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Joe Heidt

Research Analyst at RBC Capital Markets

Joe Heidt is an Associate in the Autos & Auto Parts research team at RBC Capital Markets, specializing in electric vehicles and automotive sector analysis. He has contributed to coverage of companies such as Tesla Inc., participating in research reports including EV forecasts and detailed assessments of Tesla's privatization scenarios and valuation models. His work at RBC involved collaboration with senior analysts like Joseph Spak and George Clark on key reports from 2018, prior to roles at Macquarie Group as Associate Portfolio Manager and experience with The William C. Dunkelberg Owl Fund; he joined RBC after graduating in 2013. Professional credentials include equity research expertise demonstrated through RBC publications, though specific FINRA registrations or licenses are not detailed in available sources.

Joe Heidt's questions to PTC THERAPEUTICS (PTCT) leadership

Question · Q4 2025

Joe Heidt asked for details on the Votoplam Phase III study design, potential approval pathways, and scenarios that could enable approval prior to the primary readout. He also requested a comment on Sephience's net pricing expectations.

Answer

Matthew Klein, CEO, described the INVEST-HD Phase III study as a placebo-controlled, 3:2 randomization trial targeting 770 participants across 30+ countries, with a primary endpoint of change in cUHDRS. He noted an interim analysis for efficacy and futility could potentially lead to earlier approval. Pierre Gravier, CFO, stated that Sephience's gross-to-net is expected to be at the lower end of the 15%-25% range initially, gradually increasing over time, but not reaching the top end this year, given that two-thirds of patients are covered by commercial plans.

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Question · Q4 2025

Joe Heidt asked for details on the Votoplam phase 3 INVEST-HD study design, potential approval pathways, and scenarios that could enable approval prior to the primary readout. He also requested clarification on net pricing expectations for Sephience.

Answer

CEO Dr. Matthew Klein described the INVEST-HD study as a placebo-controlled trial with 3:2 randomization (votoplam to placebo), targeting 770 participants across 30+ countries, with a primary endpoint of change in CUHDRS. He noted an interim analysis for efficacy and futility, which could potentially lead to earlier approval. CFO Pierre Gravier stated that Sephience's gross-to-net discount is expected to be in the lower end of the 15%-25% range at launch, gradually increasing over time, but not reaching the top end this year.

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