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

Palo Alto Investors LP reported a buy of 41,303 shares of PTC Therapeutics (NASDAQ:PTCT) in its February 17, 2026, SEC filing, with an estimated transaction value of $3.00 million based on quarterly average pricing.

According to a SEC filing dated February 17, 2026, Palo Alto Investors LP increased its position in PTC Therapeutics by 41,303 shares during the fourth quarter of 2025. The estimated transaction value for the additional shares was $3.00 million, based on average closing prices for the quarter. The fund’s stake in PTC Therapeutics was valued at $68.66 million at quarter-end, up $15.72 million from the prior period, a change reflecting both increased holdings and price appreciation.

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

Top holdings after the filing:

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

• NASDAQ:FOLD: $74.13 million (10.3% of 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% of AUM)

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

• Offers commercialized therapies such as Translarna and Emflaza for Duchenne muscular dystrophy, Tegsedi and Waylivra for rare diseases, and Evrysdi for spinal muscular atrophy, with additional candidates in development.

• Operates a biopharmaceutical model focused on the discovery, development, and commercialization of medicines for rare disorders, generating revenue primarily from product sales and strategic collaborations.

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

PTC Therapeutics, Inc. is a biotechnology company specializing in treatments for rare diseases, leveraging a robust pipeline of commercial products and investigational candidates. The company’s strategic collaborations and focus on high-need therapeutic areas support its competitive position in the rare disease market. With a global reach and emphasis on 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 purchased 41,000 shares of PTC Therapeutics, a biotech company. Here’s what average investors should know.