Vertex Pharmaceuticals
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, and Alyftrek 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, and Journavx, a non-opioid pain medication approved for the treatment of moderate-to-severe acute pain in adults. Additionally, Vertex is evaluating small-molecule inhibitors of APOL1-mediated kidney diseases. Vertex is also investigating cell therapies to deliver a potential functional cure for type 1 diabetes.www.vrtx.com
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Search complete. 71 mentions across 42 episodes found for "Vertex Pharmaceuticals".
Oct 30, 2026
Brian SkorneyHOST
And they also showed a reduction in outcomes along with, you know, a pretty significant effect on slowing EGFR slope.
Brian SkorneyHOST
There's also Vertex's Povitacicept, which is up for approval and has a PDUFA date in about a month from now.
Brian SkorneyHOST
Their Rainier Interim Phase 3 study also shows very similar outcomes in terms of the proteinuria.
Brian SkorneyHOST
They don't have a full two-year EGFR slope or one-year EGFR slope.
Melissa LeeHOST
Pharma leading the rally.
Melissa LeeHOST
Vertex, Lilly, Gilead all rising more than 3%.
Melissa LeeHOST
Our friend Jared Holes of Mizuho pointing out that pharma and tech are now trading in nearly the same forward P.E. as investors rotate into the defensive names.
Melissa LeeHOST
And elsewhere, consumer staples also jumping to fresh records.
Doug ColePANELIST
So companies like Genentech, which was a technology company, became a cancer company.
Doug ColePANELIST
Companies like Vertex, which was a technology company, became largely a hepatitis company.
Doug ColePANELIST
Millennium became a cancer company.
Doug ColePANELIST
Biogen became an MS company and then built on that.
Merlin RothfeldHOST
Obviously a big mover.
Merlin RothfeldHOST
You have Vertex Pharmaceuticals and Marriott reporting as well as Diamondback Energy.
Merlin RothfeldHOST
So a lot of really big names reporting on Monday.
Merlin RothfeldHOST
That's going to be after market close.
speaker_1HOST
We have three prime continuation signals in those insulated sectors.
speaker_1HOST
You've got Eli Lilly at $1,288.30, Vertex Pharmaceuticals at $529.69, and IBM at $253.22.
speaker_0HOST
Got it.
speaker_0HOST
And all three of these are flashing a 2LYN signal, right?
Roopa UnnikrishnanGUEST
Yeah.
Kaihan KrippendorffHOST
Yeah, I don't know which pharmaceutical company you're referring to, but I have looked at Vertex Pharmaceuticals a little bit, and they kind of view themselves this way.
Kaihan KrippendorffHOST
They sort of have a heuristic, big problems in which we can address not the symptom, but the cause.
Kaihan KrippendorffHOST
That is underfunded and under research.
Tahir AminGUEST
It's happening in Europe, too.
Tahir AminGUEST
You look at Vertex's drug, Trikafta, where many people weren't able, and people are back to campaigning or threatening to import generic versions from Argentina because there was no patent there.
Tahir AminGUEST
It's going to that level, and the fact that people are crowdsourcing or crowdfunding to pay for their cancer treatment, and we talk about that in the book, and yet we have the situation now with President Trump, which I don't think will change actually too much under the Democrats, at least the more centrist Democrats, is now we're talking about most favored nation pricing, where they're now trying to create this illusion where they'll say we'll match it with the prices in Europe, which sounds like a good thing on paper, but behind it there's a trade pressure as well, that they want the UK, the Europeans to pay more.
Tahir AminGUEST
And who's going to benefit the most out of that? The pharmaceutical companies.
Brent SlavaHOST
We just this is simple.
Brent SlavaHOST
We use ETF channel, but you can use any provider that you can find holdings and you go type in QQQ and you find all the components here that aren't attached closely to tech like a Vertex VRTX.
Brent SlavaHOST
We got through this list, Dennis, I think down to this page, Honeywell, Regeneron.
Brent SlavaHOST
I can't find
Annalisa JenkinsGUEST
But those stories don't often get told.
Annalisa JenkinsGUEST
People sort of see Moderna, they see BioNTech, they see Vertex, they see Amgen, all of these Genentech, they see...
Annalisa JenkinsGUEST
The success stories, another one, Alnylam is a great company, an RNA company led by a British woman actually in Boston.
Annalisa JenkinsGUEST
I know all of the people that worked in the early days at those companies and there are many stories they can tell about things that didn't work out, when they couldn't perhaps pay payroll, where they thought they were going to go under.
Kevin DaviesGUEST
And even though no one necessarily would have put money on it, Victoria's story, which was rapidly followed by other patients following in her footsteps, in the Casgevi trial, showed that this therapy was working beyond anybody's wildest dreams.
Kevin DaviesGUEST
I don't even think, you know, the Vertex executives and the physicians who were caring for her believed that the therapy could work this well, and that in virtually every case, not every case, but in most cases, now dozens upon dozens of patients who've been through this trial and similar gene therapy trials have their symptoms have essentially melted away.
Kevin DaviesGUEST
They've had no more pain crises, no more hospitalisations, no more blood transfusions.
Kevin DaviesGUEST
You could not have scripted a better therapeutic clinical outcome.
14 MINS LATER
Kevin DaviesGUEST
And some of that you credit the foundations and that's sort of the more entrepreneurial approach that they've taken.
Kevin DaviesGUEST
And maybe they got lucky, but...
Kevin DaviesGUEST
That funding led to the development and support for work by Vertex in particular to develop a whole series of small molecule drugs that have worked wonders for cystic fibrosis patients.
Kevin DaviesGUEST
And I do spend a little time kind of not marveling necessarily, but it's interesting that it should be Vertex again with a completely different set of technologies that they decided way back in 2015.
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