Vertex PharmaceuticalsVRTX
About: Vertex Pharmaceuticals is a global biotechnology company that discovers and develops small-molecule drugs for the treatment of serious diseases. Its key drugs are Kalydeco, Orkambi, Symdeko, and Trikafta/Kaftrio for cystic fibrosis, where Vertex therapies remain the standard of care globally. Vertex has diversified its portfolio through Casgevy, a gene-editing therapy for beta thalassemia and sickle-cell disease. Additionally, Vertex is evaluating small-molecule inhibitors targeting acute and chronic pain using nonopioid treatments, and small-molecule inhibitors of APOL1-mediated kidney diseases. Vertex is also investigating cell therapies to deliver a potential functional cure for type 1 diabetes.
Employees: 6,100
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
24% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 154
11% more call options, than puts
Call options by funds: $780M | Put options by funds: $700M
2.03% more ownership
Funds ownership: 89.52% [Q3] → 91.54% (+2.03%) [Q4]
0% more funds holding
Funds holding: 1,526 [Q3] → 1,529 (+3) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 546 | Existing positions reduced: 605
11% less capital invested
Capital invested by funds: $107B [Q3] → $95.5B (-$11.8B) [Q4]
45% less funds holding in top 10
Funds holding in top 10: 29 [Q3] → 16 (-13) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
RBC Capital Brian Abrahams 20% 1-year accuracy 15 / 74 met price target | 0%upside $423 | Sector Perform Maintained | 6 May 2025 |
Scotiabank Greg Harrison 32% 1-year accuracy 13 / 41 met price target | 5%upside $442 | Sector Perform Maintained | 6 May 2025 |
Morgan Stanley Matthew Harrison 26% 1-year accuracy 6 / 23 met price target | 10%upside $464 | Equal-Weight Maintained | 6 May 2025 |
JP Morgan Jessica Fye 46% 1-year accuracy 19 / 41 met price target | 22%upside $515 | Overweight Maintained | 6 May 2025 |
Cantor Fitzgerald Carter Gould 29% 1-year accuracy 9 / 31 met price target | 27%upside $535 | Overweight Reiterated | 6 May 2025 |
Financial journalist opinion
Based on 50 articles about VRTX published over the past 30 days
