Sarepta Therapeutics: Is Elevidys A Bust?

2026-01-16 09:25:44 ET

It has been roughly seven months since my previous Sarepta Therapeutics ( SRPT ) article titled “Sarepta Therapeutics: Rebuilding the Thesis After Hitting Rock Bottom.” At that time, SRPT was in collapse after ELEVIDYS had become a regulatory nightmare as reports of Duchenne Muscular Dystrophy (DMD) patients dying following treatment. ELEVIDYS went from being viewed as a once-in-a-generation franchise treatment to potentially a safety nightmare that looked like it was destined to be pulled from the market by regulators. Although I did have my concerns, I stressed that it looked like it was only going to be non-ambulatory patients that were going to be pulled from treatment, which would hurt their peak sales estimates, but the market was dismissing the long-term value of Sarepta’s Duchenne franchise. As a result, I believed SRPT was trading at a discount and decided to add to the position in the $15 handle in early August....

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