Added to YB: 2026-01-15
Pitch date: 2026-01-13
SRPT [bullish]
Sarepta Therapeutics, Inc.
+5.75%
current return
Author Info
Alpha Talon Investment Research is a Hong Kong–based private family office deploying only proprietary capital across biotech, value turnarounds, and catalyst-driven shorts, focused on intrinsic value, regulatory odds, and mispriced fundamentals. Sign up for the newsletter.
Company Info
Sarepta Therapeutics, Inc., a commercial-stage biopharmaceutical company, focuses on the discovery and development of RNA-targeted therapeutics, gene therapies, and other genetic therapeutic modalities for the treatment of rare diseases.
Market Cap
$2.2B
Pitch Price
$21.56
Price Target
50.00 (+119%)
Dividend
N/A
EV/EBITDA
27.97
P/E
-7.63
EV/Sales
1.09
Sector
Biotechnology
Category
growth
Alpha Talon Investment Research Analysis of the 44th Annual J.P.Morgan Healthcare Conference - Sarepta Therapeutics, Inc.
SRPT: Duchenne franchise generating $1.86B revenue with Elevidys at $954M despite safety concerns; 80% addressable population untreated. Strong balance sheet with $954M cash, debt restructured, approaching profitability. Next-gen siRNA pipeline for FSHD/DM1/Huntington's reduces single-asset risk. $50 price target within 3 years.
Read full article (4 min)