Vertex Pharmaceuticals, Inc. (NASDAQ:VRTX)

CAPS Rating: 5 out of 5

The Company is in the business of discovering, developing and commercializing small molecule drugs for the treatment of serious diseases.

Caps

How do you think VRTX will perform against the market?

Add Stock to CAPS Watchlist

All Players

742 Outperform
65 Underperform
 

All-Star Players

206 Outperform
10 Underperform
 

Wall Street

26 Outperform
1 Underperform
 

Top VRTX Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

GandDConnection (< 20)
Submitted April 05, 2015

We were deciding between this stock or New Oriental Education (EDU) -- a motley pairing if ever there was one! Vertex has been putting away $1B a year in R&D, which is a huge amount relative to sales, though just about 3%-4% of market cap. They have… More

MichaelHamilton (98.34)
Submitted June 25, 2014

$22bn,really??

VRTX VS S&P 500 (SPY)

Fools bullish on VRTX are also bullish on:

Fools bearish on VRTX are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about VRTX.

Recs

0
Member Avatar TheNatureBoy41 (91.26) Submitted: 5/21/2018 3:09:10 PM : Outperform Start Price: $155.72 VRTX Score: +8.82

+22% rev growth in 2019

Recs

0
Member Avatar TheNatureBoy4 (78.37) Submitted: 5/21/2018 3:06:52 PM : Outperform Start Price: $155.83 VRTX Score: +8.75

+22% rev growth in 2019

Recs

0
Member Avatar redrover1001 (38.71) Submitted: 5/19/2018 8:57:27 PM : Outperform Start Price: $157.46 VRTX Score: +7.66

http://www.morningstar.com/stocks/xnas/vrtx/quote.html

1Q Momentum Sets Vertex Up for a Solid Year
Analyst Note by Kelsey Tsai Updated May 01, 2018

Vertex’s momentum in the first quarter strongly positions the firm to meet our full-year expectations. We are increasing our fair value estimate for the firm to $183 per share from $180 to reflect the time value of money and marginally more optimistic sales expectations for Kalydeco. We believe Vertex shares still have leeway for upside. The market may be underestimating Vertex’s pipeline portfolio beyond cystic fibrosis, in our view. While we only have modest probability-weighted sales contributions from the company’s non-CF pipeline assets, given their early-stage nature, we believe Vertex’s defensible cystic fibrosis powerhouse gives the firm a high margin for developmental missteps and forms the basis of our narrow economic moat rating.

The approval and launch of Symdeko, the next-generation Orkambi, in cystic fibrosis patients with two copies of the F508del mutation, coupled with steady growth from Kalydeco, drove top-line sales in the quarter. Kalydeco monotherapy has largely saturated the cystic fibrosis population with gating mutations, although growth appears to be ever-so-slightly more robust than our previous forecasts. We expect Symdeko, with higher efficacy and fewer safety issues than Orkambi, will expand the homozygous F508del CF population on Vertex drugs, namely by capturing patients who discontinued Orkambi or never started treatment. While the uptake of Symdeko is anticipated to cannibalize Orkambi sales, we expect continued reimbursement agreements in European markets and approval in pediatric patients to partially offset this decline in the near term. Symdeko approval in Europe is anticipated in the second half of the year and would further accelerate the drug’s launch.
Investment Thesis by Kelsey Tsai Updated May 01, 2018

While Vertex Pharmaceuticals was once best known for discovering Incivek, a blockbuster hepatitis C virus drug, its future is now tied to its robust cystic fibrosis portfolio. Approved treatments Kalydeco and Orkambi, as well as additional pipeline assets, are expected to create a dominant franchise in this lucrative rare-disease market.

Leaderboard

Find the members with the highest scoring picks in VRTX.

Score Leader

bugeyebear

bugeyebear (< 20) Score: +995.04

The Score Leader is the player with the highest score across all their picks in VRTX.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
bugeyebear < 20 3/17/2008 Outperform 3Y $14.60 +1,133.42% +138.39% +995.04 0 Comment
lostontheprairie 67.84 3/12/2008 Outperform 5Y $14.99 +1,101.33% +129.26% +972.08 0 Comment
Kudude 74.36 3/12/2008 Outperform 5Y $14.99 +1,101.33% +129.26% +972.08 0 Comment
Salilp 74.97 3/17/2008 Outperform 5Y $15.07 +1,094.96% +140.42% +954.54 0 Comment
davidmouw2 < 20 3/14/2008 Outperform NS $15.43 +1,067.08% +129.19% +937.89 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. snazzysnazz 70.46 3/13/2008 Outperform 5Y $15.49 +1,062.56% +134.79% +927.77 0 Comment
NovaMechanika 31.18 3/20/2008 Outperform 3Y $15.55 +1,058.07% +132.84% +925.23 2 Comments
stnewbie 79.92 3/12/2008 Outperform NS $15.78 +1,041.19% +130.30% +910.90 0 Comment
PrincetonAl 95.00 3/7/2008 Outperform 3Y $15.86 +1,035.44% +134.75% +900.68 1 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. hayrettin 70.89 3/24/2008 Outperform 5Y $16.47 +993.38% +127.14% +866.24 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackPiperJaff 87.67 10/13/2014 Outperform NS $107.35 +67.75% +53.31% +14.44 0 Comment
trackguggenheim 21.08 10/3/2014 Outperform NS $105.37 +70.90% +49.22% +21.68 0 Comment
TrackGoldmanSach 75.08 9/5/2014 Outperform NS $94.68 +90.20% +45.87% +44.33 0 Comment
TrackCreditSuiss 89.02 7/15/2013 Outperform NS $87.14 +106.66% +73.83% +32.82 0 Comment
trackchardan 63.78 4/10/2013 Outperform NS $53.45 +236.91% +85.78% +151.13 0 Comment
TrackJanney 85.35 1/3/2013 Outperform NS $43.70 +312.08% +100.01% +212.08 0 Comment
TrackGoldmanSach 75.08 11/2/2012 Underperform NS $45.05 +81.02% +7.69% -73.33 4/19/2013 @ $81.55 0 Comment
TrackZacks < 20 9/26/2012 Underperform 3M $54.94 -18.49% -3.54% +14.95 11/12/2012 @ $44.78 1 Comment
TrackLazardCapit 75.63 8/7/2012 Outperform NS $52.30 -11.70% +4.53% -16.23 1/15/2013 @ $46.18 0 Comment
TrackJPMorgan 86.86 5/14/2012 Outperform NS $63.12 +185.30% +117.40% +67.90 0 Comment
TrackPoisedTo < 20 3/6/2012 Outperform 5Y $40.10 +349.08% +115.73% +233.35 0 Comment
TrackRBCCapMkts 85.27 12/19/2011 Outperform NS $33.26 +441.43% +141.31% +300.13 0 Comment
TrackZacks < 20 12/12/2011 Outperform 3M $29.35 +28.89% +6.65% +22.24 2/2/2012 @ $37.83 1 Comment
TrackBarclaysCap 89.12 12/9/2011 Outperform NS $29.48 +510.85% +131.89% +378.97 0 Comment
TrackJMP 83.46 10/4/2011 Outperform NS $42.03 +328.46% +167.81% +160.65 0 Comment
tracksummerstree 90.61 5/24/2011 Outperform NS $55.97 +221.74% +121.17% +100.57 0 Comment
TrackWedbush 85.60 2/24/2011 Outperform NS $43.62 +312.84% +124.06% +188.78 0 Comment
TrackGoldmanSach 75.08 2/9/2011 Outperform 5Y $38.40 +14.01% +7.86% +6.15 11/2/2012 @ $43.78 1 Comment
TrackBreanMurray 67.70 1/28/2011 Outperform NS $39.86 +34.24% +4.21% +30.03 5/4/2011 @ $53.51 0 Comment
TrackDawsonJames < 20 10/7/2010 Outperform NS $34.66 +419.56% +150.64% +268.93 0 Comment
TrackJimCramer 85.64 6/18/2010 Outperform 3W $36.82 +389.08% +161.34% +227.74 0 Comment
TrackMehtaPartne < 20 5/26/2010 Outperform NS $35.76 +403.58% +168.94% +234.64 0 Comment
TrackOppenheimer 71.42 3/4/2010 Outperform NS $41.82 +126.76% +74.50% +52.26 7/8/2014 @ $94.83 0 Comment
TrackWedbush 85.60 1/5/2010 Underperform NS $43.06 -12.41% -3.99% +8.42 5/26/2010 @ $37.72 0 Comment
TrackDeutscheSec 84.81 10/31/2009 Outperform NS $33.73 +433.89% +174.68% +259.20 0 Comment
TrackRBCCapMkts 85.27 10/10/2009 Outperform NS $33.14 +5.46% +18.02% -12.56 11/7/2011 @ $34.95 0 Comment
TrackZacks < 20 4/17/2009 Outperform 3M $28.03 +19.05% +22.21% -3.16 10/27/2009 @ $33.37 1 Comment
TrackJimCramer 85.64 4/6/2009 Underperform 3W $27.05 +36.12% +33.65% -2.47 6/19/2010 @ $36.82 0 Comment
TrackWedbush 85.60 3/18/2009 Outperform NS $28.75 +49.77% +45.51% +4.27 1/5/2010 @ $43.06 0 Comment
trackthinkequity 91.64 3/4/2009 Outperform NS $29.14 +517.98% +317.20% +200.79 0 Comment
trackthinkequity 91.64 1/27/2009 Underperform NS $31.56 -7.67% -15.32% -7.65 3/4/2009 @ $29.14 0 Comment
TrackCreditSuiss 89.02 11/25/2008 Outperform NS $22.24 +98.61% +61.53% +37.07 11/12/2012 @ $44.17 0 Comment
trackmerriman 69.44 10/30/2008 Outperform NS $22.73 +76.20% +15.67% +60.53 11/17/2009 @ $40.05 0 Comment
TrackNeedham 90.03 9/26/2008 Outperform NS $32.94 +44.60% +11.83% +32.76 3/31/2011 @ $47.63 0 Comment
TrackJMP 83.46 9/25/2008 Outperform NS $33.20 +6.72% -8.12% +14.84 9/8/2010 @ $35.43 0 Comment
TrackCowenandCo 81.00 6/5/2008 Outperform NS $31.29 +475.52% +118.23% +357.29 0 Comment
TrackPacificGrow < 20 5/21/2008 Outperform NS $25.79 +38.81% -1.15% +39.96 4/17/2012 @ $35.80 0 Comment
TrackLeerinkSwan 96.94 4/25/2008 Outperform NS $24.85 +624.67% +117.14% +507.52 0 Comment
TrackZacks < 20 4/3/2008 Outperform 3M $25.40 +26.93% -0.55% +27.48 6/7/2008 @ $32.24 1 Comment
TrackRWBaird 87.31 4/1/2008 Outperform NS $23.40 +39.66% -5.14% +44.80 11/8/2011 @ $32.68 0 Comment
TrackSusquehanna 91.83 3/31/2008 Outperform NS $23.58 +663.70% +128.46% +535.24 0 Comment
TrackJMP 83.46 1/29/2008 Outperform NS $20.50 +34.88% +1.45% +33.43 6/4/2008 @ $27.65 0 Comment
TrackBofASec 92.44 1/16/2008 Outperform NS $24.08 +647.84% +121.53% +526.31 0 Comment
TrackWellsFargo 86.43 1/3/2008 Underperform NS $21.86 +7.04% -7.64% -14.68 4/1/2008 @ $23.40 0 Comment
TrackLazardCapit 75.63 12/13/2007 Underperform NS $24.25 -36.08% -10.44% +25.65 3/12/2008 @ $15.50 0 Comment
TrackEdwardOwens 99.18 9/30/2007 Outperform NS $38.41 +368.84% +100.50% +268.33 6 Comments
TrackBMOCapital < 20 9/28/2007 Outperform NS $37.24 +383.57% +100.72% +282.84 0 Comment
TrackCowenandCo 81.00 8/8/2007 Outperform NS $37.99 -18.98% +2.94% -21.92 10/19/2007 @ $30.78 0 Comment
TrackStifel 92.25 6/26/2007 Outperform NS $26.35 +583.42% +104.83% +478.58 0 Comment
TrackMaximGroup 55.12 4/16/2007 Underperform NS $28.79 +525.41% +111.13% -414.27 0 Comment
TrackBofASec 92.44 12/14/2006 Underperform NS $37.81 -20.87% -0.96% +19.91 3/12/2007 @ $29.92 0 Comment
TrackRodmanRen < 20 12/1/2006 Outperform NS $44.01 -40.99% +6.64% -47.63 11/5/2007 @ $25.97 0 Comment
TrackSusquehanna 91.83 11/21/2006 Underperform NS $44.90 -15.10% +1.72% +16.82 1/17/2007 @ $38.12 0 Comment
TrackPiperJaff 87.67 11/20/2006 Outperform NS $44.31 +9.75% -1.29% +11.04 8/1/2012 @ $48.63 0 Comment
TrackMaximGroup 55.12 9/7/2006 Outperform NS $34.85 +11.59% +9.92% +1.67 12/15/2006 @ $38.89 0 Comment
TrackUBS 92.22 8/25/2006 Outperform NS $33.34 +440.13% +140.23% +299.90 0 Comment
TrackJimCramer 85.64 7/10/2006 Outperform 3W $35.22 -23.20% -34.24% +11.04 4/6/2009 @ $27.05 0 Comment

Featured Broker Partners


Advertisement