Sarepta Therapeutics (SRPT) Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary

Leadership transition and organizational outlook

• CEO announced retirement by year-end, with an active succession process underway and commitment to a smooth transition.

• No current transition activities; leadership remains focused on executing strategic priorities.

Strategic priorities and financial position

• Priorities for 2026 include stabilizing ELEVIDYS, advancing the pipeline, and strengthening financials.

• Organization is cash flow positive and profitable, with cash expected to exceed $900 million.

• Sales guidance for the year is $1.2–$1.4 billion, with cost structure just over $800 million.

Pipeline and commercial execution

• Five siRNA therapies are dosing in the clinic, with additional programs in research.

• Success in sales guidance range is driven by ELEVIDYS performance and promotional activities.

• Expanded sales force and patient education initiatives are increasing reach and engagement.