Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
12.3%
of holders' portfolios
13F filers
2
institutions
Market cap
$2.2B
106M shares
52-week range
$14.68 – $25.32
56% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Sarepta Therapeutics Inc is a commercial-stage biopharmaceutical company focused on the discovery and development of RNA-targeted therapies, gene therapies, and other genetic medicines for rare diseases, particularly neuromuscular disorders. The company has developed approved treatments for Duchenne muscular dystrophy, including EXONDYS 51, VYONDYS 53, AMONDYS 45, and ELEVIDYS, and is advancing additional therapeutic candidates for neuromuscular and other rare diseases. The company operates in one segment: discovering, developing, manufacturing, and delivering therapies to patients with rare diseases.
www.sarepta.com| Trader / Portfolio | Conviction |
|---|---|
| July PortfolioShkreli | Strong12% |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,665,078 | $36.2M |
| 134,277 |
| $2.9M |
$SRPT something very odd with this today, I’m betting news after hours or Monday morning and could even be a buyout.
View on StockTwits ↗
$SRPT Added to my Jan 2028 calls for the same 13 I sold my June 2027 calls for yesterday. I actually expect the stock to go back down to 16-18 but with yesterdays dip and today the pop not holding I'll just enjoy a rotation of 6 months for the same price to keep the gains. FED has me thinking they should do a rate hike but who knows if drug companies fall hard on that as they are usually seen as defensive. Still got some dry powder but just spent 4.5K replacing my Prius C engine and 12 volt battery. Rather keep a paid off car than add monthly car and insurance payments. Gives me more to play here long term. lol
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$SRPT Must read article if you are heavily invested here and feeling your weekend is coming and your mind is not on hugging you kids / grandkids/ dog or yourself but on your accounts. Investors in this particular ticker remind me of my $BAND and $ARWR and $MRNABETS just to name a few. investing in small biotech requires the need and desire to embrace uncomfortable situations. The feelings of torture, dismay and depression are all positive signs in today’s algo trading world. We have seen it time and time again but we have poor short term memories and forget the lessons. Enjoy and desire the need to bend over and get jacked in the a$shole. It means goodness is around the corner. 😌 btw. No margin please 🙏. Makes the above very difficult to see play out. I sold band this past year from $50’s to $70’s. Every time I bought the mudhaphukka at $13 I imagined I was getting an immediate $30 return (my most conservative base case)
View on StockTwits ↗$SRPT very odd action today , would not be surprised to see news after hours or Monday pre market.
View on StockTwits ↗
$SRPT This couldn’t possibly remain in the $20’s for the remainder of 2026….. right?
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$SRPT I hope MS gives a glimer of how far along dosing is in the sirolimus trial on Monday. It is IMO the most important thing going on . It 's key to a double at least in revenues, an indicator of the younger kids on the label, necessary for LGMD2e BLA, and precorser to LGMD native protein drugs being partnerd.
View on StockTwits ↗$SRPT Many on here have stated Sarepta will be bought of course that may happen but not until the sirolimus data indicates Non ambs will be back and not until ,DM1, FSHD and Huntingtons appear approvable. Sarepta wont be undersold it just ain't in the cards.JMO.
View on StockTwits ↗$SRPT If Sarepta made the cut ( or has the data) for a WMS poster Late breaker (They) should know by today. More them likely so should the big shorts.
View on StockTwits ↗$SRPT Just listened to offspring… ‘Got to keep em sa-ra-peta……! Hey, hey!……don’t pay no……your under 18 you won’t be doing anytime 🎶 Got keep em sa-ra-peta!!! If that isn’t a bullish sign on why not to buy the dip well then….
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$SRPT well it looks like the gains from 19-22+ were short covering. 27 million to now 24.6 million shares short. Not a lot but is a good thing.
View on StockTwits ↗
Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 15.6% | 32.4% | ||||
| Profit Margin % | -32.5% | -39.7% | -557.2% | |||
| Free Cash Flow Margin % | -14.0% | -37.4% | -529.3% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -25.5% on the P/E track.
At today's price, your expected annual return is -18.7% on the P/E track.
At today's price, your expected annual return is -12.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.8B | -1.1% | $3.26 | $2.25–$4.11 | 6.3× | 11 |
| 2027 | $1.4B | -23.6% | $0.75 | $0.27–$1.27 | 27.6× | 11 |
| 2028 | $1.3B | -5.0% | $0.48 | $-9.21–$3.95 | 42.9× | 12 |
| 2029 | $1.3B | -0.0% | $1.15 | $0.91–$1.35 | 18.0× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.22 | $-0.05 | -123.0% |
| 2026-05-06 | $0.98 | $3.16 | +223.8% |
| 2026-02-25 | $-1.03 | $-3.58 | -247.6% |
| 2025-11-03 | $-0.73 | $-1.80 | -147.6% |
| 2025-08-06 | $0.83 | $2.02 | +142.8% |
| 2025-05-06 | $-0.87 | $-4.60 | -428.7% |
| 2025-02-26 | $1.38 | $1.50 | +8.7% |
| 2024-11-06 | $-0.06 |
| $0.34 |
| +670.2% |
| -0.29% |
| $5.8B |
| — |
| DNLIDenali Therapeutics Inc. | $21.40 | -0.79% | $3.4B | — |
| ETNB89bio, Inc. | $14.84 | +0.00% | $2.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
SPRB
Spruce Biosciences, Inc. Common Stock
1 co-holder · 100% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding SRPT.