Vertex's vanzacaftor triple CF combination launched smoothly and improves both efficacy and royalty economics. Suzetrigine non-opioid pain franchise expansion into chronic indications would be a massive diversification. Casgevy sickle cell rollout is slow but inevitable. Type 1 diabetes islet cell therapy adds optionality. Less IRA-exposed than peers.
Thesis reviewed May 29, 2026
Vertex Pharmaceuticals Incorporated is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States60NEUTRALView United States risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | 50 | +8% | β0% | NEUTRAL |
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
| REGN | Regeneron Pharmaceuticals Inc. | 50 | -16% | β0% | AVOID |
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
| TAK | Takeda Pharmaceutical Company Limited | 50 | +10% | β0% | NEUTRAL |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| NVO | Novo Nordisk A/S | 50 | +15% | β0% | EARLY |
Investors who hold VRTX may also have indirect exposure through these country funds.
Suzetrigine diabetic peripheral neuropathy Phase 2 hits primary endpoint
Vanzacaftor share approaches 60% of new CF starts
VX-880 T1D islet cell trial expands enrollment
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| David J. TaylorOH | R | Buy | $1kβ$15k | Jan 29, 26 | |
| Julia LetlowLA | R | Buy | $1kβ$15k | Oct 23, 24 | |
| Thomas H Tuberville | Sell | $1kβ$15k | May 3, 24 |