What is Ptc Therapeutics's latest dividend and current dividend yield?

Did Ptc Therapeutics beat or miss consensus estimates last quarter?

What were the key takeaways from Ptc Therapeutics’s earnings call?

What were the key takeaways from Ptc Therapeutics's earnings call?

What factors drove the changes in Ptc Therapeutics's revenue and profit?

What is Ptc Therapeutics's gross profit margin?

What is the revenue and EPS growth rate for Ptc Therapeutics year over year?

What guidance did Ptc Therapeutics's management provide for the next earnings period?

- **Sephience Dominates 2026 Outlook**: $700M-$800M product revenue target, 19%-36% growth, with U.S. as primary driver and 20+ ex-U.S. launches.
- **Cash Flow Breakeven Milestone**: Potential in 2026 with $1.95B cash, post-Evrysdi royalty sale.
- **R&D Catalysts**: Votoplam Phase III start, vatiquinone open-label study, and MSH3 splicing program advancing to IND.

**【CEO Summary Section】**
- **Sephience Launch Success**: Achieved $92M Q4 revenue, $111M since launch, with 946 global patients. U.S. dominates, but Japan and Brazil approvals set for Q2. 20-30 countries targeted by year-end.
- **2026 Guidance**: Product revenue $700M-$800M (19%-36% growth), excluding Evrysdi. Potential cash flow breakeven with $1.95B cash.
- **R&D Pipeline**: Votoplam Phase III (INVEST-HD) starts H1; vatiquinone open-label study planned Q2. MSH3 splicing program and NLRP3 inflammation inhibitor advancing.

**【CFO Financial Commentary】**
- **Q4 2025 Results**: Total revenue $263M, Sephience $92M. Full-year product revenue $587M vs. $750M-$800M guidance. Non-GAAP R&D/S&G $728M below $730M-$760M.
- **2026 Outlook**: OpEx $680M-$720M. Sold Evrysdi royalty for $240M, retaining $150M milestone. Gross to net 15%-25% (low end initially).
- **Financial Strength**: $1.95B cash post-Evrysdi sale, supporting launch and R&D.

**【Q&A Highlights】**
- **Sephience Dynamics**: 80% U.S. centers prescribing, low discontinuation rates (<10%). Brazil and Japan launches Q2. Global 20-30 countries by year-end.
- **Vatiquinone Pathway**: FDA requires open-label study vs. natural history. Pivotal on matching strategy and duration.
- **Business Development**: Open to BD to accelerate growth, prioritizing internal pipeline with strong cash position.
- **Votoplam Strategy**: Novartis leads Phase III; interim analysis could enable accelerated approval based on PIVOT-HD data.

PTC Therapeutics, Inc. (PTCT) Q4 2025 Earnings Call Transcript

- **Sephience Breakthrough**: $19.6M Q3 revenue, 521 U.S. starts, and 70% Phe reduction vs. BH4 highlight its potential as PKU standard of care. 
- **Financial Confidence**: Narrowed 2025 guidance to $750-800M, driven by Sephience and DMD resilience. 
- **Pipeline Momentum**: Votoplam HD program targeting Q4 FDA meeting for accelerated approval; $1.68B cash for M&A. 
- **Global Growth**: Japan, Brazil launches on track; 65% commercial payer mix stabilizing.

**【CEO Summary Section】**
- **Sephience Launch Momentum**: Generated $19.6M in Q3 revenue, with 521 patient start forms in the U.S. and broad uptake across all PKU severity levels (classical, nonclassical, adults/children, treatment-naive/switches). 
- **Pipeline Updates**: Votoplam Huntington's disease (HD) program plans Q4 FDA meeting to discuss accelerated approval; vatiquinone Friedreich's ataxia (FA) program also advancing. 
- **Financial Strength**: $1.68B cash balance enables strategic M&A and R&D investments; 2025 full year revenue guidance narrowed to $750-800M (up from $600-800M). 

**【CFO Financial Commentary】**
- **Q3 Results**: Total revenue $211M (Sephience $19.6M, DMD franchise $86M, Evrysdi royalties $71M). 
- **Expense Management**: Non-GAAP R&D $91M (-39% YoY), SG&A $74M (+17% YoY). 
- **Cash Flow**: $1.68B cash as of Q3, up from $1.14B at year-end 2024. 

**【Q&A Highlights】**
- **Patient Adherence**: 70%+ Phe reduction vs. BH4 in head-to-head study; 75% response rate in clinical trials. 
- **Payer Access**: 35+ U.S. payers covering ~250M lives with favorable policies (65-35% commercial/Medicare split). 
- **Global Expansion**: Canada, Japan, Brazil approvals pending; Japan launch Q4 with premium pricing. 
- **DMD Resilience**: Emflaza Q3 revenue $35M despite 6 generics, driven by brand loyalty programs.

PTC Therapeutics, Inc. (PTCT) Q3 2025 Earnings Call Transcript

- **Sephience Breakthrough**: EU and U.S. approvals for PKU, with commercial shipments starting in August. Expected $>1B U.S. revenue, targeting 17,000 patients.
- **Financial Strength**: $1.99B cash, enabling strategic moves like $225M Censa transaction and no capital needs.
- **Pipeline Momentum**: Vatiquinone NDA under review, Huntington's Phase III design discussions, and Translarna awaiting U.S. approval.
- **DMD Resilience**: $96M DMD franchise revenue despite generic erosion, with Translarna maintaining 25% European revenue via Article 117.

**【CEO Summary Section】**
- **Q2 2025 Revenue**: $179 million, driven by DMD franchise ($96 million) and Evrysdi royalties ($58 million). Sephience approvals in EU and U.S. mark a new growth phase.
- **Sephience Launch**: EU launch in Germany mid-July, U.S. commercial shipments expected in 2 weeks. Global customer teams targeting 17,000 U.S. PKU patients, with initial focus on poorly controlled or treatment-naive patients.
- **Censa Transaction**: Acquired 90% of Sephience net sales obligations for $225M upfront, reflecting confidence in $>1B U.S. revenue potential.
- **Pipeline Updates**: Vatiquinone NDA under review, PTC518 (Huntington's) Phase III design discussions with FDA, and Translarna awaiting U.S. approval.
- **Financial Strength**: $1.99 billion cash, enabling strategic initiatives and business development without capital needs.

**【CFO Financial Commentary】**
- **Q2 2025 Financials**: GAAP net income $420M, non-GAAP EPS $1.08 (vs. $0.95 consensus). R&D: $104M (down 15% YoY), SG&A: $76M (up 27% YoY) due to commercial expansion.
- **Cash Position**: $1.99B as of June 30, 2025, supporting all initiatives and cash flow breakeven by 2026.
- **Sephience Cost Structure**: No incremental OpEx; leveraging existing infrastructure and specialty pharmacies for just-in-time inventory.

**【Q&A Key Highlights】**
- **Huntington's Trial Design**: FDA discussions on Phase III design and accelerated approval pathway using PIVOT-HD data (cUHDRS, NfL biomarkers). No advisory committee meeting planned.
- **Translarna Europe**: 25% of pre-nonrenewal European revenue maintained via Article 117 agreements; 50% of countries continue paid access, with Italy allowing 6-month extensions.
- **Sephience Payer Feedback**: >220M lives covered, minimal restrictions, 65% commercial/35% Medicaid/Medicare mix. Scripts received in U.S. and Germany, with first patients treated.
- **Vatiquinone Review**: FDA actively reviewing NDA; no PDUFA date, but late-cycle meeting confirmed no new efficacy endpoints needed. Label expected to include all age groups.
- **Business Development**: $1.99B cash for strategic deals; focus on rare disease assets with commercial infrastructure fit.


PTC Therapeutics, Inc. (PTCT) Q2 2025 Earnings Call Transcript

- **Q1 Revenue Strong**: $190M driven by DMD franchise; SUFIANCE launch preparations on track.
- **SUFIANCE Momentum**: Positive CHMP opinion, early access programs in Germany, and 58K global PKU patients addressable.
- **Cash Flow Breakeven Target**: $2B cash to fund 2025 launches and R&D, aiming for breakeven by 2026.
- **Huntington's Breakthrough**: PIVOT-HD data shows dose-dependent HTT lowering and clinical signals, with regulatory discussions upcoming.
- **Business Development Flexibility**: Strong balance sheet enables strategic deals in rare disease space.

**【CEO Summary Section】**
- Q1 2025 revenue reached $190 million, driven by the DMD franchise and preparations for SUFIANCE launch. Full year guidance narrowed to $650-800 million.
- SUFIANCE received a positive CHMP opinion for PKU patients of all ages, with European launch expected in Q3 and U.S. FDA decision pending.
- PTC518 Huntington's disease program showed dose-dependent HTT lowering and clinical signals, with plans for regulatory discussions.
- Cash position of $2 billion supports commercial and R&D activities, targeting cash flow breakeven by 2026.

**【CBO Commercial Update】**
- DMD franchise revenue: $134 million (Translarna $86M, Emflaza $48M), with strong U.S. brand loyalty despite generics.
- SUFIANCE global launch plan includes 25 markets over 12 months, prioritizing Germany, U.S., and Japan. Early access programs in Germany aim to convert patients rapidly.
- Vatiquinone for Friedreich's ataxia: U.S. prevalence ~6,000 patients, with ~1/3 under 16 years (no approved therapy). FDA review on track for summer 2025 approval.

**【CFO Financial Highlights】**
- Q1 2025 non-GAAP R&D: $100 million (down 7% YoY), SG&A: $72 million (up 12% YoY).
- Cash balance: $2.027 billion (up 82% from Q4 2024), providing flexibility for launches and business development.
- Operating expenses managed despite increased commercial activity, reflecting disciplined cost control.

**【Q&A Key Takeaways】**
- SUFIANCE: Patients actively seeking info via social media and disease awareness sites; ~58,000 addressable PKU patients globally. European launch in Germany via named patient programs expected Q3 2025.
- Business Development: $2B cash position enables strategic deals; focus on rare disease assets with clear regulatory paths.
- Emflaza: Minimal generic impact Q1; U.S. team maintains brand loyalty through co-pay support and patient engagement.
- Huntington's: FDA review progressing without delays; potential accelerated approval based on HTT lowering and biomarker data.
- PKU Reimbursement: Diet liberalization data (97% patients increased protein intake) key to payer discussions; U.S. launches expected H2 2025.


PTC Therapeutics (PTCT)-6 May 25-2025 Q1 Earnings call transcript

- **Record Financial Performance**: 2024 revenue exceeded expectations ($807M), ending with $1.1B cash and $1B from Novartis deal.
- **Pipeline Breakthroughs**: Sepiapterin shows 97% diet liberalization in PKU; PTC518 demonstrates dose-dependent HTT lowering in HD.
- **Strategic Strength**: $2.1B cash position enables 2025 launches (Sepiapterin, Vatiquinone) and business development without capital raises.
- **Key Catalysts**: Q2 PTC518 12-month data, Sepiapterin FDA decision (July 2025), and Vatiquinone approval (summer 2025).

**【CEO Summary Section】**
- **2024 Financial Highlights**: Q4 revenue of $213M, full year $807M (exceeding guidance), ending with $1.1B cash. Received $1B upfront from Novartis for PTC518 collaboration.
- **Pipeline Momentum**: Four FDA submissions in 2024 (KEBILIDI, Sepiapterin, Translarna, Vatiquinone), with potential 12-month US launches. PTC518 Huntington's disease program shows dose-dependent HTT protein lowering and clinical benefit signals.
- **2025 Outlook**: Anticipate global Sepiapterin launch, Vatiquinone approval, and PTC518 12-month data readout. Targeting cash flow breakeven without capital raises.

**【CBO Commercial Performance】**
- **DMD Franchise Resilience**: Translarna EU sales continue despite regulatory uncertainty; Emflaza maintains brand loyalty. US Translarna team prepared for FDA approval.
- **Sepiapterin Launch Strategy**: Targeting 58K PKU patients globally, with US focus on 17K untreated patients. Data shows 97% diet liberalization, 2/3 reaching RDA protein intake.
- **Vatiquinone Differentiation**: First pediatric FA therapy; long-term safety and efficacy demonstrated. US launch planned post-FDA approval.

**【CFO Financial Commentary】**
- **2024 Financials**: Non-GAAP R&D/S&G expenses: $116M/$76M (Q4). Full year revenue: $807M (DMD: $547M, Evrysdi royalties: $204M).
- **2025 Guidance**: Revenue $600M-$800M (includes in-line products, new launches, Evrysdi royalties). R&D/S&G: $730M-$760M. Strong cash position ($2.1B post-Novartis deal) supports strategic initiatives.

**【Q&A Key Highlights】**
- **PKU Market Dynamics**: 97% of patients in feed tolerance protocol achieve diet liberalization; 2/3 reach RDA protein. Payers prioritize Sepiapterin's quality-of-life benefits over Palynziq.
- **Huntington's Disease Progression**: PTC518 shows dose-dependent HTT lowering (20%-50%) and clinical effect (TMS, cUHDRS). FDA open to accelerated approval if HTT lowering correlates with functional benefit.
- **Translarna EU Uncertainty**: New patient starts continue despite regulatory uncertainty; European Commission aims to maintain therapy access.
- **Business Development Strategy**: Leverage splicing platform for near-term commercial opportunities (e.g., PKU, FA) and intermediate-term partnerships in non-core indications.


Actual												-1.81	-2.78	-1.03	-1.08	-1.83	-1.68	-1.89	-2.03	-1.78	-2.13	-1.53	-2.35	-1.88	-2.66	-1.76	-2.06	-1.2	-1.29	-1.39	-0.85	10.04	-0.83	0.2	-1.67
Forecast												-1.3283	-1.2993	-0.8231	-0.9169	-1.5446	-1.8127	-1.6567	-1.6792	-1.5078	-1.3682	-1.2832	-1.5873	-1.5343	-1.6213	-1.065	-0.1382	-1.2747	-1.1199	-1.521	-0.5403	-1.0078	-1.0214	-1.1332	0.103
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-36.26%	-113.96%	-25.14%	-17.79%	-18.48%	+7.32%	-14.08%	-20.89%	-18.05%	-55.68%	-19.23%	-48.05%	-22.53%	-64.07%	-65.26%	-1390.59%	+5.86%	-15.19%	+8.61%	-57.32%	+1096.23%	+18.74%	+117.65%	-1721.36%

PTCT

PTCT fundamentals

PTCT Q4 2025 Earnings

Earnings Call

You can ask Aime

PTCT

PTCT fundamentals

PTCT Q4 2025 Earnings

Earnings Call

PTCT Earnings Call Summary for Q4/20254:30 PM on Feb 19, 2026

PTCT Earnings Call Summary for Q3/20254:30 PM on Nov 4, 2025

PTCT Earnings Call Summary for Q2/20254:30 PM on Aug 7, 2025

PTCT Earnings Call Summary for Q1/20254:30 PM on May 6, 2025

PTCT Earnings Call Summary for Q4/20244:30 PM on Feb 27, 2025

You can ask Aime