Mercado fechado

Vertex Pharmaceuticals Incorporated (VRTX)

NasdaqGS - NasdaqGS Preço em Tempo Real. Moeda em USD.
Adicionar à lista
203,81-0,64 (-0,31%)
No fechamento: 04:00PM EST
199,50 -4,31 (-2,11%)
Pós-fechamento: 07:24PM EST
Entre para publicar uma mensagem.
  • L
    Lipstick on a pig
    Exact Sciences Corporation
    got $VRTX?

    wow ... maybe a balance sheet actually matters
  • V
    VirginiaLova
    $CRSP conversation
    In January 2021, Editas’ IND was accepted by the FDA. NOVEMBER 2021 Editas earnings update included the following:

    “EDIT-301 for Sickle Cell Disease
    Enrolling patients for initial dosing
    … The Phase 1/2 RUBY trial for the treatment of sickle cell disease is currently enrolling study participants and expects to begin dosing in the first half of 2022”

    $BEAM IND is nice but realistically looking at 2023 -2024 for a first data cut from $Beam or $Edit.

    Crsp partnership with $Vrtx looks more and more and more brilliant every day.
  • E
    Evrox
    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
  • N
    Natan
    Vertex Pharmaceuticals Incorporated
    Great q3 results $vrtx
  • T
    Thirdmeinvestor
    $VRTX conversation
    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.
  • T
    Thirdmeinvestor
    $VRTX conversation
    This weekend's Cover Story of Barron's is about [Medicine's Golden Age is Dawning].
    https://www.barrons.com/articles/medicine-healthcare-stocks-roundtable-51632527474?mod=hp_HERO
    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).
  • L
    Lipstick on a pig
    Exact Sciences Corporation
    hedge your bet .... $VRTX looks like a winner
  • t
    thirdmeinvestor
    $VRTX conversation
    An unusually thorough SA article on $VRTX came out this morning. I recommend everyone to read all of it. The writer's quote of analyst's estimate of CTX001 value (peak sale of 1.2B) is too conservative. I would go farther by saying that the sp would double in several years.

    https://seekingalpha.com/article/4432103-vertex-exceptional-cf-franchise-and-undervalued-pipeline-send-strong-buy-signals?mail_subject=vrtx-vertex-exceptional-cf-franchise-and-undervalued-pipeline-send-strong-buy-signals&utm_campaign=rta-stock-article&utm_content=link-0&utm_medium=email&utm_source=seeking_alpha
  • E
    End Game
    $NVAX conversation
    Going to bring the new Board Member to the focus. Personally, what is the value to the comapny. As an investor we have no say, we really don't. But we can try to understand if there's a value for anything that is done that affects or effects our investments.

    So for Margaret G. McGlynn, R. Ph.

    From public records here's what I"ve found and my opine,

    1983 -2009 26 yrs Merck marketing,sales and managed care roles
    2005-2009 President Global Vaccines and Infectious diseases, Merck and
    2009 Amicus Theraputics Board for Air Products and Chemicals, mational Industrial Advisory Committee for Buffalo School of Pharmacy and a member of the Global Alliance for Vaccine Immunization (GAVI) Board

    GAVI
    Geneva, 7 August 2020 – A new landmark collaboration between SII, the world’s largest vaccine manufacturer by volume, Gavi and the Bill & Melinda Gates Foundation will accelerate the manufacture and delivery of up to 100 million doses of COVID-19 vaccines for low- and middle-income countries (LMICs) as part of the Gavi COVAX AMC, a mechanism within the COVAX Facility.

    Period between 2009 and 2016 International AIDS Vaccine Initiative
    2016 HCU Network America Non-profit
    Current Vertex Pharm and Novavax Boards

    She recieved 7700 shares/$140 persh 1,078,000

    Current public assets
    $FOLD 27,919 shares = $615,893
    $VRTX 877 shares = $196,448
    $NVAX 7700 = $885,500

    My personal opinion,
    The most recent expereince is down the Low/Middle low income countries through GAVI and the Non-Profits she has either started or been part of. Non-profits I hope is where we aren;t going to be concentrating the NVAX efforts. I"ve done a few jobs for non-profits. Very tough budget minded people. Her last Merck experience was 2009, 11 years ago That's a far stretch for reaching back for an M&A attempt by Merk. For the last 4 years, 2005-2009 she was the President global vaccines and infectious disease.

    I hope we see the real value her. A real M&A expert, or gov't FDA expert of getting FDA approvals to help the company get past this and to get the nanoFlu and RSV through the processes.
  • t
    thirdmeinvestor
    $VRTX conversation
    Barron's has been bullish on $VRTX. We may reach 262 by late January. [[ ... Analysts think all four of the stocks have room to grow. Their favorite, by one measure, is Vertex, which has an average analyst target price of $262.14, implying a 37.3% gain over the stock’s recent price of $190.97. Of the 27 analysts tracked by FactSet who cover Vertex, 21 assign it a positive rating.]]
    https://www.barrons.com/articles/4-healthcare-stocks-that-analysts-love-51629387992?mod=hp_LEADSUPP_2
  • V
    VirginiaLova
    $CRSP conversation
    CRSP — THE $VRTX Q4 CONFERENCE CALL REPLAY is a must listen. Link? Link below! (Select “Listen to Webcast,” submit your information). One the presentation starts, feel free to jump to the 4-7 min mark of the presentation. The statements from the CEO Are absolutely FANTASTIC. https://investors.vrtx.com/events/event-details/vertex-pharmaceuticals-fourth-quarter-2020-earnings-conference-call

    Today, Elon Musk said CRSP is the future of medicine (laughing and saying you could turn yourself into a butterfly — he clearly watched the movie Human Nature). This is it. It is $CRSP
    The Investor Relations website contains information about Vertex Pharmaceuticals's business for stockholders, potential investors, and financial analysts.
    The Investor Relations website contains information about Vertex Pharmaceuticals's business for stockholders, potential investors, and financial analysts.
    investors.vrtx.com
  • V
    VirginiaLova
    $VRTX conversation
    HUGE NEWS IN EARNINGS RELEASE FOR $CRSP. $CRSP $VRTX — CRISPR CEO “We are now progressing five cell therapy clinical trials in parallel targeting hemoglobinopathies and various cancers” and they have enrolled more patients in the CTX001 trials
  • V
    VirginiaLova
    $CRSP conversation
    https://www.businesswire.com/news/home/20210429006057/en/Vertex-Reports-First-Quarter-2021-Financial-Results

    $CRSP $Vrtx — Patients are enrolled in the proper form to go into the package for FDA approval. Vertex is a jewel of a company.
  • T
    Tad
    $ARWR conversation
    from twitter: 43s
    $VRTX Citi boosts PT to $325. 2020 guidance is for $5.3B to $5.6B of product sales. Makes me think of mere $3B market cap for $ARWR and what will happen if/when they report POC in CF (and opens door to other lung indications)...

    know what you own
  • b
    bug
    Arrowhead Pharmaceuticals, Inc.
    We have certainly talked about this a lot but I continue to side eye $VRTX as to their approach on not only an approvable end point but how they propose to get there. Below is a comment from Reshma Kewalramani on the last CC

    "'Ive said a number of times previously, the companies that make augmentation therapy. About 5 of them have gotten their approvals in the U.S. based on levels of AAT. And so we need to go through that. Separately, we are very interested in, and I'm sure others might be interested in understanding the impact of our small molecule correctors on lung function measured by imaging or something like a pulmonary function test, and those are all considerations that we continue to talk and think about. But the framework for our package really is functional AAT levels, antigenic AAT levels and the clearance of the polymers from the liver".

    1) As mentioned augmentation therapy already exists. 2) If they were going to attempt to go the augmentation approval endpoint route, FDA would need to see clear benefit of the corrector over that SOC. Personal opinion, I don't see it showing substantiating improvement....why? the corrector by design has to perform multiple biologic complexity's just to turn the protein into what Augmentation therapy already is, a functional protein. Then is it safely correcting enough to be clinically significant. Sure augmentation therapy does nothing for the liver disease, but RNAi does with superb result at this point in time. I am by no means out to trash VRTX here just pointing out it appears their approach to this target is not only not competitive but I am viewing it as a lack of resources and a character flaw to their organization for continuing down this rabbit hole....for what?
  • V
    VirginiaLova
    $CRSP conversation
    Crispr Therapeutics initiated with a Buy at SunTrust SunTrust CRSP
    Crispr Therapeutics initiated with a Buy at SunTrust SunTrust CRSP
    thefly.com
  • V
    VirginiaLova
    $CRSP conversation
    Excited about the Suntrust upgrade. The analyst is a medical doctor. The Car - T program, as she noted, has not been priced into the stock. Her $140 target is low. Crsp, per Ceo, uses healthy donor cells, then does the edits to those cells using Crispr/ Cas9. The cancer treatments are then available “off the shelf” to be delivered to patients. This is critical for those with illness who need instant treatment. $CRSP wholly owns the Car-t program. $VRTX is partnered on most of the other developmental programs, including DMD. At any rate, the analyst from Suntrust is giving a price target, that when hit will be raised. I think the other analysts will be raising price targets soon too.
  • t
    thirdmeinvestor
    $VRTX conversation
    UBS analyst: Buy $VRTX and others to keep [inflation fighting] stocks.

    https://www.barrons.com/articles/inflation-is-coming-5-stocks-to-buy-now-51619555096
    [[... When consumer inflation runs above a 3% annualized rate for six months, which it now has, companies with strong pricing power historically see their stocks outperform by 12 percentage points in the following year, according to UBS. ...]]
  • R
    RV
    $EDIT conversation
    Arbor co-founded by Feng Zhang:

    " $VRTX and Arbor Biotechnologies today announced a new collaboration to enhance efforts in developing ex vivo engineered CELL THERAPIES, using Arbor’s proprietary CRISPR gene-editing technology for select diseases"
  • T
    Tad
    So yeah there’s this: Sonic the Hedgefund

    @sonichedgefund
    ·
    5h

    $TAK ( $ARWR ) w/ a 50-minute "Platinum Sponsor Event" at the 2021 Virtual Alpha-1 National Conference on Saturday, June 12. Followed by $VRTX... w/ a 10-minute "Sponsor Presentation." https://alpha1.org/2021-virtual-alpha-1-national-conference-agenda/