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Vertex Pharmaceuticals Incorporated (VRTX)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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At close: 4:00PM EDT
2,203 reactions on $VRTX conversation
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Strong support, flawless balance sheets. Room for growth maybe limited but the stock is beaten hard
this month we have q3 numbers estimate is 1,84 billion and i am 95% sure we are going to destroy that estimate.
we have had a lot of reimbursments in june with about 160 mil people in population with almost the same number of CF patients per 1000
CF drugs are 1/3th cheaper in europe and healthcare for rare diseases is a lot better in america but still a significant market
these patients where either just a couple of weeks/days in q2 numbers even when there are possibly
thousands of new patients.
this might also be the reason why some board members and insiders have been buying the stock and why they are doing a share buy back. i would be suprised if they have 1,9- 2 billion in revenue last quarter.
TWO YEARS AGO, this company's stock was trading at these levels..... Hasn't ANYTHING meaningful happened with this company (in a positive nature).? Anything? exactly What?
It is indeed frustrating to see a stock price drop when you own it from a higher value… and this year long down trend has been a painful ride. But there are technicals that we can’t fight and ride along. The bottom is near. $165-170. After that, there are two obvious gaps to be filled, and the trend for the next 8-12 months should bring the stock north of $230.
Today market rallies huge and this I can’t even participate. Ceo needs to go or sell the company.
No reason for this stock to be down. This is the future. Gevo has many deals with big companies like chevron and bp. This stock will be at $20 soon
$ped $vrtx $prog
I want to see at earnings if they are buying back stock ! They don’t pay a dividend so do something positive with the cash!
How serious is potential competitive threat from Abbv's CF drugs?
A very pessimistic view to this question was the basis for Matt Harrison's (of MS) downgrade of $VRTX about a month ago. Since then, CEO refuted Matt's view very well in the conf. call of MS on Sept. 15.
She said that Trikafta alone already set a high bar in both safety and efficacy for any potential competitor. No oral drug can surpass the sweat chloride level of CFTR carriers, but Trikafta already achieved the carrier level of sweat chloride. Furthermore, for the long term Trikafta achieved a milestone no other drugs could: two year data showed that there was no decline in the lung function. Trikafta is not just slowing the decline, but stopping the decline. For safety Vertex already has ten thousand patients' safety data.
As if that is not enough, Vertex is going to run the ph.3 trial for VX-121/Tez/VX-561 combo soon. This new combo achieved the lung function level 15.9% over the duo, Tez/Kalydeco (this must be their control) in the Ph.2 trial. This is not the end of story because the San Diego Lab discovered more potent potentiator and corrector than those in the above triple combos, and it will go to clinic soon. It will take a many many years' safety and efficacy data for healthcare providers to switch to a potential competitor's drug.
With all the supposedly Positive articles & Positive comments, -who keeps the selling pressure so high. This company's stock has been terrible, YET.... it seems everyone is touting it as a great buy and a great investment. Hummmm time will tell (i guess)
The only time this stock goes up is when they purchase their own stock. Nobody is buy Leiden’s story anymore. The financial institutions are selling every week. The BOD of this company is a joke. If they would do their jobs the CEO and chairman would be looking for new jobs today …
Love it….where are the bears waiting to buy at 120 lol….. get on board now…. Gonna be a slow grind back to 200.
Rising bond yields could be another negative for VRTX shares.
Due to the fact that a lot of VRTX shares' current value is predicated on projected FUTURE earnings being discounted back to the present at current INTEREST RATES. With interest rates rising, the present value of future assets would naturally be lower.
That might help to explain why VRTX stock is still falling in a rising market.
""Higher interest rates tend to lower the current value of cash flows expected years down the road, relative to cash generated today.""
This weekend's Cover Story of Barron's is about [Medicine's Golden Age is Dawning].
One participating in this Healthcare Roundtable suggested that currently undergoing biotech revolution is like the Industrial Revolution of 17th Century. I agree with the assessment. The very first wave of this revolution started when human genome was sequenced rapidly. The second wave of the revolution was started with manipulation of messenger RNA to create or silence protein production(as witnessed from RNAi or Covid19 vaccine), and the third wave was pioneered by gene therapy and gene-editing, and the most recent wave is the deployment of AI and machine learning in drug discovery.
Though the participants of the Barron's roundtable discussion didn't mention $VRTX, the front runner of the two last waves is Vertex. Vertex and collaborator $CRSP are curing SCD and TDT patients(40 people received CTX001 are doing well, CEO said) far far ahead of other imitators (they haven't even started dosing). Vertex is the pioneer of gene-editing and also one of the pioneer in the use of AI, as is clear from Arbor collaboration. How else could Vertex discover a more potent potentiator and correctors than used in trikafta? Yes, Vertex has a triple combo drug which even surpasses VX-121/Tez/VX-561, which gives the sweat chloride level that CFTR gene carriers have. And I am confident that Vertex will discover drug candidates to treat AATD far better than VX-814 or VX-864 did. Also soon-to-be-announced VX-147 trial will succeed in treating APOL1 mediated kidney diseases(our CEO was a nephrologist).
The weight of $REGN and $MRNA in $IBB brought down entire biotech sector. The market is sometimes irrational. Vaccines and antibodies are needed for years, even if Merck's pill reduces the hospitalization by a half.
Scientist behind Vertex CF drugs launches new startup with Atlas Venture
October 14, 2021
They need to give shareholders dividends.
Didn't all you Negative Nellies hear the news?
""Vertex Pharmaceuticals (VRTX) closed at $181.34 in the latest trading session, marking a +0.63% move from the prior day. This move outpaced the S&P 500's daily gain of 0.3%.""
Just amazing that Zack's was able to pull this little tidbit of information out of all the negativity surrounding this company!
This is probably kind of a sore subject around her, but purely from a technical chart reading perspective, it really doesn't appear that this downtrend is going to reverse any time soon. As a matter of fact, speaking of a reversal, what that would involve for the most part is a HEAVY VOLUME CAPITULATION.
Now if you were going to look at this from a fundamental perspective, to be honest, it doesn't actually look that much better, going by several widely accepted metrics.
On the other hand, if you were to try and reasonably project earnings out ten years in the future, and then discount it back to the present day you might come up with a "Fair Value" at somewhere around DOUBLE the present price per share. Investors in this company have the advantage of a pretty large number of analyst coving the stock. More than 50 actually, and nearly half that many of them have stuck their neck out to provide somewhat of an actual consensus to that effect. I'm not pulling these numbers out of a hat.
Now back to the negative: Nobody can REALLY predict the future, and particularly 10 whole years out. So that's where we stand.
Ordinarily, the market itself has tried to predict the future, and the future has more actual bearing on the stock price than the past in a lot of cases. Unfortunately, there is presently a lot of uncertainty in this sector. There are a lot of unknown variables that could radically change the future at this particular point in time, if not always in this particular sector.
Personally, I don't feel that I or anyone else commenting here could outguess a consensus of over 20 professional analysts on this issue, but it is MY money at stake, not theirs, in most cases.
Having said all that, I really have no reason to mistrust these analysts, especially as a group.
I DO specifically remember one in particular saying in no uncertain terms say that VRTX would be a particularly good stock load up on in the event of a market crash. Unfortunately, it seems, at the time I read that, I took it to mean that it would be a good thing to buy RIGHT NOW to PREPARE for a crash, lol!
I guess it really doesn't matter at this point. I've learned the hard way to diversify, keep some powder dry and don't try and time the market. Realistically, I think us bagholders probably have at least a good 5 years ahead of us to confirm what the wise analysts are projecting, and possibly break even. At this point, the real opportunity will come in the chance of doubling down at a lower cost per share, and I think realistically, that opportunity might present itself around $100 to 130/share. I hope my thoughts on the subject don't trigger anyone. I didn't want to just come out of the blue with that, which is why I wrote out this expansive thesis on my thoughts first. No, I don't think the company is going to go broke anytime in the next ten years, but this is looking more and more like I'm going to be stuck riding the waves for quite a few more years before I'm able to eek out a profit, but going forward from there, judging from investments I've made in the past, where my patience wasn't quite as great as my stock picking abilities, this could turn out pretty good, if I live long enough!
Sell off is over
Doesn’t VRTX seems like a good acquisition candidate, providing a strong lucrative niche to some other company?
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