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Sarepta Therapeutics,, Inc. 8-K Filings

SRPT NASDAQ

Every 8-K that Sarepta Therapeutics,, Inc. (SRPT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow SRPT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SRPT filings page.

Rhea-AI Summary

On September 23, 2026, Sarepta Therapeutics, Inc. entered into a settlement agreement with REGENXBIO Inc., the Trustees of the University of Pennsylvania, Catalent, Inc. and its subsidiary Sarepta Therapeutics Three, LLC, regarding the resolution of pending patent infringement litigations and an appeal from inter partes review proceedings.

Sarepta will pay REGENXBIO a lump sum of $39.0 million within ten days of the agreement’s effective date. Sarepta recorded a $39.0 million litigation contingency charge related to the anticipated settlement for the three and six months ended June 30, 2026. REGENXBIO and the Trustees released Sarepta, Catalent and their affiliates from specified past patent claims concerning Sarepta gene therapy products using an AAVrh74-based capsid, including ELEVIDYS, and agreed not to sue over qualifying claims. REGENXBIO also agreed not to sue over certain claims concerning patents or applications covering the existing form of ELEVIDYS or the AAVrh74 capsid sequence. The agreement provides for dismissal, withdrawal or other disposal of the litigations with prejudice, and each party will bear its own related costs, expenses and attorneys’ fees.

Rhea-AI Summary

Sarepta Therapeutics reported Q2 2026 results with total revenues of $401.3 million, down 34% year over year. The decline mainly reflects lower ELEVIDYS sales under an ambulatory-only label and the absence of a prior-year Roche milestone, partly offset by higher contract manufacturing and $10.0 million of license revenue. Net product revenue was $328.7 million, including $230.6 million from PMO therapies and $98.1 million from ELEVIDYS.

GAAP operating income was $13.3 million and non-GAAP operating income $86.5 million, while GAAP net loss was $4.9 million and non-GAAP net income $78.6 million ($0.64 per diluted share). For the first half of 2026, revenues were $1.13 billion and GAAP net income $326.1 million in a period that also featured sharply lower R&D and SG&A expenses and higher Roche collaboration revenue.

The company ended June 30, 2026 with approximately $945.0 million in cash, cash equivalents, restricted cash and investments. Full-year 2026 total net product revenue guidance was narrowed to $1.2–$1.3 billion, and combined non-GAAP R&D and SG&A expense guidance to $800.0–$850.0 million. Sarepta also recorded a $39.0 million litigation contingency charge related to potential patent settlements, appointed Michael Severino, MD, as CEO, advanced its Huntington’s disease siRNA program, and reported regulatory progress for AMONDYS 45, VYONDYS 53 and gene therapy ELEVIDYS.

Rhea-AI Summary

Sarepta Therapeutics appointed Michael Severino, M.D. as Chief Executive Officer effective July 28, 2026, and as a Class I director serving until the 2028 annual meeting. He succeeds Douglas Ingram, who will step down as CEO and director on that date and remain as a consultant through December 31, 2026.

Under an employment agreement dated July 24, 2026, Dr. Severino receives an annual base salary of $1,180,000 and is eligible for a target bonus equal to 110% of base salary, with his 2026 bonus paid at 100% of target and prorated. He will receive a $35,000,000 sign-on equity package combining restricted stock units and premium priced stock options, with multi‑year vesting schedules. For a qualifying termination, he is entitled to salary continuation, bonus-related payments, COBRA premium support, outplacement services up to $20,000, and specified equity acceleration, with enhanced cash and full equity acceleration if the termination occurs within the defined change of control period. Mr. Ingram will be paid $15,000 per month under his consulting agreement.

Rhea-AI Summary

Sarepta Therapeutics, Inc. reported results from its annual stockholder meeting. Stockholders approved the new 2026 Equity Incentive Plan, which allows issuance of up to 6,286,841 shares of common stock under future awards, replacing the prior 2018 equity plan.

They also approved a new 2026 Employee Stock Purchase Plan, making 1,500,000 shares available for employee purchases and replacing the amended 2013 ESPP. All Class I director nominees were elected for two-year terms, executive compensation for 2025 received advisory approval, and KPMG LLP was ratified as independent auditor for the year ending December 31, 2026.

Rhea-AI Summary

Sarepta Therapeutics reported a sharp swing to profitability in the first quarter of 2026 while advancing its Duchenne and RNA pipelines. Total revenues were $730.8 million, down slightly from $744.9 million a year ago, as lower ELEVIDYS product volume from an ambulatory‑only label was offset by higher collaboration and contract manufacturing revenues, including $365.0 million tied to Roche’s declined option and a $40.0 million ELEVIDYS launch milestone in Japan.

GAAP operating income reached $358.4 million versus a loss of $300.4 million, and GAAP net income was $331.0 million compared with a $447.5 million loss, reflecting reduced R&D and SG&A after a 2025 pipeline reprioritization and the absence of prior Arrowhead upfront charges. Non‑GAAP operating income was $397.7 million and non‑GAAP net income was $385.4 million.

The company ended March 31, 2026 with $748.3 million in cash, cash equivalents, restricted cash and investments, down from $953.8 million at year‑end, and reaffirmed 2026 guidance for total net product revenues of $1.2–$1.4 billion and combined non‑GAAP R&D and SG&A expenses of $800.0–$900.0 million. Sarepta highlighted early Phase 1/2 siRNA data in FSHD1 and DM1, progress in ENDEAVOR Cohort 8 using sirolimus pretreatment for ELEVIDYS in non‑ambulatory Duchenne patients, and sNDAs seeking traditional approvals for AMONDYS 45 and VYONDYS 53.

Rhea-AI Summary

Sarepta Therapeutics, Inc. reported that Chief Executive Officer Douglas Ingram has decided to retire. On February 25, 2026, he informed the company that he plans to step down by the end of 2026 or once a successor is appointed.

The company has begun a formal search process, considering both internal and external candidates to identify its next CEO. This filing does not discuss changes to the company’s strategy or operations, focusing solely on the planned leadership transition timeline.

Rhea-AI Summary

Sarepta Therapeutics reported strong 2025 revenue growth but a sharp swing to losses as it invested heavily in gene therapy and RNAi programs. Full-year revenue rose to $2,198.2M from $1,902.0M, driven by ELEVIDYS and higher collaboration and manufacturing revenue, including milestones from Roche and Japan.

Despite this, Sarepta posted a GAAP net loss of $713.4M versus $235.2M of net income in 2024, with diluted EPS moving from $2.34 to a loss of $7.13. The decline reflects a surge in cost of sales, including a $165.3M inventory reserve and additional write-offs, plus research and development expenses of $1,522.1M tied to the Arrowhead DM1 collaboration and milestones.

Year-end cash, cash equivalents and investments were $953.8M. Sarepta refinanced $291.4M of 2027 convertible notes into 2030 notes with cash, reducing near-term maturities. Management highlighted positive three-year EMBARK data for ELEVIDYS, launch in Japan via Chugai, and advancement of multiple siRNA programs, and said it anticipates remaining profitable and cash-flow positive in 2026.

Rhea-AI Summary

Sarepta Therapeutics, Inc. furnished a current report to share that it issued a press release with certain business updates and preliminary financial information for the year and fiscal quarter ended December 31, 2025. The disclosure was made in connection with the 44th Annual J.P. Morgan Healthcare Conference, highlighting recent operational and financial developments.

The press release is included as Exhibit 99.1 to the report and is incorporated by reference. The company specifies that this information is being furnished under Item 2.02, rather than filed, which limits how it is treated under securities law unless another filing specifically incorporates it by reference.

Rhea-AI Summary

Sarepta Therapeutics plans a private exchange of approximately $291.4 million of its 1.25% Convertible Senior Notes due 2027 for the same principal amount of new 4.875% Convertible Senior Notes due 2030 plus about $31.6 million in cash.

The new notes will be issued as additional notes under Sarepta’s existing 4.875% 2030 convertible notes indenture, bringing the total principal of that series to $893.4 million after closing, which is expected on or about December 18, 2025, subject to customary conditions. The exchange, which includes participation by a trust affiliated with director Michael Chambers, is limited to institutional accredited investors and qualified institutional buyers under a private placement exemption, and the new notes and underlying shares will not be registered for public resale.

Rhea-AI Summary

Sarepta Therapeutics (SRPT) reported that it issued a press release announcing its financial results for the quarter ended September 30, 2025. The company furnished the full text of the release as Exhibit 99.1 to this Form 8-K.

The company stated that the information in Item 2.02, including Exhibit 99.1, is furnished and not deemed filed for purposes of Section 18 of the Exchange Act, and is not incorporated by reference into other filings except as expressly set forth by specific reference.

Rhea-AI Summary

Sarepta Therapeutics filed a Current Report on Form 8-K disclosing an indenture dated August 28, 2025 with U.S. Bank Trust Company, National Association as trustee that includes the form of a 4.875% Convertible Senior Note due 2030. The filing references the form of the note as included in Exhibit 4.1. The report is signed by Ian Estepan, President and Chief Operating Officer.

Rhea-AI Summary

Sarepta Therapeutics filed an 8-K that references its quarterly report on Form 10-Q for the period ended June 30, 2025 and notes that forward-looking statements in the filing speak only as of the filing date. The filing includes a standard cautionary statement qualifying forward-looking language and is signed by Ian Estepan, President and Chief Operating Officer, dated August 21, 2025.

The notice functions as a routine corporate disclosure: it directs readers to the company’s subsequent SEC filings for updates and establishes the date of the forward-looking statement safe-harbor. No financial results, transactions, or new material agreements are disclosed in the provided text.

Rhea-AI Summary

Sarepta Therapeutics announced the planned departure of Bilal Arif, its Executive Vice President and Chief Technical Operations Officer, as part of a strategic restructuring and pipeline prioritization. Mr. Arif served in the role through August 12, 2025, will remain a Special Advisor until his employment ends on September 16, 2025, and will provide consulting services through December 31, 2025. The company and Mr. Arif executed a Separation and Consulting Agreement dated August 12, 2025, under which he will receive a lump-sum severance payment of $576,700 and a consulting fee of $400 per hour. Outstanding equity awards will continue to vest while he remains employed or provides consulting services. The full agreement will be filed as an exhibit to the Company’s Quarterly Report for the quarter ended September 30, 2025.