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Vertex Pharmaceuticals Incorporated (VRTX)

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225,55-0,57 (-0,25%)
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  • E
    End Game
    $NVAX conversation
    Going to bring the new Board Member to the focus. Personally, what is the value to the comapny. As an investor we have no say, we really don't. But we can try to understand if there's a value for anything that is done that affects or effects our investments.

    So for Margaret G. McGlynn, R. Ph.

    From public records here's what I"ve found and my opine,

    1983 -2009 26 yrs Merck marketing,sales and managed care roles
    2005-2009 President Global Vaccines and Infectious diseases, Merck and
    2009 Amicus Theraputics Board for Air Products and Chemicals, mational Industrial Advisory Committee for Buffalo School of Pharmacy and a member of the Global Alliance for Vaccine Immunization (GAVI) Board

    GAVI
    Geneva, 7 August 2020 – A new landmark collaboration between SII, the world’s largest vaccine manufacturer by volume, Gavi and the Bill & Melinda Gates Foundation will accelerate the manufacture and delivery of up to 100 million doses of COVID-19 vaccines for low- and middle-income countries (LMICs) as part of the Gavi COVAX AMC, a mechanism within the COVAX Facility.

    Period between 2009 and 2016 International AIDS Vaccine Initiative
    2016 HCU Network America Non-profit
    Current Vertex Pharm and Novavax Boards

    She recieved 7700 shares/$140 persh 1,078,000

    Current public assets
    $FOLD 27,919 shares = $615,893
    $VRTX 877 shares = $196,448
    $NVAX 7700 = $885,500

    My personal opinion,
    The most recent expereince is down the Low/Middle low income countries through GAVI and the Non-Profits she has either started or been part of. Non-profits I hope is where we aren;t going to be concentrating the NVAX efforts. I"ve done a few jobs for non-profits. Very tough budget minded people. Her last Merck experience was 2009, 11 years ago That's a far stretch for reaching back for an M&A attempt by Merk. For the last 4 years, 2005-2009 she was the President global vaccines and infectious disease.

    I hope we see the real value her. A real M&A expert, or gov't FDA expert of getting FDA approvals to help the company get past this and to get the nanoFlu and RSV through the processes.
  • s
    stocktargetadvisor
    $VRTX conversation
    $VRTX
    Initiated by Daiwa Securities Outperform USD 250
  • V
    VirginiaLova
    $CRSP conversation
    Alexion Pharmaceuticals (ALXN) – Alexion agreed to be bought by AstraZeneca (AZN) in a $39 billion cash-and-stock deal valued at $175 per share, compared to Alexion’s Friday close of $120.98. The move will help expand AstraZeneca’s presence in treatments for rare diseases. Alexion shares surged 32% in premarket trading. $CRSP $VRTX $ARKG
  • S
    Stocktargetadvisor
    $VRTX conversation
    $VRTX
    Initiates Coverage On Sanford Bernstein Outperform USD 275
  • K
    Keith
    $VRTX just rakes in $. Balance sheet and cash flow +
  • S
    Stocktargetadvisor
    $VRTX conversation
    $VRTX
    Target Lowered by Piper Sandler Overweight USD 327 » USD 307
    Target Lowered by Credit Suisse Outperform USD 292 » USD 285
    Maintains SVB Leerink Market Perform USD 267 » USD 257
  • V
    VirginiaLova
    $VRTX conversation
    HUGE NEWS IN EARNINGS RELEASE FOR $CRSP. $CRSP $VRTX — CRISPR CEO “We are now progressing five cell therapy clinical trials in parallel targeting hemoglobinopathies and various cancers” and they have enrolled more patients in the CTX001 trials
  • T
    Tad
    $ARWR conversation
    from twitter: 43s
    $VRTX Citi boosts PT to $325. 2020 guidance is for $5.3B to $5.6B of product sales. Makes me think of mere $3B market cap for $ARWR and what will happen if/when they report POC in CF (and opens door to other lung indications)...

    know what you own
  • b
    bug
    Arrowhead Pharmaceuticals, Inc.
    We have certainly talked about this a lot but I continue to side eye $VRTX as to their approach on not only an approvable end point but how they propose to get there. Below is a comment from Reshma Kewalramani on the last CC

    "'Ive said a number of times previously, the companies that make augmentation therapy. About 5 of them have gotten their approvals in the U.S. based on levels of AAT. And so we need to go through that. Separately, we are very interested in, and I'm sure others might be interested in understanding the impact of our small molecule correctors on lung function measured by imaging or something like a pulmonary function test, and those are all considerations that we continue to talk and think about. But the framework for our package really is functional AAT levels, antigenic AAT levels and the clearance of the polymers from the liver".

    1) As mentioned augmentation therapy already exists. 2) If they were going to attempt to go the augmentation approval endpoint route, FDA would need to see clear benefit of the corrector over that SOC. Personal opinion, I don't see it showing substantiating improvement....why? the corrector by design has to perform multiple biologic complexity's just to turn the protein into what Augmentation therapy already is, a functional protein. Then is it safely correcting enough to be clinically significant. Sure augmentation therapy does nothing for the liver disease, but RNAi does with superb result at this point in time. I am by no means out to trash VRTX here just pointing out it appears their approach to this target is not only not competitive but I am viewing it as a lack of resources and a character flaw to their organization for continuing down this rabbit hole....for what?
  • V
    VirginiaLova
    $CRSP conversation
    Crispr Therapeutics initiated with a Buy at SunTrust SunTrust CRSP
    Crispr Therapeutics initiated with a Buy at SunTrust SunTrust CRSP
    thefly.com
  • V
    VirginiaLova
    $CRSP conversation
    Excited about the Suntrust upgrade. The analyst is a medical doctor. The Car - T program, as she noted, has not been priced into the stock. Her $140 target is low. Crsp, per Ceo, uses healthy donor cells, then does the edits to those cells using Crispr/ Cas9. The cancer treatments are then available “off the shelf” to be delivered to patients. This is critical for those with illness who need instant treatment. $CRSP wholly owns the Car-t program. $VRTX is partnered on most of the other developmental programs, including DMD. At any rate, the analyst from Suntrust is giving a price target, that when hit will be raised. I think the other analysts will be raising price targets soon too.
  • K
    Kim
    $SRPT conversation
    FromSY investing:
    Cantor 2020 #biotech outlook

    Top picks:
    - Large-cap: $VRTX $AMGN
    - Mid-cap: $SRPT $ALNY
    - Small-cap: $TGTX $ICPT $GBT $AGIO
    - Favorite binary: $MYOK
  • t
    thirdmeinvestor
    $VRTX conversation
    $VRTX and $BMRN stocks are downgraded to equal-weight from overweight by Morgan Stanley. Biotech analyst at MS is good, but very conservative in their rating. Their target price is 300. If I have to guess, we can reach 350 by January.
  • T
    Thirdmeinvestor
    $VRTX conversation
    $VRTX made to the list of [Barron’s 100 Most Sustainable Companies] (= Barrons' Cover story). Only a few biotech companies belong to the group.
  • P
    Pancakes
    $PTI conversation
    $PTI or $VRTX top contenders:
    01 July 2020
    COVID-19 meets Cystic Fibrosis: for better or worse?

    "We hypothesise that CFTR modulator therapy might also confer additional benefit to patients with severe respiratory problems due to COVID-19 infection "

    "...CFTR modulator therapy given to people with CF helps to restore cellular function, increases airway hydration, reduces oxidative stress, and down-regulates activation of the NLRP3 inflammasome"

    "The influence of CFTR in non-CF respiratory disease is intriguing and relatively poorly understood."

    "Carriers of the (commonest by far) Phe508del mutation found in over 70% of patients, have also been reported as having an increased risk of developing chronic bronchitis and bronchiectasis"

    "The role of CFTR in COVID-19 needs further elucidation in patients without CF."

    "We suggest that clinical trials of modern CF drugs should be explored in those infected by this new virus."

    ONLY 2 biotechs in the world PTI or VRTX have FEV1 over 8%.
  • V
    VirginiaLova
    $CRSP conversation
    Since receiving a landmark treatment with the gene-editing tool CRISPR, a sickle cell patient has the strength to care for herself and her children — while navigating the pandemic.
    Since receiving a landmark treatment with the gene-editing tool CRISPR, a sickle cell patient has the strength to care for herself and her children — while navigating the pandemic.
    www.npr.org
  • s
    smartmoneynd
    $VRTX conversation
    Posted on S.T. 6m
    $VRTX new 52 week high, w/ $80 billion market cap. Yet,
    $PTI is a close second to VRTX in FEV1 lung function, coupled w/ the fact PTI has the only Amplifier in the clinic:
    Nesolicaftor (PTI-428), a first in class cystic fibrosis transmembrane conductance regulator (CFTR) amplifier, in CF patients.

    Yes, we are scratching our head with PTI trading:
    - Near CASH.
    - NO debt.
    - NO warrants out there.
  • T
    Thirdmeinvestor
    $VRTX conversation
    My price target for $VRTX is 500. Progress both in business and drug development is impressive. Don't miss out the progress being made in CRISPR technology:

    https://www.investors.com/news/technology/crispr-gene-editing-biotech-companies/?src=A00220&yptr=yahoo

    Who said the lightening doesn't strike the same spot twice.
    Three small biotech stocks are at the forefront of a cheaper, faster gene editing method that could advance personalized medicine and cure thousands of diseases.
    Three small biotech stocks are at the forefront of a cheaper, faster gene editing method that could advance personalized medicine and cure thousands of diseases.
    www.investors.com
  • B
    Boru
    $ARWR conversation
    If $VRTX loses $11 billion in market cap (based on before hours trading), Shouldn't $ARWR gain at least $10 billion in market cap? That would make $ARWR's share price north of $100! But since this is $ARWR, it probably will end down today.
  • V
    VirginiaLova
    $CRSP conversation
    Cramer Tonight — Crispr Therapeutics: “Crispr’s the real deal, and I think you’ve got a very good one and I like it very much”

    $CRSP $VRTX $ARKK $ARKG