Vertex Pharmaceuticals

VRTX

Market cap $110B

Some things will remain the same for Vertex five years from now, including its dominance in treating cystic fibrosis (CF). However, the company will likely achieve success in several new markets beyond CF.

Healthcare investments tend to be less cyclical than other stocks and help diversify your portfolio. Vertex has a profitable portfolio and promising pipeline, and its growth may be just getting started.

Vertex Pharmaceuticals' monopoly grants it significant pricing power, making it an inflation-resistant company. Mastercard's business is well-adapted to navigate inflationary periods; it also has a terrific dividend program.

BOSTON--(BUSINESS WIRE)--Vertex Pharmaceuticals Incorporated (Nasdaq: VRTX) today announced management participation in Citi's 2025 Global Healthcare Conference. Charlie Wagner, Chief Operating and Financial Officer, and David Altshuler, Chief Scientific Officer, will participate in a fireside chat on Wednesday, December 3, 2025, at 9:00 a.m. ET. A live webcast of management's remarks will be available through the Vertex website, www.vrtx.com, in the "Investors" section under the "News and Even.

Vertex (VRTX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

The fund underperformed its benchmark, the Russell 1000 Index, during the third quarter. Videogame producer Electronic Art's was the top contributor during the period. Elevance Health was the top underperformer over the period.

The healthcare sector's renewed momentum offers fertile ground for investors wanting to outperform by picking the best stocks from the broader indexes. Goldman Sachs identified 29 healthcare stocks in the Russell 1000 universe with positive recent consensus revisions to 2026 EPS estimates and that trade at attractive valuations. Goldman sees "more opportunity for alpha than beta" as wide return dispersion and increasing M&A activity in healthcare may favor selected winners.

Vertex's core business continues to drive strong financial results. The biotech has an exciting late-stage pipeline that could make significant progress in the next few years.

The S&P 1500 Health Care Index advanced 4.0% in the third quarter, underperforming the S&P 500, which gained 8.1%. Stock selection within biotechnology and health care providers & services, along with an overweight to biotechnology and an underweight to medtech added the most value relative to the Index. Security selection within medtech, life sciences tools & services, and pharmaceuticals detracted from relative results during the period.

Amazon has formidable moats and multiple avenues for growth. Enbridge offers stability, a generous dividend, and growth opportunities related to AI.