Billionaire Glenn Russell Dubin’s 10 Stock Picks with Huge Upside Potential

Page 9 of 9

1. Sarepta Therapeutics, Inc. (NASDAQ:SRPT)

Number of Hedge Fund Holders: 50

Upside Potential: 226.16%

A commercial-stage biotech company, Sarepta Therapeutics, Inc. (NASDAQ:SRPT) focuses on developing genetic medications for uncommon neuromuscular disorders. Its gene and RNA-targeted treatments for Duchenne muscular dystrophy (DMD) include EXONDYS 51, VYONDYS 53, AMONDYS 45, and ELEVIDYS. In addition, the company is developing siRNA-based therapeutics for other uncommon genetic illnesses and treatments for different types of limb-girdle muscular dystrophies (LGMD).

Sarepta Therapeutics, Inc. (NASDAQ:SRPT) reported $612 million in total net product revenue for the quarter that ended March 31, 2025, a 70% increase from the previous year. ELEVIDYS drove the majority of growth, generating $375 million in revenue — a 180% increase year-over-year. The PMO franchise increased by 5%, adding $237 million. However, because of difficulties with the supply of ELEVIDYS, the company reduced its full-year revenue projection to $2.3–$2.6 billion. Sarepta Therapeutics, Inc. (NASDAQ:SRPT) would have generated a GAAP operating profit of $283 million and a non-GAAP operating profit of $334 million, excluding the $584 million R&D expense related to the Arrowhead collaboration.

Despite strong demand, short-term momentum was hampered by operational delays and a patient safety incident. While no widespread safety issues were identified among the 800+ treated patients, a single case of sudden liver failure led to the rescheduling of infusions. The Q1 shortfall also stemmed from extended treatment timelines and mismatched site capacities. Approximately 60% of ELEVIDYS’ revenue came from top-tier sites, which were at full capacity, prompting the company to shift patients to alternative locations.

Key programs like SRP-9003 and SRP-9004 for LGMD have reached enrollment milestones and are on track for regulatory submissions later in 2025, reflecting continued pipeline progress. Readouts of Sarepta’s siRNA treatments for FSHD1 and DM1 are anticipated later this year.

One of the largest holdings of billionaire Glenn Russell Dubin’s portfolio is Sarepta Therapeutics, Inc. (NASDAQ:SRPT), which accounted for 2.37% of his portfolio at the end of Q4 2024. The company continues to be one of the best biotech choices with enormous upside potential as it overcomes immediate obstacles and expands access to ELEVIDYS.

Overall, Sarepta Therapeutics, Inc. (NASDAQ:SRPT) ranks first on our list of Billionaire Glenn Russell Dubin’s Stock Picks with Huge Upside Potential. While we acknowledge the potential of SRPT, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SRPT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 9 of 9