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PTC THERAPEUTICS (PTCT)

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Earnings summaries and quarterly performance for PTC THERAPEUTICS.

Research analysts who have asked questions during PTC THERAPEUTICS earnings calls.

Kristen Kluska

Kristen Kluska

Cantor Fitzgerald

5 questions for PTCT

Also covers: ABEO, ADMA, AQST +24 more
PC

Paul Choi

Goldman Sachs

5 questions for PTCT

Also covers: AMRN, ARVN, ASND +13 more
TA

Tazeen Ahmad

Bank of America

5 questions for PTCT

Also covers: ACAD, ALNY, APLS +22 more
Brian Abrahams

Brian Abrahams

RBC Capital Markets

4 questions for PTCT

Also covers: ACAD, ATAI, BCRX +19 more
JS

Joseph Schwartz

Oppenheimer

4 questions for PTCT

Also covers: ASND, AUPH, BMRN +14 more
Judah Frommer

Judah Frommer

Morgan Stanley

4 questions for PTCT

Also covers: APLS, ARQT, ATAI +5 more
BC

Brian Cheng

JPMorgan Chase & Co.

3 questions for PTCT

Also covers: ALLO, BEAM, CHRS +11 more
EM

Eliana Merle

UBS

3 questions for PTCT

Also covers: ALNY, APLS, ARVN +17 more
EM

Ellie Merle

UBS Group AG

3 questions for PTCT

Also covers: ALNY, ALT, ARVN +12 more
Eric Joseph

Eric Joseph

JPMorgan Chase & Co.

3 questions for PTCT

Also covers: BEAM, BLUE, ENTA +9 more
Gena Wang

Gena Wang

Barclays

3 questions for PTCT

Also covers: ALNY, BCRX, BLUE +13 more
JB

Joel Beatty

Baird

3 questions for PTCT

Also covers: ACAD, ALKS, AMLX +11 more
JP

John Peyton Bohnsack

TD Cowen

3 questions for PTCT

Joseph Thome

Joseph Thome

TD Cowen

3 questions for PTCT

Also covers: ALKS, AMLX, ARDX +12 more
Kelly Shi

Kelly Shi

Jefferies

3 questions for PTCT

Also covers: ADCT, AGEN, ALDX +17 more
SC

Sami Corwin

William Blair

3 questions for PTCT

Also covers: ALLO, BEAM, KRYS +5 more
Ben Burnett

Ben Burnett

Stifel

2 questions for PTCT

Also covers: ALKS, ALLO, FATE +2 more
Jarwei Fang

Jarwei Fang

Citi

2 questions for PTCT

Also covers: AMLX
JH

Joe Heidt

RBC Capital Markets

2 questions for PTCT

JL

Joon Lee

Truist Securities

2 questions for PTCT

Also covers: ADVM, ALKS, AXSM +15 more
J

Judy

Leerink Partners

2 questions for PTCT

LH

Luke Herrmann

Baird

2 questions for PTCT

Also covers: ALKS, CPRX, CRNX
SC

Samantha Corwin

William Blair

2 questions for PTCT

Also covers: ALLO, BEAM, KRYS +3 more
AK

Akash Kashi

Jefferies

1 question for PTCT

DB

Danielle Brill Bongero

Raymond James

1 question for PTCT

DL

David Lebowitz

Citigroup Inc.

1 question for PTCT

Also covers: ALNY, ARWR, ASND +11 more
DS

Dingding Shi

Jefferies

1 question for PTCT

Also covers: ADCT, ASND, AUTL +6 more
Geoff Meacham

Geoff Meacham

Citigroup Inc.

1 question for PTCT

Also covers: ABBV, AMGN, BMY +11 more
Geoffrey Meacham

Geoffrey Meacham

Citi

1 question for PTCT

Also covers: ABBV, BIIB, BMY +6 more
HW

Huidong Wang

Barclays

1 question for PTCT

Also covers: ALNY, BCRX, BEAM +15 more
Khalil Fenina

Khalil Fenina

Goldman Sachs

1 question for PTCT

Also covers: FGEN, SLNO
Michael Riad

Michael Riad

Morgan Stanley

1 question for PTCT

Also covers: ACAD, ALEC, ITCI +3 more
PK

Professor Kashi

Jefferies

1 question for PTCT

RM

Richard Miller

Cantor Fitzgerald

1 question for PTCT

Also covers: ADMA, QURE
TF

Tiago Fauth

Wells Fargo

1 question for PTCT

Also covers: LQDA, VRNA, WVE

Recent press releases and 8-K filings for PTCT.

PTC Therapeutics Reports Strong Q4 and Full-Year 2025 Results, Exceeds Revenue Guidance, and Provides Positive 2026 Outlook
PTCT
Earnings
Guidance Update
Product Launch
  • PTC Therapeutics reported full-year 2025 total net product and royalty revenue of $831 million, surpassing its guidance, with Q4 2025 revenue reaching $263 million.
  • The company ended 2025 with a strong cash position of $1.95 billion, bolstered by the $240 million monetization of its remaining Evrysdi royalty.
  • The global launch of Sephience for PKU demonstrated a strong start, contributing $111 million in revenue since its 2025 launch and $92 million in Q4 2025.
  • For 2026, the company projects product revenue of $700 million-$800 million, representing 19%-36% year-over-year growth, and anticipates reaching cash flow break-even based on expense guidance of $680 million-$720 million.
  • In its R&D pipeline, PTC Therapeutics aligned with the FDA on the Phase 3 study design for votoplam in Huntington's disease, with Novartis initiating the trial in H1 2026, and plans to discuss a single-arm study protocol for vatiquinone with the FDA in Q2 2026.
Feb 19, 2026, 9:30 PM
PTC Therapeutics Announces Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
PTCT
Earnings
Guidance Update
Product Launch
  • PTC Therapeutics reported full-year 2025 total net product and royalty revenue of $831 million, exceeding its guidance, and Q4 2025 revenue of $263 million. Non-GAAP R&D and SG&A OpEx for 2025 was $728 million, below guidance.
  • The company ended 2025 with $1.95 billion in cash, significantly bolstered by the $240 million monetization of the Evrysdi royalty in December 2025.
  • Sephience, a new PKU treatment, generated $92 million in Q4 2025 revenue and $111 million for the full year since its launch, with plans for commercial expansion into 20-30 countries by the end of 2026.
  • For 2026, PTC Therapeutics issued product revenue guidance of $700 million-$800 million (excluding Evrysdi royalties) and non-GAAP R&D and SG&A OpEx guidance of $680 million-$720 million, aiming for cash flow break-even.
  • In R&D, the Phase III INVEST-HD trial for Votoplam in Huntington's disease is set to begin in the first half of 2026, and discussions with the FDA regarding a new study design for Vatiquinone are scheduled for Q2 2026.
Feb 19, 2026, 9:30 PM
PTC Therapeutics Reports Strong 2025 Results, Exceeding Revenue Guidance, and Provides 2026 Outlook
PTCT
Earnings
Guidance Update
Product Launch
  • PTC Therapeutics reported full-year 2025 total net product and royalty revenue of $831 million, exceeding its guidance, and Q4 2025 revenue of $263 million.
  • The company ended 2025 with a strong cash position of $1.95 billion following the sale of its remaining Evrysdi royalty for $240 million.
  • The new PKU product, Sephience, had a strong launch in 2025, generating $111 million in full-year revenue and $92 million in Q4, with 946 patients on commercial therapy worldwide by year-end.
  • For 2026, the company projects product revenue of $700 million-$800 million and non-GAAP R&D and SG&A expenses of $680 million-$720 million, with the potential to reach cash flow break-even.
Feb 19, 2026, 9:30 PM
PTC Therapeutics Reports Strong Full Year 2025 Financial Results and Provides 2026 Guidance
PTCT
Earnings
Guidance Update
Product Launch
  • PTC Therapeutics reported full-year 2025 net income of $682.6 million and total revenues of $1,730.7 million, significantly up from a net loss of $363.3 million and total revenues of $806.8 million in 2024, driven by a $998.4 million collaboration and license revenue from the Novartis votoplam agreement.
  • The company ended 2025 with a strong cash position of $1.95 billion as of December 31, 2025.
  • The global launch of Sephience™ (sepiapterin) showed strong uptake, generating $92 million in revenue for Q4 2025 and a total of $111 million in 2025 since its launch.
  • PTC Therapeutics provided full-year 2026 financial guidance, projecting total product revenue between $700 million and $800 million and GAAP R&D and SG&A expenses between $775 million and $815 million.
  • Key corporate updates include alignment with the FDA on the design of the global Phase 3 INVEST-HD trial for votoplam, planned for 1H 2026, and the sale of the remaining Evrysdi® royalty for $240 million upfront in December 2025.
Feb 19, 2026, 9:14 PM
PTC Therapeutics Reports Q4 and Full Year 2025 Financial Results
PTCT
Earnings
Guidance Update
Product Launch
  • PTC Therapeutics reported full-year 2025 total revenues of $1,730.7 million and a net income of $682.6 million, a significant improvement from a net loss in the prior year.
  • The company concluded 2025 with a robust cash position of $1.95 billion as of December 31, 2025.
  • The global launch of Sephience demonstrated strong uptake, contributing $111 million in total net revenue for 2025.
  • For full-year 2026, the company projects total product revenue of $700 to $800 million.
Feb 19, 2026, 9:01 PM
PTC Therapeutics Withdraws Translarna US Filing
PTCT
Guidance Update
Profit Warning
  • PTC Therapeutics withdrew its New Drug Application resubmission for Translarna (ataluren) for nonsense-mutation Duchenne muscular dystrophy after the FDA indicated the submitted data were unlikely to meet the agency’s threshold for substantial evidence of effectiveness.
  • This withdrawal follows a roughly two-decade effort to win U.S. approval, earlier FDA refusals, and a recent European Commission decision not to renew Translarna’s authorization.
  • PTC shares fell approximately 5.2% in after-hours trading to $67.05, down from a $70.70 close on the announcement day.
  • The CEO expressed disappointment, citing irreconcilable differences in data interpretation with the FDA, and stated the company would soon decide on the impact to patient supply.
  • Analyst commentary is mixed, with a recent published rating of Hold with a $75 price target, while TipRanks’ AI Analyst rated PTCT as an “Outperform”.
Feb 13, 2026, 12:31 AM
PTC Therapeutics Withdraws Translarna NDA Resubmission
PTCT
Regulatory Update
  • PTC Therapeutics, Inc. announced the withdrawal of its New Drug Application (NDA) resubmission for Translarna™ (ataluren) on February 12, 2026.
  • This decision followed U.S. Food and Drug Administration (FDA) feedback indicating that the submitted data were unlikely to meet the Agency’s threshold of substantial evidence of effectiveness to support approval.
  • Translarna was intended for the treatment of nonsense mutation Duchenne muscular dystrophy (DMD).
Feb 12, 2026, 10:10 PM
PTC Therapeutics Withdraws Translarna NDA Resubmission
PTCT
Product Launch
  • PTC Therapeutics withdrew the New Drug Application (NDA) resubmission for Translarna™ (ataluren), a treatment for nonsense mutation Duchenne muscular dystrophy (DMD).
  • This decision followed U.S. Food and Drug Administration (FDA) feedback indicating the data were unlikely to meet the Agency's effectiveness threshold for approval.
  • CEO Matthew B. Klein, M.D., stated the company is disappointed that FDA approval cannot be achieved for Translarna in the U.S..
Feb 12, 2026, 10:00 PM
PTC Therapeutics Announces Preliminary 2025 Financial Results and 2026 Guidance
PTCT
Earnings
Guidance Update
Product Launch
  • PTC Therapeutics reported unaudited 2025 total product and royalty revenue of approximately $823.4 million, with unaudited Sephience Q4 2025 net revenue at approximately $92.5 million and total 2025 Sephience net revenue of approximately $112.1 million since launch.
  • The company provided 2026 product revenue guidance of $700 million to $800 million, which represents 19-36% year-over-year growth.
  • Cash, cash equivalents, and marketable securities totaled approximately $1.94 billion as of December 31, 2025.
  • PTC Therapeutics plans to initiate a Phase 3 trial for its votoplam Huntington's disease program in the first half of 2026, with the FDA indicating openness to a potential Accelerated Approval pathway.
Jan 12, 2026, 5:00 PM
PTCT Reports Strong 2025 Performance and Provides 2026 Guidance
PTCT
Guidance Update
Product Launch
New Projects/Investments
  • PTCT exceeded its 2025 revenue guidance, achieving $823 million in total revenue and ending the year with over $1.94 billion in cash.
  • The Safiyance launch demonstrated strong momentum, generating $112 million in total revenue since launch, with $92.5 million in Q4 2025 net revenue, and 946 patients on commercial therapy worldwide as of December 31st.
  • For 2026, PTCT provided revenue guidance of $700-$800 million and OpEx guidance of $680-$720 million, positioning the company for potential cash flow breakeven.
  • The company advanced its pipeline, including the Vodaplam Huntington's Disease Program with a planned Phase 3 study, and sold the remaining Evrysdi royalty for $240 million in milestones in December 2025.
Jan 12, 2026, 5:00 PM