Morgan Stanley on Sarepta’s CEO Switch: Clear Handover Is Positive, but DMD Challenges Linger
Michael Severino becomes Sarepta’s new CEO as Doug Ingram retires.
Michael Severino becomes Sarepta’s new CEO as Doug Ingram retires.
With key MAD data for DM1 and FSHD siRNA programs expected in H2 2026, SRPT stock shows strong growth potential.
Sarepta DMD drugs AMONDYS 45 and VYONDYS 53 near full FDA approval; decision due Feb 2027.
Regenxbio’s DMD gene therapy showed strong results, boosting muscle protein and safety, moving closer to FDA approval.
Sarepta reported strong Q1 2026 earnings, with revenue of $730.8M, but shares fell as Elevidys sales dropped 46% due to label restrictions.
FDA may pick Dr. Hemmati to lead CBER, which could speed up vaccine and biotech drug approvals, but decision is not final.