Q11 — Sarepta Therapeutics

What should I watch for next with Sarepta?

Whether longer-term data support Elevidys's benefit in ambulatory patients, whether the boxed-warning regime prevents further liver deaths, and whether the FDA under current leadership applies tougher standards to accelerated approvals in DMD.

Maya Chen/March 16, 2025
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Key issues include whether longer-term data support Elevidys's benefit in ambulatory patients, whether the boxed-warning regime prevents further liver-related deaths, and whether the FDA under current leadership applies tougher standards to accelerated approvals in DMD. The broader DMD field is also under scrutiny: in August 2026 an FDA advisory committee voted 9-3 against another company's DMD cell therapy, suggesting the agency's advisers are taking a more sceptical line.

Commentators have also asked whether the FDA will continue to rely on single senior officials overruling review teams, a practice a Health Affairs analysis argued has allowed a drug it called "unsafe, not effective" to remain available. For investors and patients alike, Sarepta remains a bellwether for how US regulators balance speed, evidence and safety in rare disease.