SRPT

Sarepta's stock events in the past six months include a $39.0 million patent settlement in September 2026, resolving legal uncertainties related to AAVrh74 gene therapy patents. Shares experienced a 7.1% fall with mixed analyst sentiment, coinciding with an FDA workshop on rare disease clinical trials. Demand for Elevidys stabilized, though management projected lower usage in the second half of 2026 compared to the first half. The company revised its 2026 total net product revenue guidance to $1.2 billion-$1.3 billion and saw a 51% fall in consensus EPS estimates for fiscal year 2025. Q2 2026 earnings exceeded estimates but revenue declined 34.3% year-over-year due to weaker Elevidys sales, while Q1 2025 showed strong revenue growth of 70% year-over-year, despite an adjustment to 2025 revenue guidance due to "headwinds".