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20:30
Aug 03 ◎

VRTX FY2026 Q2 Watch

Vertex Pharmaceuticals Incorporated (VRTX) FY2026 Q2 Earnings Call

VRTX ▾

Charlie Wagner

Vertex raised full-year revenue guidance, driven by strong performance across CF, Casgevi, and Journavix, despite headwinds from FX and product mix.

"Given our strong first half performance and the momentum across the business, we are raising our full year 2026 total revenue guidance to a range of $13.1 to $13.2 billion."

VRTX WATCH

HIGH

20:30
May 04 ◎

VRTX FY2026 Q1 Watch

Vertex Pharmaceuticals Incorporated (VRTX) FY2026 Q1 Earnings Call

VRTX MRNA BLUE ▾

Charlie Wagner

Management's guidance tone is positive, with reiterated revenue targets and strong launch momentum across non-CF products (Casgevi, Journavix), indicating a healthy growth trajectory.

"Vertex is off to a terrific start in 2026, which we see as a year defined by execution. Q1 revenue growth was strong across the portfolio"

VRTX WATCH

Reshma Kewalramani

Vertex discontinued its VX522 mRNA therapy for CF due to tolerability issues (lung inflammation from the LNP delivery), establishing that LNP-based inhaled delivery remains an unsolved problem for the last ~5,000 CF patients who produce no CFTR protein. — This indicates a persistent limitation of current LNP delivery technology, which could affect the pipeline strategies of other companies working on inhaled mRNA therapies.

"We previously disclosed tolerability issues in this program. Despite actions we have taken in the trial to overcome these issues, we have not been able to do so. and as such, we have chosen to discontinue the program."

MRNA WATCH

Duncan McKechnie

Vertex reached pricing agreement for Casgevi in Germany in Q1, a historic moment for the treatment, indicating successful reimbursement negotiations in a major European market. — This de-risks the European rollout for Casgevi and could pressure competitors' pricing strategies in the ex-US gene therapy market.

"Importantly, we worked on securing a pricing agreement for Casgevi in Germany in Q1 and are currently working through the implementation steps. This is a historic moment"

BLUE WATCH

HIGH

21:30
Feb 12 ◎

VRTX FY2025 Q4 Watch

Vertex Pharmaceuticals Incorporated (VRTX) FY2025 Q4 Earnings Call

VRTX ▾

Charlie Wagner

Vertex is guiding to 8-9% total revenue growth, with management expressing strong confidence in the ramp of non-CF products (Casgevi and Journavix) to contribute $500M+ in 2026, indicating a positive medium-term outlook.

"We expect full-year 2026 total company revenue to be in the range of $12.95 to $13.1 billion, representing 8% to 9% growth versus the prior year."

VRTX WATCH

HIGH

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