Sarepta Therapeutics, Inc.

Informe acción NasdaqGS:SRPT

Capitalización de mercado: US$1.8b

Sarepta Therapeutics Dirección

Dirección controles de criterios 2/4

El CEO de Sarepta Therapeutics es Doug Ingram , nombrado en Jun 2017, tiene una permanencia de 8.92 años. compensación anual total es $7.84M, compuesta por 14.9% salario y 85.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.37% de las acciones de la empresa, por valor de $6.62M. La antigüedad media del equipo directivo y de la junta directiva es de 0.8 años y 10 años, respectivamente.

Información clave

Doug Ingram

Chief Executive Officer (CEO)

US$7.8m

Compensación total

Porcentaje del salario del CEO14.94%
Permanencia del CEO8.9yrs
Participación del CEO0.4%
Permanencia media de la direcciónless than a year
Promedio de permanencia en la Junta Directiva10yrs

Actualizaciones recientes de la dirección

Artículo de análisis May 29

We Think The Compensation For Sarepta Therapeutics, Inc.'s (NASDAQ:SRPT) CEO Looks About Right

Key Insights Sarepta Therapeutics to hold its Annual General Meeting on 5th of June CEO Doug Ingram's total...

Recent updates

Artículo de análisis May 14

Sarepta Therapeutics (NASDAQ:SRPT) Is Posting Solid Earnings, But It Is Not All Good News

Investors appear disappointed with Sarepta Therapeutics, Inc.'s ( NASDAQ:SRPT ) recent earnings, despite the decent...
Actualización de narrativa May 07

SRPT: 2026 Reset Year Guidance Will Pressure Overvalued Shares

Analysts have lowered their average price target on Sarepta Therapeutics by about $64. The change is tied to updated 2026 guidance, reduced revenue expectations for Elevidys and PMO products, and a lower future P/E assumption, despite generally mixed views on the siRNA and DM1 programs.
Actualización de narrativa Apr 22

SRPT: 2026 Guidance And siRNA Pipeline Readouts Will Shape Upside Potential

Sarepta Therapeutics' updated analyst price target has shifted modestly, reflecting a lower fair value estimate of $37.42 and a reduced future P/E assumption as analysts weigh mixed siRNA data, updated 2026 revenue guidance, and varying views on Elevidys and the PMO franchise. Analyst Commentary Recent Street research on Sarepta shows a wide range of views, but several bullish analysts are leaning into updated company guidance and new clinical datapoints when revisiting their models.
Actualización de narrativa Apr 07

SRPT: Future Returns Will Depend On 2026 Reset And Mixed Pipeline Signals

Analysts have lifted the blended price target for Sarepta Therapeutics by about $1 to $2, reflecting recent target revisions that balance cautious views on Elevidys revenue guidance and siRNA data quality with more constructive perspectives on early DM1 results and updated 2026 sales and expense models. Analyst Commentary Recent research paints a mixed picture for Sarepta, with analysts updating models around Elevidys, siRNA programs, and early DM1 data.
Seeking Alpha Mar 24

Sarepta Therapeutics: A $2B Business Priced Like It's Broken

Summary Sarepta Therapeutics is navigating a transition from a profitable rare-disease company to a capital-intensive, multi-platform biotech, with Elevidys as one of the key value drivers. FY25 revenue grew 16% to $2.2 billion, but profitability deteriorated sharply due to surging R&D, inventory write-downs, and manufacturing issues, resulting in a $713 million GAAP net loss. Regulatory setbacks for Elevidys, including a restricted label and safety concerns, have compressed SRPT’s valuation and introduced significant execution risk and revenue unpredictability. I maintain a Hold rating, citing limited near-term visibility, but see long-term optionality in gene therapy and the expanding siRNA pipeline, with 2026 as a pivotal year for key data readouts. Read the full article on Seeking Alpha
Actualización de narrativa Mar 23

SRPT: Future Upside Will Hinge On 2026 Gene Therapy Launch Reset

Analysts made a modest upward adjustment to Sarepta Therapeutics' fair value estimate, reflecting updated models around Elevidys launch pacing, 2026 revenue guidance, and revised expectations for profitability and future P/E multiples following recent Q4 results and regulatory commentary. Analyst Commentary Street research on Sarepta around the Q4 update and 2026 guidance reflects a wide range of views on execution risk, Elevidys launch pacing, and the durability of the exon-skipping and gene therapy portfolio.
Actualización de narrativa Mar 09

SRPT: Future Upside Will Depend On 2026 Gene Therapy Execution

The analyst price target for Sarepta Therapeutics has moved slightly lower to align with revised 2026 revenue expectations and product launch assumptions, with recent Street targets stepping down in a range from about $45 to $8 as analysts recalibrate Elevidys and other franchise contributions. Analyst Commentary Street views on Sarepta are split, with several firms cutting price targets after management issued 2026 revenue guidance that appears lower than earlier assumptions, while others still see room for execution on the Elevidys and exon-skipping franchises to support value over time.
Actualización de narrativa Feb 22

SRPT: Future Risk Reward Will Hinge On Elevidys Execution And Patent Overhang

The analyst price target for Sarepta Therapeutics has been raised by about $0.80. Analysts point to slightly higher fair value estimates, a modestly firmer long term profit margin outlook and updated P/E assumptions, even as they factor in a slightly higher discount rate and restrained revenue expectations.
Actualización de narrativa Feb 08

SRPT: Upcoming 2026 Clinical And Regulatory Milestones Will Drive Future Upside

Analysts have edged their price targets on Sarepta Therapeutics higher, with a modest fair value increase of about $0.20 per share. Slightly stronger long run profit expectations more than offset softer modeled revenue growth and a small trim to the assumed future P/E multiple.
Actualización de narrativa Jan 25

SRPT: Gene Therapy Catalysts And Access Updates Will Drive Future Upside

Analysts nudged their price target on Sarepta Therapeutics slightly higher, lifting fair value by about US$0.33 to US$39.90 as they factor in updated expectations for Elevidys sales, profitability, and a modestly higher discount rate. Analyst Commentary Recent research on Sarepta highlights a split view on Elevidys, with some pointing to softer near term sales and others focusing on what they see as growing adoption and a broader pipeline story.
Actualización de narrativa Jan 10

SRPT: Elevidys Adoption And Pipeline Progress Will Drive Future Upside

Analysts have reset their fair value estimate for Sarepta Therapeutics from US$55.90 to US$39.56. This reflects updated assumptions for revenue growth, profit margins, and a higher future P/E multiple following recent research that highlights both improved confidence in Elevidys adoption and ongoing caution from some covering firms.
Actualización de narrativa Dec 25

SRPT: Future Risk Reward Will Hinge On Evolving Safety And Coverage Decisions

The analyst price target for Sarepta Therapeutics has been raised slightly, by about $0.20 per share. Analysts attribute this to stronger than expected Elevidys adoption, supportive payer coverage, and a more favorable risk and reward profile, despite unchanged long-term growth and margin assumptions.
Actualización de narrativa Dec 11

SRPT: Safety Reviews And Payer Decisions Will Shape Future Risk Reward Balance

Sarepta Therapeutics' fair value estimate has been raised modestly to approximately $20.43 from $19.91, as analysts factor in stronger than expected Elevidys adoption and a more favorable risk or reward profile, despite only incremental improvements in revenue growth and discount rate assumptions. Analyst Commentary Street research on Sarepta has turned more constructive at the margin, with multiple models recalibrated around stronger Elevidys uptake and a clearer path to reimbursement.
Artículo de análisis Dec 04

There's No Escaping Sarepta Therapeutics, Inc.'s (NASDAQ:SRPT) Muted Revenues Despite A 35% Share Price Rise

Sarepta Therapeutics, Inc. ( NASDAQ:SRPT ) shareholders would be excited to see that the share price has had a great...
Actualización de narrativa Nov 27

SRPT: Ongoing Regulatory Reviews And Safety Updates Will Shape Near-Term Prospects

The analyst price target for Sarepta Therapeutics has been modestly reduced from approximately $21.55 to $19.91. Analysts express mixed expectations based on recent shifts in profit margin projections and ongoing evaluations of Elevidys adoption and safety dynamics.
Actualización de narrativa Nov 05

SRPT: Upcoming Clinical Data Will Drive Renewed Momentum In Gene Therapy Efforts

Sarepta Therapeutics' analyst price target has been revised downward from approximately $22.88 to $21.55 per share. Analysts cite ongoing concerns over Elevidys uptake, modest improvements to revenue outlook, and persistent profit margin pressures.
Artículo de análisis Oct 18

Sarepta Therapeutics, Inc.'s (NASDAQ:SRPT) Shares Bounce 32% But Its Business Still Trails The Industry

Despite an already strong run, Sarepta Therapeutics, Inc. ( NASDAQ:SRPT ) shares have been powering on, with a gain of...
Actualización de narrativa Sep 26

Upcoming ELEVIDYS And Gene Therapy Updates Will Restore Patient Trust

Sarepta Therapeutics’ consensus price target has been lowered from $23.96 to $22.88, primarily due to ongoing Elevidys safety concerns, regulatory uncertainty, and negative sentiment over recent management decisions, outweighing the short-term relief from improved liquidity and regulatory clarity. Analyst Commentary Elevidys safety concerns, including recent patient deaths and new serious adverse event reports, have sustained regulatory uncertainty and contributed to ongoing negative sentiment and price target reductions by Bearish analysts.
Actualización de narrativa Sep 04

Upcoming ELEVIDYS And Gene Therapy Updates Will Restore Patient Trust

Sarepta Therapeutics’ price target remains under pressure due to persistent safety concerns and regulatory uncertainty surrounding Elevidys, limited market scope after clinical setbacks and halted non-ambulatory development, and skepticism about long-term cash generation, resulting in a maintained consensus analyst price target of $23.84. Analyst Commentary Continued safety concerns surrounding Elevidys, particularly following patient deaths and serious adverse events (notably acute liver failure in non-ambulatory patients and new adverse event reports), have caused repeated reductions in revenue forecasts and increased uncertainty about regulatory approval and commercial uptake.
Artículo de análisis May 29

We Think The Compensation For Sarepta Therapeutics, Inc.'s (NASDAQ:SRPT) CEO Looks About Right

Key Insights Sarepta Therapeutics to hold its Annual General Meeting on 5th of June CEO Doug Ingram's total...
Artículo de análisis May 08

The Consensus EPS Estimates For Sarepta Therapeutics, Inc. (NASDAQ:SRPT) Just Fell A Lot

Today is shaping up negative for Sarepta Therapeutics, Inc. ( NASDAQ:SRPT ) shareholders, with the analysts delivering...
Artículo de análisis Apr 20

Sarepta Therapeutics, Inc. (NASDAQ:SRPT) Not Doing Enough For Some Investors As Its Shares Slump 27%

To the annoyance of some shareholders, Sarepta Therapeutics, Inc. ( NASDAQ:SRPT ) shares are down a considerable 27% in...
Seeking Alpha Mar 18

Sarepta: Disclosure Of An Elevidys Patient's Death Creates Market Uncertainty

Summary Sarepta Therapeutics stock dropped over 20% after a patient treated with Elevidys for DMD died from acute liver failure, raising safety concerns. Despite the incident, Sarepta maintains that the benefit-risk profile of Elevidys remains positive, and over 800 patients have been treated without such severe adverse events. Sarepta's strong financial performance and growth prospects for Elevidys and other therapies may be clouded somewhat by potential regulatory and market reactions to the safety event. Given the uncertainty and need for further data, I am revising my rating on SRPT stock from "Buy" to "Hold" to exercise caution. Read the full article on Seeking Alpha
Artículo de análisis Mar 05

Sarepta Therapeutics, Inc.'s (NASDAQ:SRPT) Low P/S No Reason For Excitement

Sarepta Therapeutics, Inc.'s ( NASDAQ:SRPT ) price-to-sales (or "P/S") ratio of 5.2x might make it look like a buy...
Seeking Alpha Mar 04

Sarepta Therapeutics' Long-Term Potential Intact Despite Near-Term Stock Weakness

Summary Sarepta Therapeutics' stock is at 52-week lows despite strong Q4 earnings and promising clinical updates, reflecting broader biotech sector challenges and investor sentiment. Q4 2024 earnings showed 75% Y/Y revenue growth, driven by Elevidys, with net income tripling to $159.049 million and EPS of $1.50. Sarepta's pipeline includes gene therapies for LGMD, FSHD, and DM1, with significant market potential, though not as large as DMD. Despite leadership in the DMD market, Sarepta faces risks from clinical trial outcomes, revenue concentration on Elevidys, and potential competition. Read the full article on Seeking Alpha
Artículo de análisis Jan 22

These 4 Measures Indicate That Sarepta Therapeutics (NASDAQ:SRPT) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Jan 16

Sarepta Therapeutics: Guidance Suggests A Year Of Upside Likely

Summary Sarepta Therapeutics' Elevidys for DMD shows growing revenue potential, with management targeting >$3bn of total revenues in 2025, up 68% from 2024, led by the gene therapy. Despite past valuation concerns, Sarepta's current market cap of $11.4bn is justified, with potential for a >50% gain by YE25. Elevidys' high price and mixed clinical results raise concerns, but totality of evidence suggests it may be the best available treatment for DMD, with no immediate rivals. Sarepta's positive net income and ongoing clinical programs, including a promising partnership with Arrowhead Pharmaceuticals, support a valuation upgrade, with potential for market cap to exceed $15bn. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Doug Ingram en comparación con los beneficios de Sarepta Therapeutics?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$65m

Dec 31 2025US$8mUS$1m

-US$713m

Sep 30 2025n/an/a

-US$272m

Jun 30 2025n/an/a

-US$58m

Mar 31 2025n/an/a

-US$248m

Dec 31 2024US$2mUS$847k

US$235m

Sep 30 2024n/an/a

US$122m

Jun 30 2024n/an/a

US$47m

Mar 31 2024n/an/a

US$17m

Dec 31 2023US$2mUS$800k

-US$536m

Sep 30 2023n/an/a

-US$691m

Jun 30 2023n/an/a

-US$908m

Mar 31 2023n/an/a

-US$1b

Dec 31 2022US$125mUS$740k

-US$703m

Sep 30 2022n/an/a

-US$716m

Jun 30 2022n/an/a

-US$507m

Mar 31 2022n/an/a

-US$357m

Dec 31 2021US$2mUS$730k

-US$419m

Sep 30 2021n/an/a

-US$486m

Jun 30 2021n/an/a

-US$634m

Mar 31 2021n/an/a

-US$704m

Dec 31 2020US$1mUS$669k

-US$554m

Sep 30 2020n/an/a

-US$601m

Jun 30 2020n/an/a

-US$530m

Mar 31 2020n/an/a

-US$656m

Dec 31 2019US$1mUS$650k

-US$715m

Compensación vs. Mercado: La compensación total de Doug($USD7.84M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD5.45M).

Compensación vs. Ingresos: La compensación de Doug ha sido consistente con los resultados de la empresa en el último año.


CEO

Doug Ingram (62 yo)

8.9yrs
Permanencia
US$7,840,666
Compensación

Mr. Douglas S. Ingram, J.D., Esq., also known as Doug, served as Independent Director of Arrowhead Pharmaceuticals, Inc. since February 06, 2025 until March 20, 2026. He has been Chief Executive Officer Sa...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Douglas Ingram
CEO & Director8.9yrsUS$7.84m0.37%
$ 6.6m
Ian Estepan
President & COOless than a yearUS$4.44m0.030%
$ 529.5k
Ryan Wong
Executive VP & CFOless than a yearUS$3.21m0.011%
$ 195.4k
Cristin Rothfuss
Executive VP1.5yrsUS$4.23msin datos
Louise Rodino-Klapac
President of Research & Development and Technical Operationsless than a yearUS$4.46m0.052%
$ 925.4k
Rachael Potter
Chief Scientific Officerless than a yearsin datossin datos
Tamara Thornton
Director of Financeno datasin datossin datos
Alison Nasisi
Executive VP & Chief People Officer4.6yrssin datossin datos
Diane Berry
Executive VP and Chief of Global Policy & Advocacy Officer6.7yrssin datossin datos
Patrick Moss
Executive VP & Chief Commercial Officerless than a yearsin datossin datos
James Richardson
Executive VP & Chief Medical Officerless than a yearsin datossin datos
Joseph Bratica
Controller & VP9.2yrsUS$911.89ksin datos
0.8yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de SRPT no se considera experimentado ( 0.8 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Douglas Ingram
CEO & Director8.9yrsUS$7.84m0.37%
$ 6.6m
M. Behrens Wilsey
Independent Chairwoman17.2yrsUS$603.92k0.20%
$ 3.5m
Hans Wigzell
Chairman of Corporate Strategy Board & Independent Non-Employee Director15.9yrsUS$562.47k0.024%
$ 427.8k
Richard Barry
Independent Director10.9yrsUS$577.28k3.05%
$ 54.6m
Beverly Davidson
Member of Strategic & Scientific Advisory Board10.8yrssin datossin datos
Deirdre Connelly
Independent Director1.7yrsUS$558.15k0.0032%
$ 56.4k
Joy Cavagnaro
Member of Scientific Advisory Board6.5yrssin datossin datos
Louis Kunkel
Member of Strategic & Scientific Advisory Board10.8yrssin datossin datos
Claude Nicaise
Independent Non-Employee Director10.9yrsUS$554.47k0.030%
$ 534.8k
Kenneth Fischbeck
Member of Strategic & Scientific Advisory Board9.2yrssin datossin datos
Carsten Bonnemann
Member of Scientific Advisory Board6.4yrssin datossin datos
Matthew Wood
Member of Strategic & Scientific Advisory Board9.2yrssin datossin datos
10.0yrs
Permanencia media
69yo
Promedio de edad

Junta con experiencia: La junta directiva de SRPT se considera experimentada (10 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 18:42
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Sarepta Therapeutics, Inc. está cubierta por 50 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brian SkorneyBaird
Huidong WangBarclays
Eliana MerleBarclays