异动解读 | Sarepta Therapeutics夜盘暴跌21%,Q1亏损超预期且下调收入指引

异动解读
07 May

Sarepta Therapeutics(SRPT)股价在夜间交易中暴跌21.03%,主要受到该公司第一季度财报不佳及下调2025年收入预期的影响。

根据公司公布的财报,Sarepta第一季度调整后每股亏损4.60美元,远超分析师预期的0.95美元亏损。尽管公司第一季度营收同比增长80.2%至7.45亿美元,高于分析师预期的6.83亿美元,但巨额亏损仍令投资者感到失望。更令市场担忧的是,Sarepta将2025年产品净营收预期从此前的29亿至31亿美元下调至23亿至26亿美元。

除了财务业绩不佳外,美国食品和药物管理局(FDA)任命Vinay Prasad担任生物制品评估与研究中心主任的消息也给Sarepta股价带来压力。Prasad博士以批评FDA领导层和COVID-19疫苗授权而闻名,他的任命可能会提高基因疗法获得批准的门槛。作为一家专注于基因疗法的公司,Sarepta可能面临更严格的监管环境。

分析师指出,这些因素叠加导致投资者对Sarepta的长期增长前景产生担忧。该公司股价在今年迄今已累计下跌超过60%,反映出市场对其业务前景的信心明显下降。未来Sarepta能否改善财务状况、推进在研产品管线并应对潜在的监管挑战,将是投资者密切关注的焦点。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10