Core Viewpoint - Vertex Pharmaceuticals is expected to exceed revenue and earnings expectations in its upcoming first-quarter 2025 results, with projected revenues of $2.82 billion and earnings of $4.22 per share [1]. Group 1: Financial Performance - Year-to-date, Vertex's shares have increased by 23.3%, contrasting with a 5.2% decline in the industry [1]. - The Zacks Consensus Estimate for Trikafta/Kaftrio sales is $2.55 billion, while the company's model estimates it at $2.62 billion [3]. Group 2: Product Sales and Pipeline - Sales growth in Vertex's cystic fibrosis (CF) franchise is primarily driven by Trikafta/Kaftrio, particularly in younger demographics [3]. - Higher sales of Trikafta/Kaftrio may have led to a decline in sales of other CF drugs, including Symdeko, Orkambi, and Kalydeco [4]. - Vertex's gene therapy, Casgevy, approved for sickle cell disease and transfusion-dependent beta-thalassemia, generated $8 million in sales in the last quarter, with expectations for higher sales in Q1 2025 [5]. - The FDA approved Vertex's Journavx for moderate-to-severe acute pain in January 2025 [6]. - Alyftrek, a new CFTR modulator therapy, received FDA approval in December 2024 and is under review in the EU, with a positive opinion from the EMA [7]. Group 3: Upcoming Earnings Call Expectations - Investors are looking for updates on the commercial launch of Alyftrek and Journavx, as well as progress on other pipeline candidates targeting various diseases [8]. - Vertex has had a mixed earnings surprise history, beating estimates in two of the last four quarters, with an average surprise of 2.58% [9]. Group 4: Earnings Prediction - The model predicts an earnings beat for Vertex, supported by a positive Earnings ESP of +0.40% [10].

Vertex Pharmaceuticals Inc VRTX is entering earnings week with some serious anticipation — and a bit of heartburn. The stock had a solid run in 2025, up nearly 20% year-to-date and 21% over the past 12 months. But with a 3.5% pullback in the past month, all eyes are now on its first-quarter report, expected to drop shortly on May 5, after market hours.Alyftrek and Journavx — The Two Big LaunchesAccording to JPMorgan analyst Jessica Fye, investors will be laser-focused on the company’s two big launches: Alyf ...

KING OF PRUSSIA, Pa., April 14, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release first quarter 2025 financial results before the market opens on Wednesday, May 7, 2025. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only webcast of the ca ...

KING OF PRUSSIA, Pa., April 10, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a global provider of indirect tax technology solutions, today announced the expansion of its Chief Strategy Office (CSO) with the addition of Christopher Hall and Kathya Capote Peimbert. Their extensive experience in e-invoicing, global tax compliance and ERP integration further reinforces Vertex's continued commitment to innovation and excellence, helping businesses navigate an increasingly compl ...

Investors seeking relief from the stock market turbulence at the start of 2025 should take a close look at Vertex Pharmaceuticals (VRTX 0.72%). Compared to the S&P 500 index, which is down about 16% from its record high at the time of writing, Vertex shares have outperformed, up 20% year to date.Vertex continues to capitalize on its leadership in cystic fibrosis (CF) treatments, where its blockbuster drug Trikafta is driving record sales. The company is also poised to benefit from two recent new drug approv ...

Core Insights - Vertex Pharmaceuticals is experiencing positive momentum with its newly launched painkiller Journavx, which is gaining traction in both hospital and retail settings [2][3] - The drug is reportedly available on close to 90% of U.S. pharmacy shelves, indicating strong market penetration [2] - Vertex's 2025 revenue guidance is projected between $11.75 billion and $12 billion, primarily driven by cystic fibrosis therapies, with potential upside from Journavx and other therapies [3] Journavx Performance - Journavx has shown a strong start in the acute pain market, with coverage picking up faster than anticipated [3] - The drug is currently placed in Tier 3, but management emphasizes the overall value and positive anecdotal results from prescribing physicians and patients [3] Future Growth Potential - Two potential upside levers for Vertex's revenue in 2025 have been identified, with one already showing positive developments while the other is expected to take longer [3] - The company remains confident in its next-generation cystic fibrosis drug Alyftrek, despite challenges related to international intellectual property rights, particularly in Russia [4] Market Outlook - Vertex is expected to benefit from a rotation in the macro backdrop, supported by its high-quality profile and positive momentum in pain and gene therapy [4] - JPMorgan has reiterated its Overweight rating on Vertex, reflecting confidence in the company's growth prospects [5]

My previous investment thought on Vertex, Inc. (NASDAQ: VERX ) (published on 7th November) was a downgrade to a hold rating because I felt that the valuation was too high. I wouldn’t call thisI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identif ...

Global tax technology provider finds retail consumers want free, easy product returns -- or they’ll shop elsewhere to find themKING OF PRUSSIA, Pa., March 26, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a global provider of indirect tax technology solutions, reveals that while free, easy product returns are paramount for consumer loyalty, they also create significant indirect tax complexities for retailers managing a surge of returns. Data from the post-holiday ‘Returnuar ...

Core Viewpoint - Goldman Sachs analyst Adam Hotchkiss has a positive outlook on Vertex, Inc. (VERX) ahead of its first Investor Day, maintaining a Buy rating with a price target of $48, citing the company's resilience against macroeconomic uncertainties due to the essential nature of tax software [1] Group 1: Revenue Growth and Market Dynamics - The analyst expects management to discuss the sustainability of mid-teens or higher revenue growth in the medium term [2] - Key points anticipated include the sustainability of demand and market dynamics within the enterprise tax software market [2] - The importance of e-invoicing and international expansion in driving future revenue growth is also expected to be highlighted [2] Group 2: Investment Roadmap and Margins - Clarity on the future investment roadmap and monetization of new product initiatives is anticipated [3] - The impact of these investments and scale-driven efficiencies on the company's medium-term margins is expected to be addressed [3] Group 3: Stock Performance - As of the last check, VERX shares have increased by 1.95%, reaching $34.25 [3]

Core Viewpoint - Vertex Pharmaceuticals has experienced a significant stock decline of 25.3% this year, contrasting with a 5.4% increase in the industry, despite recent product approvals that could drive future growth [1][2]. Group 1: Product Approvals and Sales Growth - Vertex gained approval for two new products: Journavx, a non-opioid pain medicine, and Alyftrek, a new cystic fibrosis (CF) treatment, which are expected to enhance sales [3][8]. - Vertex's CF product sales have consistently risen, with revenues increasing in the double-digit range for 10 consecutive years, driven by strong demand for Trikafta/Kaftrio, particularly in younger age groups [4][5]. - The launch of Alyftrek is anticipated to contribute to medium-term growth, while the ongoing demand for Trikafta/Kaftrio is expected to sustain sales in the near term [5][9]. Group 2: Diversification and Pipeline Development - The approval of Casgevy, a gene therapy for sickle cell disease and beta-thalassemia, diversifies Vertex's commercial opportunities, with an estimated patient population of around 60,000 in the U.S. and Europe [6][7]. - Vertex is advancing its pipeline with a focus on CF and other disease areas, including acute and neuropathic pain, with multiple candidates representing multibillion-dollar opportunities [13][14]. - The acquisition of povetacicept is expected to enhance Vertex's pipeline, targeting serious autoimmune diseases, with ongoing phase III and phase II studies [15]. Group 3: Financial Performance and Valuation - Vertex's stock is currently trading at a premium compared to the industry, with recent earnings estimates for 2025 and 2026 showing slight declines [16][19]. - Despite the premium valuation and declining estimates, Vertex is expected to achieve around 8% sales growth in 2025, driven by CF franchise growth and contributions from new products [25][26].