SRPT · Sarepta Therapeutics, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Sarepta delivered Q2 GAAP and non-GAAP operating profitability on $328.7M in net product revenue, narrowed 2026 net product revenue guidance to $1.2–$1.3B (toward the low end) and tightened non-GAAP opex to $800–$850M, while raising collaboration/other revenue guidance by $75M at the midpoint; FDA accepted sNDAs for Elevidys/Amondys 45 and Vyondys 53 conversion to traditional approval, and DM1/FSHD MAD readouts remain on track for 2H 2026 with Elevidys Cohort 8 full enrollment by year-end and 12-week data in Q1 2027.
- + Sarepta posted Q2 GAAP operating income of $13.3M and non-GAAP operating income of $86.5M, reflecting profitability.
- + Cash and investments grew ~$197M sequentially to ~$945M, strengthening the balance sheet.
- + Raised 2026 collaboration and other revenue guidance by $75M at the midpoint to $550–$600M.
- + Tightened 2026 non-GAAP opex guidance lower to $800–$850M, the low end of prior range.
- + FDA accepted sNDAs seeking conversion of Elevidys 45 and Vyondys 53 to traditional approval.
- + DM1 and FSHD siRNA MAD readouts remain on track for 2H 2026, with Huntington's Phase 1 dosing underway.
- − 2026 total net product revenue guidance narrowed to $1.2–$1.3B, implying results toward the low end of prior range.
- − Company expects 2H 2026 Elevidys revenue to be modestly lower than 1H, with Q3 specifically trending below Q2.
- − Future PMO franchise competition risk flagged, with potential Exon 51 skipper market entry.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Biotechnology — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SRPT
this stock
Sarepta Therapeutics, Inc.
|
$1.97B | -13.4% | +15.6% | — | 24.1% |
|
VRTX
Vertex Pharmaceuticals Inc / Ma
|
$133.37B | +16.2% | +46.2% | 30.7 | 1.9% |
|
REGN
Regeneron Pharmaceuticals, Inc.
|
$81.13B | -2.8% | +20.8% | 19.5 | 2.5% |
|
MRNA
Moderna, Inc.
|
$79.40B | +589.9% | +4.3% | — | 8.2% |
|
CSLLY
Csl Ltd
|
$61.25B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SRPT | -10.4% | -11.4% | -14.9% | -11.4% | -13.4% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -9.2% | -11.0% | -27.9% | -11.0% | -25.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.