PTC Therapeutics
Search documents
CHARBONE to Present on the Emerging Growth Conference on February 25, 2026
Thenewswire· 2026-02-23 12:25
Brossard, Quebec – TheNewswire - February 23, 2026 – CHARBONE CORPORATION (TSXV: CH; OTCQB: CHHYF; FSE: K47) (“CHARBONE” or the “Company”), a North American producer and distributor specializing in clean Ultra High Purity (“UHP”) hydrogen and strategic industrial gases, today announced that it will be presenting at the Emerging Growth Conference on February 25, 2026.CHARBONE will be presenting virtually for 30 minutes on Wednesday February 25, 2026 at 11:25am ET covering a full overview of the company, upc ...
PTC Therapeutics (PTCT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-20 01:31
Core Insights - PTC Therapeutics reported a revenue of $164.68 million for Q4 2025, marking a year-over-year decline of 22.8% and significantly missing the Zacks Consensus Estimate of $304.72 million by 45.96% [1] - The company experienced an EPS of -$1.67, which is a substantial drop from -$0.24 a year ago, resulting in an EPS surprise of -700.58% compared to the consensus estimate of -$0.21 [1] Revenue Breakdown - Net product revenue reached $183.99 million, exceeding the four-analyst average estimate of $174.53 million, reflecting an 18.9% year-over-year increase [4] - Royalty revenue was reported at $79.39 million, surpassing the average estimate of $70.77 million, with a year-over-year change of 36.5% [4] - Net product revenue from Translarna was $39 million, slightly below the average estimate of $40.42 million, showing a significant decline of 58.4% year-over-year [4] - Net product revenue from Emflaza was $27.1 million, which is lower than the estimated $29.58 million, representing a 46.3% decrease compared to the previous year [4] - Collaboration and license revenue was reported at -$0.07 million, a stark contrast to the average estimate of $118.82 million [4] Stock Performance - PTC Therapeutics shares have returned -8.8% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
PTC Therapeutics (PTCT) Reports Q4 Loss, Misses Revenue Estimates
ZACKS· 2026-02-20 01:01
PTC Therapeutics (PTCT) came out with a quarterly loss of $1.67 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to a loss of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -700.58%. A quarter ago, it was expected that this biopharmaceutical company would post a loss of $1.19 per share when it actually produced earnings of $0.2, delivering a surprise of +116.81%.Over the last four quarters ...
PTC Therapeutics(PTCT) - 2025 Q4 - Earnings Call Transcript
2026-02-19 22:32
Financial Data and Key Metrics Changes - In Q4 2025, total net product and royalty revenue was $263 million, with full-year 2025 total net product and royalty revenue reaching $831 million, exceeding guidance of $750 million-$800 million [5][17] - Non-GAAP R&D and SG&A operating expenses for 2025 were $728 million, below the guidance of $730 million-$760 million [6] - Cash, cash equivalents, and marketable securities totaled $1.95 billion as of December 31, 2025, compared to $1.14 billion as of December 31, 2024 [21] Business Line Data and Key Metrics Changes - Sephience generated $92 million in revenue in Q4 2025 and $111 million since its launch in 2025 [5][12] - The DMD franchise revenue for Q4 2025 was $66 million, with Translarna contributing $39 million and Emflaza $27 million [17] - Evrysdi royalty revenue for full-year 2025 was $244 million [18] Market Data and Key Metrics Changes - Sephience has seen broad uptake across all patient segments, with 946 patients on commercial therapy worldwide by the end of 2025 [13] - In the U.S., 80% of PKU Centers of Excellence have written prescriptions for Sephience [13] - The company expects to have patients on commercial drug in 20-30 countries by the end of 2026, with Japan's launch anticipated soon [8][15] Company Strategy and Development Direction - The main focus for 2026 will be to continue the momentum of the Sephience launch, with expectations for revenue growth through increased market penetration and geographic expansion [7][8] - The company aims to reach cash flow break-even in 2026, a significant milestone [7][20] - The R&D pipeline includes advancing programs from RNA splicing and ferroptosis inflammation platforms, with several early-stage programs expected to progress [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in Sephience's potential, citing a multi-billion dollar global revenue opportunity due to its differentiated profile and unmet need in the PKU market [8][15] - The management highlighted the importance of social media in driving awareness and engagement among patients, particularly those previously lost to follow-up [30][31] - The company remains optimistic about the future, with a robust commercial engine and innovative R&D programs [10] Other Important Information - The company sold the remainder of its Evrysdi royalty for $240 million in December 2025, which will not generate cash proceeds for PTC but maintains the right to receive a $150 million milestone from Roche [19][20] - The company is preparing for pricing and reimbursement negotiations in key markets, including Japan and Brazil, with expectations for meaningful revenue contributions from these regions [15][70] Q&A Session Summary Question: What is included in the guidance for Sephience sales this year? - The revenue guidance of $700 million-$800 million is primarily from Sephience, with contributions expected from mature products as well [22][23] Question: How are lost to follow-up patients becoming aware of Sephience? - Engagement through social media has played a significant role in raising awareness among patients who were previously lost to follow-up [30][31] Question: Can you provide details on the additional study requested by the FDA for vatiquinone? - The FDA suggested an open-label or single-arm study with a natural history comparator group, and the company plans to meet with the FDA to finalize the protocol [39][40] Question: What are the expectations for Sephience's discontinuation rate? - The company is seeing very low discontinuation rates, with high prescription renewal rates, which is encouraging for future growth [46][47] Question: How will pricing and reimbursement dynamics evolve in Europe? - The company is in the process of negotiating pricing and reimbursement in Germany, with expectations for a favorable outcome based on strong clinical data [52][53]
PTC Therapeutics(PTCT) - 2025 Q4 - Earnings Call Transcript
2026-02-19 22:32
Financial Data and Key Metrics Changes - In Q4 2025, total net product and royalty revenue was $263 million, with full-year 2025 total net product and royalty revenue reaching $831 million, exceeding guidance of $750 million-$800 million [5][17] - Non-GAAP R&D and SG&A operating expenses for 2025 were $728 million, below the guidance of $730 million-$760 million [6] - Cash, cash equivalents, and marketable securities totaled $1.95 billion as of December 31, 2025, compared to $1.14 billion as of December 31, 2024 [21] Business Line Data and Key Metrics Changes - Sephience generated $92 million in revenue in Q4 2025 and $111 million since its launch in 2025 [5][12] - The DMD franchise revenue for Q4 2025 was $66 million, with Translarna contributing $39 million and Emflaza $27 million [17] - Evrysdi royalty revenue for full-year 2025 was $244 million [18] Market Data and Key Metrics Changes - Sephience has seen broad uptake across all patient segments, with 946 patients on commercial therapy worldwide as of December 31, 2025 [13] - The company expects to have patients on commercial drug in 20-30 countries by the end of 2026, including Japan and Brazil [8][15] Company Strategy and Development Direction - The main focus for 2026 is to continue the strong momentum of the Sephience launch, with expectations for revenue growth through increased market penetration and geographic expansion [7][8] - The company plans to advance several programs from its innovative R&D platforms, including RNA splicing and ferroptosis inflammation [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the potential multi-billion dollar global revenue opportunity for Sephience, citing its differentiated profile and broad uptake [8][12] - The company anticipates reaching cash flow break-even in 2026, a significant milestone [7][20] Other Important Information - The company sold the remainder of its Evrysdi royalty for $240 million in December 2025 [19] - The FDA has requested an additional study for Vatiquinone, which the company plans to pursue [39] Q&A Session Summary Question: What is included in the guidance for Sephience sales this year? - The revenue guidance for 2026 is $700 million-$800 million, with the majority expected from Sephience, and contributions from mature products [22][23] Question: How are lost to follow-up patients becoming aware of Sephience? - Many adults previously lost to follow-up are now seeking therapy due to social media awareness and positive patient experiences shared online [30][31] Question: What are the dynamics for Vatiquinone's additional study? - The FDA suggested an open-label or single-arm study with a natural history comparator group, which the company plans to discuss further [39][40] Question: What are the expectations for Sephience's discontinuation rate? - The company is seeing very low discontinuation rates, with high prescription renewal rates, indicating strong early adoption [46][47] Question: How will Sephience's growth in Europe be affected after the free pricing period? - The company anticipates maintaining a strong price based on the clinical data package and ongoing negotiations [51][53]
PTC Therapeutics(PTCT) - 2025 Q4 - Earnings Call Transcript
2026-02-19 22:30
PTC Therapeutics (NasdaqGS:PTCT) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker12Ladies and gentlemen, thank you for standing by. Welcome to PTC Therapeutics' fourth quarter and full year 2025 earnings conference call. All participants are in a listen-only mode. After the presentation, there will be a question-and-answer session. Today's conference is being recorded. I would now like to turn the conference over to Ellen Cavaleri, Head of Investor Relations. Please, please go ahead.Speaker2Good ...
PTC Therapeutics(PTCT) - 2025 Q4 - Annual Report
2026-02-19 21:36
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended: December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-35969 PTC THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) ...
Ahead of PTC Therapeutics (PTCT) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2026-02-16 15:15
Core Insights - Wall Street analysts anticipate PTC Therapeutics (PTCT) will report a quarterly loss of -$0.21 per share, reflecting a year-over-year increase of 12.5% [1] - Expected revenues for the quarter are $304.72 million, representing a 42.9% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 15.3% over the past 30 days, indicating a collective reassessment by analysts [1] Revenue Estimates - Analysts predict 'Revenues- Net product revenue' will reach $174.53 million, showing a year-over-year change of +12.8% [4] - 'Revenues- Royalty revenue' is estimated to be $70.77 million, indicating a change of +21.7% from the prior-year quarter [4] - The estimated 'Revenues- Net product revenue- Translarna' is projected at $40.42 million, reflecting a significant decline of -56.9% from the prior-year quarter [4] - 'Revenues- Net product revenue- Emflaza' is expected to be $29.58 million, indicating a decrease of -41.4% from the prior-year quarter [5] Stock Performance - Over the past month, PTC Therapeutics shares have declined by -4.2%, compared to a -1.7% change in the Zacks S&P 500 composite [5] - The company holds a Zacks Rank 3 (Hold), suggesting that its performance is likely to align with the overall market in the near term [5]
PTC Therapeutics (PTCT) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
ZACKS· 2026-02-12 16:06
Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for PTC Therapeutics, driven by higher revenues, with a focus on how actual results will compare to estimates [1][2]. Financial Expectations - PTC Therapeutics is expected to report a quarterly loss of $0.21 per share, reflecting a year-over-year change of +12.5% [3]. - Revenues are projected to be $304.72 million, representing a 43% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 15.33% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for PTC Therapeutics is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +133.56% [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - PTC Therapeutics has a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, PTC Therapeutics was expected to post a loss of $1.19 per share but instead reported earnings of $0.20, achieving a surprise of +116.81% [13]. - The company has beaten consensus EPS estimates in each of the last four quarters [14]. Industry Context - In the Zacks Medical - Biomedical and Genetics industry, BioMarin Pharmaceutical is expected to post earnings of $0.25 per share, indicating a year-over-year change of -72.8% [18]. - BioMarin's revenue is expected to be $829.66 million, up 11% from the previous year, but the consensus EPS estimate has been revised 1.2% lower [19].
Morgan Stanley Is Bullish on PTC Therapeutics, Inc. (PTCT) as Small-Cap Biotech Outlook Improves
Insider Monkey· 2026-01-22 08:22
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium [9] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is strategically aligned with these developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the potential for growth in AI investments [12] Future Outlook - The company is described as being at the heart of America's next-generation power strategy, particularly in nuclear energy, which is seen as a clean and reliable power source for the future [7][14] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act quickly [15][19]