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PTC Therapeutics Inc (PTCT.O): 2Q Takeaways & Model Update-20260731
花旗· 2026-07-31 14:17
Ac t i o n | 30 Jul 2026 23:45:30 ET │ 12 pages PTC Therapeutics Inc (PTCT.O) 2Q Takeaways & Model Update CITI'S TAKE Highlights from PTC's 2Q call continue to underscore solid Sephience growth dynamics in the US and growing momentum ex-US as it becomes a greater overall contributor into year-end. From here, we see a clear setup to Sephience outperforming trailing 2H estimates (implying 8.5% sequential growth 3Q/4Q) on expanded patient volume and stable pricing with the bulk of HTAs ongoing (i.e. the start ...
2Q26 Update: Sephience-Driven Increase in FY Sales-20260731
摩根士丹利· 2026-07-31 10:18
July 31, 2026 01:55 AM GMT PTC Therapeutics | North America 2Q26 Update: Sephience-Driven Increase in FY Sales | What's Changed | | | | --- | --- | --- | | PTC Therapeutics (PTCT.O) | From | To | | Price Target | $93.00 | $104.00 | AlphaSignals Earnings Reaction Unchanged Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways PTC provided its 2Q update with Sephience per ...
PTC Therapeutics(PTCT) - 2026 Q2 - Earnings Call Transcript
2026-07-31 05:32
PTC Therapeutics (NasdaqGS:PTCT) Q2 2026 Earnings call July 30, 2026 04:30 PM ET Company ParticipantsEllen Cavaleri - Head of Investor RelationsMatthew Klein - CEOEric Pauwels - Chief Business OfficerPierre Gravier - CFOConference Call ParticipantsKristen Kluska - AnalystTazeen Ahmad - AnalystNone - AnalystEric Joseph - AnalystBen Burnett - AnalystBrian Cheng - AnalystJudah Frommer - AnalystJoseph Thome - AnalystFaisal Khurshid - AnalystNone - AnalystLuke Herrmann - AnalystJoseph Schwartz - AnalystPaul Choi ...
PTC Therapeutics(PTCT) - 2026 Q2 - Earnings Call Transcript
2026-07-31 05:32
PTC Therapeutics (NasdaqGS:PTCT) Q2 2026 Earnings call July 30, 2026 04:30 PM ET Company Participants Ellen Cavaleri - Head of Investor Relations Matthew Klein - CEO Eric Pauwels - Chief Business Officer Pierre Gravier - CFO Conference Call Participants Kristen Kluska - Analyst Tazeen Ahmad - Analyst None - Analyst Eric Joseph - Analyst Ben Burnett - Analyst Brian Cheng - Analyst Judah Frommer - Analyst Joseph Thome - Analyst Faisal Khurshid - Analyst None - Analyst Luke Herrmann - Analyst Joe Schwartz - An ...
PTC Therapeutics(PTCT) - 2026 Q2 - Earnings Call Transcript
2026-07-31 05:30
PTC Therapeutics (NasdaqGS:PTCT) Q2 2026 Earnings call July 30, 2026 04:30 PM ET Speaker0Ladies and gentlemen, thank you for standing by. Welcome to PTC Therapeutics' second quarter 2026 earnings conference call. All participants are on listen-only mode. After the presentation, there'll be a question and answer session. Today's conference is being recorded. I would like to turn the conference over to Ellen Cavaleri, Head of Investor Relations. Please go ahead.Speaker1Good afternoon, thank you for joining us ...