exceptional clinical results could materially change how investors value the company.

$SRPT first time in 1 year we’ve achieved a higher low… This could be fantastic if it holds!

$SRPT Time to add more shares at these levels ARO-MAPT just gave another strong validation of Arrowheads RNAi technology, while SRP-1003/1001 data are still due in 2H26. I dont expect major siRNA news before Nov 3 or during election week. Too much noise. That leaves a very interesting setup: 👉 In ~3 weeks we are already in mid-November with a 3 week window before earnings 👉 Q3 earnings should be around end of November 👉 Then another ~3-week window before the Christmas holidays The clock is ticking ⏳️ Im loading more down here 🔥

$SRPT 10/16/2026 10:01am 12:01 PM EDT, 10/16/2026 (MT Newswires) --Sarepta Therapeutics (SRPT) faces new growth opportunity emerging from siRNA programs, with near-term investor focus to likely remain on the duchenne muscular dystrophy franchise, Wedbush said in a Friday note. Wedbush further said that the company's preclinical data and partner Arrowhead Pharmaceuticals' (ARWR) initial phase 1 data provide encouraging evidence supporting potential of SPR-1003 in myotonic dystrophy type 1 and SRP-1005 in Huntington's disease. Recent SPR-1003 preclinical data showed "robust" reduction of dystrophia myotonica protein kinase expression in not only cytoplasm but also in nucleus, the firm noted. Additionally, SRP-1005 data showed that subcutaneously injected siRNA leads to higher target knockdown in two critical deep brain structures compared with intrathecal delivery, Wedbush further said. Wedbush maintained its outperform rating on the stock with $35 ner share nrice tarde

$SRPT Novartis wrote down nearly $2 bn on Del Desiran. It means they know it likely won’t be approved. Gives advantage to Sarepta

$SRPT SRP-1003: 8.5x more siRNA in the muscle than in Avidity therapy and 20 percentage points higher nuclear DMPK knockdown

$SRPT Should’ve been up 15-20% on today’s news. Early DM1 data and Arrowhead validation for HD

$SRPT Merck KGaA announced a $1.3 billion acquisition of Silence Therapeutics, paying approximately a 130% premium for the biotechnology company. Silence develops siRNA treatments, the same broad technology Sarepta is advancing through its DM1 and FSHD programs. Hopefully this acquisition d encourage investors to reconsider the value of Sarepta’s experimental drug pipeline.