NASDAQ$PTCT

PTC Therapeutics, Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

PTC Therapeutics reported second quarter 2020 financial results.

PTC Therapeutics reported total net product revenues of $75.2 million for the second quarter of 2020. The company's Duchenne muscular dystrophy franchise performed strongly, with Emflaza increasing 30% year-over-year. PTC is advancing its pipeline and platforms with the acquisition of a late-stage asset for phenylketonuria (PKU).

  • Emflaza had a strong second quarter with a 30% year-over-year net product revenue increase.
  • PTC initiated PTC299 trial in COVID-19 in multiple countries.
  • A clinical trial was initiated with PTC857, identified from Bio-e platform.
  • PTC has greater than $1B in cash to accelerate pipeline growth.

Headline financials

Total Revenue

$75.2M

Previous: $85.5M-12.0%
EPS (adj)

-$2.62

Previous: -$0.75-249.3%
GAAP R&D Expenses

$177M

Previous: $60M+194.3%
GAAP SG&A Expenses

$53.7M

Previous: $49.2M+9.0%
Capital Expenditures

-$8.18M

Previous: -$4.85M-68.7%
Free Cash Flow

-$190M

Previous: -$46.6M-306.5%
Net Income

-$181M

Previous: -$41.8M-334.2%
Operating Income

-$187M

Previous: -$38.8M-383.2%
Gross Profit

-$200K

Previous: $82.3M-100.2%
Cash & Equivalents

$158M

Previous: $136M+16.4%
Total Assets

$1.48B

Previous: $1.29B+14.3%

Revenue & EPS history

PTC Therapeutics · Revenue · Quarterly

$75.2M

Q2 2020-12%vs Q2 2019
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

PTC Therapeutics · $74.8M total across 2 segments · Q2 2020

  • Translarna
    $38.6M-33.2%
  • Emflaza
    $36.2M+31.2%

Forward guidance

This press release contains forward-looking statements regarding PTC's future expectations, plans and prospects, including the expected timing of clinical trials and studies, availability of data, regulatory submissions and responses, expectations with respect to PTC's gene therapy platform, advancement of PTC's joint collaboration program in SMA, PTC's expected use of proceeds from the agreement with Royalty Pharma, PTC's expectations with respect to the licensing, regulatory submissions and commercialization of its products and product candidates, the timing with respect to orders for PTC’s products, expectations with respect to the impacts of the COVID-19 pandemic and related response measures, PTC's strategy, future operations, future financial position, future revenues, projected costs, and the objectives of management.

Tailwinds

  • PTC is focused on the discovery, development and commercialization of clinically differentiated medicines.
  • PTC's ability to globally commercialize products drives investment in a robust and diversified pipeline.
  • PTC aims to provide access to best-in-class treatments for patients with unmet medical needs.
  • The Huntington disease program remains on track for the initiation of first-in-human studies in 2020.
  • PTC expects to initiate submission of the biologics license application (BLA) to the U.S. FDA in the second half of 2020 for its AADCd gene therapy program.

Headwinds

  • There are significant risks in the development, regulatory approval and commercialization of new products.
  • COVID-19 related delays are impacting the final opinion from the CHMP on the MAA for the AADCd program.
  • The final study muscle biopsies have not yet been collected from 8 remaining boys in the Translarna (ataluren) dystrophin study due to COVID-19.
  • PTC's actual results could differ materially from those expressed or implied by forward-looking statements.
  • There are no guarantees that any product will receive or maintain regulatory approval in any territory.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

-2.2%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+5.8%

Avg return

30 days after

46%

26 / 57 earnings

Positive

+24.1%

Q2 2016

Best reaction

-34.0%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%+14.0%+10.1%
Q4 2025+1.1%-3.1%-6.6%
Q3 2025-1.1%+3.3%+6.4%
Q1 2025+12.8%+27.1%+44.0%
Q4 2024+9.3%+2.7%+7.3%
Q3 2024+2.5%+3.3%+11.3%
Q2 2024-1.8%+0.1%-1.0%
Q1 2024+13.3%+27.5%+47.6%
Q4 2023+13.3%+11.0%+3.2%
Q3 2023-20.5%-19.5%-6.9%
Q2 2023-3.7%-2.9%-0.3%
Q1 2023+5.6%+5.2%-18.3%
Q4 2022-5.2%-7.4%-0.0%
Q3 2022-15.7%-17.3%-12.9%
Q2 2022+11.9%+8.2%+8.5%
Q1 2022+1.5%-7.8%-24.9%
Q4 2021-8.8%-8.7%-4.1%
Q3 2021+7.0%+12.4%+7.4%
Q2 2021-2.9%-2.3%+7.3%
Q1 2021+0.3%-1.3%-5.6%
Q4 2020-0.9%-0.5%-14.6%
Q3 2020-0.5%+8.4%+22.0%
Q2 2020-3.0%-0.9%-1.0%
Q1 2020-10.3%-7.9%-5.3%
Q4 2019-5.4%+0.4%-18.7%
Q3 2019+1.9%+2.4%+16.8%
Q2 2019+8.6%+10.4%+1.5%
Q1 2019+1.4%-1.2%+10.5%
Q4 2018+0.9%-0.7%+6.8%
Q3 2018-12.4%-14.9%-13.4%
Q2 2018+7.2%+14.9%+15.4%
Q1 2018-4.7%-2.6%+22.8%
Q4 2017+10.0%+8.0%-2.4%
Q3 2017-1.9%-5.2%-11.2%
Q2 2017-2.1%-4.7%+4.3%
Q1 2017-3.8%+6.6%+26.3%
Q4 2016-16.9%-23.2%-4.8%
Q3 2016-34.0%-11.2%+74.5%
Q2 2016+24.1%+24.6%+26.4%
Q1 2016+1.7%
Q4 2015-30.5%
Q3 2015+4.3%
Q2 2015+0.4%
Q1 2015-11.2%
Q4 2014-4.3%
Q3 2014+3.3%
Q2 2014-12.5%
Q1 2013-5.7%
Q1 2014-5.7%
Q4 2013-8.4%
Q1 2012-8.4%
Q4 2011-8.4%
Q3 2012-10.7%
Q3 2013-10.7%
Q2 2013+1.2%
Q2 2012+1.2%
Q4 2012+1.2%

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