Investment Manager Bets Big on PTCT Stock, Adds 41,000 Shares, According to Recent SEC Filing

1 week ago 9

Jake Lerch, The Motley Fool

Tue, March 3, 2026 astatine 9:11 AM CST 4 min read

Palo Alto Investors LP reported a bargain of 41,303 shares of PTC Therapeutics (NASDAQ:PTCT) successful its February 17, 2026, SEC filing, with an estimated transaction worth of $3.00 cardinal based connected quarterly mean pricing.

According to a SEC filing dated February 17, 2026, Palo Alto Investors LP accrued its presumption successful PTC Therapeutics by 41,303 shares during the 4th fourth of 2025. The estimated transaction worth for the further shares was $3.00 million, based connected mean closing prices for the quarter. The fund’s involvement successful PTC Therapeutics was valued astatine $68.66 cardinal astatine quarter-end, up $15.72 cardinal from the anterior period, a alteration reflecting some accrued holdings and terms appreciation.

Palo Alto Investors LP reported a buy; PTC Therapeutics accounts for 9.56% of 13F reportable AUM arsenic of December 31, 2025.

Top holdings aft the filing:

NASDAQ:INSM: $85.19 cardinal (11.9% of AUM)
NASDAQ:FOLD: $74.13 cardinal (10.3% of AUM)
NASDAQ:PTCT: $68.66 cardinal (9.6% of AUM)
NASDAQ:ACAD: $66.35 cardinal (9.2% of AUM)
NASDAQ:BMRN: $44.35 cardinal (6.2% of AUM)

As of February 17, 2026, shares of PTC Therapeutics were priced astatine $69.17, up 39.9% implicit the past year, outperforming the S&P 500 by 21.57 percent points.

Metric

Value

Revenue (TTM)	$806.78 million
Net Income (TTM)	($363.30 million)
Market Capitalization	$5.58 billion
Price (as of marketplace adjacent 2/17/26)	$69.17

Offers commercialized therapies specified arsenic Translarna and Emflaza for Duchenne muscular dystrophy, Tegsedi and Waylivra for uncommon diseases, and Evrysdi for spinal muscular atrophy, with further candidates successful development.
Operates a biopharmaceutical exemplary focused connected the discovery, development, and commercialization of medicines for uncommon disorders, generating gross chiefly from merchandise income and strategical collaborations.
Serves patients with uncommon diseases, targeting healthcare providers, hospitals, and specialty clinics crossed North America, Europe, Latin America, and prime planetary markets.

PTC Therapeutics, Inc. is simply a biotechnology institution specializing successful treatments for uncommon diseases, leveraging a robust pipeline of commercialized products and investigational candidates. The company's strategical collaborations and absorption connected high-need therapeutic areas enactment its competitory presumption successful the uncommon illness market. With a planetary scope and accent connected innovation, PTC Therapeutics aims to code unmet aesculapian needs and thrust semipermanent maturation done continued R&D investment.

Palo Alto Investors, a California-based concern firm, precocious purchased 41,000 shares of PTC Therapeutics, a biotech company. Here’s what mean investors should know.

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