Target
$460.70 → $460.47
Current stock research snapshot · 7/31/26 26 days old
VRTXVertex Pharmaceuticals
Investment conviction●●○○○2 of 5 · current snapshot
Research target$460.47Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 7/31/26
Market cap$122.67BSnapshot value · 7/31/26
Research history
See all VRTX changes ↗What changed
Healthspan taxonomy seed — see taxonomy_path
Vertex Pharmaceuticals Q2 2026 earnings; Trikafta/Kaftrio CF revenue; Casgevy (exa-cel) launch trajectory; pain (VX-548) suzetrigine Phase 3/NDA decision; type 1 diabetes VX-880/264 timeline
Thesis weakens if Trikafta keeps declining (-2.1% YoY, Alyftrek cannibalization is product-swap), NaV1.8 efficacy ceiling caps suzetrigine below opioid-replacement TAM, or Journavx gross-to-net drag persists (<$100/script net). (vault 2026-08)
Neutral — Morningstar rates VRTX expensive (Aug 25); trader closed full position but expects higher; listed in 52w highs. [X search Aug 2026]
Snapshot · 7/31/26🟡 Mixed · ins-$11.0M · 13F 15+/9-×0.5 · short↑0.23
Snapshot · 7/31/26