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SRSRPT

Sarepta Therapeutics, Inc.

$SRPT·$1.8B·Biotechnology·Healthcare
$17.73+3.7%YTD-15.0%1Y-26.7%
Price updated 12m ago·X counts updated 8d ago
SRSRPT
$SRPTSarepta Therapeutics, Inc.
$17.73+3.71%106 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SRPT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

106X posts · last 7 days
Oct 1Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SRPT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 68% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-16

Sarepta posters see a breakout setup building with high volume as sentiment turns and the stock is called a "hated" name possibly getting covered by shorts. The CEO's September 14 Morgan Stanley Global Healthcare Conference appearance is being framed as a catalyst, and readouts are expected before year-end. One bull argues Sarepta's DMPK-target intracellular delivery is far superior to what caused Novartis' recent DM-1 failure. No visible bear.

Read what X is saying about $SRPT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SRPT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Sarepta is a "hated" post-controversy biotech — breakout setup building on high volume ahead of year-end readouts.

Sarepta Therapeutics commercializes ELEVIDYS (the DMD gene therapy that had a safety controversy) plus a portfolio of exon-skipping oligos. The company is now pitching a next-generation DMPK-target intracellular delivery platform.

  • The business is stable but not growing: Q1 revenue -1.9% YoY — the ELEVIDYS commercial slowdown offset by the oligo franchise, with a near-break-even operating margin.
  • 52-week range position is 27% with volume at 94% of average — the chart is building a breakout setup from a drawdown, and sentiment on X is turning as shorts potentially cover a "hated" name.
  • The pipeline is the next leg: year-end readouts on DMPK-target intracellular delivery, with the bull argument that it's structurally safer than what caused ELEVIDYS problems — a credible thesis if the data lands.

Nov 4 Q3 is the gate — any ELEVIDYS stabilization plus a tangible DMPK readout timeline extends the move. Another ELEVIDYS slowdown or a safety signal on the newer platform and the breakout fails back into the drawdown.

Agrees with X sentimentThe thread has substantive drivers — hated-name-covering-shorts framing, year-end DMPK readouts, MS Global Healthcare appearance as catalyst, structural-safety argument for intracellular delivery — all grounded in specific pipeline milestones.

What to watch: Nov 4 Q3 — ELEVIDYS commercial trajectory, DMPK readout timing, operating cash runway, and any safety-signal commentary. A new safety signal or ELEVIDYS deeper slowdown is the clear invalidator.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $SRPT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Commercial-stage biotech with approved exon-skipping drugs for Duchenne muscular dystrophy (EXONDYS 51, VYONDYS 53) and a gene therapy pipeline.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $SRPT.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $SRPT

Neutral — Commercial-stage biotech with approved exon-skipping drugs for Duchenne muscular dystrophy (EXONDYS 51, VYONDYS 53) and a gene therapy pipeline.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
62.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.05$0.22-123.0%
Q1 2026May 6, 2026$3.16$0.98+223.8%
Q4 2025Feb 25, 2026$-3.58$-1.03-247.6%
Q3 2025Nov 3, 2025$-1.80$-0.73-147.6%
Next earningsWed, Nov 4·consensus EPS $0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$730.8M-1.9%83.7%49.0%$3.15$-205.8M
Q4 FY25$442.9M-32.7%10.0%-92.9%$-2.74$125.4M
Q3 FY25$399.4M-14.5%62.2%-25.9%$-1.80$-42.8M
Q2 FY25$611.1M+68.4%75.0%18.9%$2.01$229.4M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8B$1.8B – $1.9B$3.14$2.30 – $4.2116
FY27$1.4B$1.2B – $1.6B$0.51$0.12 – $1.0315
FY28$1.3B$852.7M – $1.6B$0.22-$9.86 – $4.2313
FY29$1.3B$1.1B – $1.5B$0.85$0.67 – $1.0111
FY30$1.3B$1.1B – $1.5B$0.81$0.63 – $0.966

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 100.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today9.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 13 other (9 awards · 4 inkinds) in window

See when $SRPT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 238-K — Item 1.01: Material agreement
AI summary

Sarepta Therapeutics, REGENXBIO, UPenn and Catalent entered a settlement agreement on September 23, 2026, resolving all pending patent litigation and IPR appeals related to two ELEVIDYS-relevant patents; Sarepta pays REGENXBIO $39.0 million within 10 days (consistent with a $39M contingency already accrued in Q2). In exchange, REGENXBIO and UPenn grant a perpetual covenant not to sue Sarepta on these and related UPenn patents for any AAVrh74-based gene therapy product, including ELEVIDYS. This resolves a major overhang on ELEVIDYS commercialization and provides lasting IP certainty for Sarepta's flagship DMD therapy.

3New insider — initial holdingsJul 293
AI summary

SEVERINO MICHAEL filed a Form 3 (initial statement of beneficial ownership) for Sarepta Therapeutics, Inc. (SRPT). Filer's relationship to issuer: Director, Chief Executive Officer, 10%+ Owner. Form 3 must be filed within 10 days of becoming a new 10%+ owner or executive/director. This is an administrative ownership disclosure — no open-market transaction has occurred.

8-KOfficer or director changeJul 278-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Sarepta Therapeutics, Inc (SRPT) disclosed an executive/director departure (Item 5.02, filed 2026-07-27). ure of Directors departed from Directors or Certain Officers. Compensation and transition details are in the exhibits. Leadership changes can signal strategic shifts; investors should assess continuity and the appointee's background.

8-KOfficer or director changeJun 48-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Sarepta Therapeutics held its 2026 Annual Meeting on June 4, 2026 (77.97% quorum). Shareholders approved the new 2026 Equity Incentive Plan (6,286,841 shares, replacing the 2018 plan) and 2026 Employee Stock Purchase Plan (1,500,000 shares, replacing the 2013 plan). Specific vote tallies are referenced but not reproduced in the excerpt. Both equity plans represent net new share authorization of approximately 7.8 million shares; routine plan refresh that maintains Sarepta's ability to grant competitive equity compensation.

+ 17 other (6 13Gs · 2 13Fs · 2 earnings 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Sarepta Therapeutics Presents New Preclinical Data Demonstrating Robust Knockdown of Pathogenic DMPK RNA in the Nucleus with SRP-1003 in DM1 at 2026 Oligonucleotide Therapeutics Society Annual Meetingbusinesswire.com·6d agoJim Cramer: This Tech Stock Is 'Very Good,' Avery Dennison Is A ‘Winner'benzinga.com·14d agoSarepta Therapeutics Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Sarepta Therapeutics, Inc. - SRPTbusinesswire.com·14d agoSarepta Therapeutics (NASDAQ:SRPT) Given Sell Rating at HC Wainwrightdefenseworld.net·15d agoSarepta Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)businesswire.com·19d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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