PTC Therapeutics (PTCT)
NASDAQ:PTCT
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.08Last Year’s EPS
-0.83Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:May 07, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call emphasized strong commercial execution and materially positive topline results driven by Sephience (record product revenue, 36% QoQ Sephience growth, raised 2026 guidance), meaningful clinical progress in Huntington's (votoplam) and a defined regulatory plan for vatiquinone — all supported by a healthy balance sheet. Lowlights were largely operational or timing issues in mature products (one‑time Translarna order, Emflaza generic erosion), a modest quarter‑to‑quarter cash decline, and the need for an additional vatiquinone trial which delays NDA plans. Overall, the positives (robust launch, guidance raise, favorable HD data, pipeline momentum) substantially outweigh the manageable challenges.Company Guidance
Record Quarterly Revenue and Strong YoY Growth
Total revenue of $273.0M and total product revenue of $226.0M in Q1 2026, representing a 47% increase in product revenue versus Q1 2025 (Q1 2025 product revenue $153M).
Sephience Launch Momentum
Sephience global revenue of $125M in Q1 2026 (U.S. $112M; international $13M), representing 36% quarter‑over‑quarter growth versus Q4 2025; company reported a consistent cadence of ~140 new prescription starts per month and plans commercial availability in up to 30 countries by year‑end.
Raised 2026 Guidance
Based on Q1 performance, company raised 2026 full‑year product revenue guidance to $750M–$850M and total revenue guidance to $1.08B–$1.18B.
Positive Votoplam Long‑Term Data
PIVOT‑HD 24‑month interim results showed dose‑dependent slowing of Huntington’s disease progression with an average 52% slowing on cUHDRS at 10 mg in Stage 2 versus a matched natural history cohort; safety profile remained favorable, supporting confidence in the partner‑led Phase III INVEST‑HD (~770 enrollment).
Vatiquinone Regulatory Path Forward
After an FDA Type C meeting, company is initiating an open‑label 24‑month study (target ~120 patients, ages 7–21) using a matched FACOMS natural history control to support NDA resubmission for Friedreich’s ataxia, a design management believes increases probability of success.
Pipeline Progress and New Program Initiation
Expect to initiate Phase I of PTC612 (oral NLRP3 inhibitor) in Q2 2026, and reported continued progress across MSH3 (HD/DM1), PTC844 (DHODH, Phase II‑ready), ferroptosis Parkinson’s program, and NRF2 activator program.
Commercial and Access Execution
Over 90% of U.S. PKU centers have prescribed Sephience; >2,200 prescriptions worldwide generated since initial launches; refill rates strong and discontinuation rates described as 'low double digits'; U.S. payer policies cover >2/3 of population with limited restrictions.
Solid Balance Sheet and Controlled OpEx
Cash, cash equivalents and marketable securities totaled $1.89B as of March 31, 2026; non‑GAAP R&D expense declined to $90M in Q1 2026 from $100M in Q1 2025 (–10%); non‑GAAP SG&A $74M vs $72M prior year (small increase).
PTCT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PTCT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $64.49 | $73.69 | +14.27% |
Feb 19, 2026 | $69.90 | $70.66 | +1.09% |
Nov 04, 2025 | $67.72 | $71.77 | +5.98% |
Aug 07, 2025 | $50.36 | $45.38 | -9.89% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does PTC Therapeutics (PTCT) report earnings?
PTC Therapeutics (PTCT) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is PTC Therapeutics (PTCT) earnings time?
PTC Therapeutics (PTCT) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is PTCT EPS forecast?
PTCT EPS forecast for the fiscal quarter 2026 (Q2) is 0.08.