Sarepta's Q4 2024: Key Contradictions in Manufacturing, ELEVIDYS Launch, and Gene Therapy Strategy

These are the key contradictions discussed in Sarepta Therapeutics' latest 2024Q4 earnings call, specifically including: Manufacturing Capacity and PMO Discontinuation, ELEVIDYS Launch Progress and Bottlenecks, Research and Development Strategy, PMO Cannibalization, Duchenne Gene Therapy Label Expansion, and ELEVIDYS Market Strategy:



Revenue Growth and Product Demand:
- NVIDIA Corp reported record revenue of $35.1 billion for Q3, up 17% sequentially and 94% year-on-year.
- This growth was driven by strong demand for its data center and AI products.

Data Center Revenue Surge:
- The company's data center revenue reached a record $30.8 billion, with a 17% sequential increase and 112% year-on-year growth.
- Growth was attributed to strong demand for NVIDIA Hopper and H200 products.

Record Deliveries and Profitability:
- Tesla achieved record deliveries in Q3, surpassing 7 million vehicles, despite a challenging automotive environment.
- The company maintained profitability, which is notable as no other EV company is currently profitable.