Sarepta Therapeutics マネジメント
マネジメント 基準チェック /24
Sarepta Therapeuticsの CEO はDoug Ingramで、 Jun2017年に任命され、 の在任期間は 8.92年です。 の年間総報酬は$ 7.84Mで、 14.9%給与と85.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.37%を直接所有しており、その価値は$ 6.62M 。経営陣と取締役会の平均在任期間はそれぞれ0.8年と10年です。
主要情報
Doug Ingram
最高経営責任者
US$7.8m
報酬総額
| CEO給与比率 | 14.94% |
| CEO在任期間 | 8.9yrs |
| CEOの所有権 | 0.4% |
| 経営陣の平均在職期間 | less than a year |
| 取締役会の平均在任期間 | 10yrs |
経営陣の近況
Recent updates
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$65m |
| Dec 31 2025 | US$8m | US$1m | -US$713m |
| Sep 30 2025 | n/a | n/a | -US$272m |
| Jun 30 2025 | n/a | n/a | -US$58m |
| Mar 31 2025 | n/a | n/a | -US$248m |
| Dec 31 2024 | US$2m | US$847k | US$235m |
| Sep 30 2024 | n/a | n/a | US$122m |
| Jun 30 2024 | n/a | n/a | US$47m |
| Mar 31 2024 | n/a | n/a | US$17m |
| Dec 31 2023 | US$2m | US$800k | -US$536m |
| Sep 30 2023 | n/a | n/a | -US$691m |
| Jun 30 2023 | n/a | n/a | -US$908m |
| Mar 31 2023 | n/a | n/a | -US$1b |
| Dec 31 2022 | US$125m | US$740k | -US$703m |
| Sep 30 2022 | n/a | n/a | -US$716m |
| Jun 30 2022 | n/a | n/a | -US$507m |
| Mar 31 2022 | n/a | n/a | -US$357m |
| Dec 31 2021 | US$2m | US$730k | -US$419m |
| Sep 30 2021 | n/a | n/a | -US$486m |
| Jun 30 2021 | n/a | n/a | -US$634m |
| Mar 31 2021 | n/a | n/a | -US$704m |
| Dec 31 2020 | US$1m | US$669k | -US$554m |
| Sep 30 2020 | n/a | n/a | -US$601m |
| Jun 30 2020 | n/a | n/a | -US$530m |
| Mar 31 2020 | n/a | n/a | -US$656m |
| Dec 31 2019 | US$1m | US$650k | -US$715m |
報酬と市場: Dougの 総報酬 ($USD 7.84M ) は、 US市場 ($USD 5.45M ) の同規模の企業の平均を上回っています。
報酬と収益: Dougの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Doug Ingram (62 yo)
8.9yrs
在職期間
US$7,840,666
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 8.9yrs | US$7.84m | 0.37% $ 6.6m | |
| President & COO | less than a year | US$4.44m | 0.030% $ 529.5k | |
| Executive VP & CFO | less than a year | US$3.21m | 0.011% $ 195.4k | |
| Executive VP | 1.5yrs | US$4.23m | データなし | |
| President of Research & Development and Technical Operations | less than a year | US$4.46m | 0.052% $ 925.4k | |
| Chief Scientific Officer | less than a year | データなし | データなし | |
| Director of Finance | no data | データなし | データなし | |
| Executive VP & Chief People Officer | 4.6yrs | データなし | データなし | |
| Executive VP and Chief of Global Policy & Advocacy Officer | 6.7yrs | データなし | データなし | |
| Executive VP & Chief Commercial Officer | less than a year | データなし | データなし | |
| Executive VP & Chief Medical Officer | less than a year | データなし | データなし | |
| Controller & VP | 9.2yrs | US$911.89k | データなし |
0.8yrs
平均在職期間
53yo
平均年齢
経験豊富な経営陣: SRPTの経営陣は 経験豊富 とはみなされません ( 0.8年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 8.9yrs | US$7.84m | 0.37% $ 6.6m | |
| Independent Chairwoman | 17.2yrs | US$603.92k | 0.20% $ 3.5m | |
| Chairman of Corporate Strategy Board & Independent Non-Employee Director | 15.9yrs | US$562.47k | 0.024% $ 427.8k | |
| Independent Director | 10.9yrs | US$577.28k | 3.05% $ 54.6m | |
| Member of Strategic & Scientific Advisory Board | 10.8yrs | データなし | データなし | |
| Independent Director | 1.7yrs | US$558.15k | 0.0032% $ 56.4k | |
| Member of Scientific Advisory Board | 6.5yrs | データなし | データなし | |
| Member of Strategic & Scientific Advisory Board | 10.8yrs | データなし | データなし | |
| Independent Non-Employee Director | 10.9yrs | US$554.47k | 0.030% $ 534.8k | |
| Member of Strategic & Scientific Advisory Board | 9.2yrs | データなし | データなし | |
| Member of Scientific Advisory Board | 6.4yrs | データなし | データなし | |
| Member of Strategic & Scientific Advisory Board | 9.2yrs | データなし | データなし |
10.0yrs
平均在職期間
69yo
平均年齢
経験豊富なボード: SRPTの 取締役会 は 経験豊富 であると考えられます ( 10年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 06:54 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Sarepta Therapeutics, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50
| アナリスト | 機関 |
|---|---|
| Brian Skorney | Baird |
| Huidong Wang | Barclays |
| Eliana Merle | Barclays |