Vertex reported third-quarter revenue of $3.4 billion, up 12% year over year, driven by continued growth in its cystic fibrosis franchise, which accounted for 95% of total product revenue. Vertex raised its 2026 revenue growth outlook by 38 basis points at the midpoint.
The firm's CF therapies are poised to dominate the lucrative market for the foreseeable future, based on the disease-modifying potential of the drugs, chronic use by patients, and limited competition.
Vertex is highly dependent on the success of its cystic fibrosis franchise, and it could fail to diversify if its other pipeline candidates are not successful.
Metric | VRTX | GMAB | ALNY |
|---|---|---|---|
Price/Earnings (Normalized) | 30.17 | 35.22 | 7.48 |
Price/Book Value | 6.64 | 5.27 | 5.63 |
Price/Sales | 10.82 | 8.09 | 4.17 |
Price/Cash Flow | 30.10 | 35.59 | 14.87 |
Metric | VRTX | GMAB | ALNY |
|---|---|---|---|
Quick Ratio | 1.72 | 2.43 | 2.26 |
Current Ratio | 2.34 | 2.45 | 2.48 |
Interest Coverage | 94.80 | 2.74 | 3.22 |
Metric | VRTX | GMAB | ALNY |
|---|---|---|---|
Return on Assets (Normalized) | 17.70% | 10.39% | 50.54% |
Return on Equity (Normalized) | 25.16% | 20.28% | 204.12% |
Return on Invested Capital (Normalized) | 20.26% | 14.10% | 112.35% |
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