Vertex Pharmaceuticals (VRTX)
NASDAQHealth CareBiotechnologySnapshot 2026-07-08
$522.25-1.39%
Close 2026-07-07 · 1-day change
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Track VRTX free→Vertex grows revenue about 8% yearly, driven by cystic fibrosis drugs. It launched JOURNAVX with $29 million revenue in Q1 2026. The company plans $13 billion revenue in 2026. Vertex expands into rare diseases with a $10 billion acquisition.
Growth could slow if new drug launches fail or approvals stall. Competition may reduce Vertex's market share. The $10 billion deal might not add expected revenue.
The stock trades about 35% above our fair value near $387. Analysts expect 11% revenue growth, slightly above our 10.4% implied growth.
Breaks if: YoY revenue growth falls below 6% next year
Continue expanding the reach of CF products through new approvals and reimbursement agreements.
Stated in 3 of last 3 quarters. Total revenue increased 8% to $2.99 billion in 2026-Q1 compared to 2025-Q1, driven by CF therapies and diversification into additional disease areas. The trajectory shows delivering on expansion with new approvals and reimbursement agreements.
Breaks if: JOURNAVX revenue falls below $20 million next year
Continue the launch of JOURNAVX, focusing on expanding prescriptions and revenue.
Stated in 3 of last 3 quarters. Vertex recorded revenue of $29 million from JOURNAVX in 2026-Q1, with over 350,000 prescriptions filled. The launch is progressing with expanding prescriptions and revenue, indicating delivering on this priority.
Breaks if: Acquisition fails to add meaningful revenue or delays occur
Breaks if: total revenue falls below $12.5 billion in FY26
Focus on increasing total revenue for 2026 through growth in CF and non-CF products.
Stated in 2 of last 2 quarters. Total revenue increased 8% to $2.99 billion in 2026-Q1 compared to 2025-Q1. Vertex reiterated its 2026 revenue guidance of $12.95 billion to $13.1 billion, indicating delivering on growth expectations.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Vertex anticipates that the number of CF patients taking its medicines will continue to grow through new approvals and reimbursement agreements.”
“Our focus in 2026 remains on executing across the CF franchise.”
“Vertex anticipates that the number of CF patients taking its medicines will continue to grow.”
Focus on increasing total revenue for 2026 through growth in CF and non-CF products.
Stated in 2 of last 2 quarters. Total revenue increased 8% to $2.99 billion in 2026-Q1 compared to 2025-Q1. Vertex reiterated its 2026 revenue guidance of $12.95 billion to $13.1 billion, indicating delivering on growth expectations.
“Vertex reiterated full year 2026 financial guidance with total revenue expected to be $12.95 billion to $13.1 billion.”
“Company provides full year 2026 total revenue guidance of $12.95 billion to $13.1 billion.”
“Vertex recorded revenue of $29 million from JOURNAVX in the first quarter of 2026.”
“Continuing to launch JOURNAVX, as we also prepare for the anticipated near-term commercialization.”
“Vertex recorded revenue of $29 million from JOURNAVX in the first quarter of 2026.”
“Vertex reiterated full year 2026 financial guidance with total revenue expected to be $12.95 billion to $13.1 billion.”
“Company provides full year 2026 total revenue guidance of $12.95 billion to $13.1 billion.”