CluenexSarepta Therapeutics SRPT
Sarepta Therapeutics scores weak on business quality (4.1 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Sarepta Therapeutics does
Sarepta Therapeutics develops RNA-targeted therapeutics and gene therapies for rare genetic diseases, primarily Duchenne muscular dystrophy. Patients and healthcare providers rely on its specialized treatments to alter disease progression.
- What it does best
Sarepta dominates RNA-targeted Duchenne muscular dystrophy treatments, capturing revenue of $1.97 billion with a top quartile revenue growth rank of 80. This rare disease specialization creates an entrenched position that generic alternatives cannot easily disrupt.
- The main risk
JP Morgan recently lowered its price target to $20 amid market scrutiny, highlighting regulatory and execution pressures on its core gene therapy pipeline.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin rests at 5.2% while net margin is negative 6.9%, reflecting heavy pipeline investments that weigh on near-term conversion to profit.
Regulatory exclusivities and specialized rare disease expertise lock in patients, supported by a gross margin of 67.5%.
Revenue reached $1.97 billion with a growth rate of 15.6%, outpacing historical levels as newer targeted therapies gain traction.
Total debt sits at $829 million with an interest coverage ratio of 1.4x, leaving narrow margin for error on debt service. Free cash flow improved to $75 million, showing signs of stabilization.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on SRPT
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Sarepta Therapeutics scores weak on the Cluenex quality check (4.1 of 10), measured against its own industry. Profitability is weak, moat weak, growth fast and financial health weak.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Nov 4, 2026, after the close.
See SRPT today
- Today's verdict on SRPT, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Sarepta Therapeutics (SRPT)”, https://cluenex.com/stocks/srpt/, data as of Oct 10, 2026.