Vertex Pharmaceuticals (NasdaqGS:VRTX) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Company ParticipantsBrian Abrahams - Managing Director and Global Sector Head of Healthcare Research Full-timeCharlie Wagner - COO and CFOCory Kasimov - Senior Managing DirectorDuncan McKechnie - Chief Commercial OfficerEvan Seigerman - Managing Director and Head of Healthcare ResearchGeoff Meacham - Managing DirectorMichael Yee - Global Head of Biotechnology Research and Managing DirectorReshma Kewalramani - CEO and ...

Vertex Pharmaceuticals (NasdaqGS:VRTX) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Company ParticipantsBrian Abrahams - Managing Director and Global Sector Head of Healthcare Research Full-timeCharlie Wagner - EVP, COO, and CFOCory Kasimov - Senior Managing DirectorDuncan McKechnie - EVP and Chief Commercial OfficerEvan Seigerman - Managing Director and Head of Healthcare ResearchGeoff Meacham - Managing DirectorMichael Yee - Global Head of Biotechnology Research and Managing DirectorReshma Kewalram ...

Vertex Pharmaceuticals (NasdaqGS:VRTX) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Speaker9Good day, and welcome to the Vertex Pharmaceuticals fourth quarter 2025 earnings call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Ms. ...

FIRST QUARTER 2025 FINANCIAL RESULTS Fourth Quarter and Full Year 2025 Financial Results ©2026 Vertex Pharmaceuticals Incorporated ©2026 Vertex Pharmaceuticals Incorporated ©2025 Vertex Pharmaceuticals Incorporated Presentation intended for the investment community Agenda Introduction Susie Lisa, CFA, Senior Vice President, Investor Relations CEO Perspective and Pipeline Update February 12, 2026 Reshma Kewalramani, M.D., Chief Executive Officer and President Commercial Update Duncan McKechnie, Executive Vic ...

ZUG, Switzerland and BOSTON, Feb. 12, 2026 (GLOBE NEWSWIRE) -- CRISPR Therapeutics (Nasdaq: CRSP) today reported financial results for the fourth quarter and full year ended December 31, 2025. “As we close out the fourth quarter, CRISPR Therapeutics continues to make steady progress across a broad and increasingly mature pipeline,” said Samarth Kulkarni, Ph.D., Chairman and Chief Executive Officer of CRISPR Therapeutics. “We made meaningful advances across multiple clinical and preclinical programs, includi ...

Company Overview - Vertex Pharmaceuticals Incorporated (VRTX) has a market cap of $116.9 billion and focuses on developing innovative therapies, particularly for cystic fibrosis with products like TRIKAFTA/KAFTRIO, ALYFTREK, and KALYDECO [1] - The company is also advancing treatments for serious diseases such as sickle cell disease, beta thalassemia, diabetes, kidney disease, and acute pain through a robust research pipeline and strategic collaborations [1] Financial Performance - Analysts expect VRTX to report an adjusted EPS of $4.41 for fiscal Q4 2025, representing a 24.6% increase from $3.54 in the same quarter last year [2] - For fiscal 2025, the projected adjusted EPS is $16.10, a significant recovery from a loss of $1.35 per share in fiscal 2024 [3] - In Q3 2025, Vertex reported total revenue of $3.08 billion, an 11% year-over-year increase, driven by growth in its cystic fibrosis franchise and contributions from new products CASGEVY and JOURNAVX [5] - The company has refined its full-year 2025 revenue guidance to between $11.9 billion and $12 billion, supported by expanding global launches and rising U.S. demand [5] Stock Performance - Over the past 52 weeks, shares of Vertex Pharmaceuticals have increased by 11.8%, which is below the S&P 500 Index's gain of 19.7% but slightly above the State Street Health Care Select Sector SPDR ETF's return of 11.3% [4] - The consensus rating for VRTX stock is "Moderate Buy," with 20 out of 32 analysts recommending a "Strong Buy," one a "Moderate Buy," 10 a "Hold," and one a "Strong Sell" [6] - The average analyst price target for Vertex Pharmaceuticals is $495.76, indicating a potential upside of 7.6% from current levels [6]

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]

Core Insights - CRISPR Therapeutics is focused on transforming medicine through gene editing, with significant progress across four franchises [2] - The company has an approved product, CASGEVY, in collaboration with Vertex, which has multibillion-dollar revenue potential and is expanding its addressable population [2] - Ongoing efforts in in vivo gene editing aim to improve access for patients with sickle cell disease [2] Franchise Developments - The company has made advancements in its in vivo platform, particularly in gene editing of the liver [3] - Transformative data for CTX310 related to hypercholesterolemia was published in November of the previous year [3] - A partnership has been established to enhance the company's RNA platform, indicating a strategic expansion of capabilities [3]

CRISPR Corporate Update 44th Annual J.P. Morgan Healthcare Conference January 12, 2026 1 Forward-Looking Statements This presentation and related materials may contain statements regarding matters that are not historical facts and are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. Suc ...

Core Insights - CRISPR Therapeutics AG (NASDAQ:CRSP) is highlighted as one of the top 10 stocks to buy from Cathie Wood's ARK Investment portfolio, representing approximately 3.8% of the portfolio with a value of around $634 million [1] - The stock has a moderately positive outlook, with 60% of analysts rating it as Buy or equivalent, and a consensus 1-year median price target of $80, indicating nearly a 50% upside potential [2] - Citi analyst Yigal Nochomovitz maintains a Buy rating on CRISPR but has adjusted the price target from $87 to $77 [3] Financial Performance - In Q3 2025, CRISPR reported a net loss of $106.4 million, an increase from $85.9 million in Q3 2024, attributed to higher collaboration expenses [5] - The company maintains a strong balance sheet with cash and cash equivalents totaling $1.94 billion as of the end of September [5] Clinical Developments - CRISPR announced positive phase 1 clinical data for CTX310, a gene-editing therapy targeting the ANGPTL3 gene, which aims to lower triglycerides and LDL cholesterol in patients with severe dyslipidemia [4] - The Chief Medical Officer emphasized the significance of the trial results, marking a milestone for in vivo gene editing and supporting the advancement of CTX310 and the broader cardiovascular gene-editing portfolio [5]