SRPT Sarepta Therapeutics Inc

$SRPT Some highlights from the data yesterday worth re-posting… In the Phase 4 ENDURE interim analysis, none of the 11 ELEVIDYS patients who received preventive sirolimus developed acute liver injury (0/11). By comparison, liver injury occurred in 9 of the 45 patients who did not receive preventive sirolimus. Sarepta concludes that preventive sirolimus appears to mitigate the risk of liver injury, while emphasizing that the sample is still small.

$SRPT FYI.. Sarepta Therapeutics has won dismissal of the major investor class-action lawsuit tied to ELEVIDYS safety disclosures. “A federal judge in Massachusetts dismissed the proposed securities class action with finality, rejecting allegations that Sarepta misled investors about ELEVIDYS safety. The judge found that most challenged safety statements were reasonable interpretations of clinical data made alongside disclosures about liver-toxicity risks; other statements were deemed non-actionable corporate puffery.“

$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 since the beginning of 2026: increased cash balance, new ceo, most mandatory arrowhead payments done, regenxbio settlement closed, good early results for elevidys + sirolimus safety, good early results for sirna efficacy and safety, elevidys approved in Japan, Roche took on themselves retry of Elevidys studies for EMA

$SRPT Sarepta is still explicitly guiding to release additional SRP-1003 (DM1) data before the end of 2026, and yesterday's management comments actually made that expectation more concrete. DM1 and FSHD readouts are expected “in the coming months,” and importantly, DM1 is likely to come first. That's straight from the horses mouth. If you held for this long, another few months should be nothing. GL to everyone.

$SRPT ZERO instances of ALI in all 11 participants who received sirolimus prophylacticly in this report compared to a 25% occurrence of ALI in participants who did not receive Sirolimus before, at, or slightly after treatment.

$SRPT I suspect ARO MAPT will be presented next week . That will be a big deal for sarepta huntingtons program . If they can show knockdown and entry past the BBB that will further validate SRP 1005 and the platform. IMO much bigger pop than these conferences .

$SRPT We’ll get insight on the platform we got from $ARWR over the next few days. CEO is pumped on it so let’s see what this does for the kids and our investments.

$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 has fallen sharply from its 2020 peak. The stock’s all-time closing high was $178.74 on December 22, 2020, with an intraday high of approximately $181.83 that same day. Its recent 52-week high was $25.32, reached on October 8, 2025. The decline has been driven mainly by ELEVIDYS safety concerns, restrictions that reduced its potential market, and setbacks in Sarepta’s clinical pipeline. Still, the company generates meaningful revenue, has an established commercial product, and retains significant long-term potential. The key question is whether ELEVIDYS can stabilize and whether upcoming pipeline data can restore investor confidence. Positive clinical or regulatory developments could provide a meaningful catalyst for the stock. SRPT remains a high-risk stock, but its depressed valuation and future pipeline opportunities make it worth watching closely. 📊 still have hope!!!!

$SRPT Yes, Sarepta Therapeutics anticipates a robust presence at the 2026 World Muscle Society (WMS) Congress (taking place September 29 – October 3, 2026).According to Sarepta's Corporate Updates and Investor Relations Filings, their scheduled data presentations and overviews at WMS 2026 include:Elevidys Data: Supportive expression and safety data in ELEVIDYS-treated patients under the age of 4.EMBARK Study: Encore presentations detailing 3-year outcomes from the Phase 3 EMBARK study.Additional Insights: Cardiac function data, pooled safety analyses, and early-intervention preclinical data from their broader neuromuscular portfolio.

$SRPT severino literally spelled it out for you . He took the job because he sees the value in their siRNA pipeline. He called it differentiated.

$SRPT ton of important data this afternoon and next week and most of you don’t seem to care because the macro sucks

A deeper look at that 0/11 sirolimus cohort in the $SRPT ENDURE data: while management is right to point out the sample is still small, Bayesian math actually gives a roughly 70% probability that the true underlying liver injury rate is actually under <10% with preventive sirolimus (compared to 20% without at 9/45). Sure, small numbers mean wide confidence intervals, but the mathematical and biological probability that this real-world mitigation is actually working is heavily skewed in our favor.

$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 My take on the chat 1) Dr.S kicked the tires good on the ARWR tech and liked what he saw, don't forget he didn't need the job, he isn't going to take a chance on a long shot. 2) DM1 and FSHD numbers are going to be thru the roof on indicators.3) They are vague on the timing for Data because they have things cooking in relation to the release and they don't wnat any one to see it coming. 4) there is a likely hood he will be almost as good as DI.

$SRPT DM1 MAD will be “Wow!!” FSHD MAD will validate platform and delivery mechanism are real. Huntington’s proof of biology will be: “Holy shit. They’re sitting on a platform capable of producing multiple blockbuster drugs.” That’s the progression. Each successful dataset validates and reprices the entire pipeline.

$SRPT A year ago today, this stock was $18.90. Hard to believe the crazy volatility during this past year. I have owned this stock for over 20-years and it used to be my largest personal holding. Today, it’s a very small holding. However, today I’ll be adding for the first time in a long time.

$SRPT RGNX settlement amt already known, so main driver of today’s selloff is XBI. But continued avidity articles exacerbating fears around SRP-1003, and market potentially concluding no late-breaker at WMS allows those fears to persist. HARBOR missed its primary clinical endpoint, but Novartis reported evidence of clinical activity on secondary endpts and is still evaluating. Novartis also still advancing FSHD program. And SRP-1003 uses TRiM technology targeting αvβ6 integrin, vs Avidity’s TfR1-targeting antibody-oligonucleotide conjugate. So HARBOR more like a drug/disease/endpt failure than proof that RNA muscle targeted delivery doesnt work. We’ll know a lot more when Sarepta gives us the MAD data!

$SRPT i can imagine how much this will moon when they actually drop something mind blowing