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    John Peyton Bohnsack • TD Cowen

    John Peyton Bohnsack's questions to PTC Therapeutics Inc (PTCT) leadership

    John Peyton Bohnsack's questions to PTC Therapeutics Inc (PTCT) leadership • Q1 2025

    Question

    John Peyton Bohnsack asked about the potential impact of global macro factors like tariffs and Most Favored Nation status on financial guidance, and whether PTC's pricing strategy for sepiapterin had changed.

    Answer

    CEO Dr. Matthew Klein stated they expect minimal impact from tariffs due to U.S. IP domicile and are well-positioned for any MFN discussions due to their thoughtful pricing strategy. He confirmed they are insulated from recent FDA changes and that the sepiapterin pricing strategy remains unchanged.

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    John Peyton Bohnsack's questions to PTC Therapeutics Inc (PTCT) leadership • Q4 2024

    Question

    John Peyton Bohnsack inquired about the likelihood of business development activity in 2025, its dependency on upcoming approvals, and how the company plans to balance external opportunities with its internal pipeline.

    Answer

    CEO Dr. Matthew Klein and CFO Pierre Gravier emphasized that the company's strong financial position enables strategic business development. Dr. Klein noted they will continue to leverage their internal platforms, including for partnerships, while Mr. Gravier added that the timing and nature of BD deals will depend on the outcome of the year's potential product launches.

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    John Peyton Bohnsack's questions to PTC Therapeutics Inc (PTCT) leadership • Q3 2024

    Question

    John Peyton Bohnsack of TD Cowen asked about outstanding items for the vatiquinone submission, FDA feedback on the data, and manufacturing readiness for the AADC gene therapy ahead of its PDUFA date.

    Answer

    CEO Matthew Klein reported that for vatiquinone, only the final write-ups of long-term extension data were pending, and the FDA had already agreed to the analysis plan. For the AADC gene therapy, he confirmed that all necessary manufacturing inspections were completed successfully and that the company has adequate supply for a rapid launch upon potential approval.

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