Key Takeaways VRTX heads into Q4 earnings with CF franchise growth led by Trikafta/Kaftrio demand in younger patients.Fifth CF drug, Alyftrek, likely saw sequential sales growth as U.S. and early European launches progressed.VRTX achieved more than $100M Casgevy sales in 2025 and eyes higher Journavx Q4 sales as prescriptions rise.We expect Vertex Pharmaceuticals (VRTX) to surpass expectations when it reports its fourth-quarter and full-year 2025 results on Feb. 12, after market close. The Zacks Consensus E ...

Vertex Pharmaceuticals (NASDAQ: VRTX) has underperformed the market over the past year, rising less than 2%. The biotech, known for its cystic fibrosis (CF) treatments, is scheduled to report earnings on Feb. 12. While there's never just one good time to buy a stock, here's a look at whether investors should buy the pharmaceutical stock before that date. What happened the last time Vertex reported earnings? The company reported third-quarter earnings on Nov. 3. Revenue was up 11% year over year to $3.08 ...

Vertex Pharmaceuticals (NASDAQ: VRTX) experienced several setbacks last year, sometimes following quarterly updates that weren't as strong as the market expected, or during which it also reported clinical trial failures. The company's shares are slightly in the red over the trailing-12-month period, partly due to these issues. The biotech is set to release its fourth-quarter and full-year 2025 financial results on Thursday, Feb. 12. Will the stock dip again after its earnings, or should investors consider ...

Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure: I/w ...

Core Viewpoint - The bond market is signaling a potential rise in inflation, which may influence the Federal Reserve's decisions, particularly following President Trump's nomination of Kevin Warsh as the next Fed chair [1][3]. Bond Market Insights - Shorter-duration U.S. Treasury bond yields have decreased, while longer-dated yields have increased, resulting in a bear steepening yield curve [2]. Investment Opportunities 1. Berkshire Hathaway - Berkshire Hathaway is well-positioned to handle increased market volatility under Warsh's leadership, with a record cash position of approximately $382 billion, primarily in short-term U.S. Treasuries [5][6]. - The company can continue to earn attractive yields on its Treasury holdings if short-term rates remain steady while long-term rates rise [6]. - Berkshire's insurance businesses could benefit from higher long-term yields, as they invest collected premiums in bonds [9]. 2. Vertex Pharmaceuticals - Vertex Pharmaceuticals is an exception to the negative impact of rising long-term bond yields on growth stocks, as it generates significant cash flow and does not require borrowing for operations [10]. - The company had a cash stockpile of $12 billion as of September 30, 2025, providing financial stability [10]. - Vertex's unique position in the cystic fibrosis market and potential drug approvals could drive stock performance, independent of broader market conditions [12][13]. 3. Walmart - Walmart is recognized as a safe haven during market volatility, benefiting from increased consumer focus on spending due to rising long-term Treasury yields [14]. - The company could see increased foot traffic as consumers seek lower prices amid inflationary pressures, despite potential cost increases [16].

Core Viewpoint - The healthcare sector is expected to rebound and deliver above-average returns, with Intuitive Surgical and Vertex Pharmaceuticals identified as attractive investment opportunities for the long term [1]. Group 1: Intuitive Surgical - Intuitive Surgical has faced challenges such as high tariffs and increased competition in the robotic-assisted surgery (RAS) market, but its long-term outlook remains strong due to its leadership in the underpenetrated RAS market [3]. - The company develops leading robotic surgery devices, including the da Vinci system, which supports minimally invasive procedures [3]. - Intuitive Surgical has a market cap of $173 billion, with a current price of $488.46 and a gross margin of 65.99% [4][5]. - The installed base of Intuitive Surgical's devices increased by 12% year-over-year, reaching 11,106 units, which is expected to drive procedure volume and growth [5]. - Despite a 13% decline over the past year, Intuitive Surgical's stock is considered a top pick for buy-and-hold investors due to its long-term prospects [6]. Group 2: Vertex Pharmaceuticals - Vertex Pharmaceuticals is expanding its portfolio beyond its successful cystic fibrosis treatments, with plans to submit regulatory applications for zimislecel, a therapy for type 1 diabetes [7]. - The company has several upcoming catalysts, including late-stage data readouts for inaxaplin, targeting APOL-1 mediated kidney disease, and top-line data for povetacicept, aimed at IgA nephropathy [9]. - Vertex's market cap is $121 billion, with a current price of $477.91 and a gross margin of 86.29% [8]. - The anticipated success of new therapies, alongside the continued growth of its core cystic fibrosis franchise, positions Vertex's shares as attractive investments [10].

Core Viewpoint - WuXi Biologics has entered into a license and research service agreement with Vertex Pharmaceuticals for the development of a trispecific T-cell Engager aimed at treating B-cell mediated autoimmune diseases [1][2]. Group 1: Agreement Details - Vertex Pharmaceuticals will have exclusive global rights to develop and commercialize the trispecific T-cell Engager at the preclinical stage [2]. - WuXi Biologics will receive an upfront payment and is eligible for additional milestone payments related to development, regulatory approvals, and sales, along with royalty payments [2]. Group 2: Company Overview - WuXi Biologics is a leading global Contract Research, Development, and Manufacturing Organization (CRDMO) that provides end-to-end solutions for biologics from concept to commercialization [4]. - The company employs over 12,000 skilled professionals across multiple countries, including China, the United States, Ireland, Germany, and Singapore, and is currently supporting 945 integrated client projects, with 74 in Phase III and 25 in commercial manufacturing as of December 31, 2025 [5]. Group 3: Commitment to Sustainability - WuXi Biologics emphasizes sustainability as a key component of long-term business growth, focusing on green technology innovations to provide advanced Green CRDMO solutions [6]. - The company is dedicated to achieving excellence in Environment, Social, and Governance (ESG) practices and collaborates with stakeholders to promote positive social and environmental impacts [6].

根据协议条款，Vertex将获得该处于临床前阶段、计划用于治疗B细胞介导的自免疾病的三特异性TCE 的全球独家开发及商业化权益。药明生物将获得一笔首付款，并有资格获得与开发、注册及销售相关的 里程碑付款，以及产品上市后的销售提成。此外，药明生物还将为其创新TCE提供一体化合同研究和开 发服务。 智通财经APP获悉，药明生物(02269)涨超4%，截至发稿，涨3.35%，报37.04港元，成交额4.39亿港元。 消息面上，据药明生物官微消息，2月3日，公司宣布与Vertex Pharmaceuticals(VRTX.US)已针对一款创 新三特异性T细胞衔接子(TCE)签署授权和研究服务协议。Vertex计划用于治疗B细胞介导的自身免疫性 疾病。 ...

根据协议条款，Vertex将获得该处于临床前阶段、计划用于治疗B细胞介导的自免疾病的三特异性TCE 的全球独家开发及商业化权益。药明生物将获得一笔首付款，并有资格获得与开发、注册及销售相关的 里程碑付款，以及产品上市后的销售提成。此外，药明生物还将为其创新TCE提供一体化合同研究和开 发服务。 消息面上，据药明生物官微消息，2月3日，公司宣布与Vertex Pharmaceuticals(VRTX.US)已针对一款创 新三特异性T细胞衔接子(TCE)签署授权和研究服务协议。Vertex计划用于治疗B细胞介导的自身免疫性 疾病。 药明生物(02269)涨超4%，截至发稿，涨3.35%，报37.04港元，成交额4.39亿港元。 ...

Core Viewpoint - Biotech stocks are outperforming in the current stock market rally, with key players like Amgen, Gilead Sciences, Vertex Pharmaceuticals, Regeneron Pharmaceuticals, and Argenx trading in or near buy zones as the fourth-quarter earnings season approaches [1] Group 1: Company Performance - Amgen (AMGN) is highlighted as a leading Dow Jones index component and industry giant, indicating strong market positioning [1] - Gilead Sciences (GILD) is noted for generating improved relative strength, suggesting positive market sentiment and potential for growth [1] - Regeneron Pharmaceuticals (REGN) is experiencing stock volatility but shows potential for business development deals following a solid fourth-quarter report [1] Group 2: Market Trends - The fourth-quarter earnings season is expected to reveal stock market leadership dynamics, indicating a critical period for investors [1] - The overall stock market is responding positively to recent developments, with the Nasdaq, Dow, and S&P 500 finding buyers at key levels [1] - Stocks like Gilead Sciences are showing renewed technical strength, which may attract further investment [1]