PTC Therapeutics Inc (PTCT)

[chainma1l]

And Biomarin just stopped development on their current DMD drug, so that leaves a potential extra piece of the pie for somebody. Their drug (and Sarepta's) was not going to compete directly (at least initially) with PTC, so that wouldn't have bothered PTC. It'll be interesting to see what the UK says in their next review. I don't think they are going to be able to take Ataluren away from people and that is only going to help PTC's case with the FDA.

I'm not a fan of seekingalpha in general, but this article is probably worth a read:
http://seekingalpha.com/article/3956755-ptc-therapeutics-discounted-enterprise-value-despite-current-sales

The quote from the conference call also gives hope for Translarna in Germany and the rest of the continent as the GBA believes that this treatment has a quantifiable benefit:

“
And just to remind you, the GBA, which is the health technology assessment study in Germany already opined on the value of Translarna and gave the drug a rating of 3 on a scale of 1 to 6, where 1 is the highest and 6 is the lowest. About 50% of orphan drugs that go into the Germany HTA process get a 4 or a non-quantifiable benefit, whereas Translarna was given a 3 or a quantifiable benefit. So when it comes to patients requesting access to the drug, not only is it a drug that the insurers will see has been given a 3 from a medical value perspective, but it's the only approved drug for what is a very life-threatening condition.
"