How do Sarepta's Q2 2025 earnings and revenue growth compare to its main competitors in the rare‑disease genetic‑medicine space? | SRPT (Aug 06, 2025) | Candlesense
SRPT

How do Sarepta's Q2 2025 earnings and revenue growth compare to its main competitors in the rare‑disease genetic‑medicine space?

Short answer:

The press release you shared does not contain the actual Q‑2 2025 earnings numbers (net income, earnings‑per‑share, or revenue) for Sarepta Therapeutics, nor does it give any quantitative data on how its revenue grew (percentage‑ or dollar‑growth) versus prior periods. Because those figures are missing, a direct, quantitative comparison with other rare‑disease‑genetics companies (e.g., Roche/Genentech, Novartis, Vertex, Bluebird Bio, Spark Therapeutics, Repligen, etc.) cannot be made from the information provided.

What we do know from the release (and why it matters for earnings/revenue analysis)

Item Detail from the release Why it’s relevant to earnings/revenue
FDA “shipment‑pause” removal for ambulatory patients “The FDA swiftly recommended that we take the ambulatory patient population off shipment pause and have already resumed deliveries. Infusions are taking place for the ambulatory community.” Resuming shipments typically translates into increased product‑related revenue for the quarter (especially if the product is high‑priced, as is common in gene‑therapy indications).
Delivery & infusion activity resumed “Infusions are taking place for the ambulatory community.” Indicates that commercial‑stage sales are likely back‑on‑track, which may lift Q‑2 revenue compared with a quarter where shipments were paused.
Overall tone “We are very pleased 
” Signals management confidence that revenue will be less impacted than a scenario where the pause persisted. This sentiment can be a positive signal for investors, but it does not replace hard numbers.

What we are missing (and would be needed for a true comparison)

Needed metric Typical source Why it’s needed for comparison
Q2‑2025 net revenue (US $) and year‑over‑year (YoY) % growth SEC Form 10‑Q, earnings press release, earnings call transcript. Allows side‑by‑side revenue growth percentages vs. peers (e.g., Roche’s gene‑therapy sales, Vertex’s cystic‑fibrosis drug sales).
GAAP/Non‑GAAP earnings, EPS (diluted) and YoY change Same as above. Enables direct EPS performance comparison to peers (e.g., Spark’s EPS after its gene‑therapy approvals).
Operating cash‑flow and net‑cash‑burn Same. Determines how each company is financing its R&D pipeline (critical for rare‑disease firms that are often cash‑flow negative).
Key product revenue contribution Same. To see whether the resumed product (e.g., Exon‑51‑skipping therapy) is the main driver vs. other pipeline products (e.g., Vertex’s CFTR modulators).
Competitors’ Q2‑2025 data Publicly‑available earnings releases for Roche (Roche’s Gene‑Therapeutics segment), Novartis (Gene‑Therapies/Novartis Oncology), Vertex (Cystic Fibrosis segment), etc. Needed to compute relative growth and market‑share shifts.

Bottom line: Without the specific revenue and earnings figures for Q2 2025, we cannot quantitatively compare Sarepta’s performance against its peers. The press release does indicate that the company has removed a shipment pause, which should have a positive but unquantified effect on its Q2 revenue.

How to obtain the missing numbers (quick‑step guide)

  1. SEC Filings
    • Go to SEC.gov → Company Filings → SRPT. Look for the Form 10‑Q (quarterly report) for the period ending June 30 2025.
    • The 10‑Q will contain:
      • Total net revenue (and YoY %).
      • GAAP and Non‑GAAP net income / loss.
      • Diluted EPS (GAAP & non‑GAAP).
  2. Earnings Press Release
    • Search “Sarepta Q2 2025 earnings release” or the Business Wire article you referenced. Usually the top of the release lists: “Revenue of $X million, up Y% YoY.”
  3. Investor Presentation / Call Transcript
    • The Q2 2025 Investor Presentation (often PDF) contains a slide titled “Revenue & Growth” that shows a bar graph with YoY % growth.
    • The earnings‑call transcript (often hosted on Sarepta’s Investor Relations site) includes analysts’ questions about revenue trends vs. peers.
  4. Competitor data – repeat steps 1–3 for each primary competitor:
    • Roche (gene‑therapy portfolio in Roche/Genentech, “Roche 2025 Q2 results”).
    • NovNov (Novartis Gene‑Therapies segment).
    • Vertex (Cystic fibrosis, gene‑editing pipeline).
    • Bluebird Bio (if still public).
    • Spark Therapeutics (now Roche‑owned, but still reported under Roche).
  5. Aggregate and compare
    • Build a simple table (Revenue, YoY % growth, EPS) for each company.
    • Highlight Sarepta’s growth rate vs. the average growth of the peer group (e.g., “Sarepta +23% vs. peer average +12%”).

What you can do now (if you need an immediate snapshot)

  1. Check the latest press release on Business Wire or Sarepta’s Investor Relations page. The headline often contains the revenue figure, e.g., “Sarepta reports Q2 2025 revenue of $ X million, a Y% increase vs. Q2 2024”.
  2. Pull competitor earnings from the same date range (Q2 2025) for a same‑period comparison.
  3. Create a quick side‑by‑side chart (e.g., Excel) with the three metrics: Revenue, YoY revenue growth, EPS. This visual will answer the question in a concise, data‑driven way.

TL;DR

  • We cannot compare earnings and revenue growth because the news snippet does not provide any quantitative figures for Sarepta’s Q2 2025 results.
  • The release does indicate a positive operational development (shipment pause lifted, deliveries resumed), which should positively impact revenue, but the magnitude is unknown without the actual numbers.
  • To make a meaningful comparison you’ll need to retrieve the full Q2 2025 earnings release / Form 10‑Q for Sarepta and the same‑period earnings releases for its main competitors (Roche/Genentech, Novartis, Vertex, etc.), then compute and compare revenue totals, YoY growth percentages, and EPS.
  • Once you have those numbers, a simple table/chart will clearly show how Sarepta’s growth stacks up against its peers.

If you can provide the actual revenue/earnings figures or links to the full press release, I can immediately produce the comparative table you need.

Other Questions About This News

Are there any new partnership or licensing developments referenced that could influence future growth and stock valuation? What guidance or revisions has management provided regarding future shipment pauses or regulatory timelines for other product cohorts? How will the removal of the shipment pause for ambulatory patients affect Sarepta's Q2 and upcoming quarter revenue forecasts? What are the potential long‑term implications for the company's pipeline if the FDA continues to act quickly on safety data reviews? What is the market's expected reaction to the FDA's swift recommendation to lift the pause, and could this drive short‑term stock price momentum? Is there any indication of changes to operating expenses or R&D spend in Q2 that could affect profitability margins? How might the resumed infusions impact the company’s cash burn and runway given its current balance‑sheet position? Did the resumed deliveries lead to a measurable increase in product utilization or cash flow in the current period? What risks remain that could cause another FDA intervention or affect the continuity of product shipments?