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Biotech / Medical : Immunomedics (IMMU) - moderated

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From: Olecranon	5/6/2025 5:41:16 PM
	of 63322

Quick summary of SRPT 1st quarter report. Earnings massively missed, but revenue beat. 2025 guidance cut slightly: 05:06 PM EDT, 05/06/2025 (MT Newswires) -- Sarepta Therapeutics (SRPT.NaE) reported a Q1 non-GAAP loss Tuesday of $3.42 per diluted share, compared with earnings of $0.72 per share a year earlier. Analysts polled by FactSet expected earnings of $2.52. Revenue in the three months ended March 31 rose to $744.9 million from $413.5 million a year earlier. Analysts surveyed by FactSet expected $687.5 million. The company cut 2025 net product revenue guidance to the range of $2.3 billion to $2.6 billion from $2.9 billion to $3.1 billion. The company's shares tumbled 21% in after-hours trading. _________________________________________________ Shares have stabilized after hours around $36. I added modestly to my position. I was either too smart or too cowardly to add more. I've had high confidence in the medium-to-long term prospects for SRPT. But with potentially 3 1/2 more years of our new and improved FDA, maybe SRPT will no longer be standing.

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