Key Takeaways Alyftrek sales jumped to $247M, beating estimates and showing strong global launch momentum.Journavx brought in $19.6M, meeting targets as prescriptions and payer coverage expand steadily.Casgevy sales fell 44% sequentially to $16.9M, though patient access and reimbursement are improving.Vertex Pharmaceuticals Incorporated’s (VRTX) third-quarter 2025 results were strong as it beat estimates for both earnings and sales.The company’s total revenues of $3.08 billion rose 11% year over year, drive ...

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Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________________ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission file number 000-19319 ____________________________________________ Vertex Ph ...

Key Takeaways Vertex's Q3 EPS of $4.80 beat estimates, rising 10% year over year on $3.08B in revenues.Trikafta and Alyftrek fueled growth, while Casgevy sales fell 44% sequentially to $16.9M.VRTX tightened its total revenue guidance for 2025 from $11.85-$12 billion to $11.9 to $12.0 billion.Vertex Pharmaceuticals (VRTX) reported adjusted earnings of $4.80 per share for the third quarter of 2025, surpassing the Zacks Consensus Estimate of $4.55. Earnings rose around 10% year over year.Total revenues of $3.0 ...

TESLA WATCH: Elon Musk Pay Deal In Focus Vertex stock dipped Tuesday on a mixed third-quarter report, with the lion's share of its sales beat coming from its older cystic fibrosis treatment, Trikafta. Vertex Pharmaceuticals (VRTX) is working to shift patients to the newer triplet, Alyftrek. Together, Trikafta and Alyftrek brought in $2.9 billion in sales, topping projections for $2.86 billion, RBC Capital Markets analyst Brian Abrahams said. Sales of Alyftrek, by itself, came in at $247 million. That beat s ...

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Vertex Pharmaceuticals (NasdaqGS:VRTX) Q3 2025 Earnings Call November 03, 2025 04:30 PM ET Speaker0Good day, and welcome to the Vertex Pharmaceuticals Third Quarter twenty twenty five Earnings Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Ms.Susie Lisa. Please go ahead, ma'am.Speaker1Good evening, all. My name is Susie Lisa. And as the S ...

业绩总结 - 2025年第三季度收入为30.8亿美元，同比增长11%[5] - Q3 2025总收入为30.8亿美元，同比增长10.9%[45] - TRIKAFTA/KAFTRIO的收入为26.5亿美元，同比增长2.3%[45] - ALYFTREK在Q3 2025的收入为2.47亿美元[45] - 非GAAP净收入为12.4亿美元，非GAAP净收入每股摊薄为4.80美元[45][50] - 非GAAP运营收入为13.8亿美元，运营利润率为45%[45][50] 财务指导 - 2025年总收入指导范围调整为119亿至120亿美元[8] - 非GAAP运营支出指导范围调整为50亿至51亿美元，税率指导范围调整为17%至18%[8] 产品研发与临床进展 - TRIKAFTA在1至2岁儿童的研究中，汗氯化物减少幅度达到71.8 mmol/L，创下历史最大降幅[12] - Povetacicept（IgAN）已完成RAINIER三期临床试验的全部入组，FDA已授予突破性疗法认定[8] - VX-828组合疗法已在CF患者中启动，成为Vertex迄今为止研究的最有效CFTR修正剂[9] - Zimislecel（T1D）三期临床试验已全部入组，正在进行内部制造分析[8] - ALYFTREK已在多个国家获得批准，预计将惠及约95%的CF患者[9] - Vertex的肾脏产品组合正在快速推进，多个项目已进入中后期临床开发阶段[18] 市场扩张与覆盖 - JOURNAVX的商业推出进展顺利，计划在2026年增加150名代表以扩大市场覆盖[8] - JOURNAVX在美国的覆盖人群达到约1.7亿，获得了2/3大型国家药房福利管理者的正式覆盖[41] 未来展望 - 预计2025财年总收入在119亿至120亿美元之间，主要受CF和ALYFTREK全球发布的推动[46] - CASGEVY预计在2025财年收入超过1亿美元[32] - Povetacicept在IgAN的BLA提交预计在2025年年底开始，若中期分析结果积极，2026年上半年完成提交[44][48] - 预计在2025年完成DPN的第二个关键试验[23][48] 患者机会与市场潜力 - 针对镰状细胞病和TDT的CASGEVY细胞和基因疗法，严重患者机会约为60,000人[51] - JOURNAVX小分子NaV1.8抑制剂用于急性疼痛，患者机会约为8000万[51] - 针对糖尿病周围神经病变的Suzetrigine小分子NaV1.8抑制剂，患者机会超过200万[51] - 针对AMKD的Inaxaplin小分子抑制剂，患者机会约为250,000人[51] - Zimislecel细胞和基因疗法针对1型糖尿病，初步申请患者机会约为60,000人[51] - IgA肾病的Povetacicept融合蛋白，患者机会在美国和欧洲约为300,000人，中国超过750,000人[51] - 针对DM1的VX-670寡核苷酸，患者机会约为110,000人[51] - VX-522 mRNA治疗针对不产生任何CFTR蛋白的囊性纤维化患者，患者机会约为5,000人[51] - 针对ADPKD的VX-407小分子修正剂，患者机会可达30,000人[51]

Vertex Pharmaceuticals reported on Monday that it beat Wall Street estimates for third-quarter results, driven by strong demand for its cystic fibrosis treatments and early contributions from newer me... ...

More to follow. Follow Allison Gatlin on X/Twitter at @AGatlin_IBD. YOU MAY ALSO LIKE: TESLA WATCH: Elon Musk Pay Deal In Focus Vertex stock dipped late Monday after the biotech company reported adjusted earnings of $4.80 per share on $3.08 billion in third-quarter sales. On average, analysts polled by FactSet expected Vertex Pharmaceuticals (VRTX) to earn $4.58 a share and report $3.06 billion in sales. In the year-earlier period, Vertex earned $4.38 a share on $2.77 billion in sales. The biotech giant rai ...