Sarepta Therapeutics, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Sarepta Therapeutics has 8 disclosed suppliers and 1 disclosed customer in SEC filings.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Expected move
Inputs8Q avg ±12.0%·×0.82·cheap
spot 18.62exp Nov 6ATM strike 18.5ATM straddle 2.15IV 105%
Sarepta Therapeutics, Inc.
18.63
SentenceOur cost of sales (excluding amortization of in-licensed rights) consists of inventory costs that relate to sales of our products and the related overhead costs and royalty payments primarily to BioMarin and UWA for our PMO Products and to Nationwide for ELEVIDYS.
Sentence• $78.8 million decrease in manufacturing-related deposits and prepaids primarily due to the use of raw materials and services previously prepaid with Catalent and Aldevron.
SRPT 10-Kaccession 0001193125-26-084144
Sentence• $120.2 million decrease in manufacturing expenses primarily due to costs associated with the termination of the development, commercial manufacturing and supply agreement (the "Thermo Agreement") related to Brammer Bio MA, LLC, an affiliate of Thermo Fisher Scientific, Inc. ("Thermo") in 2024, with no similar activity in 2025;
SRPT 10-Kaccession 0001193125-26-084144
SentenceThe decrease in short-term manufacturing commitments is primarily driven by a supplemental letter agreement (the "Letter Agreement") entered into with Catalent in August 2025 to address certain financial and operational matters related to the ELEVIDYS Suspension.
SRPT 10-Kaccession 0001193125-26-084144
Sentence11,723,986
United States
Composition of Matter
2037
Nationwide
SRPT 10-Kaccession 0001193125-26-084144
SentenceAmortization of in-licensed rights relates to the agreements we entered into with UWA, Nationwide, BioMarin and Parent Project Muscular Dystrophy in April 2013, December 2016, July 2017 and May 2018, respectively.
SRPT 10-Kaccession 0001193125-26-084144
SentenceU.S. RE47,769
United States
Composition of Matter
2029
UWA
SRPT 10-Kaccession 0001193125-26-084144
SentenceIn accordance with the Roche Collaboration Agreement, the parties agreed to enter into a supply agreement in order for us to supply Roche with clinical and commercial batches of ELEVIDYS (the "Roche Supply Agreement").
SRPT 10-Kaccession 0001193125-26-084144