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NASDAQ · mid · thesis board

SRPT Sarepta Therapeutics

AAV gene therapy for ambulatory DMD

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Thesis

Editorial summary — not a primary filing

Commercial Elevidys franchise plus pipeline expansions; label and safety narrative remain the stock drivers.

Next gate

2026-11-15Company-guidedlabel expand

Label / expansion update

94 days · Company: Company guidance

Survive-to-Event

ok

Cash covers the next gate with ~24 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~811d)100%
Days to gate (94d)12%
Show math

$1.2B cash ÷ $45M/mo burn ≈ 811 days. Source: curated SEC quarter figures.

Cash $1.2B as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved

Rivals in this race

Open race →
CAPRFiledokRCKTPh2okSLDBPh1ok

Risks

  • Safety/label scrutiny
  • Payer access
  • Competition from next-gen gene therapy
  • Manufacturing scale

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT04626674as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01