NASDAQ$PTCT

PTC Therapeutics, Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

PTC Therapeutics' second quarter performance in 2021 showed revenue growth and pipeline advancements.

PTC Therapeutics reported a strong second quarter in 2021, with a 55% increase in total revenue compared to the same period in 2020, reaching $116.7 million. The Duchenne muscular dystrophy (DMD) franchise was a key driver, with $102 million in net product revenue, a 36% increase year-over-year. The company also raised its 2021 DMD franchise revenue guidance to $370-$390 million. Additionally, the company has multiple ongoing clinical trials, three of which are registration-directed clinical studies.

  • Total revenue reached $116.7 million, a 55% increase from Q2 2020.
  • DMD franchise revenue was $102 million, representing 36% growth year-over-year.
  • Translarna revenue grew due to patient base expansion and geographic reach.
  • Emflaza revenue increased due to new prescriptions and high compliance.

Headline financials

Total Revenue

$117M

Previous: $75.2M+55.1%
EPS (adj)

-$1.68

Previous: -$2.62+35.9%
GAAP R&D Expenses

$125M

Previous: $177M-28.9%
GAAP SG&A Expenses

$68.9M

Previous: $53.7M+28.4%
Capital Expenditures

-$13.6M

Previous: -$8.18M-66.7%
Free Cash Flow

-$132M

Previous: -$190M+30.4%
Net Income

-$118M

Previous: -$181M+34.8%
Operating Income

-$98.5M

Previous: -$187M+47.4%
Gross Profit

-$300K

Previous: -$200K-50.0%
Cash & Equivalents

$177M

Previous: $158M+11.9%
Total Assets

$2.06B

Previous: $1.48B+39.4%
Stock-Based Comp

$25.7M

No prior period

Revenue & EPS history

PTC Therapeutics · Revenue · Quarterly

$117M

Q2 2021+55.1%vs Q2 2020
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

PTC Therapeutics · $102M total across 2 segments · Q2 2021

  • Translarna
    $52.6M+36.3%
  • Emflaza
    $49.1M+35.6%

Forward guidance

PTC Therapeutics anticipates net product revenues for the DMD franchise for the full year 2021 to be between $370 and $390 million and continues to anticipate GAAP R&D and SG&A expense for the full year 2021 to be between $825 and $855 million.

Tailwinds

  • Net product revenues for the DMD franchise for the full year 2021 to be between $370 and $390 million.
  • Continue to anticipate GAAP R&D and SG&A expense for the full year 2021 to be between $825 and $855 million.
  • Continue to anticipate Non-GAAP R&D and SG&A expense for the full year 2021 to be between $725 and $755 million, excluding estimated non-cash, stock-based compensation expense of $100 million.
  • Progress across robust clinical pipeline with 3 ongoing registration-directed trials
  • Evrysdi received approval from the Ministry of Health Labor and Welfare in Japan in June 2021.

Headwinds

  • The Committee for Medicinal Products for Human Use (CHMP) imposed a clock stop in the aromatic L-amino acid decarboxylase deficiency (AADC-d) review process to allow for completion of its pre-approval inspections.
  • This process is still ongoing and therefore the CHMP opinion is now expected in the fourth quarter of 2021.
  • There are significant risks in the development, regulatory approval and commercialization of new products.
  • significant risks in the development, regulatory approval and commercialization of new products.
  • Net loss was $118.4 million for the second quarter of 2021, compared to net loss of $181.4 million for the second quarter of 2020.

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 2021

Historical avgQ2 2021

-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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