Vertex Pharmaceuticals（VRTX）株式概要
バーテックス・ファーマシューティカルズ・インコーポレイテッドは、米国、欧州、および国際的にバイオテクノロジー企業として事業を展開している。 詳細
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Vertex Pharmaceuticals Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$491.34 |
| 52週高値 | US$507.92 |
| 52週安値 | US$362.50 |
| ベータ | 0.31 |
| 1ヶ月の変化 | 9.79% |
| 3ヶ月変化 | 10.87% |
| 1年変化 | 11.34% |
| 3年間の変化 | 39.62% |
| 5年間の変化 | 145.01% |
| IPOからの変化 | 10,818.67% |
最新ニュース
Seeking Alpha • Jun 24
Vertex Pharmaceuticals: Povetacicept May Redefine Growth Narrative (Rating Upgrade)
Summary Vertex Pharmaceuticals Incorporated's R&D success extends beyond its cystic fibrosis franchise. VRTX's Povetacicept could be approved by the FDA as early as November 30th for the treatment of an autoimmune disease called immunoglobulin A nephropathy. On the other hand, despite the high commercial expectations for Journavx and Casgevy, demand remains soft. This "duo" generated only $71.9 million in revenue for VRTX in Q1, a 11.2% decline year-on-year. That's why I believe VRTX stock's risk/reward is balanced. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 17
VRTX: Kidney Franchise And Pipeline Expansion Will Drive Future Stock Upside
Vertex Pharmaceuticals' latest narrative update reflects a modest recalibration in analyst price targets, with figures such as Truist's move to $542 and Wells Fargo's lift to $550 framed around analysts' view that the emerging kidney franchise can grow into blockbuster assets and broaden the company's portfolio. Analyst Commentary Recent Street research on Vertex Pharmaceuticals highlights a generally constructive tone, with bullish analysts pointing to the expanding kidney franchise and a series of upward price target revisions as key supports for the stock's valuation and growth narrative.Recent updates
Seeking Alpha • Jun 24
Vertex Pharmaceuticals: Povetacicept May Redefine Growth Narrative (Rating Upgrade)
Summary Vertex Pharmaceuticals Incorporated's R&D success extends beyond its cystic fibrosis franchise. VRTX's Povetacicept could be approved by the FDA as early as November 30th for the treatment of an autoimmune disease called immunoglobulin A nephropathy. On the other hand, despite the high commercial expectations for Journavx and Casgevy, demand remains soft. This "duo" generated only $71.9 million in revenue for VRTX in Q1, a 11.2% decline year-on-year. That's why I believe VRTX stock's risk/reward is balanced. Read the full article on Seeking Alphaナラティブの更新 • Jun 17
VRTX: Kidney Franchise And Pipeline Expansion Will Drive Future Stock Upside
Vertex Pharmaceuticals' latest narrative update reflects a modest recalibration in analyst price targets, with figures such as Truist's move to $542 and Wells Fargo's lift to $550 framed around analysts' view that the emerging kidney franchise can grow into blockbuster assets and broaden the company's portfolio. Analyst Commentary Recent Street research on Vertex Pharmaceuticals highlights a generally constructive tone, with bullish analysts pointing to the expanding kidney franchise and a series of upward price target revisions as key supports for the stock's valuation and growth narrative.ナラティブの更新 • Jun 03
VRTX: Kidney Franchise Progress Will Drive Future Upside Beyond CF
Analysts have nudged their average price target on Vertex Pharmaceuticals higher by a few dollars to around the mid $500s to low $600s, citing positive Phase 3 RAINIER data and the perceived de-risking of the emerging kidney franchise as key reasons for the change. Analyst Commentary Bullish analysts are broadly aligning around a more constructive view on Vertex Pharmaceuticals following the RAINIER readout, with several pointing to the kidney franchise as a key driver for the stock story alongside the established cystic fibrosis business.
ナラティブの更新 • May 19
VRTX: CF Franchise And Nephrology Pipeline Will Shape Balanced Future Risk Profile
Analysts have inched their fair value target for Vertex Pharmaceuticals higher to about $414 per share. This reflects updated assumptions that pair slightly more conservative revenue growth expectations with higher projected profit margins and a lower anticipated future P/E multiple.ナラティブの更新 • May 05
VRTX: CF Base And Nephrology Expansion Will Define Balanced Future Risk Profile
Analysts have inched their average price target for Vertex Pharmaceuticals higher by a few dollars, citing stronger confidence in povetacicept after positive Phase 3 RAINIER data in IgA nephropathy and a broader nephrology pipeline thesis, while keeping valuation assumptions such as P/E and discount rate broadly consistent. Analyst Commentary Recent Street research on Vertex Pharmaceuticals has centered on povetacicept and the nephrology pipeline, with several major firms adjusting their models after the Phase 3 RAINIER interim readout in IgA nephropathy and following Q4 results.ナラティブの更新 • Apr 20
VRTX: CF Franchise And Kidney Pipeline Will Shape Balanced Risk Profile
Vertex Pharmaceuticals' fair value estimate has shifted from $403.80 to $412.49 as analysts refresh models following multiple price target increases tied to positive Phase 3 povetacicept data and a reassessment of the company's nephrology pipeline potential. Analyst Commentary Recent Street research on Vertex Pharmaceuticals has leaned constructive overall, with several firms lifting price targets following the Phase 3 RAINIER interim readout for povetacicept and updating models around the nephrology pipeline.ナラティブの更新 • Apr 05
VRTX: Renal Franchise Progress And CF Leadership Will Drive Future Upside
Vertex Pharmaceuticals' analyst fair value estimate has shifted to $641 from $604. This reflects analysts' updated views on the company's diversified pipeline following positive Phase 3 povetacicept data in IgA nephropathy and a series of higher Street price targets.
ナラティブの更新 • Mar 22
VRTX: Renal Trial Success And Nephrology Pipeline Will Drive Next Phase
Vertex Pharmaceuticals' analyst fair value estimate has moved from $504.04 to $547.72. Analysts point to higher modeled revenue growth, slightly stronger profit margins, a richer future P/E assumption, and a wave of Street price target hikes tied to positive povetacicept Phase 3 RAINIER data and the growing nephrology pipeline.ナラティブの更新 • Mar 06
VRTX: CF Dependence Will Heighten Risk Around Upcoming Renal Readouts
Analysts have nudged their target on Vertex Pharmaceuticals higher, with our fair value estimate moving from $401.30 to $403.80. This reflects updated Q4 results, slightly adjusted revenue growth and margin assumptions, and ongoing confidence in the broader pipeline, as seen in a series of recent price target increases across the Street.ナラティブの更新 • Feb 20
VRTX: CF Reliance Will Expose Renal Pipeline Execution Risks
Vertex Pharmaceuticals' updated analyst price target reflects an increase of $23.78 to $401.30, as analysts incorporate refreshed Q4 outcomes, pipeline commentary on programs like povetacicept and IgAN, and modest adjustments to assumptions for revenue growth, profit margin, and future P/E. Analyst Commentary Street research around Vertex Pharmaceuticals has been active following the latest Q4 update, with several firms revisiting their models, refreshing pipeline assumptions, and revising price targets.ナラティブの更新 • Feb 06
VRTX: CF Dependence And Pipeline Execution Risks Will Test Bullish Repricing
Analysts have raised their fair value estimate for Vertex Pharmaceuticals by about US$33 to approximately US$378, citing a series of recent rating upgrades and higher price targets linked to its cystic fibrosis franchise and late-stage pipeline potential. Analyst Commentary Recent research on Vertex Pharmaceuticals has been dominated by upgrades and higher price targets, with several firms shifting to more positive ratings and highlighting the cystic fibrosis portfolio and late stage pipeline as key supports for the updated fair value assessments.ナラティブの更新 • Jan 23
VRTX: CF Cash Flows And Renal Data Will Shape Balanced Next Phase
Analysts have nudged their fair value estimate for Vertex Pharmaceuticals higher to about $504, citing a slightly richer assumed future P/E multiple and modestly stronger revenue growth expectations, even as they factor in a lower profit margin and a slightly higher discount rate. Analyst Commentary Recent Street research on Vertex Pharmaceuticals has turned more constructive, with several firms shifting to more positive ratings and setting price targets above the current fair value estimate.ナラティブの更新 • Jan 09
VRTX: CF Durability And Kidney Pipeline Data Will Define Next Phase
Analysts have lifted their Vertex Pharmaceuticals fair value estimate by about US$11 to US$496.16, reflecting updated assumptions on revenue growth, margins and future P/E, as recent research highlights confidence in the durability of its cystic fibrosis franchise and potential upside from its broader pipeline. Analyst Commentary Recent Street research around Vertex Pharmaceuticals points to a generally constructive view, with most commentary focusing on the durability of the cystic fibrosis franchise, the breadth of the pipeline and how these factors feed into valuation targets and rating changes.ナラティブの更新 • Dec 18
VRTX: Cystic Fibrosis And Gene Editing Advances Will Drive Upside Potential
Narrative Update The analyst price target for Vertex Pharmaceuticals has been modestly reduced to about $604 from roughly $616 as analysts factor in a slightly higher discount rate and marginally slower revenue growth, partially offset by improved profitability and a lower assumed future P/E multiple. Analyst Commentary Bullish analysts remain broadly constructive on Vertex Pharmaceuticals, emphasizing durable execution in cystic fibrosis, a deep late stage pipeline, and multiple emerging revenue drivers that, in their view, support premium valuation multiples despite modest target tweaks.ナラティブの更新 • Dec 04
VRTX: Kidney Pipeline And Gene Editing Will Shape Next Phase
The analyst price target for Vertex Pharmaceuticals has been nudged higher to about $485 from roughly $480 as analysts point to a healthier long term earnings profile supported by ongoing strength in the cystic fibrosis franchise, measured diversification investments, and an increasingly innovation focused large cap biopharma setup. Analyst Commentary Recent research updates on Vertex Pharmaceuticals highlight a broadly constructive stance on the name, with most price target changes and rating initiations reinforcing confidence in the company’s growth algorithm and innovation pipeline, even as some voices flag valuation and execution constraints as the franchise matures.分析記事 • Nov 11
Vertex Pharmaceuticals' (NASDAQ:VRTX) Performance Is Even Better Than Its Earnings Suggest
Even though Vertex Pharmaceuticals Incorporated's ( NASDAQ:VRTX ) recent earnings release was robust, the market didn't...分析記事 • Sep 19
Vertex Pharmaceuticals Incorporated's (NASDAQ:VRTX) Popularity With Investors Is Under Threat From Overpricing
It's not a stretch to say that Vertex Pharmaceuticals Incorporated's ( NASDAQ:VRTX ) price-to-sales (or "P/S") ratio of...ナラティブの更新 • Sep 04
Gene Editing And New Therapies Will Transform Global Healthcare
Analysts maintain a cautious-but-constructive stance on Vertex Pharmaceuticals, citing strong CF performance and resilient topline results offset by pipeline setbacks and future revenue concentration risks, with the consensus price target unchanged at $481.04. Analyst Commentary Bullish analysts highlight Vertex’s continued strong execution track record, robust base cystic fibrosis (CF) business, solid Q2 results with topline beats, and a positive long-term growth outlook beyond near-term setbacks.新しいナラティブ • Apr 08
New ALYFTREK And JOURNAVX Will Expand Patient Access
Vertex is set to drive revenue growth by expanding its drug portfolio, notably with ALYFTREK and JOURNAVX, targeting new patient demographics.Seeking Alpha • Apr 06
Vertex Pharmaceuticals: A Look At Their Pain Therapy Program
Summary Vertex Pharmaceuticals is diversifying from its cystic fibrosis dominance into pain, sickle cell disease, beta thalassemia, and type 1 diabetes, with approved products in each area. Suzetrigine (Journavx) shows promise as a non-addictive pain treatment, offering systemic relief without opioid-related side effects, but faces Tier 3 insurance hurdles. Financially strong with a market cap of $124bn and $11.2bn in cash, Vertex's pain program needs further trials to overcome high placebo effects in Lumbosacral Radiculopathy. While Vertex's diversification is commendable, investors should wait for a few quarters of revenue from the pain program before making investment decisions. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
Vertex Pharmaceuticals: Company Passes My Health Check With Flying Colors, Upholding Buy Rating
Summary Vertex Pharmaceuticals Incorporated's stock has shown resilience, recovering from dips and maintaining a strong long-term growth trajectory, driven by its robust CF franchise and new product approvals. The company’s 2024 performance was solid, with TRIKAFTA/KAFTRIO generating >$10bn revenues, and 2025 guidance suggesting continued growth despite some challenges. Vertex's diversification efforts include the approval of pain therapy JOURNAVX and gene therapy Casgevy, with potential multi-billion-dollar revenue contributions from these and other pipeline drugs. Despite potential headwinds, Vertex's strong cash position and promising pipeline support a “Buy” rating for VRTX stock, with expectations of further long-term growth and multiple blockbuster drugs. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
Vertex Pharma Stock Surges After FDA Approves Non-Opioid Pain Drug
Summary JOURNAVX, a non-opioid analgesic, shows significant promise in treating pain with a superior safety profile, addressing a critical unmet need compared to opioids with FDA approval just announced. Vertex Pharmaceuticals continues to execute its commercialization of three new drugs, JOURNAVX, CASGEVY, and ALYFTREK. Two of which have been approved by the FDA since December. Vertex's valuation appears high due to recent expenses, but analysts expect substantial earnings growth in 2025 as acquisition and clinical expenses subside. With multiple ongoing clinical trials and a robust pipeline, Vertex is poised to exceed conservative analyst revenue projections, making the stock a STRONG BUY with a 12-month price of $550/share. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Vertex Therapeutics: The Pain Comes With The Territory For Suzetrigine
Summary I last wrote here several months ago about the sodium channel (NaV1.8) inhibitor VX-548 (now known as suzetrigine), which is under investigation as a pain relief medication. In that earlier post on this drug, it had shown some very interesting (though modest) activity in post-surgical patients, albeit with some questions about its efficacy relative to Vicodin standard-of-care. Vertex has been running a number of trials because if there’s one thing that we can take away from the failed drug development projects of the past, it’s that there are many kinds of pain. Just before the holiday break, Vertex reported on another of these trials with suzetrigine in sciatica patients. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Vertex Pharmaceuticals: Jim Cramer Fires A Warning Shot But I Remain Invested
Summary Vertex Pharmaceuticals' suzetrigine showed lackluster Phase II results, but I still see potential in the non-addictive pain management market given the opioid crisis. Vertex's dominance in the cystic fibrosis (CF) drug market, including recent FDA approval for Alyftrek, ensures strong revenue and market expansion. The company's pipeline diversification, targeting diabetic peripheral neuropathy, IgA nephropathy, type 1 diabetes, and gene editing, promises long-term growth. Despite high valuation risks, VRTX's innovative CF treatments and diversified pipeline make it a compelling long-term investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Vertex Pharmaceuticals: Progress Check Suggests Stock Remains A Solid Buy
Summary I'm updating my recent “Buy” thesis on Vertex Pharmaceuticals Incorporated — spoiler alert, I am as bullish, if not more so, than I was back in September, despite a recent sell-off. Vertex's CF franchise remains robust, with TRIKAFTA generating $2.77bn in Q3 revenues and the upcoming Vanzacaftor triple therapy expected to drive further growth. Casgevy, a CRISPR-based therapy for Sickle Cell Disease and TDT, shows promising commercial potential, with multi-billion-dollar peak revenue projections and expanding global approvals. Upcoming catalysts include potential approvals for Vanzacaftor and Suzetrigine in January 2025, with Suzetrigine offering a non-opioid pain management solution. Vertex's long-term growth potential is strong, with promising pipelines in kidney disease, diabetes, and DMD, aiming for a $150bn valuation within 3–5 years. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Vertex Pharma: Why I Am Buying This Dip
Summary Vertex Pharmaceuticals reported strong Q3 earnings, yet the stock has pulled back, presenting a buying opportunity. The company’s robust pipeline, particularly Suzetrigine for acute pain and CASGEVY gene therapy, positions Vertex for significant growth. Vertex's financial health, with no traditional debt and substantial cash reserves, supports its aggressive push into new therapeutic areas and product launches. With three new products launching in 2025, Vertex is poised to exceed revenue estimates, making the current stock pullback an attractive entry point. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Vertex Pharmaceuticals: Strong Execution Continued In Q3 But The Valuation Reflects It
Summary Vertex reported strong Q3 results driven by the growth of the cystic fibrosis franchise and raised the full-year revenue guidance range by $100 million at the mid-point. Casgevy finally generated commercial revenue in Q3 and Vertex continues to work in the background to get treatment centers up and running and patients treated. The VX-880 clinical program is progressing to the pivotal stage and povetacicept generated promising data in membranous nephropathy patients. Vertex Pharmaceuticals continues to deliver on both the commercial and clinical sides of the business, but the current valuation is already reflecting that. Read the full article on Seeking AlphaSeeking Alpha • Oct 18
Vertex Pharmaceuticals: The Future Looks Bright, But It May Be A Choppy Ride
Summary Vertex's diverse pipeline, including Casgevy for SCD, suzetrigine for chronic pain, and the vanzacaftor triple for CF, positions it for growth despite launch challenges. Casgevy's complex treatment process and high costs, alongside competition from Bluebird Bio, make the launch challenging. Suzetrigine's potential in chronic pain, a large market with significant unmet needs, could drive substantial revenue if clinical data is positive. Vertex's strategic diversification beyond CF, with promising candidates like povetacicept for IgA nephropathy and cell therapies for T1D, may result in long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Oct 10
Vertex Joined The M&A Craze - Limited Upside Potential (Downgrade)
Summary VRTX's core cystic fibrosis portfolio remains its top/ bottom-line driver, with elongated patent expiry for TRIKAFTA/KAFTRIO through 2037. Even so, the management is not resting on its laurels with numerous candidates in pipeline, along with new bolt-ons from recent acquisitions. These efforts have unfortunately triggered a deterioration in VRTX's balance sheet, with further acquisitions likely to trigger expensive debt reliance. At the same time, with most candidates in Clinical Phase 3 Trials, we are unlikely to see any top-line accretion in the near term. Given its relatively premium PEG non-GAAP ratio and the minimal upside potential, it may be better to observe VRTX's performance for a little longer. Read the full article on Seeking Alpha株主還元
| VRTX | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 8.8% | 7.5% | -2.5% |
| 1Y | 11.3% | 40.9% | 19.0% |
業界別リターン: VRTX過去 1 年間で40.9 % の収益を上げたUS Biotechs業界を下回りました。
リターン対市場: VRTXは、過去 1 年間で19 % のリターンを上げたUS市場を下回りました。
価格変動
| VRTX volatility | |
|---|---|
| VRTX Average Weekly Movement | 3.3% |
| Biotechs Industry Average Movement | 10.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: VRTX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: VRTXの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1989 | 6,400 | Reshma Kewalramani | www.vrtx.com |
バーテックス・ファーマシューティカルズ・インコーポレーテッドは、米国、欧州、および国際的にバイオテクノロジー企業として事業を展開している。同社は、嚢胞性線維症（CF）、鎌状赤血球症（SCD）、輸血依存性βサラセミア（TDT）、急性疼痛などの特殊市場に重点を置き、重篤な疾患を持つ人々に革新的な医薬品を提供している。2歳以上のF508del変異を1つ以上有するCF患者を対象としたTRIKAFTA/KAFTRIO、6歳以上のCF患者を対象としたALYFTREK、6歳以上のCF患者を対象としたSYMDEKO/SYMKEVI、1歳以上のCF患者を対象としたORKAMBI、1カ月以上のCF患者を対象としたivacaftorを用いたKALYDECOを販売している。また、SCDおよびTDT治療薬CASGEVY、成人の急性疼痛治療薬JOURNAVX、CFTR mRNA治療薬VX-522も開発しており、臨床第1/2相試験中である；イナクサプリン（APOL1介在性腎疾患治療薬、単発第2相試験中）、VX-264（1型糖尿病治療薬）、VX-670（1型筋強直性ジストロフィー治療薬）、VX-407（常染色体優性多発性嚢胞腎治療用低分子補正薬）。同社は主に専門薬局や販売店、卸売業者、小売薬局、病院、診療所に製品を販売している。バーテックス・ファーマシューティカルズ・インコーポレーテッドは1989年に設立され、マサチューセッツ州ボストンに本社を置いている。
Vertex Pharmaceuticals Incorporated 基礎のまとめ
| VRTX 基礎統計学 | |
|---|---|
| 時価総額 | US$124.70b |
| 収益（TTM） | US$4.34b |
| 売上高(TTM) | US$12.22b |
28.7x
PER（株価収益率10.2x
P/SレシオVRTX は割高か？
公正価値と評価分析を参照収益と収入
| VRTX 損益計算書（TTM） | |
|---|---|
| 収益 | US$12.22b |
| 売上原価 | US$5.57b |
| 売上総利益 | US$6.65b |
| その他の費用 | US$2.31b |
| 収益 | US$4.34b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 17.09 |
| グロス・マージン | 54.39% |
| 純利益率 | 35.51% |
| 有利子負債／自己資本比率 | 0% |
VRTX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/28 19:30 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Vertex Pharmaceuticals Incorporated 30 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。58
| アナリスト | 機関 |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Brian Skorney | Baird |
| Huidong Wang | Barclays |