Sarepta Therapeutics, Inc. (SRPT) Presents at TD Cowen 46th Annual Health Care Conference Transcript

Question-and-Answer SessionLet's start with ELEVIDYS and its current commercial ramp. On the Q4 call, Sarepta guided to 2026 net product revenue of $1.2 billion to $1.4 billion, noting it was comfortable with the current 2026 PMO revenue consensus estimate of $900 million. Now this implies that '26 ELEVIDYS revenue will be between about $300 million and $500 million with $500 million floor run rate if nothing else changes, whether that be sirolimus, whether it be label reexpansion, et cetera. What has chang ...