SRPT RegenxBio Readthrough, Cohort 8 data setting up for a low-risk shot

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SRPT RegenxBio Readthrough, Cohort 8 data setting up for a low-risk shot

Biotechnology - Immunology

Genetic Medicines - Market Weight

SAREPTA THERAPEUTICS, INC. (SRPT) May 14, 2026

SRPT RegenxBio Readthrough, Cohort 8 data setting up Rating:

for a low-risk shot Peer Perform

Price:

$18.68

The Wolfe Byte Price Target:

Regenxbio presented data and did not show clear superiority to Elevidys. We NA

expect limited downside risk in Sarepta's Cohort 8 data. View SRPT Model

View Comp Table

News. RegenxBio achieved primary endpoint with 93% of patients achieving Company Information

microdystrophin expression above 10%. Directional improvement on functional 52-Week Range $12 - $43 Market Cap. (M) $1,972

endpoints. Regenx is looking to file in early 2027 with potential accelerated approval Shares Out. (MM) 105.6

also in 2027. Details of the safety issue: 10-year-old participant (34kg weight at Avg. Value Traded (MM) $64.60

SI% of Float 25.1%

dosing) with exon 3-7 duplication presented with asymptomatic liver injury diagnosed Dividend Yield 0.0%

based on laboratory assessment 43 days after dosing, with GGT peak elevation 123

U/L (2x ULN by local lab, 5x ULN by central lab). Abdominal ultrasound and bilirubin Price Performance

YTD LTM

levels were normal. Fully resolved with no sequelae 46 days after onset. SRPT (24)% (85)%

SPX 1% -

Cohort 8 data may be a low-risk shot for the SRPT. RGNX down ~38% & SRPT

45flattish on the news. Investors seem to have low tolerance for any liver signal at all,

and the lack of stat sig on functional endpoints does not prove clear superiority to 40

Elevidys. With SRPT barely reacting, the perceived competitive threat to Elevidys is 30

25likely low, and no incremental de-risking to Cohort 8 data (Regenx used sirolimus