Mercado fechado

Vertex Pharmaceuticals Incorporated (VRTX)

NasdaqGS - NasdaqGS Preço em Tempo Real. Moeda em USD.
Adicionar à lista
187,10-1,76 (-0,93%)
No fechamento: 4:00PM EDT
187,65 0,55 (0,29%)
Pós-fechamento: 07:52PM EDT
Entre para publicar uma mensagem.
  • 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
    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
  • A
    Anonymous
    Big pharma could acquire $VRTX for $700?
  • t
    thirdmeinvestor
    $VRTX conversation
    History repeats itself?
    In late December, 2016, the same fellow who was with Bernstein at that time downgraded $VRTX to sell with a price target of mere $64 when $VRTX had been above $137 earlier in the same year. Many people followed his recommendation causing great pain. Guess what? $VRTX recovered and advance to above $100, and never looked back marching to above 300. This may happen again.
  • t
    thirdmeinvestor
    $VRTX conversation
    Value of $VRTX if $ABBV, $MRK, or $PFE purchased it
    Big pharma can benefit a lot if purchased Vertex Pharma. Vertex is treating about 50% of 83 K CF people in US, Canada, EU, and Australia. About 30 K of 83 K can benefit from Vertex medicines but they are not treated right now. Some of them will be treated in the future. Suppose that only 50% of 30K will reimburse for treatment in the next few years. This is a reasonable assumption. This 15 K will be added to 41.5 K people being treated now. This is a 36% increase. For Q2 $VRTX reported $3.11 for non-GAAP/share. In 2 to 3 years this will be boosted by 36%: 3.11 X 1.36 = $4.23/q/shr. This is an annual rate of almost $17. The big pharma listed above has a low 30's PE. Vertex has a good pipeline as well. The forward PE of the above pharma is more like above 35. The gives to the would-be buyer a whopping value of $595 (= $17 X 35 = $595) per share. Even if any paid $300/shr to the $VRTX shareholders, it gets greater than $76 billion (=($295/194)X50B) benefit. It looks very foolish not to grab this cash cow.
  • s
    stocktargetadvisor
    $VRTX conversation
    $VRTX
    Target Lowered by Morgan Stanley Equal Weight USD 205 » USD 202
    Target Raised by RBC Capital Outperform USD 246 » USD 248
    Maintains SVB Leerink Underperform USD 170 » USD 175
    Reiterated by Piper Sandler Overweight USD 261 » USD 323
    Downgrades SVB Leerink Underperform USD 200 » USD 170
  • t
    thirdmeinvestor
    $VRTX conversation
    Good news for $NTLA is good for $CRSP, $VRTX, and $IBB.
  • 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.
  • 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. ...]]
  • 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/
  • K
    Kim
    $SRPT conversation
    FromSY investing:
    Cantor 2020 #biotech outlook

    Top picks:
    - Large-cap: $VRTX $AMGN
    - Mid-cap: $SRPT $ALNY
    - Small-cap: $TGTX $ICPT $GBT $AGIO
    - Favorite binary: $MYOK
  • a
    ageninrussia
    $VRTX CEO: We are looking for “mid to late-stage" assets to buy.

    Please approach garo