Shares of Sarepta Therapeutics (SRPT) rose nearly 14% on Tuesday after announcing that it has entered into an exclusive global licensing and collaboration agreement with Arrowhead Pharmaceuticals .ARWR Deal Expands Sarepta’s PipelinePer the deal terms, Sarepta will acquire exclusive rights to Arrowhead’s seven pipeline programs, which include four in active clinical development and the remaining three in preclinical development. These programs are being developed against a broad range of genetic diseases in ...

Shares of Sarepta Therapeutics (SRPT) have gained 0.2% over the past four weeks to close the last trading session at $130.50, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $185.45 indicates a potential upside of 42.1%.The mean estimate comprises 20 short-term price targets with a standard deviation of $31.14. While the lowest estimate of $80 indicates a 38.7% decline from the ...

关于作者及服务 - 文章由Terry Chrisomalis发表 他运营Biotech Analysis Central医药服务 在Seeking Alpha Marketplace提供服务 有两周免费试用期 服务包括对许多制药公司的深度分析 [1] - Biotech Analysis Central SA市场每月收费49美元 年计划有33.50%的折扣 每年399美元 [1] 关于Sarepta Therapeutics公司 - Sarepta Therapeutics公司 (NASDAQ: SRPT) 几天前发布了2024年第三季度财报 能够报告该期间的净产品收入 [2] 关于分析师披露 - 分析师在提及的任何公司中没有股票期权或类似衍生品头寸 且未来72小时内无启动此类头寸的计划 文章为分析师自己所写 表达自己的观点 除Seeking Alpha外无报酬 与文章提及股票的任何公司无业务关系 [3] 关于Seeking Alpha披露 - 过去的表现不能保证未来的结果 未给出任何投资是否适合特定投资者的推荐或建议 上述观点可能不反映Seeking Alpha整体观点 Seeking Alpha不是持牌证券交易商 经纪人或美国投资顾问或投资银行 分析师为第三方作者 包括可能未被任何机构或监管机构许可或认证的专业投资者和个人投资者 [4]

Sarepta Therapeutics, Inc. (NASDAQ:SRPT) Q3 2024 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Mary Jenkins - Associate Director, Investor Relations and Corporate Communications Douglas Ingram - President and Chief Executive Officer Dallan Murray - Executive Vice President and Chief Customer Officer Louise Rodino-Klapac - Executive Vice President, Chief Scientific Officer and Head of Research & Development Ian Estepan - Executive Vice President and Chief Financial Officer Confere ...

公司营收与每股收益情况 - Sarepta Therapeutics在截至2024年9月的季度营收为4.6717亿美元同比增长40.8% [1] - 同期每股收益为0.62美元去年为 - 0.46美元 [1] - 营收较Zacks共识预期的3.9988亿美元高出16.83% [1] - 每股收益较共识预期的 - 0.15美元高出513.33% [1] 关键指标与分析师预期对比 - 净产品营收为4.2977亿美元九位分析师平均预估为3.9167亿美元 [3] - PMO产品营收为2.4879亿美元八位分析师平均预估为2.2975亿美元 [3] - 合作营收为3740万美元八位分析师平均预估为923万美元 [3] - 净产品ELEVIDYS营收为1.8098亿美元八位分析师平均预估为1.6203亿美元 [3] 股票表现 - 公司股票在过去一个月回报率为+4.4%而Zacks标准普尔500指数综合变化为+0.7% [4] - 公司股票目前Zacks排名为3(持有)表明近期可能与大盘表现一致 [4]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-14895 SAREPTA THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) Delaware 93-0797222 (State or other ...

These two could become direct competitors relatively soon. Wave Life Sciences (WVE 6.39%) and Sarepta Therapeutics (SRPT 0.15%) are both riskier than the typical biotech, even when considering their stage of maturity. But with more uncertainty often comes more upside for risk-tolerant investors, and both companies are without a doubt on the very forefront of medicine, pushing the envelope beyond what was previously possible. Still, there's a clear winner here from an investment perspective, so let's analyze ...

文章核心观点 - 该分析师专注于生物科技和医疗保健行业的投资分析,结合临床专业知识和商业战略基础 [1] - 采用详细的风险收益图表和折现现金流分析,清晰地传达投资潜力和相关风险 [1] - 倡导采用"哑铃"投资组合策略,90%配置国债和广基ETF等安全资产,10%配置高阿尔法股票 [1] - 这种平衡方法确保所有建议都在战略风险管理的背景下进行 [1] 行业分析 - 由于市场的固有效率和收益中随机性的重要作用,分析师的分析深受"超级预测"和"抗脆弱"原则的影响 [1] - 专注于概率预测和稳健策略,最小化风险同时最大化潜在收益 [1] 公司研究 - 分析师没有持有任何所提及公司的股票、期权或类似衍生工具头寸,也没有在未来72小时内开始任何此类头寸的计划 [2] - 该文章由分析师本人撰写,表达的是自己的观点,未从其他渠道获得任何报酬 [2] - 分析师与文章提及的任何公司都没有任何业务关系 [2]

Innovative drugmakers developing treatments for conditions with high unmet needs can produce lucrative wins. Investing in biotech companies, especially relatively small ones, can be a double-edged sword. Their shares often soar on strong clinical trial or regulatory news, but they can lose much of their value overnight if a study's results don't go their way. That makes many biotech stocks somewhat risky investments, but some could deliver excellent results for those who can stomach the risk. Two biotech co ...

公司财报情况 - Sarepta Therapeutics在2024年第二季度每股收益为7美分 超过Zacks共识预期的收支平衡收益 去年同期公司每股亏损27美分[2] - 该季度调整后每股收益为44美分 去年同期调整后每股亏损1.01美元[2] - 公司总收入为3.629亿美元 同比增长39% 但未达到Zacks共识预期的3.869亿美元[3] - SRPT产品收入同比增长51%至3.605亿美元 未达到Zacks共识预期和模型预期的3.73亿美元[4] - 公司从Elevidys销售中获得1.217亿美元 低于Zacks共识预期和模型预期 可能由于FDA最初批准时给予的标签限制 6月底标签已扩展[5] - SRPT记录约240万美元的合同制造合作收入 去年同期为2230万美元[6] - 调整后的研发费用总计1.539亿美元 同比下降27%[7] - 调整后的销售 一般和管理费用为1.06亿美元 同比增长17%[7] - 2024年管理层未给出具体数字 但预计第三季度Elevidys销售额环比增长近三分之一 第四季度较第三季度收入翻倍 2025年净产品收入预计在29 - 31亿美元之间[8] 公司相关指标变化 - 过去一个月投资者看到预估修正呈下降趋势 共识预估因这些变化转变了 - 112.78%[9] - Sarepta Therapeutics目前平均增长分数为C 动量分数为F 价值分数为D 总体VGM分数为F[10] - 预估总体呈下降趋势 公司Zacks排名为3（持有） 预计未来几个月股票回报与预期相符[11] 行业对比情况 - Sarepta Therapeutics属于Zacks医疗 - 生物医学和遗传学行业 Halozyme Therapeutics也属于该行业[12] - Halozyme Therapeutics过去一个月上涨12.1%[12] - Halozyme Therapeutics上季度报告收入为2.3135亿美元 同比变化+4.7% 同期每股收益为0.91美元 去年同期为0.74美元[13] - Halozyme Therapeutics本季度预计每股收益为1美元 同比变化+33.3% 过去30天Zacks共识预估变化 - 3.5%[13] - Halozyme Therapeutics的Zacks排名为3（持有） VGM分数为B[14]