Sarepta Therapeutics Key Takeaways

Goldman Sachs hosted Sarepta Therapeutics at the 47th Annual Global Healthcare Conference. Key discussions focused on Elevidys revenue guidance, strategies to reach non-ambulatory DMD patients, and clinical updates for siRNA programs.

Key Takeaways

• 1.Elevidys FY26 product revenue guidance of $1.2-1.4bn depends on sales force initiatives and penetration in the ambulatory population.
• 2.Management is executing on Cohort 8 of Endeavor to potentially expand Elevidys label to include non-ambulatory patients via sirolimus pre-treatment.
• 3.Positive translation of ARWR siRNA programs (SRP-1001/SRP-1003) in initial clinical data, with key upcoming MAD data in 2H.

Table of Contents

• Key Takeaways
• Valuation/Risks
• Disclosure Appendix

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