Cantor Fitzgerald maintains Neutral rating on Sarepta stock amid transparency concerns

Published 21/07/2025, 13:54
Cantor Fitzgerald maintains Neutral rating on Sarepta stock amid transparency concerns

Investing.com - Cantor Fitzgerald has reiterated its Neutral rating and $14.00 price target on Sarepta Therapeutics (NASDAQ:SRPT) as the company approaches 1,000 patients treated with its therapies. The stock, currently trading at $14.08, has experienced significant volatility, falling nearly 90% over the past year. According to InvestingPro analysis, the company appears undervalued based on its Fair Value metrics.

According to Cantor Fitzgerald analyst Kristen Kluska, Sarepta was tracking a 70% ambulatory and 30% non-ambulatory treatment split as of June for its therapies, which include ELEVIDYS.

The firm noted that patient numbers have steadily increased from more than 800 as of March 18 to over 900 as of June 15, and have now reached almost 1,000 as of July 18.

Cantor Fitzgerald highlighted safety concerns, noting that an SRP-9004 death occurred eleven weeks after treatment, while a second death from ELEVIDYS happened "months" after treatment, with management previously indicating they are monitoring the first 90 days post-treatment as a safety window.

The research firm expressed concerns about "management’s lack of transparency/declining credibility," questioning whether they "can fully trust what they/are saying or not" as many new patients have been treated over the last few months.

In other recent news, Sarepta Therapeutics announced that the U.S. Food and Drug Administration has placed a clinical hold on its gene therapy trials for limb girdle muscular dystrophy. This affects several of Sarepta’s programs, including SRP-9003, which had completed enrollment and dosing in its Phase 3 trial. The FDA also revoked the platform technology designation for Sarepta’s AAVrh74 platform. Meanwhile, Guggenheim has maintained its Buy rating on Sarepta, despite regulatory challenges and a patient death in a Phase 1 clinical trial. TD Cowen reiterated its Hold rating, citing concerns over Sarepta’s disclosure practices and the impact on investor credibility. H.C. Wainwright has taken a more negative stance, slashing its price target to $0 and maintaining a Sell rating, following the FDA’s request to withdraw the ELEVIDYS drug from the market. BofA Securities has maintained a Neutral rating, noting the FDA’s informal request to halt shipments of Elevidys and the company’s decision to pause shipments to non-ambulatory patients. These developments underscore ongoing regulatory and financial challenges for Sarepta Therapeutics.

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