NASDAQ$SRPT

Sarepta Therapeutics Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Sarepta reported strong revenue growth and profitability in Q4 2024, driven by the success of ELEVIDYS.

Sarepta Therapeutics posted total revenue of $658.4 million in Q4 2024, a 66% increase year-over-year. The company achieved GAAP net income of $159.0 million and non-GAAP net income of $206.0 million. The growth was largely fueled by ELEVIDYS sales, which accounted for $384.2 million in revenue. Operating income improved significantly to $161.7 million.

  • Q4 2024 total revenue reached $658.4 million, up 66% year-over-year.
  • ELEVIDYS contributed $384.2 million in revenue, with an additional $4.9 million in royalties.
  • GAAP net income was $159.0 million, with non-GAAP net income at $206.0 million.
  • Strong cash position with $1.1 billion in cash and equivalents as of year-end.

Headline financials

Total Revenue

$658M

Previous: $397M+65.9%
EPS (adj)

$1.90

Previous: $0.82+131.7%
Non-GAAP Net Income

$207M

Previous: $86.6M+139.1%
Non-GAAP Operating Income

$221M

No prior period
Net Income

$159M

Previous: $45.7M+248.4%
Operating Income

$162M

Previous: $24.6M+556.6%

Revenue & EPS history

Sarepta · Revenue · Quarterly

$658M

Q4 2024+65.9%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Sarepta · $179M total across 2 segments · Q4 2023

  • ELEVIDYS
    $147M
  • Collaboration and Other
    $31.7M+41.0%

Forward guidance

Sarepta expects continued revenue growth in 2025, with projected net product revenue of $2.9 to $3.1 billion. The company aims to expand its gene therapy pipeline and secure regulatory approvals.

Tailwinds

  • Expected net product revenue of $2.9B to $3.1B in 2025.
  • ELEVIDYS projected to grow by 162% year-over-year.
  • BLA submission for SRP-9003 targeted in 2025.
  • Advancement of siRNA pipeline with potential 2028-2029 approvals.
  • Strong cash position supports expansion and R&D investments.

Headwinds

  • Higher operating expenses due to pipeline expansion.
  • Potential pricing pressure in gene therapy market.
  • Regulatory risks associated with upcoming approvals.
  • Market adoption uncertainty for new therapies.
  • Macroeconomic factors may impact healthcare spending.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-1.4%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.4%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+23.3%

Q4 2022

Best reaction

-64.7%

Q3 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.7%-11.0%-27.8%
Q4 2025-8.0%-16.3%+5.3%
Q3 2025-33.8%-27.9%-6.7%
Q1 2025-21.2%-22.2%-8.0%
Q4 2024-3.6%-3.7%-34.1%
Q3 2024-3.7%-5.7%+2.5%
Q2 2024-4.5%-9.9%-9.8%
Q1 2024+3.1%+6.6%+2.5%
Q4 2023-9.6%-12.5%-8.5%
Q3 2023+15.5%+19.0%+25.4%
Q2 2023-0.2%-4.7%+13.9%
Q1 2023+0.3%+4.7%-0.7%
Q4 2022+23.3%+31.7%+15.2%
Q3 2022-8.0%-12.0%+10.7%
Q2 2022+5.0%+15.8%+20.2%
Q1 2022-2.2%-11.1%-0.5%
Q4 2021+3.9%+3.6%+2.0%
Q3 2021+6.7%+9.4%-3.7%
Q2 2021+13.8%+13.6%+16.6%
Q1 2021+0.8%-5.4%-1.4%
Q4 2020+2.1%-2.6%-14.4%
Q3 2020-17.3%-15.5%+4.1%
Q2 2020-1.5%+1.4%-15.3%
Q1 2020+3.5%+13.7%+23.9%
Q4 2019-5.4%+5.3%-17.0%
Q3 2019+4.3%+8.3%+18.6%
Q2 2019-7.3%-13.5%-40.3%
Q1 2019+2.4%-3.4%+6.6%
Q4 2018+3.0%+3.9%-14.9%
Q3 2018-6.6%-13.0%-11.1%
Q2 2018+9.5%+4.7%+17.5%
Q1 2018+14.5%+9.2%+22.2%
Q4 2017+8.3%+13.7%+18.0%
Q3 2017-2.7%-2.1%+15.6%
Q2 2017+20.8%+29.7%+8.3%
Q1 2017+4.0%+2.9%-13.9%
Q4 2016-7.1%+5.1%-11.3%
Q3 2016-8.2%-10.0%-16.3%
Q2 2016+7.2%+14.0%+21.4%
Q1 2016+2.8%
Q4 2015-8.0%
Q3 2015-0.8%
Q2 2015-0.8%
Q1 2015-0.3%
Q4 2014-7.3%
Q3 2014+6.3%
Q2 2014-3.3%
Q1 2014-6.4%
Q4 2013-1.4%
Q3 2013-64.7%
Q2 2013-5.2%
Q1 2013+7.6%
Q4 2012-2.8%
Q3 2012-6.8%
Q2 2012-5.8%
Q1 2011-2.5%
Q1 2012-27.9%
Q4 2011+20.0%
Q3 2011-5.7%
Q2 2010+2.5%
Q2 2011+2.5%
Q4 2009+2.5%
Q4 2010+2.5%
Q3 2010-3.1%
Q1 2010+11.3%

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