Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) is one of the best future stocks to buy for the long term. On January 12, Bernstein analyst William Pickering upgraded Vertex Pharmaceuticals to Outperform from Market Perform. As this sentiment was announced, Bernstein also officially named Vertex a top biotech pick for 2026. Pickering noted that the biotech sector entered 2026 following an impressive comeback after a three-year downturn. This recovery was highlighted by a 36% gain in 2025, which the fir ...

Group 1: Amazon - Amazon is considered a key stock in a long-term investment portfolio due to its "Day 1" culture that fosters continuous innovation and opportunity exploration [3][4] - Amazon Web Services (AWS) generated $93 billion in sales during the first nine months of 2025, accounting for 59% of Amazon's total operating income [4] - Future opportunities for Amazon include launching a satellite internet service and entering the consumer robotics market [6] Group 2: Apple - Apple is the largest individual stock holding in the portfolio, with a strong ecosystem centered around the iPhone [6][7] - The company is expected to excel in the AI glasses market and generate significant revenue from the rollout of 6G wireless networks in the next decade [8] Group 3: Berkshire Hathaway - Berkshire Hathaway remains a strong investment choice due to its diversified portfolio and the continuation of Warren Buffett's business philosophy under new CEO Greg Abel [9][10][12] - The company's market cap is $1.1 trillion, with a gross margin of 24.85% [11][12] Group 4: Intuitive Surgical - Intuitive Surgical is positioned to benefit from the aging global population and the increasing volume of surgical procedures [13] - The company estimates that around 8 million procedures are currently candidates for its surgical robots, with potential growth to 22 million as technology advances [14] Group 5: Vertex Pharmaceuticals - Vertex Pharmaceuticals holds a monopoly in treating cystic fibrosis and has expanded its portfolio with new therapies [15][16] - The company is expected to gain regulatory approval for treatments targeting IgA nephropathy, which affects 330,000 patients in the U.S. and Europe [18][19]

Core Insights - Vertex Pharmaceuticals (VRTX) closed at $438.92, down 2.36%, underperforming the S&P 500's gain of 0.26% [1] - The upcoming earnings report is anticipated, with expected earnings of $5.05 per share, reflecting a year-over-year growth of 26.88%, and revenue projected at $3.16 billion, indicating an 8.65% increase [2] - For the full year, earnings are expected to be $18.4 per share and revenue at $11.97 billion, showing a significant earnings increase of 4280.95% while revenue remains unchanged [3] Analyst Estimates - Recent adjustments to analyst estimates for Vertex Pharmaceuticals are crucial as they reflect changes in short-term business dynamics, with positive revisions indicating confidence in performance [4] - Adjustments in estimates are linked to stock price performance, and the Zacks Rank model has been developed to leverage these changes for operational ratings [5] Zacks Rank and Valuation - The Zacks Rank system ranges from 1 (Strong Buy) to 5 (Strong Sell), with a historical average annual return of +25% for stocks rated 1 since 1988; Vertex Pharmaceuticals currently holds a Zacks Rank of 3 (Hold) [6] - Vertex Pharmaceuticals has a Forward P/E ratio of 22.52, which is higher than the industry average of 19.88, indicating a premium valuation [7] - The Medical - Biomedical and Genetics industry, to which Vertex belongs, ranks in the top 41% of all industries, suggesting strong performance potential [7][8]

With a market cap of $116.9 billion, Vertex Pharmaceuticals Incorporated (VRTX) is a biotechnology company focused on developing and commercializing innovative therapies, best known for its leading portfolio of cystic fibrosis treatments including TRIKAFTA/KAFTRIO, ALYFTREK, and KALYDECO. It also advances medicines for serious diseases such as sickle cell disease, beta thalassemia, diabetes, kidney disease, and acute pain through a strong research pipeline and strategic collaborations. The Boston, Massac ...

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Core Insights - Vertex is participating in the 44th Annual JPMorgan Healthcare Conference, indicating its active engagement in the healthcare investment community [1][2]. Group 1 - The presentation will include insights from Vertex's management team, followed by a Q&A session, highlighting the company's commitment to transparency and investor engagement [2].

Vertex Pharmaceuticals FY Conference Summary Company Overview - **Company**: Vertex Pharmaceuticals (NasdaqGS: VRTX) - **Event**: FY Conference held on January 12, 2026 Key Industry Insights Corporate Strategy - Vertex focuses on scientific innovation to create transformative medicines for serious diseases in specialty markets, characterized by low SG&A spend, leading to strong operating margins and profitability [3][4] - The company targets diseases with high unmet needs and validated genetic or pharmacologic targets, ensuring efficient regulatory pathways [4] Product Portfolio - Vertex has seven marketed medicines in cystic fibrosis (CF) and other areas, including: - **CF Medicines**: Five approved medicines in CF, including Trikafta and Vanzacaftor - **Casgevy**: Approved for sickle cell disease and beta thalassemia - **Jurnavix**: Approved for moderate to severe acute pain [4][5] Emerging Renal Franchise - Vertex is developing a renal franchise with four programs in mid and late-stage development, including Povetacicept for IgA nephropathy (IgAN) and Inaxaplin for AMKD, both with breakthrough designation from the FDA [5][6] Financial Performance - Vertex's total revenue guidance for 2025 is between $11.9 billion and $12 billion, with expectations for significant growth contributions from areas outside of CF [24] - The company maintains a healthy balance sheet, allowing continued investment in innovation while targeting two-thirds of operating expenses towards R&D [24][25] Growth Drivers Cystic Fibrosis (CF) - Continued leadership in CF with a focus on the launch of Vanzacaftor and geographic expansion into markets like Brazil, Mexico, and Turkey [26][27] - 95% of CF patients are eligible for Vertex's CFTR modulators, with a significant increase in patient survival rates [9][11] Casgevy and Jurnavix - Casgevy is positioned as a potential blockbuster, with expectations for multi-billion-dollar revenue potential as it expands in the U.S., Europe, and the Middle East [12][41] - Jurnavix aims to triple prescriptions in 2026 compared to 2025, with access secured in major national PBMs and hospitals [13][15] Renal Programs - Povetacicept is expected to be a best-in-class treatment for IgAN, with a significant patient population and potential for accelerated approval based on strong clinical data [18][19] - The renal portfolio also includes programs targeting membranous nephropathy and other B-cell mediated diseases, with a focus on replicating CF success in this area [21][34] Market Potential - The market for IgAN is substantial, with approximately 160,000 patients in the U.S. and a total of over 1.5 million worldwide, indicating a multi-billion-dollar opportunity for Povetacicept [41][42] Conclusion - Vertex Pharmaceuticals is well-positioned for future growth with a robust pipeline and strategic focus on innovative treatments for serious diseases, particularly in CF, sickle cell disease, and renal conditions. The company aims to deliver significant value to patients and shareholders in the coming years [25][26]

Financial Performance & Growth - The company projects total revenue of $11.9-12 billion in 2026[37] - Approximately $1.9 billion was deployed through Q3 2025 for share repurchases, buying back around 4.5 million shares[37] - The company exceeded its goal with CASGEVY revenue reaching $100 million in FY 2025[18] Cystic Fibrosis (CF) Portfolio - The company's CF medicines have the potential to treat approximately 95% of people with CF[16] - CF population average annual growth rate is approximately 3% from 2020-2025[17] - The company's CF portfolio has patent protection through approximately 2040[13] Emerging Renal Franchise - The company completed engagement with over 60 payers representing approximately 190 million covered lives in 2025[30] - Povetacicept in IgAN targets a patient population of approximately 330,000 in the US and Europe, and over 1.5 million globally[31] - Inaxaplin targets approximately 250,000 patients with APOL1-mediated kidney disease (AMKD)[11] Pain Management - The company is targeting over 3x prescription growth for JOURNAVX compared to 2025[22] - JOURNAVX is part of multimodal therapy for acute pain following aesthetic and reconstructive procedures, 90.9% of patients were rescue opioid-free through end of treatment[24]

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities reported a strong but volatile performance in the fourth quarter, with the S&P 500 Index returning 2.7% while the benchmark Russell Midcap Growth Index declined 3.7%. In this environment, a balanced, highly active share approach resulted in Strategy’s third consecutive quarter of outperformance, capturing early mom ...

Core Insights - Vertex Pharmaceuticals is expected to make regulatory progress by submitting applications for zimislecel, a therapy for type 1 diabetes (T1D), which is showing promising results in clinical trials [1][3] - The company is the only one producing medicines targeting the underlying causes of cystic fibrosis (CF), indicating a strong market potential for its products [3] - Vertex's market capitalization is currently $117.7 billion, and it may surpass Pfizer's market cap of $144 billion by the end of 2026 if market conditions favor Vertex [9] Vertex Pharmaceuticals - Vertex is anticipated to improve its financial results in 2026, with new approvals expected for its pain medication Journavx, which is the first oral, non-opioid pain inhibitor approved [3][4] - The company faced significant volatility in 2025 due to roadblocks in clinical development and weaker-than-expected financial results [4] - Vertex has several late-stage pipeline candidates, including inaxaplin for kidney disease, which could positively impact its stock if results are favorable [8] Medtronic - Medtronic has shown strong financial performance, particularly with its Pulse Field Ablation products for atrial fibrillation, and expects this momentum to continue [10] - The company received clearance for its Hugo robotic-assisted surgery system, which is expected to enhance its long-term prospects despite not significantly impacting financial results in the short term [11][12] - Medtronic plans to separate its diabetes care unit, which may reduce its market cap by less than 10%, but this move is expected to unlock value and improve operating margins [13][14] Market Comparison - Vertex and Medtronic are positioned to perform better than Pfizer, which is facing challenges such as patent cliffs and disappointing clinical trial results [5][6][7] - The separation of Medtronic's diabetes unit could lead to a larger market cap than Pfizer by the end of 2026, despite the initial reduction in value [14]