Sarepta Therapeutic Q4 prelim net product revenue misses estimates

Sarepta Therapeutics

12/01/2026 17:07

Fixes typo in spelling of Therapeutics in headline

Overview

Genetic medicine leader's preliminary Q4 total net product revenue missed analyst expectations

ELEVIDYS Q4 revenue impacted by flu season and rescheduled infusions

Company ended 2025 with $953.8 mln in cash and investments

Outlook

Company reconfirms ELEVIDYS yearly sales floor of $500 mln for 2026

Company enters 2026 with strong financial footing and opportunities

Result Drivers

ELEVIDYS IMPACT - Q4 ELEVIDYS revenue was affected by severe flu season and rescheduled infusions, per CEO Doug Ingram

PMO PERFORMANCE - PMO franchise generated $965.6 million in durable revenue for 2025, continuing to deliver for patients

CASH POSITION - Ended 2025 with $953.8 million in cash and investments, providing financial strength for future investments

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Product Revenue
Miss
$369.60 mln
$382.07 mln (20 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "strong buy" or "buy", 15 "hold" and 5 "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy."

Wall Street's median 12-month price target for Sarepta Therapeutics Inc is $18.00, about 24.5% below its January 9 closing price of $23.83

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 32 three months ago

Press Release: ID:nBw3ZlYCqa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)