Stock Pulse
Vertex Pharmaceuticals (VRTX) launched two new therapies, Alyftrek for cystic fibrosis (CF) and Journavx for pain management, strengthening its CF dominance and diversifying its portfolio [4]. The company also received EU approval to expand Kaftrio's use in CF patients [9]. Projected 2025 revenue is $11.75-$12 billion, a 9% increase driven by new drugs and continued CF treatment growth [10]. While VRTX stock recently declined, it outperformed the market [5], [7], and a DCF model suggests it is undervalued [6]. Senior VP Paul Negulescu received the 2025 Canada Gairdner International Award for CF research, boosting VRTX's reputation [2]. Despite a high valuation and missed EPS estimates in the last quarter [7], Vertex is considered a strong investment, particularly in a stagflationary environment due to inelastic demand for its essential medicines [3].