Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
SRPT.OQ - Sarepta Therapeutics Inc
Sarepta Therapeutics Inc at TD Cowen Healthcare Conference
Mar 03, 2026 / 06:50PM GMT
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Presentation
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Thanks everyone for joining us at the Sarepta Fireside chat, at the forty-sixth annual TD Cowan Healthcare Conference. I'm covering analyst Rtu Bal, and with us from Sarepta today is Ian Estepan, President and COO.
Thanks, Ian, for joining us. Let's start with Elevitis and, its current commercial rep. On the Q4 call, Cerreta guided to 2026 net product revenue of 1.2 to 1.4 billion, noting it was comfortable with the current 2026 PMO revenue consensus estimate of $900 million. Now, this implies that 26 Levits revenue will be between about 3 and 500 million with 500.
Floor run rate if nothing else changes, whether that be serolimus, whether it be label re-expansion, etc. .
What has
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