NASDAQ$PTCT

PTC Therapeutics, Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

PTC Therapeutics reported strong revenue growth, expanded its product portfolio, and advanced its pipeline.

PTC Therapeutics reported a total revenue of $165.5 million for the second quarter of 2022, representing a 42% year-over-year growth. The company's Duchenne muscular dystrophy (DMD) franchise continued to show strong growth. Upstaza™ gene therapy was granted marketing authorization by the European Commission for the treatment of AADC deficiency.

  • Total revenue reached $166 million, a 42% increase year-over-year.
  • Duchenne muscular dystrophy (DMD) franchise revenue grew to $134 million, a 32% increase year-over-year.
  • Translarna™ revenue increased 46% year-over-year to $77 million.
  • Emflaza® revenue grew 16% year-over-year to $57 million.

Headline financials

Total Revenue

$166M

Previous: $117M+41.9%
EPS (adj)

-$2.13

Previous: -$1.68-26.8%
GAAP R&D Expenses

$157M

Previous: $125M+25.3%
GAAP SG&A Expenses

$79.9M

Previous: $68.9M+16.0%
Capital Expenditures

-$18M

Previous: -$13.6M-32.0%
Free Cash Flow

-$170M

Previous: -$132M-28.9%
Net Income

-$152M

Previous: -$118M-28.5%
Operating Income

-$92.4M

Previous: -$98.5M+6.2%
Gross Profit

-$300K

Previous: -$300K+0.0%
Cash & Equivalents

$158M

Previous: $177M-10.8%
Total Assets

$1.8B

Previous: $2.06B-12.4%
Stock-Based Comp

$27.7M

Previous: $25.7M+7.9%

Revenue & EPS history

PTC Therapeutics · Revenue · Quarterly

$166M

Q2 2022+41.9%vs Q2 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

PTC Therapeutics · $134M total across 2 segments · Q2 2022

  • Translarna
    $77M+46.4%
  • Emflaza
    $56.8M+15.7%

Forward guidance

PTC anticipates total revenues for the full year 2022 to be between $700 and $750 million. PTC anticipates net product revenues for the DMD franchise for the full year 2022 to be between $475 and $495 million. PTC anticipates GAAP R&D and SG&A expense for the full year 2022 to be between $915 and $965 million. PTC anticipates Non-GAAP R&D and SG&A expense for the full year 2022 to be between $800 and $850 million, excluding estimated non-cash, stock-based compensation expense of $115 million.

Tailwinds

  • Total revenues for the full year 2022 are expected to be between $700 and $750 million.
  • Net product revenues for the DMD franchise for the full year 2022 are projected to be between $475 and $495 million.
  • GAAP R&D and SG&A expense for the full year 2022 are anticipated to be between $915 and $965 million.
  • Non-GAAP R&D and SG&A expense for the full year 2022 are projected to be between $800 and $850 million, excluding stock-based compensation expense.
  • Continued investment in research programs and advancement of the clinical pipeline.

Headwinds

  • Stock-based compensation expense is excluded from Non-GAAP R&D and SG&A expense.
  • There are significant risks in the development, regulatory approval and commercialization of new products.
  • The outcome of pricing, coverage and reimbursement negotiations with third-party payors for PTC's products or product candidates that PTC commercializes or may commercialize in the future.
  • Dependence on Roche on Evrysdi sales.
  • The company's strategy is to leverage its strong scientific expertise and global commercial infrastructure to maximize value for its patients and other stakeholders.

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 2022

Historical avgQ2 2022

-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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