PTC Therapeutics, Inc. (PTCT) Goldman Sachs 47th Annual Global Healthcare Conference 2026 June 9, 2026 9:20 AM EDT
Company Participants
Matthew Klein – CEO & Director
Pierre Gravier – Chief Financial Officer
Conference Call Participants
Kyuwon Choi – Goldman Sachs Group, Inc., Research Division
Presentation
Kyuwon Choi
Goldman Sachs Group, Inc., Research Division
Okay. We’ll continue with the next session. I’m Paul Choi, and I cover the SMID-cap biotech sector here at the firm. It’s my pleasure to have PTC Therapeutics here. And on stage with me, to my immediate left, Dr. Matthew Klein, CEO; and to my far left, Pierre Gravier, CFO. I think what we’ll do is what we’ve done in prior sessions, and we’ll let maybe Matt kick it off maybe with some high-level comments on sort of the strategic priorities for the balance of the year and going into 2027. And then we’ll go into Q&A after that.
Matthew Klein
CEO & Director
Sounds great. Paul, thanks so much for having us. For us, 2026 so far has been really successful. We had a really strong first quarter with record product revenue of $226 million, total revenue of $273 million, fueled by the continued success of the Sephience launch. We announced launch in Japan late first quarter, which was great news and will really help accelerate the launch. We also shared positive top line data from the long-term extension of the votoplam Phase II PIVOT-HD study and that the Phase III trial is now underway and being enrolled by Novartis and continue to have nice revenue contributions from our more mature products.
We look forward to an exciting rest of 2026 into 2027. Clearly, the Sephience launch, the continued momentum of the launch is going to be an important part of the story. But we also are looking forward to