REFILE-Sarepta Therapeutics Q4 prelim net product revenue misses estimates
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
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
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