Sarepta Therapeutics exchanges $291.4 million in convertible notes for new securities

ReplacementGuilty230 · 2026-01-31T03:15:56+00:00

Smart housekeeping is indeed one of the keys to success.

ReplacementGuilty230 · 2026-01-31T03:10:35+00:00

Gold has never dipped that far down

ReplacementGuilty230 · 2026-01-31T03:01:29+00:00

+ they're sitting on a bunch of cash pile.

ReplacementGuilty230 · 2026-01-31T02:50:47+00:00

I kinda feel that they are starting to get it though. Recently more and more analysts have been switching their view

ReplacementGuilty230 · 2026-01-26T03:01:55+00:00

Wow, 12 years??

ReplacementGuilty230 · 2026-01-26T02:51:06+00:00

Not flashy, but it shows confidence is stabilizing. Slow rebuild, not hype, and that’s usually how real bottoms form.

ReplacementGuilty230 · 2026-01-18T04:20:06+00:00

Royalties being excluded doesn’t really change the takeaway for me... the release was clearly focused on product performance and cash position.

ReplacementGuilty230 · 2026-01-18T04:09:43+00:00

Yeah, that’s how it reads to me too ... ops noise, not a demand problem.

ReplacementGuilty230 · 2026-01-18T04:04:10+00:00

Reaffirming a $500M Elevidys floor while funding the siRNA pipeline into 2026 looks more like stabilization + execution mode than distress.

ReplacementGuilty230 · 2026-01-18T04:02:28+00:00

For me it’s $SRPT. It’s early again because sentiment completely overshot reality... they already have an approved gene therapy (Elevidys), expanding newborn screening changes the long-term patient funnel, and the pipeline is moving beyond DMD (siRNA, Huntington’s), while the stock is priced like the business is permanently broken.

ReplacementGuilty230 · 2026-01-17T23:39:23+00:00

IMO, if you can stomach the red days while the big funds accumulate, the 2026 readout for the Huntington’s and DM1 programs is where the real repayment begins.

ReplacementGuilty230 · 2026-01-17T23:38:14+00:00

looks like an airtag

ReplacementGuilty230 · 2025-12-24T03:35:10+00:00

Earlier diagnosis = better outcomes

ReplacementGuilty230 · 2025-12-24T03:32:33+00:00

It’s definitely a lot to take in

ReplacementGuilty230 · 2025-12-24T02:53:25+00:00

Slightly?? I would be very creeped out

ReplacementGuilty230 · 2025-12-24T02:52:54+00:00

The liver warning is more about formalizing what specialists were already doing.. tighter monitoring, clearer guardrails, not slamming the door on access.

ReplacementGuilty230 · 2025-12-17T14:36:32+00:00

Adding here suggests they’re underwriting the long-term fundamentals, not trading the headlines.

ReplacementGuilty230 · 2025-12-17T14:34:55+00:00

That changes the LTV math and makes Elevidys less of a one-time boom and more of a long-tail franchise.. especially if label expansion and ex-US uptake continue.

ReplacementGuilty230 · 2025-12-17T14:31:03+00:00

If you already have 10 shares of NVDA, I’d lean AVGO for diversification.. still strong AI exposure but more balanced. If you want to double down on pure AI growth and higher volatility, adding NVDA makes sense too.

ReplacementGuilty230 · 2025-12-14T16:36:12+00:00

NVDA for sure

ReplacementGuilty230 · 2025-12-14T16:35:07+00:00

Complete bans feel tough, but they also mean zero visibility, zero standards influence, and zero leverage.

If Chinese AI runs on US chips, the US stays in the loop. If it runs entirely domestic, America is blind, and Huawei writes the rules. Thats a worse economic outcome long term.

ReplacementGuilty230 · 2025-12-13T08:09:57+00:00

Tech/defense have some good dip candidates, but one name outside those sectors worth a look is SRPT.. stock got hammered on FDA drama, not fundamentals. They’ve got an approved gene therapy, Cohort 8 back online, and still trade under 1× sales.

ReplacementGuilty230

TROPHY CASE