异动解读 | PTC Therapeutics盘中大涨5.03%,Q1业绩超预期,SUFIANCE商业化前景乐观

异动解读
May 09, 2025

PTC Therapeutics Inc.(PTCT)今日盘中大涨5.03%,引发市场广泛关注。这一涨幅主要源于公司发布的2025年第一季度财报及未来发展前景。

财报显示,PTC Therapeutics第一季度收入达1.9亿美元,其中杜氏肌营养不良(DMD)业务贡献1.34亿美元,表现强劲。公司将2025年全年收入指导范围缩小至6.5亿至8亿美元。此外,公司财务状况稳健,截至2025年3月31日的现金、现金等价物和有价证券总额高达27亿美元,较去年同期的14亿美元大幅增加。

投资者对PTC Therapeutics的新药SUFIANCE(Cefiance)在欧洲获得积极意见反应热烈。公司计划在未来12个月内在25个市场推出SUFIANCE,包括德国、美国和日本。尽管Emflaza面临仿制药竞争,但公司表示其品牌忠诚度依然强劲。管理层对公司未来发展前景充满信心,这进一步推动了股价上涨。分析师们也对公司的财务表现和新产品发布表示赞赏,整体情绪积极。

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