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Sarepta Therapeutics (SRPT) investor relations material
Sarepta Therapeutics Study result summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Study design and methodology
EMBARK is a global, double-blind, placebo-controlled Phase 3 trial evaluating ELEVIDYS in ambulatory boys aged 4–7 with Duchenne muscular dystrophy, with 125 patients randomized and a three-year follow-up for functional outcomes.
After year one, all participants received ELEVIDYS, and comparisons for years two and three used a propensity-weighted external control group matched for baseline characteristics.
Key inclusion criteria included NSAA score 17–28 and time to rise <5 seconds at screening.
Over 1,200 patients have been treated with ELEVIDYS across clinical and commercial settings, providing a robust data set.
The study used least squares mean by MMRM for efficacy endpoints and balanced baseline covariates between treated and control groups.
Efficacy results
At three years, ELEVIDYS-treated patients maintained mean NSAA scores above baseline, while external controls declined, with a 4.39-point NSAA advantage (p=0.0002).
Statistically significant 73% slowing of disease progression on time to rise (TTR) and 70% on 10-meter walk/run (10MWR) compared to controls, with a 6.05-second TTR and 2.7-second 10MWR benefit at year three.
The functional gap between treated and control groups increased over time, with only two treated patients losing ambulation over three years, about half the rate seen in controls.
MRI data showed stabilization of muscle fat fraction in treated patients over two years, compared to increases in placebo.
The three-year analysis included pre-specified endpoints: NSAA, time to arise, and 10-meter walk/run, using contemporary natural history and placebo-arm data for external controls.
Safety and tolerability
No new safety signals or treatment-related serious adverse events were observed in year three; safety profile remained consistent with known risks.
Common adverse reactions included vomiting, nausea, liver injury, fever, thrombocytopenia, and increased troponin-I.
Boxed warning for acute serious liver injury and acute liver failure; monitoring and corticosteroid use are required.
Cardiac function remained within normal range through two years, with year-three data pending analysis.
No treatment-related deaths reported; one unrelated death disclosed.
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Record revenue, surging backlog, and major space contracts set the stage for 2025 growth. - 6 FebSCW
Q1 2025 revenue nearly doubled year-over-year, with strong backlog and major new contracts secured. - 6 FebSCW
Record Q2 revenue, major new contracts, and a tripled backlog signal strong growth. - 6 FebSCW
Record backlog and 89% y/y revenue growth highlight strong momentum in space projects. - 6 FebNVDA
AI-driven virtual twins and accelerated computing are revolutionizing design and manufacturing. - 6 FebSPKSJF
Record income, strong growth, and robust capital position despite lower interest income. - 6 FebISCTR
Net profit hit TL 67.4 billion in 2025, with strong NIM, fee growth, and solid 2026 outlook. - 6 FebSCW
73% revenue growth and record backlog driven by new space contracts and strategic investments. - 6 FebCDP
2025 FFO/share rose 5.8% with strong leasing and retention; 2026 guidance signals further growth. - 6 FebPENG
All proposals passed, with no questions raised during the Q&A session.
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