Is Sarepta (SRPT) Quietly Reframing Its CNS Strategy With The SRP-1005 Huntington’s Trial Move?

• Sarepta Therapeutics has submitted a clinical trial application to New Zealand’s Medsafe for INSIGHTT, a first-in-human study of SRP-1005, its investigational siRNA therapy for Huntington’s disease, aiming to begin dosing in the second quarter of 2026.
• This move extends Sarepta’s next-generation siRNA platform into a high unmet-need neurodegenerative condition, adding to a pipeline that already spans multiple muscular and central nervous system disorders.
• Next, we’ll examine how launching SRP-1005’s first-in-human program in Huntington’s disease could reshape Sarepta’s investment narrative around siRNA diversification.

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Sarepta Therapeutics Investment Narrative Recap

To own Sarepta today, you need to believe its ELEVIDYS gene therapy can recover physician and caregiver confidence while the newer RNA and siRNA programs gradually broaden the portfolio. The SRP-1005 Huntington’s disease filing is positive for platform depth, but it does not materially change the near term focus on ELEVIDYS safety, label evolution and uptake, or the key risk around regulatory and commercial fallout from the reported acute liver failure case.

The most connected recent update is Sarepta’s November 2025 decision to add a boxed warning for acute liver injury and acute liver failure to ELEVIDYS, following the reported fatal case. That move sharpened attention on safety management and post marketing data, which remain central catalysts for sentiment while the siRNA pipeline, including SRP-1005 and SRP-1003, develops more slowly in the background.

Yet at the same time, investors should be aware that...

Read the full narrative on Sarepta Therapeutics (it's free!)

Sarepta Therapeutics' narrative projects $1.4 billion revenue and $171.6 million earnings by 2028. This assumes revenues decrease by 17.0% per year and requires an earnings increase of about $229.6 million from -$58.0 million today.

Uncover how Sarepta Therapeutics' forecasts yield a $20.61 fair value, a 12% downside to its current price.

Exploring Other Perspectives

Ten fair value estimates from the Simply Wall St Community span roughly US$20.61 to US$168.51 per share, reflecting very different views of Sarepta’s potential. Against that backdrop, ongoing scrutiny of ELEVIDYS liver safety and the new boxed warning may be central to how the company’s actual performance lines up with these expectations, so it is worth comparing several of these perspectives side by side.

Explore 10 other fair value estimates on Sarepta Therapeutics - why the stock might be worth 12% less than the current price!

Build Your Own Sarepta Therapeutics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Sarepta Therapeutics research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Sarepta Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Sarepta Therapeutics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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