- VRTX's Alyftrek, Journavx & Casgevy See Strong Momentum in Q1 Earnings
May 8, 2026
Vertex Pharmaceuticals Incorporated’s VRTX first-quarter 2026 results were decent as it beat estimates for earnings and sales.
The company’s total revenues of $2.99 billion rose 8% year over year, driven by higher sales of cystic fibrosis (CF) drugs Trikafta/Kaftrio and Alyftrek, as well as meaningful contributions from new non-CF products, Journavx and Casgevy. Vertex reiterated its full-year 2026 revenue guidance in the range of $12.95-$13.10 billion for 2026.
Investor focus was on the performance of Vertex’s newer drugs, Alyftrek, Journavx and Casgevy, which were launched in the past couple of years and hold the key to long-term growth.
Alyftrek is a once-a-day oral triple combination regimen for CF. Journavx is a novel non-opioid pain medicine (suzetrigine) and Vertex and partner CRISPR Therapeutics’ CRSP Casgevy is a one-shot gene therapy approved for two blood disorders, sickle cell disease and transfusion-dependent beta-thalassemia.
Year to date, shares of Vertex have declined 6.3% compared with the industry’s decrease of 0.2%.Zacks Investment Research
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Let’s dig deeper to understand how these new products performed in the first quarter and the company’s outlook for the same through the rest of the year.
VRTX’s Alyftrek Tops $1B Global Sales as Launch Gains Pace
Alyftrek continues to outperform expectations and generated sales worth $424.4 million in the first quarter compared with $380.1 million in the fourth quarter. The rollout of Alyftrek in the United States and Europe is progressing well across all patient groups. The drug has now surpassed $1 billion in cumulative global revenues since its approval in the United States in late 2024 and in the EU in July 2025. Alyftrek’s once-daily dosing and improved sweat chloride profile continue to resonate with patients and doctors.
VRTX’s Casgevy, Journavx Contribute 25% of Revenue Growth
In the first quarter, products from Vertex’s new non-CF disease areas, namely Casgevy and Journavx, drove approximately 25% of total product revenue growth, which was encouraging as Vertex’s dependence on just the CF franchise for revenues has been a growing concern. CF sales are also slightly slowing down.
Journavx (suzetrigine) generated $29 million in sales in the first quarter compared with $26.7 million in the fourth quarter. Prescription growth remains strong, although first-quarter revenues reflected some normal inventory destocking.
More than 350,000 prescriptions were written for Journavx across both hospital and retail settings in the quarter compared to approximately 550,000 in all of 2025, showing that uptake is accelerating. In 2026, Vertex expects Journavx prescriptions to triple compared to 550,000 written in 2025, supported by a larger commercial field force, wider payer coverage, and improving gross-to-net economics.
Story Continues
Journavx’s reimbursement trends are also improving. Coverage has expanded to about 240 million lives, supported by agreements with the three largest commercial pharmacy benefit managers. The company also secured its first major Medicare Part D coverage agreement, effective May 1. Discussions are continuing with the remaining major Medicare plans and regional payers, which could further expand access.
Vertex and partner CRISPR’s one-shot gene therapy, Casgevy’s sales were $42.9 million in the first quarter of 2026, down from $54.3 million recorded in the fourth quarter of 2025 due to quarter-to-quarter variability in Casgevy infusions.
Nonetheless, the launch of Casgevy is gaining traction across the United States, Europe and the Middle East, with more than 500 patients having started treatment since launch, hundreds completing initial cell collection, and many already reaching the stage where edited cells are ready for infusion.
Vertex is also making rapid progress in the drug’s access and reimbursement and secured a pricing agreement for Casgevy in Germany in the first quarter.
In 2026, Vertex expects continued quarter-to-quarter variability in Casgevy infusions, which the company expects will smooth out in 2027 and beyond.
While Alyftrek will be the key driver of Vertex’s total revenues in 2026, with Journavx and Casgevy gaining traction, Vertex is steadily broadening its growth base beyond CF. The company expects non-CF products to generate revenues of $500 million plus in 2026, representing year-over-year growth of around 185%, driven by growing Casgevy infusions and a meaningful ramp in Journavx prescriptions and revenues.
VRTX’s Zacks Rank & Stocks to Consider
Vertex currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Agenus AGEN and Amarin AMRN, each carrying a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Agenus’ shares have risen 29.2% in the past year. Estimates for its 2026 earnings per share have increased from 54 cents to $1.30 over the past 60 days. Loss estimates for 2027 have narrowed from $1.91 per share to $1.52 per share.
Agenus’ earnings beat estimates in two of the trailing four quarters while missing in the other two, with the average surprise being 31.42%.
In the past 60 days, estimates for Amarin’s loss per share have narrowed from $7.01 to $6.36 for 2026. During the same time, loss per share estimates for 2027 have narrowed from $5.50 to $4.64. In the past year, shares of AMRN have gained 42%.
Amarin’s earnings beat estimates in three of the trailing four quarters while missing in one, the average surprise being 50.02%.
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- Investors Heavily Search Vertex Pharmaceuticals Incorporated (VRTX): Here is What You Need to Know
May 8, 2026
Vertex Pharmaceuticals (VRTX) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this drugmaker have returned -4.9% over the past month versus the Zacks S&P 500 composite's +11% change. The Zacks Medical - Biomedical and Genetics industry, to which Vertex belongs, has lost 1% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate Revisions
Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Vertex is expected to post earnings of $4.73 per share for the current quarter, representing a year-over-year change of +4.7%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.4%.
For the current fiscal year, the consensus earnings estimate of $19.02 points to a change of +3.4% from the prior year. Over the last 30 days, this estimate has changed -0.4%.
For the next fiscal year, the consensus earnings estimate of $21.23 indicates a change of +11.6% from what Vertex is expected to report a year ago. Over the past month, the estimate has changed -1.3%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Vertex is rated Zacks Rank #3 (Hold).
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The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS12-month consensus EPS estimate for VRTX
Revenue Growth Forecast
While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Vertex, the consensus sales estimate of $3.2 billion for the current quarter points to a year-over-year change of +8%. The $13.02 billion and $14.21 billion estimates for the current and next fiscal years indicate changes of +8.5% and +9.1%, respectively.
Last Reported Results and Surprise History
Vertex reported revenues of $2.99 billion in the last reported quarter, representing a year-over-year change of +7.8%. EPS of $4.47 for the same period compares with $4.06 a year ago.
Compared to the Zacks Consensus Estimate of $2.98 billion, the reported revenues represent a surprise of +0.19%. The EPS surprise was +5.67%.
Over the last four quarters, Vertex surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
Valuation
Without considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Vertex is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom Line
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Vertex. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
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- Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
May 7, 2026
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) came out with its first-quarter results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. The result was positive overall - although revenues of US$3.0b were in line with what the analysts predicted, Vertex Pharmaceuticals surprised by delivering a statutory profit of US$4.02 per share, modestly greater than expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Vertex Pharmaceuticals after the latest results.
We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.NasdaqGS:VRTX Earnings and Revenue Growth May 7th 2026
Taking into account the latest results, the current consensus from Vertex Pharmaceuticals' 29 analysts is for revenues of US$13.0b in 2026. This would reflect a modest 6.7% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to rise 2.1% to US$17.46. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$13.0b and earnings per share (EPS) of US$17.45 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.
View our latest analysis for Vertex Pharmaceuticals
It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$550. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Vertex Pharmaceuticals at US$641 per share, while the most bearish prices it at US$330. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that Vertex Pharmaceuticals' revenue growth is expected to slow, with the forecast 9.0% annualised growth rate until the end of 2026 being well below the historical 12% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 21% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Vertex Pharmaceuticals.
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The Bottom Line
The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Vertex Pharmaceuticals analysts - going out to 2028, and you can see them free on our platform here.
We also provide an overview of the Vertex Pharmaceuticals Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- Vertex Announces CASGEVY® Reimbursement Agreement for the Treatment of Sickle Cell Disease and Transfusion-Dependent Beta Thalassemia in Germany
May 6, 2026
-The agreement ensures sustainable access to this innovative therapy for eligible patients ages 12 years and older in Germany-
BOSTON, May 06, 2026--(BUSINESS WIRE)--Vertex Pharmaceuticals Incorporated (Nasdaq: VRTX) announced today that a reimbursement agreement was signed with the GKV-Spitzenverband for its CRISPR/Cas9 gene-edited therapy, CASGEVY® (exagamglogene autotemcel). This agreement secures sustainable access to this innovative one-time treatment for eligible patients in Germany ages 12 years and older living with severe sickle cell disease or transfusion-dependent beta thalassemia.
"For the first time in Germany, a long-term, sustainable access agreement to a gene therapy has been established for people living with sickle cell disease and transfusion-dependent beta thalassemia," said Ludovic Fenaux, Senior Vice President, Vertex International. "This agreement represents significant progress for people living with these two devastating and life-shortening diseases. We are pleased to collaborate across the health care system to ensure the value of CASGEVY is recognized and sustainable patient access is secured."
With this agreement, Germany joins a growing number of countries that have reimbursed CASGEVY, including Austria, Denmark, Italy, the Kingdom of Saudi Arabia, the United Arab Emirates, the United Kingdom and the United States. Vertex remains committed to working with government and reimbursement authorities globally to ensure sustainable access for eligible patients.
About Sickle Cell Disease (SCD)
SCD is a debilitating, progressive, life-shortening genetic disease. SCD patients report health-related quality of life scores well below the general population and significant health care resource utilization. SCD affects the red blood cells, which are essential for carrying oxygen to all organs and tissues of the body. SCD causes severe pain, organ damage and shortened life span due to misshapen or "sickled" red blood cells. The clinical hallmark of SCD is vaso-occlusive crises (VOCs), which are caused by blockages of blood vessels by sickled red blood cells and result in severe and debilitating pain that can happen anywhere in the body at any time. SCD requires lifelong treatment and significant use of health care resources, and ultimately results in reduced life expectancy, decreased quality of life and reduced lifetime earnings and productivity. In Europe, the mean age of death for patients living with SCD is around 40 years.
About Transfusion-Dependent Beta Thalassemia (TDT)
TDT is a serious, life-threatening genetic disease. TDT patients report health-related quality of life scores below the general population and significant health care resource utilization. TDT requires frequent blood transfusions and iron chelation therapy throughout a person’s life. Due to anemia, patients living with TDT may experience fatigue and shortness of breath, and infants may develop failure to thrive, jaundice and feeding problems. Complications of TDT can also include an enlarged spleen, liver and/or heart, misshapen bones and delayed puberty. TDT requires lifelong treatment and significant use of health care resources, and ultimately results in reduced life expectancy, decreased quality of life and reduced lifetime earnings and productivity. In Europe, the mean age of death for patients living with TDT is 50-55 years.
Story Continues
About CASGEVY® (exagamglogene autotemcel)
CASGEVY® is a non-viral, ex vivo CRISPR/Cas9 gene-edited cell therapy for eligible patients with SCD or TDT, in which a patient’s own hematopoietic stem and progenitor cells are edited at the erythroid specific enhancer region of the BCL11A gene through a precise double-strand break. This edit results in the production of high levels of fetal hemoglobin (HbF; hemoglobin F) in red blood cells. HbF is the form of the oxygen-carrying hemoglobin that is naturally present during fetal development, which then switches to the adult form of hemoglobin after birth. CASGEVY has been shown to reduce or eliminate VOCs for patients with SCD and transfusion requirements for patients with TDT.
CASGEVY is approved for eligible SCD and TDT patients 12 years and older by multiple regulatory bodies around the world. In the European Union, CASGEVY is approved for patients 12 years of age and older with either severe SCD with recurrent VOCs or TDT, for whom hematopoietic stem cell (HSC) transplantation is appropriate and a human leukocyte antigen matched related HSC donor is not available.
For complete product information, please see the Summary of Product Characteristics (SmPC) at www.ema.europa.eu.
U.S. INDICATIONS AND IMPORTANT SAFETY INFORMATION FOR CASGEVY
WHAT IS CASGEVY?
CASGEVY is a one-time therapy used to treat people ages 12 years and older with:
sickle cell disease (SCD) who have frequent vaso-occlusive crises or VOCs beta thalassemia (β-thalassemia) who need regular blood transfusions
CASGEVY is made specifically for each patient, using the patient’s own edited blood stem cells, and increases the production of a special type of hemoglobin called hemoglobin F (fetal hemoglobin or HbF). Having more HbF increases overall hemoglobin levels and has been shown to improve the production and function of red blood cells. This can eliminate VOCs in people with sickle cell disease and eliminate the need for regular blood transfusions in people with beta thalassemia.
IMPORTANT SAFETY INFORMATION
What is the most important information I should know about CASGEVY?
After treatment with CASGEVY, you will have fewer blood cells for a while until CASGEVY takes hold (engrafts) into your bone marrow. This includes low levels of platelets (cells that usually help the blood to clot) and white blood cells (cells that usually fight infections). Your doctor will monitor this and give you treatment as required. The doctor will tell you when blood cell levels return to safe levels.
Tell your healthcare provider right away if you experience any of the following, which could be signs of low levels of platelet cells:
severe headache abnormal bruising prolonged bleeding bleeding without injury such as nosebleeds; bleeding from gums; blood in your urine, stool, or vomit; or coughing up blood
Tell your healthcare provider right away if you experience any of the following, which could be signs of low levels of white blood cells:
fever chills infections
You may experience side effects associated with other medicines administered as part of the treatment regimen for CASGEVY. Talk to your physician regarding those possible side effects. Your healthcare provider may give you other medicines to treat your side effects.
How will I receive CASGEVY?
Your healthcare provider will give you other medicines, including a conditioning medicine, as part of your treatment with CASGEVY. It’s important to talk to your healthcare provider about the risks and benefits of all medicines involved in your treatment.
After receiving the conditioning medicine, it may not be possible for you to become pregnant or father a child. You should discuss options for fertility preservation with your healthcare provider before treatment.
STEP 1: Before CASGEVY treatment, a doctor will give you mobilization medicine(s). This medicine moves blood stem cells from your bone marrow into the blood stream. The blood stem cells are then collected in a machine that separates the different blood cells (this is called apheresis). This entire process may happen more than once. Each time, it can take up to one week.
During this step rescue cells are also collected and stored at the hospital. These are your existing blood stem cells and are kept untreated just in case there is a problem in the treatment process. If CASGEVY cannot be given after the conditioning medicine, or if the modified blood stem cells do not take hold (engraft) in the body, these rescue cells will be given back to you. If you are given rescue cells, you will not have any treatment benefit from CASGEVY.
STEP 2: After they are collected, your blood stem cells will be sent to the manufacturing site where they are used to make CASGEVY. It may take up to 6 months from the time your cells are collected to manufacture and test CASGEVY before it is sent back to your healthcare provider.
STEP 3: Shortly before your stem cell transplant, your healthcare provider will give you a conditioning medicine for a few days in hospital. This will prepare you for treatment by clearing cells from the bone marrow, so they can be replaced with the modified cells in CASGEVY. After you are given this medicine, your blood cell levels will fall to very low levels. You will stay in the hospital for this step and remain in the hospital until after the infusion with CASGEVY.
STEP 4: One or more vials of CASGEVY will be given into a vein (intravenous infusion) over a short period of time.
After the CASGEVY infusion, you will stay in hospital so that your healthcare provider can closely monitor your recovery. This can take 4-6 weeks, but times can vary. Your healthcare provider will decide when you can go home.
What should I avoid after receiving CASGEVY?
Do not donate blood, organs, tissues, or cells at any time in the future
What are the possible or reasonably likely side effects of CASGEVY?
The most common side effects of CASGEVY include:
Low levels of platelet cells, which may reduce the ability of blood to clot and may cause bleeding Low levels of white blood cells, which may make you more susceptible to infection
Your healthcare provider will test your blood to check for low levels of blood cells (including platelets and white blood cells). Tell your healthcare provider right away if you get any of the following symptoms:
fever chills infections severe headache abnormal bruising prolonged bleeding bleeding without injury such as nosebleeds; bleeding from gums; blood in your urine, stool, or vomit; or coughing up blood
These are not all the possible side effects of CASGEVY. Call your doctor for medical advice about side effects. You may report side effects to FDA at 1-800-FDA-1088.
General information about the safe and effective use of CASGEVY
Talk to your healthcare provider about any health concerns.
Please see full Prescribing Information including Patient Information for CASGEVY.
About Vertex
Vertex is a global biotechnology company that invests in scientific innovation to create transformative medicines for people with serious diseases and conditions. The company has approved therapies for cystic fibrosis, sickle cell disease, transfusion-dependent beta thalassemia and acute pain, and it continues to advance clinical and research programs in these areas. Vertex also has a robust clinical pipeline of investigational therapies across a range of modalities in other serious diseases where it has deep insight into causal human biology, including IgA nephropathy, neuropathic pain, APOL1-mediated kidney disease, primary membranous nephropathy, autosomal dominant polycystic kidney disease, type 1 diabetes, generalized myasthenia gravis, and myotonic dystrophy type 1.
Vertex was founded in 1989 and has its global headquarters in Boston, with international headquarters in London. Additionally, the company has research and development sites and commercial offices in North America, Europe, Australia, Latin America and the Middle East. Vertex is consistently recognized as one of the industry's top places to work, including 16 consecutive years on Science magazine's Top Employers list and one of Fortune’s 100 Best Companies to Work For. For company updates and to learn more about Vertex's history of innovation, visit www.vrtx.com or follow us on LinkedIn, Facebook, Instagram, YouTube and X.
Special Note Regarding Forward-Looking Statements
This press release contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, as amended, including, without limitation, the statements by Ludovic Fenaux, in this press release, and statements regarding Vertex’s expectations for the benefits of CASGEVY, expectations for access to CASGEVY for eligible patients in Germany, and Vertex’s plans to continue working with government and reimbursement authorities globally to ensure sustainable access for eligible patients. While we believe the forward-looking statements contained in this press release are accurate, these forward-looking statements represent the company's beliefs only as of the date of this press release and there are a number of risks and uncertainties that could cause actual events or results to differ materially from those expressed or implied by such forward-looking statements. Those risks and uncertainties include, among other things, that data from the company's development programs may not support registration or further development of its compounds due to safety, efficacy, and other reasons, anticipated patient populations may be different than expected, and other risks listed under the heading "Risk Factors" in Vertex's most recent annual report and subsequent quarterly reports filed with the Securities and Exchange Commission at www.sec.gov and available through the company's website at www.vrtx.com. You should not place undue reliance on these statements. Vertex disclaims any obligation to update the information contained in this press release as new information becomes available.
(VRTX-GEN)
View source version on businesswire.com: https://www.businesswire.com/news/home/20260424009095/en/
Contacts
Vertex Pharmaceuticals Incorporated
Investors:
InvestorInfo@vrtx.com
Media:
mediainfo@vrtx.com
or
International: +44 20 3204 5275
or
U.S.: 617-341-6992
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- Is It Too Late To Consider Vertex Pharmaceuticals (VRTX) After Recent Share Price Weakness
May 6, 2026
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
Wondering if Vertex Pharmaceuticals at around US$424 per share is still a solid opportunity or if the easy gains are behind it? This article focuses squarely on what the current price might represent for you. The stock has had a mixed run, with a 1.3% decline over the last week, a 3.3% decline over the last month, a 6.1% decline year to date and a 5.7% decline over the past year, set against longer term returns of 23.1% over three years and 99.2% over five years. Recent coverage of Vertex Pharmaceuticals has highlighted its role in biotechnology and its established position in treatments for serious diseases. This helps explain why investors continue to watch the stock closely despite recent share price weakness. Broader discussions have also focused on how current expectations for its pipeline and existing therapies are being weighed against the current share price. On Simply Wall St’s valuation checks, Vertex Pharmaceuticals scores 4 out of 6 for being assessed as undervalued in several areas. You can see this in more detail via the valuation score, and the next sections will break down the key valuation methods used before finishing with a different way to think about what the stock might be worth.
Find out why Vertex Pharmaceuticals's -5.7% return over the last year is lagging behind its peers.
Approach 1: Vertex Pharmaceuticals Discounted Cash Flow (DCF) Analysis
A Discounted Cash Flow, or DCF, model estimates what a stock could be worth by projecting future cash flows and then discounting them back to today using an appropriate rate. It is essentially a way of saying, what are all those future dollars worth in today’s terms.
For Vertex Pharmaceuticals, Simply Wall St uses a 2 Stage Free Cash Flow to Equity model. The company’s last twelve months Free Cash Flow (FCF) is about $3.18b. Using analyst inputs for the next few years and then extending those projections out, FCF is estimated at about $7.53b in 2030, with intermediate annual projections for 2026 to 2035 provided and discounted back to today in the model.
Pulling these cash flows together, the DCF model arrives at an estimated intrinsic value of about $764.83 per share. Compared with a current share price around $424, this implies the stock trades at roughly a 44.5% discount to that intrinsic value. Within the framework of this model, Vertex Pharmaceuticals is characterized as materially undervalued on this cash flow basis.
Result: UNDERVALUED
Our Discounted Cash Flow (DCF) analysis suggests Vertex Pharmaceuticals is undervalued by 44.5%. Track this in your watchlist or portfolio, or discover 51 more high quality undervalued stocks.
Story Continues
VRTX Discounted Cash Flow as at May 2026
Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Vertex Pharmaceuticals.
Approach 2: Vertex Pharmaceuticals Price vs Earnings
For profitable companies like Vertex Pharmaceuticals, the P/E ratio is a useful way to relate what you pay for the stock to the earnings it currently generates. Investors usually accept a higher P/E when they expect stronger growth or see the earnings as relatively low risk, and a lower P/E when growth expectations or perceived risk are more modest.
Vertex Pharmaceuticals currently trades on a P/E of 27.29x. That sits above the broader Biotechs industry average of 17.62x, but below the peer group average of 39.96x. On the surface, that suggests the stock carries a premium to the sector overall, while not being as expensive as some peers.
Simply Wall St’s Fair Ratio for Vertex Pharmaceuticals is 26.43x. This is a proprietary estimate of what the P/E might reasonably be, given factors such as the company’s earnings growth profile, industry, profit margins, market cap and key risks. Because it explicitly accounts for these elements, the Fair Ratio can be more tailored than a simple comparison with industry or peer averages. With the current P/E only slightly above this Fair Ratio, the stock screens as about fairly valued on this measure.
Result: ABOUT RIGHTNasdaqGS:VRTX P/E Ratio as at May 2026
P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 19 top founder-led companies.
Upgrade Your Decision Making: Choose your Vertex Pharmaceuticals Narrative
Earlier it was mentioned that there is an even better way to understand valuation. Narratives on Simply Wall St let you attach your own story about Vertex Pharmaceuticals to clear numbers by linking assumptions about future revenue, earnings and margins into a financial forecast that produces a Fair Value. You can compare this with the current price to help decide whether the stock looks more attractive or less attractive for you. Because Narratives on the Community page update as new news or earnings arrive, you can see in real time how different investors frame Vertex, from a more cautious view that aligns with a Fair Value around US$409 per share to a more optimistic view closer to US$641 per share, then decide which Narrative best matches your expectations before acting on your own plan.
For Vertex Pharmaceuticals, here are previews of two leading Vertex Pharmaceuticals Narratives for you to review:
🐂 Vertex Pharmaceuticals Bull Case
Fair value: US$641.00
Current price vs fair value: around 33.8% below this bull case fair value
Revenue growth assumption: 15.7% a year
Views ALYFTREK, JOURNAVX and gene editing programs like CASGEVY as building a broader, long duration portfolio in chronic and genetic diseases. Leans on strong cash generation and balance sheet to support higher R&D, pipeline expansion, deals and buybacks while still targeting margin expansion. Accepts risks around CF concentration, regulation and competition but judges that pipeline execution and aging population trends can support higher long term earnings.
🐻 Vertex Pharmaceuticals Bear Case
Fair value: US$409.44
Current price vs fair value: around 3.7% above this bear case fair value
Revenue growth assumption: 6.8% a year
Sees tighter drug pricing rules, high treatment costs and heavier R&D demands as pressure points for margins and long term earnings. Highlights concentration in rare genetic diseases and competition in gene editing, cell therapy and small molecules as sources of earnings volatility. Acknowledges CF and newer launches such as ALYFTREK, CASGEVY and JOURNAVX but treats them as only partly offsetting these risks at today’s price.
If you want to go beyond these snapshots and see how other investors are framing the same facts, it is worth checking the full range of community views on Vertex and how they connect growth, risk and valuation over time.To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Vertex Pharmaceuticals on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves.
Do you think there's more to the story for Vertex Pharmaceuticals? Head over to our Community to see what others are saying!NasdaqGS:VRTX 1-Year Stock Price Chart
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include VRTX.
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- NKF Honors Vertex with 2026 Kidney Biotech Innovation Award
May 6, 2026
Company recognized for exceptional leadership in redefining what is possible in kidney disease treatment through true disease-modifying innovation.
NEW YORK, May 6, 2026 /PRNewswire/ -- Vertex has been selected to receive the 2026 Kidney Biotech Innovation Award from the National Kidney Foundation (NKF) at the 2026 Spring Clinical Meetings in New Orleans.NKF Logo (PRNewsfoto/National Kidney Foundation)
Multiple clinical development programs in IgA nephropathy, APOL1 mediated kidney disease, primary membranous nephropathy, and autosomal dominant polycystic kidney disease are working to close critical gaps in kidney care and accelerate the translation of scientific discovery into real-world patient impact. Collectively, these programs exemplify Vertex's serial innovation strategy: leveraging deep insights into genetic and molecular disease drivers to develop therapies toward true disease modification.
"Vertex's kidney portfolio reflects a deliberate and science-driven strategy to move beyond symptom management and incremental slowing of disease progression." said Kevin Longino, CEO, National Kidney Foundation and a kidney transplant recipient. "By honoring Vertex with the 2026 Kidney Biotech Innovation Award, the National Kidney Foundation celebrates a partner whose work embodies bold science, patient-centered impact, and the future of kidney care."
NKF is committed to fostering therapeutic innovation, catalyzing investment in kidney-focused research, and advancing a comprehensive, end-to-end approach to improving outcomes for people living with kidney disease.
"We are honored to receive the 2026 Kidney Biotech Innovation Award. At Vertex, innovation is not just what we do—it's who we are. From pioneering treatments for cystic fibrosis to redefining possibilities in sickle cell disease and acute pain, we've consistently pushed the boundaries of science," said Reshma Kewalramani, M.D., FASN, Chief Executive Officer and President of Vertex. "We are now building a future where kidney care is reimagined. As a nephrologist, I am motivated to bring new medicines for patients with kidney disease who are waiting."
The National Kidney Foundation Kidney Biotech Innovation Award recognizes pioneering biotechnology companies that are advancing novel therapies, technologies, or platforms with the potential to significantly improve the prevention, diagnosis, or treatment of kidney disease. The award will be presented to Vertex during the NKF Spring Clinical Meetings in New Orleans, which will be held from May 6 - 10.
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NKF Spring Clinical Meetings
For more than 30 years, nephrology healthcare professionals from across the country have come to the NKF Spring Clinical Meetings to learn about the newest developments related to all aspects of nephrology practice; network with colleagues; and present their research findings. The NKF Spring Clinical Meetings are designed for meaningful change in the multidisciplinary and interprofessional healthcare teams' skills, performance, and patient health outcomes. It is the only conference of its kind that focuses on translating science into practice for the entire healthcare team. This year's Spring Clinical Meetings will be held May 6 - 10 in New Orleans.
Kidney Disease
In the United States, more than 35 million adults are estimated to have kidney disease, also known as chronic kidney disease (CKD)—and approximately 90 percent don't know they have it. About 1 in 3 adults in the U.S. are at risk for kidney disease. Risk factors for kidney disease include: diabetes, high blood pressure, heart disease, obesity, and family history. People of Black or African American, Hispanic or Latino, American Indian or Alaska Native, Asian American, or Native Hawaiian or Other Pacific Islander descent are at increased risk for developing the disease. Black or African American people are about four times as likely as White people to have kidney failure. Hispanics experience kidney failure at about double the rate of White people.
About Vertex
Vertex is a global biotechnology company that invests in scientific innovation to create transformative medicines for people with serious diseases and conditions. The company has approved therapies for cystic fibrosis, sickle cell disease, transfusion-dependent beta thalassemia and acute pain, and it continues to advance clinical and research programs in these areas. Vertex also has a robust clinical pipeline of investigational therapies across a range of modalities in other serious diseases where it has deep insight into causal human biology, including IgA nephropathy, neuropathic pain, APOL1-mediated kidney disease, primary membranous nephropathy, autosomal dominant polycystic kidney disease, type 1 diabetes, generalized myasthenia gravis, and myotonic dystrophy type 1.
Vertex was founded in 1989 and has its global headquarters in Boston, with international headquarters in London. Additionally, the company has research and development sites and commercial offices in North America, Europe, Australia, Latin America and the Middle East. Vertex is consistently recognized as one of the industry's top places to work, including 16 consecutive years on Science magazine's Top Employers list and one of Fortune's 100 Best Companies to Work For. For company updates and to learn more about Vertex's history of innovation, visit www.vrtx.com or follow us on LinkedIn, Facebook, Instagram, YouTube and X.
About the National Kidney Foundation
The National Kidney Foundation is revolutionizing the fight to save lives by eliminating preventable kidney disease, accelerating innovation for the dignity of the patient experience, and dismantling structural inequities in kidney care, dialysis, and transplantation. For more information about kidney disease, please visit www.kidney.org/Cision
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- Vertex Pharmaceuticals Confident in Emerging Renal Franchise, Oppenheimer Says
May 5, 2026
Vertex Pharmaceuticals' (VRTX) management remains confident in its emerging renal franchise, suggest
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- VRTX's Q1 Earnings Beat Estimates, New Products Aid Sales Growth
May 5, 2026
Vertex Pharmaceuticals VRTX reported adjusted earnings of $4.47 per share for the first quarter of 2026, beating the Zacks Consensus Estimate of $4.23. Earnings rose around 10.1% year over year on higher product revenues.
First-quarter total revenues of $2.99 billion slightly beat the Zacks Consensus Estimate of $2.98 billion. Total revenues rose 8% year over year, primarily driven by higher sales of cystic fibrosis (CF) drugs Trikafta/Kaftrio and Alyftrek, as well as meaningful contributions from other new products, Journavx and Casgevy.
Year to date, shares of Vertex have declined 5.2% compared with the industry’s decrease of 3.2%.Zacks Investment Research
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VRTX's Q1 Earnings in Detail
Trikafta generated sales worth $2.35 billion, down 7.5% year over year. The product’s sales missed the Zacks Consensus Estimate of $2.39 billion.
Alyftrek, a next-in-class triple combination regimen for CF, generated sales worth $424.4 million in the first quarter compared with $380.1 million in the fourth quarter. Per management, the U.S. and European launch of Alyftrek is progressing well across all patient groups. The drug has now surpassed $1 billion in cumulative global revenue since its approval.
Revenues from other CF products decreased 12.5% year over year to $135.9 million.
Revenues from Vertex and partner CRISPR Therapeutics’ CRSP one-shot gene therapy, Casgevy, were $42.9 million in the first quarter of 2026, down from $54.3 million recorded in the fourth quarter of 2025.
Casgevy is approved for two blood disorders, sickle cell disease (SCD) and transfusion-dependent beta-thalassemia (TDT). Vertex leads the global development and commercialization of Casgevy under the terms of the 2021 agreement, with support from CRISPR Therapeutics.
Vertex’s newest pain drug, Journavx (suzetrigine) generated $29 million in sales in the first quarter compared with $26.7 million in the fourth quarter. Journavx, a novel non-opioid pain medicine (suzetrigine), was approved in the United States in January 2025.
VRTX's Q1 Cost Discussion
Adjusted research and development (R&D) expenses declined 2.2% year over year to $859.3 million.
Adjusted selling, general and administrative (SG&A) expenses rose 29.8% to $432.2 million in the reported quarter, primarily to support the launch of Journavx.
During the quarter, Vertex recorded acquired in-process research and development (AIPR&D) costs of $0.5 million compared with $19.8 million in the year-ago quarter.
Adjusted operating income rose 11% year over year to $1.31 billion in the quarter.
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VRTX's 2026 Guidance
Vertex reiterated its full-year 2026 guidance that it had provided earlier this year.
The company continues to expect total revenues to be in the range of $12.95-$13.10 billion for 2026. The company expects its non-CF product revenues to be more than $500 million in 2026, reflecting higher patient infusions for Casgevy and a ramp-up in Journavx prescriptions.
Combined adjusted R&D, AIPR&D and SG&A expense guidance for 2026 is in the band of $5.65-$5.75 billion. The adjusted tax rate is expected to be in the range of 19.5%-20.5%.
VRTX's Recent Pipeline Updates
Vertex is rapidly advancing its mid- to late-stage pipeline in other disease areas like acute and neuropathic pain, APOL1-mediated kidney disease, IgA nephropathy (IgAN) and primary membranous nephropathy (pMN).
The company recently completed rolling BLA filing for povetacicept in IgAN, a rare progressive kidney disease, for potential accelerated approval in the United States. Vertex is using a priority review voucher (PRV) to expedite the review of this FDA filing, which is expected to reduce the review period by four months.
Vertex is also developing povetacicept in a pivotal phase II/III study for a second renal indication, pMN. The company has also initiated a phase II dose-ranging study evaluating povetacicept for the treatment of generalized myasthenia gravis.
Vertex is conducting pivotal phase III studies on suzetrigine in diabetic peripheral neuropathy (DPN) and plans to complete enrollment in both studies by the end of 2026. It is also conducting a phase II study with the oral formulation of the next-gen Nav1.8 inhibitor, VX-993, in DPN.
Vertex Pharmaceuticals Incorporated Price, Consensus and EPS SurpriseVertex Pharmaceuticals Incorporated Price, Consensus and EPS Surprise
Vertex Pharmaceuticals Incorporated price-consensus-eps-surprise-chart | Vertex Pharmaceuticals Incorporated Quote
VRTX's Zacks Rank & Stocks to Consider
Vertex currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Agenus AGEN and Amarin AMRN, each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Agenus’ 2026 earnings per share have risen from 54 cents to $1.30, while loss per share estimates for 2027 have narrowed from $1.91 to $1.52 during the same time. AGEN shares have soared 28% year to date.
Agenus’ earnings beat estimates in two of the trailing four quarters, while missing the same on the remaining two occasions, with the average surprise being 31.42%.
Over the past 60 days, 2026 loss per share estimates for Amarin have narrowed from $7.01 to $6.36, while the same for 2027 have narrowed from $5.50 to $4.64 during the same time. AMRN stock has increased 2% year to date.
Amarin's earnings beat estimates in three of the trailing four quarters, while missing the same on the remaining occasion, with the average surprise being 50.02%.
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- Entrada Therapeutics (TRDA) Surges 8.9%: Is This an Indication of Further Gains?
May 5, 2026
Entrada Therapeutics, Inc. (TRDA) shares rallied 8.9% in the last trading session to close at $15.79. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 10.3% gain over the past four weeks.
Entrada Therapeutics’s share price gain can likely be attributed to the growing investor optimism around its product pipeline and upcoming clinical milestones.The company is advancing a broad portfolio of RNA-based therapies targeting neuromuscular diseases like Duchenne muscular dystrophy (DMD) and myotonic dystrophy (DM1), with multiple key data readouts expected in 2026 alongside its partnered DM1 candidate VX-670 with Vertex Pharmaceuticals.Lead candidate ENTR-601-44 is progressing well, with early-stage dosing completed and higher-dose cohorts underway, while ENTR-601-45 has already begun patient dosing in global studies. Additional programs like ENTR-601-50 and ENTR-601-51 are moving toward clinical and regulatory milestones, reflecting steady pipeline expansion.
This company is expected to post quarterly loss of $1.06 per share in its upcoming report, which represents a year-over-year change of -152.4%. Revenues are expected to be $6.36 million, down 69.1% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For Entrada Therapeutics, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on TRDA going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Entrada Therapeutics is a member of the Zacks Medical - Biomedical and Genetics industry. One other stock in the same industry, Humacyte, Inc. (HUMA), finished the last trading session 8.1% higher at $0.92. HUMA has returned 33.1% over the past month.
Humacyte, Inc.'s consensus EPS estimate for the upcoming report has remained unchanged over the past month at -$0.1. Compared to the company's year-ago EPS, this represents no change. Humacyte, Inc. currently boasts a Zacks Rank of #3 (Hold).
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- CRISPR Therapeutics' Q1 Loss Wider Than Expected, Sales Miss Estimates
May 5, 2026
CRISPR Therapeutics CRSP reported a first-quarter 2026 loss of $1.28 per share, wider than the Zacks Consensus Estimate of a loss of $1.14. The company had incurred a loss of $1.58 in the year-ago quarter.
Total revenues were $1.46 million in the quarter (comprising $1 million in collaboration revenue and the rest from grant revenues), which significantly missed the Zacks Consensus Estimate of $8.39 million. In the year-ago period, CRSP recorded total revenues of $0.87 million, which comprised only grant revenues.
CRSP Stock Movement
Shares of CRISPR Therapeutics were down in after-market trading yesterday, likely due to the wider-than-expected loss incurred during the quarter.
Year to date, the stock has risen 2% against the industry’s 3% decline.Zacks Investment Research
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CRSP Boasts Robust Casgevy Sales Momentum
CRISPR Therapeutics and partner Vertex Pharmaceuticals’ VRTX CRISPR/Cas9 gene therapy, Casgevy, is approved across the United States and Europe for two blood disorder indications — sickle cell disease (SCD) and transfusion-dependent beta thalassemia (TDT). Per the deal terms, Vertex leads global development, manufacturing and commercialization of Casgevy, and splits program costs and profits worldwide with CRISPR Therapeutics in a 60:40 ratio.
Vertex recorded Casgevy sales of about $43 million in the quarter, up from $14.2 million in the year-ago period. This revenue growth was attributed to continued uptake for therapy and reimbursement progress across major regions. Recently, Vertex secured a pricing agreement for therapy in Germany, with final implementation underway.
CRSP Manages Costs While Strengthening Balance Sheet
CRISPR Therapeutics reported research and development (R&D) expenses of $68.6 million in the first quarter of 2026, down 5.4% year over year. The company attributed the decline primarily to lower employee-related costs, including stock-based compensation, reflecting continued efforts to align spending with program priorities.
General and administrative expenses were $17.2 million, down about 11% year over year, also mainly due to lower employee-related costs. Collaboration expense, net, improved to $45.9 million from $57.5 million, driven by an increase in the company’s share of Casgevy sales under the Vertex collaboration economics.
CRSP exited the quarter with $2.44 billion in cash, cash equivalents and marketable securities, up from $1.98 billion at the end of 2025. It said the increase was primarily driven by $585.4 million in net proceeds from the issuance of convertible senior notes in March, partially offset by operating expenses. The higher cash position strengthens the company’s ability to fund operations as it works to broaden its revenue base over time.
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Balance sheet metrics also reflected the larger liquidity position, with working capital rising to $2.31 billion and total assets increasing to $2.73 billion as of March 31, 2026. For investors, the higher cash base provides additional flexibility to fund multiple clinical updates expected later in 2026 across Casgevy expansion efforts, zugo-cel studies and liver-directed in vivo programs.
CRSP’s Pipeline Updates
Alongside the quarterly results, CRISPR announced that Vertex has submitted a regulatory filing seeking label expansion for Casgevy in patients aged five to 11 years with SCD and TDT. If this filing is accepted, VRTX intends to use the Commissioner’s National Priority Voucher to significantly cut down the review period to 1-2 months.
CRISPR Therapeutics is advancing its investigational CAR-T cell therapy, zugo-cel, across autoimmune disease and hematologic malignancies, with the autoimmune program becoming increasingly central to the near-term pipeline narrative. The company is running two ongoing phase I basket studies across rheumatology and hematology autoimmune indications, supporting a breadth-first strategy as it evaluates activity across multiple diseases. The program recently moved into autoimmune neurologic diseases after the FDA cleared a third phase I study, which has already been initiated.
CRISPR Therapeutics is focusing on in-vivo candidates. It is currently prioritizing the development of CTX310, designed to target ANGPTL3, in an early-stage study for severe hypertriglyceridemia (sHTG) and refractory hypercholesterolemia. An update on this study is expected in the second half of 2026.
The company intends to further expand this in-vivo pipeline with more CRISPR-based programs, which include CTX340 (for refractory hypertension), CTX460 (for alpha-1 antitrypsin deficiency [AATD]) and CTX321 (for lipoprotein(a) [Lp(a)]). While a clinical study on CTX340 is expected to start in the first half of 2026, the same for CTX460 is targeted for mid-2026.
The collaboration with Sirius Therapeutics has helped the company diversify its pipeline beyond gene therapies and into RNA therapeutics. Both companies are developing an investigational RNA therapy called CTX611 (formerly SRSD107), in a mid-stage study for the prevention of venous thromboembolism (VTE) in patients undergoing total knee arthroplasty (TKA). Top-line data from this study are expected in the second half of 2026.
CRSP’s Zacks Rank
The stock currently carries a Zacks Rank #3 (Hold).
CRISPR Therapeutics AG PriceCRISPR Therapeutics AG Price
CRISPR Therapeutics AG price | CRISPR Therapeutics AG Quote
Stocks to Consider
Some better-ranked stocks include Castle Biosciences CSTL and Catalyst Pharmaceuticals CPRX. While CSTL sports a Zacks Rank #1 (Strong Buy) at present, CPRX carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 30 days, estimates for Castle Biosciences’ 2026 loss per share have narrowed from $1.42 to $1.40. Over the same period, loss per share estimates for 2027 have narrowed from 79 cents to 78 cents. CSTL shares have lost 34% year to date.
Castle Biosciences’ earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 34.69%.
Over the past 30 days, estimates for Catalyst Pharmaceuticals’ 2026 EPS have risen from $2.78 to $2.79. Over the same period, EPS estimates for 2027 have increased from $3.25 to $3.28. CPRX shares have gained 24% year to date.
Catalyst Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 35.19%.
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