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Sarepta Therapeutics, Inc. (SRPT)

NasdaqGS - NasdaqGS Prezzo in tempo reale. Valuta in USD.
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68,84-2,77 (-3,87%)
Alla chiusura: 04:00PM EDT
69,10 +0,26 (+0,38%)
Dopo ore: 06:27PM EDT
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  • c
    cathy
    Sarepta Therapeutics, Inc.
    kimmy the krook..

    ChartMill

    @ChartMill

    ·

    19h

    $SRPT was analyzed by 27 analysts. The buy consensus is at 82%. So analysts seem to be very confident about $SRPT.
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Sarepta Therapeutics, Inc.

    Kim

    5 months agoReplied to a reaction

    $SRPT conversation

    Next offering in April when SP is above 200.
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Kim

    7 days ago

    $SRPT conversation

    Banjoboy any bets on the price of NVAX a year from now?
  • K
    Kim
    $SRPT conversation
    $SRPT was analyzed by 27 analysts. The buy consensus is at 82%. So analysts seem to be very confident about $SRPT. https://chartmill.com/stock/analyzer/stock/SRPT?view=analyst-ratings&utm_source=twitterUS&utm_medium=ANALYST&utm_content=SRPT&utm_campaign=social_tracking
  • K
    Kim
    $SRPT conversation
    This is out of line IMO for one simple reason she is the inventor of there most key technology, she in not just any CSO. $SRPT The CSO makes 5x as much as the average CEO compensation according to https://salary.com/tools/salary-calculator/chief-executive-officer?type=bonus…. Out of line considering the execution of this company for the last 1.5 years. This goes for all the leaders whose salaries are way out of line. Taking it while they can.
    Quote Tweet

    ExecPay.org
    @ExecPayOrg
    · 4h
    Sarepta Therapeutics CSO Louise Rodino-Klapac's 2021 pay rises 17% to $8.5M https://execpay.org/news/sarepta-therapeutics-inc-2021-compensation-2241… $SRPT #execpay
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Bionerd51

    @Bionerd51

    ·

    Apr 21

    $SRPT 2 year chart looks like hell and Ingram gets a raise. He should take responsibility and volunteer to reduce his compensation package. Corporate boards are disconnected from their shareholders.
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Kim

    4 months agoReplied to a reaction

    $SRPT conversation

    Next offering in April when SP is above 200.
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Kim

    4 months agoReplied to a reaction

    $SRPT conversation

    Next offering in April when SP is above 200.
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Kim

    2 years agoReplied to a reaction

    $SRPT conversation

    @Markus Its going to be 400 in couple years. Or less.
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Kim

    4 months agoReplied to a reaction

    $SRPT conversation

    Next offering in April when SP is above 200.
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Kim

    4 months agoReplied to a reaction

    $SRPT conversation

    Next offering in April when SP is above 200.
  • c
    cathy
    Sarepta Therapeutics, Inc.
    $SRPT Sarepta Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(…
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Bionerd51

    @Bionerd51

    ·

    22h

    $SRPT No one wants to hold going into a weekend with the world on fire.
  • K
    Kim
    $SRPT conversation
    More
    Credit Suisse: Recent competitors’ developments
    suggest $SRPT leadership and 1st mover position in DMD GTx has strengthened
    raising our Blue Sky valuation to $340/sh from $266/sh (assigns 75% LT market share,
    up from 50%)
    We see this upside scenario as more achievable than before
  • K
    Kim
    $SRPT conversation
    from Beauregard;
    Here's a deep dive into the $SRPT-Roche deal.

    I will look first at financial aspects before turning to the strategic side.

    Financials:
    Aside from royalties, Roche has agreed to pay approximately $3 billion to SRPT in upfront payments, cost sharing "in the hundreds of millions," and milestones. Of course, it is ludicrous to assume (as the Bernstein analyst apparently does) that the entire deal is worth $3 billion, as that assumes Roche would pay no royalties (ie, that there are no sales). Why on earth would Roche fork over $3 billion in expectations of zero sales?

    So what are the sales and royalties expectations?
    1) SRPT CEO Doug Ingram puts the overall value of the deal at $10 billion, meaning he expects royalties of $7billion, based on "modest" penetration of the ex-US market. Given a 15% royalty rate, that means he expects at least $46.6 billion in ex-US sales.
    2) But what is Roche's expectation? Clearly, Roche wouldn't pay $3 billion for no sales. At what point would the deal be accretive for Roche? For example, would Roche pay $3 billion for $3 billion in sales? Certainly not. Roche stock currently trades at 4.3 times sales, so just to maintain current valuation, the company could only justify the deal if it expected at least 4.3 x $3 billion in sales ($12.9 billion). But even that wouldn't be accretive or attractive, especially given the risk accepted. To be attractive, the multiple of sales would need to be considerably higher than the company's current valuation. So, at a base, they might be expecting to get 8x return on their investment. 8 x 3 is $24 billion in projected sales. However, they have to pay a 15% royalty. So to reach that return they actually have to attain 24/.85 in sales or $28 billion. That would mean $4.2 billion in royalties to SRPT.
    3) Therefore, estimates of the royalties to SRPT might range from 4.2 billion (Roche base scenario) to 7 billion (SRPT's "modest penetration" scenario), making the overall value of the deal worth between 7.2 billion and 10 billion. Downside risk is that the therapy fails and there are no sales, but clearly Roche's evaluation saw little risk of that. Upside beyond 7 billion/sales is unknown but presumably pie-in-the-sky.

    Strategic aspects:
    Sarepta did not walk away from owning $7 billion in ex-US sales outright, because Sarepta alone could not have produced $7 billion in ex-US sales. Mighty Roche can pull it off. SRPT could not. For SRPT to achieve those sales would have required a mammoth buildout of regulatory and sales teams across Europe, China, Japan, Korea, the rest of Asia, Africa, and Latin America. Rather than spending years and hundreds of millions of dollars building an infrastructure like that which Roche already has, SRPT simply outsourced the task to Roche.

    Looking ahead:
    Given the immense investment required to produce enough product to serve the initial DMD market (an issue which will be replicated with every new target SRPT hits--ie, LGMD, Sanfilippo, and, above all, CMT), it is unlikely that SRPT will ever feel comfortable slowing things down and spending the capital required to build out an ex-US operation. Therefore, expect one of two possibilities:
    1) Roche exercises options on LGMD and DMD-PPMO when the times come, thereby essentially becoming SRPT's ex-US operation. Or
    2) Roche buys SRPT.
  • c
    cathy
    Sarepta Therapeutics, Inc.
    Kim

    5 months agoReplied to a reaction

    $SRPT conversation

    Data from the 9001 trial at the end of the year will send it over 300.
  • K
    Kim
    $SRPT conversation
    from dough:
    DEBJIT - Nice explaination of why the BIG question is will $PFE present Western Blot microdystrophin data (and define if it is adjusted for fat and fibrotic tissue or not), dystrophin positive fibers, and vector genome copies per nucleus, similar to what $SRPT has provided
  • K
    Kim
    $SRPT conversation
    BAIRD $SRPT Raising target price following MGT meetings.held a number of investor meetings with Sarapta management this week, piggybacking off of last week's surprise Vyondys53 (golodirsen) approval.continue to see gene therapy platform as primary driver of upside to shares,
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    14

    dough
    @semodough
    ·
    1h
    but with exon skipping competition fading FDA approving Vyondys53 (&leaving an approval pathway open for casimersen) PMO backstop looks much more secure. By updating modeling assumptions to incorporate 4Q19 launch of Vyondys53 arrive new PT $192 good report Brian