Sarepta Therapeutics, Inc.

NasdaqGS:SRPT Stok Raporu

Piyasa değeri: US$1.8b

Sarepta Therapeutics Yönetim

Yönetim kriter kontrolleri 2/4

Sarepta Therapeutics CEO'su Doug Ingram, Jun2017 tarihinde atandı, in görev süresi 8.92 yıldır. in toplam yıllık tazminatı $ 7.84M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.9% maaş ve 85.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.37% ine doğrudan sahiptir ve bu hisseler $ 6.56M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 0.8 yıl ve 10 yıldır.

Anahtar bilgiler

Doug Ingram

İcra Kurulu Başkanı

US$7.8m

Toplam tazminat

CEO maaş yüzdesi14.94%
CEO görev süresi8.9yrs
CEO sahipliği0.4%
Yönetim ortalama görev süresiless than a year
Yönetim Kurulu ortalama görev süresi10yrs

Son yönetim güncellemeleri

Analiz Makalesi 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

Anlatı Güncellemesi May 23

SRPT: 2026 Guidance And siRNA Data Readouts Will Drive Upside Potential

Analysts trimmed Sarepta Therapeutics' average price target by $1 to $19, reflecting updated models that factor in revised 2026 guidance, a higher assumed discount rate, lower projected profit margins, and a higher future P/E multiple. Analyst Commentary Bullish analysts remain divided on Sarepta, but several recent research updates still point to constructive sentiment around execution on guidance, product launches, and the pipeline.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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

CEO Tazminat Analizi

Doug Ingram'un ücretlendirmesi Sarepta Therapeutics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Doug 'nin toplam tazminatı ($USD 7.84M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.47M ).

Tazminat ve Kazançlar: Doug 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Doug Ingram (62 yo)

8.9yrs
Görev süresi
US$7,840,666
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Douglas Ingram
CEO & Director8.9yrsUS$7.84m0.37%
$ 6.6m
Ian Estepan
President & COOless than a yearUS$4.44m0.030%
$ 524.5k
Ryan Wong
Executive VP & CFOless than a yearUS$3.21m0.011%
$ 193.5k
Cristin Rothfuss
Executive VP1.5yrsUS$4.23mVeri yok
Louise Rodino-Klapac
President of Research & Development and Technical Operationsless than a yearUS$4.46m0.052%
$ 916.6k
Rachael Potter
Chief Scientific Officerless than a yearVeri yokVeri yok
Tamara Thornton
Director of Financeno dataVeri yokVeri yok
Alison Nasisi
Executive VP & Chief People Officer4.6yrsVeri yokVeri yok
Diane Berry
Executive VP and Chief of Global Policy & Advocacy Officer6.7yrsVeri yokVeri yok
Patrick Moss
Executive VP & Chief Commercial Officerless than a yearVeri yokVeri yok
James Richardson
Executive VP & Chief Medical Officerless than a yearVeri yokVeri yok
Joseph Bratica
Controller & VP9.2yrsUS$911.89kVeri yok
0.8yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş

Deneyimli Yönetim: SRPT 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 0.8 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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%
$ 423.7k
Richard Barry
Independent Director10.9yrsUS$577.28k3.05%
$ 54.0m
Beverly Davidson
Member of Strategic & Scientific Advisory Board10.8yrsVeri yokVeri yok
Deirdre Connelly
Independent Director1.7yrsUS$558.15k0.0032%
$ 55.9k
Joy Cavagnaro
Member of Scientific Advisory Board6.5yrsVeri yokVeri yok
Louis Kunkel
Member of Strategic & Scientific Advisory Board10.8yrsVeri yokVeri yok
Claude Nicaise
Independent Non-Employee Director10.9yrsUS$554.47k0.030%
$ 529.8k
Kenneth Fischbeck
Member of Strategic & Scientific Advisory Board9.2yrsVeri yokVeri yok
Carsten Bonnemann
Member of Scientific Advisory Board6.4yrsVeri yokVeri yok
Matthew Wood
Member of Strategic & Scientific Advisory Board9.2yrsVeri yokVeri yok
10.0yrs
Ortalama Görev Süresi
69yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: SRPT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 10 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/24 21:21
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Sarepta Therapeutics, Inc. 50 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Brian SkorneyBaird
Huidong WangBarclays
Eliana MerleBarclays