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Jun 30, 2023

PTC Therapeutics Q2 2023 Earnings Report

PTC Therapeutics' second quarter results for 2023 were announced, featuring a 29% year-over-year revenue growth and advancements in clinical trials and regulatory milestones.

Key Takeaways

PTC Therapeutics reported a 29% year-over-year revenue growth in the second quarter of 2023, with total revenue reaching $213.8 million. The company saw positive data readouts from APHENITY and PIVOT-HD trials and anticipates several regulatory submissions in the second half of the year.

Total revenue for Q2 2023 reached $213.8 million, a 29% increase year-over-year.

DMD franchise revenue was $162 million, representing a 21% year-over-year growth.

Translarna revenue was $96 million, driven by new patients and geographic expansion.

Emflaza revenue was $66 million, driven by new patients and high compliance.

Total Revenue
$214M
Previous year: $166M
+29.2%
EPS
-$1.48
Previous year: -$2.13
-30.5%
R&D Expenses
$186M
Previous year: $157M
+18.2%
SG&A Expenses
$88.4M
Previous year: $79.9M
+10.7%
Cash, cash equivalents
$338M
Previous year: $506M
-33.2%
Gross Profit
$201M
Previous year: $156M
+29.0%
Cash and Equivalents
$208M
Previous year: $506M
-58.8%
Free Cash Flow
-$20.4M
Previous year: -$63.9M
-68.2%
Total Assets
$1.34B
Previous year: $1.8B
-25.8%

PTC Therapeutics

PTC Therapeutics

PTC Therapeutics Revenue by Segment

Forward Guidance

PTC anticipates total revenues for the full year 2023 to be between $940 million and $1.0 billion. PTC anticipates net product revenues for the DMD franchise for the full year 2023 to be between $545 and $575 million.

Positive Outlook

  • Total revenues for the full year 2023 to be between $940 million and $1.0 billion.
  • Net product revenues for the DMD franchise for the full year 2023 to be between $545 and $575 million.
  • GAAP R&D and SG&A expense for the full year 2023 to be between $930 million and $980 million.
  • Non-GAAP R&D and SG&A expense for the full year to be between $810 million and $860 million, excluding estimated non-cash stock-based compensation expense of $120 million.
  • Up to $62 million of one-time expenses, paid in cash or equity ($37 million of which was incurred during the first half of 2023), upon achievement of potential clinical and regulatory success-based milestones from previous acquisitions and expenses associated with a rights exchange agreement.

Revenue & Expenses

Visualization of income flow from segment revenue to net income