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VRVRTX

Vertex Pharmaceuticals Incorporated

$VRTX·$128B·Biotechnology·Healthcare
$504.60-0.4%YTD+13.6%1Y+23.5%
Price updated 12h ago·X counts updated 5d ago
VRVRTX
$VRTXVertex Pharmaceuticals Incorporated
$504.60-0.42%116 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VRTX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

116X posts · last 7 days
Sep 20Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VRTX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 52% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-10

Vertex Pharmaceuticals chatter shows momentum-scanner leadership alongside CAH, CNC, and DE, plus mentions of the completed $10 billion Crinetics acquisition. Some holders took 100%-plus profits though bulls see a measured move target of $640-$660.

Read what X is saying about $VRTX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VRTX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Vertex Pharmaceuticals at 68% of 52-week range — 39% operating margin, $10B Crinetics acquisition closed.

Vertex Pharmaceuticals is the dominant cystic fibrosis franchise plus a growing pipeline including pain (Suzetrigine) and type 1 diabetes (Zimislecel). The stock is up 14% YTD, consolidating below the 50-day MA on 1.14x normal volume into the Nov 2 earnings print.

  • The P&L is still strong: revenue grew 7.8% YoY to $2.99B last quarter at a 39% operating margin and 86% gross margin — the CF franchise is the cash engine, with Suzetrigine ramping in acute pain and the broader pipeline extending.
  • The $10B Crinetics acquisition completion is a specific M&A event — pulls in Paltusotine and other candidates, extending the endocrinology franchise. Momentum-scanner leadership alongside CAH, CNC, DE is the technical confirmation.
  • No material insider selling; the measured-move target of $640-$660 is aggressive but directionally supported by the CF franchise durability and pipeline optionality.

Stalled holds until Nov 2 earnings confirm CF franchise growth stays above 7% YoY and Suzetrigine commercial ramp meets expectations. A soft CF print, or any specific commentary on Suzetrigine payer-coverage softening, is what tips this toward breaking-down; a Zimislecel Phase 3 timeline announcement plus FY27 revenue guide above $14B is what breaks the stalled tape higher.

Agrees with X sentimentX bulls citing momentum-scanner leadership alongside CAH/CNC/DE, the completed $10B Crinetics acquisition, 100%-plus profit takers, and the $640-$660 measured-move target have the setup right — this is a quality compounder with specific pipeline-driven upside.

What to watch: Nov 2 earnings — CF franchise revenue growth above 7% YoY, Suzetrigine launch ramp, Zimislecel pipeline progression, FY27 revenue guide. A soft CF print or Suzetrigine commercial miss is what breaks the stalled tape lower.

On the calendar: 2026-11-02 — Q3 FY26 earnings

Read the AI verdict on $VRTX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Dominates cystic fibrosis treatment with TRIKAFTA; expanding pipeline covers pain (non-opioid VX-548), APOL1 kidney disease, and type 1 diabetes.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $VRTX.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $VRTX

Neutral — Dominates cystic fibrosis treatment with TRIKAFTA; expanding pipeline covers pain (non-opioid VX-548), APOL1 kidney disease, and type 1 diabetes.

Top industry ETF

$IBBiShares Biotechnology ETF
+21.0%YTD
+37.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
39.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
23.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
86.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$4.73$4.74-0.2%
Q1 2026May 4, 2026$4.47$4.24+5.4%
Q4 2025Feb 12, 2026$5.03$5.11-1.6%
Q3 2025Nov 3, 2025$4.80$4.57+5.0%
Next earningsMon, Nov 2·consensus EPS $4.76

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.0B+7.8%86.8%38.1%$4.06$1.3B
Q4 FY25$3.2B+10.8%85.6%40.3%$4.69$348.6M
Q3 FY25$3.1B+11.0%86.5%38.6%$4.24$1.1B
Q2 FY25$3.0B+12.1%86.3%38.8%$4.02$927.4M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.2B$13.2B – $13.4B$18.75$18.15 – $19.1313
FY27$14.6B$13.9B – $16.2B$21.21$18.53 – $22.8113
FY28$16.4B$14.2B – $18.0B$25.32$19.44 – $32.4714
FY29$18.4B$17.5B – $19.7B$30.21$28.12 – $32.888
FY30$20.2B$19.1B – $21.6B$34.10$31.73 – $37.1012

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.65%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 253.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 2Ourania TatsisEVP, Chief Reg. & Quality Off.1.5K sh$787KSellJul 2Duncan MckechnieEVP, Chief Commercial Officer1.5K sh$800KSellJul 1Joy LiuEVP and Chief Legal Officer828 sh$416KSellJun 26Carmen BozicEVP and CMO596 sh$288KSellJun 18Carmen BozicEVP and CMO1.0K sh$471KSellJun 15Carmen BozicEVP and CMO4.1K sh$1.8MSellJun 5Carmen BozicEVP and CMO1.7K sh$785KSellMay 29Carmen BozicEVP and CMO2.0K sh$888KSellMay 15Mark E. BunnageEVP, Chief Scientific Officer33 sh$15KSellMay 15Carmen BozicEVP and CMO1.4K sh$614K
1–10 of 13
+ 23 other (18 awards · 4 returns · 1 gift) in window

See when $VRTX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 103
8-KOfficer or director changeSep 18-K — Item 5.02: Officer or director change
AI summary

Vertex Pharmaceuticals Incorporated appointed Jonathan Poole (age 51, currently SVP Finance at Vertex) as Executive Vice President and CFO, effective January 1, 2027. Upon Poole's appointment, Charles F. Wagner, Jr. (current EVP and COO/CFO) will relinquish the CFO title but remain as EVP and COO. Poole's package includes $750,000 base salary and a 90% annual bonus target. This is a planned internal succession rather than an external hire, suggesting minimal transition risk; promoting an internal leader reduces disruption and signals confidence in Vertex's current finance leadership.

8-KMaterial agreementJul 78-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Vertex Pharmaceuticals Incorporated signed an Agreement and Plan of Merger on July 6, 2026 to acquire Crinetics Pharmaceuticals, Inc. in an all-cash deal at $85.00 per share, with Crinetics surviving as a wholly owned Vertex subsidiary. All outstanding unvested equity (options and RSUs) will accelerate and convert to the right to receive $85.00 (less any exercise price for options). Closing is subject to customary conditions. Transformative acquisition for Vertex, adding Crinetics' endocrine/rare disease pipeline to Vertex's portfolio at a significant cash premium — signals Vertex's intent to diversify beyond its core CF franchise.

8-KOfficer or director changeMay 138-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Vertex Pharmaceuticals held its 2026 Annual Meeting on May 13, 2026. Shareholders elected all 10 director nominees (including CEO Reshma Kewalramani, Jeffrey Leiden, Sangeeta Bhatia, and others) and approved the 2026 Stock and Option Plan, which replaces the 2013 plan. The new plan was approved by the Board on March 27, 2026. Vertex's strong governance and shareholder base typically result in routine approval of management proposals; the new equity plan provides incentive compensation capacity under an updated structure.

8-KOfficer or director changeApr 298-K — Item 5.02: Officer or director change
+ 17 other (7 S-8 POSs · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Vertex Pharmaceuticals (VRTX) Stock Falls Amid Market Uptick: What Investors Need to Knowzacks.com·2d agoAxsome Therapeutics vs. Vertex Pharmaceuticals: Which Biotech Stock Is a Better Buy in 2026?fool.com·2d agoThe Top HealthTech Questions Landing on Our Desksetftrends.com·3d ago2 Wall Street Analysts Think Vertex Pharmaceuticals Stock Can Soar Another 20% or More Over the Next 12 Months. Here's Why They're Right.fool.com·4d ago2 Healthcare Stocks That Just Delivered Great News for Investorsfool.com·7d ago

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Voices on X · last 7 days

No standout posts about $VRTX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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