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Vertex Pharmaceuticals
Vertex Pharmaceuticals (VRTX) investor relations material
Vertex Pharmaceuticals 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Corporate strategy, R&D, and financial outlook
Majority of operating expenses invested in R&D and business development, supporting a differentiated model focused on transformative medicines for serious diseases and specialty markets.
Broad, deep pipeline spans over 10 disease areas, with five launches in five disease areas targeted by 2028.
Sustained revenue growth driven by innovation, with $11.9–$12 billion projected revenue in 2025 and strong cash flow supporting continued investment.
Two-thirds of OpEx targeted to innovation, maintaining strong operating margins and a healthy balance sheet.
Share repurchase program deployed $1.9B through Q3 2025, with $12B cash on hand for innovation.
Cystic fibrosis (CF) franchise and pipeline
Five globally commercialized CF medicines, with patent protection through ~2040 and access in over 60 countries.
95% patient eligibility for CFTR modulators, with long-term safety data and high patient adherence.
ALYFTREK launch and expansion to younger patients expected to drive majority of eligible patients to switch from TRIKAFTA.
Ongoing submissions for TRIKAFTA in 1–2 year olds and ALYFTREK in 2–5 year olds, with new studies in younger age groups in 2026.
Next-generation assets (VX-522, VX-828) targeting patients not benefiting from current modulators, with data readouts in H2 2026.
Hematology and gene therapy: Casgevy
Casgevy exceeded $100M revenue in FY 2025, with accelerated patient infusions and expansion to younger patients.
Broad coverage in the U.S. (~90% Medicaid & commercial) and access in 12+ countries.
Projected >90% reduction in lifetime vaso-occlusive crises and red blood cell transfusions for SCD and TDT patients.
Multi-region growth expected, with increased patient initiations and infusions.
Efforts underway to improve conditioning regimens and streamline patient journey.
Inaxaplin AMKD Phase 3 interim analysis timing
Update on improved conditioning for CASGEVY
JOURNAVX: How to achieve >3x Rx growth
VX-522 mRNA program results timeline?
JOURNAVX 2026 prescription growth drivers?
Pove's key clinical differentiators in IgAN?
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Next Vertex Pharmaceuticals earnings date
Q4 20259 Feb, 2026
Vertex Pharmaceuticals
Next Vertex Pharmaceuticals earnings date
Q4 20259 Feb, 2026
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Frequently asked questions
Vertex Pharmaceuticals Incorporated, a biotechnology company, engages in developing and commercializing therapies for treating cystic fibrosis. Its products include KALYDECO (ivacaftor), ORKAMBI (lumacaftor and ivacaftor), SYMDEKO/SYMKEVI (tezacaftor/ivacaftor and ivacaftor), VX-445, and VX-659, as well as other product candidates at various stages of research, development, and commercialization. The company has collaboration agreements with CRISPR Therapeutics AG; Moderna, Inc.; CRISPR Therapeutics AG; Editas Medicine, Inc.; Frontline BioVentures; Merck & Co., Inc.; Cystic Fibrosis Foundation Therapeutics, Incorporated; Bristol-Myers Squibb Company; Altimmune, Inc.; and Tesaro, Inc. Vertex Pharmaceuticals Incorporated was founded in 1989 and is headquartered in Boston, Massachusetts.
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