The investment manager has a big bet on PTCT stock, adding 41,000 shares, according to the latest SEC filing.


Palo Alto Investors LP reported buying 41,303 shares Treatment of PTC (NASDAQ: PTCT ) In its February 17, 2026, SEC filing, with an estimated transaction value of $3.00 million based on the quarterly average price.

According to an SEC filing dated Feb 17th, 2026, Palo Alto Investors LP increased its position in PTC Therapeutics by 41,303 shares in 2025Q4 by 41,303 shares. The estimated transaction value for the additional shares was $3.00 million, based on average closing prices for the quarter. The fund’s holdings in PTC Therapeutics were worth $68.66 million at the end of the quarter, up from $15.72 million in the previous period, a change that reflects both the holdings and the price appreciation.

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

Top properties after filing:

  • NASDAQ:INSM: $85.19 million (11.9% of AUM)

  • NASDAQ: Fold: $74.13 million (10.3% AUM)

  • NASDAQ: PTCT: $68.66 million (9.6% of AUM)

  • NASDAQ:ACAD: $66.35 million (9.2% of AUM)

  • NASDAQ: BMRN: $44.35 million (6.2% AUM)

As of February 17, 2026, PTC Therapeutics’ stock price was at $69.17, up 39.9% from last year, outperforming the S&P 500 by 21.57 percentage points.

Matric

value

Revenue (TTM)

806.78 million dollars

net income (TTM)

($363.30 million)

Market capitalization

5.58 billion dollars

Price (as of market close 2/17/26)

$69.17

  • Commercial treatments include Translarna and Emflaza for Duchenne muscular dystrophy, Tegsedi and Waylivra for rare diseases, and Evrysdi for spinal muscular atrophy, with additional candidates in development.

  • Biophrastic operates a model focused on the discovery, development and commercialization of drugs for rare disorders, generating revenue primarily from product sales and strategic partnerships.

  • Serving patients with rare diseases, targeting healthcare providers, hospitals and specialty clinics in North America, Europe, Latin America and select international markets.

PTC Therapeutics, Inc. is a biotechnology company specializing in the treatment of rare diseases, leveraging a strong pipeline of commercial products and investigational candidates. The company’s strategic alliances and focus on high-need therapeutic areas support its competitive position in the rare disease market. With an emphasis on global reach and innovation, PTC Therapeutics aims to address unmet medical needs and drive long-term growth through continued R&D investment.

Palo Alto Investors, a California-based investment firm, recently bought 41,000 shares of biotech company PTC Therapeutics. Here’s what the average investor should know.

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