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北京时间·🕒 发布 04:04:52时区推断·⟳ 抓取 04:06:06·⚡ 决策 08-04 04:13:58 +7m52s·84.9 天前
Vertex小幅上调全年收入指引且二季度营收超预期
全年收入指引上限从131亿美元上调至132亿美元，中点约131.5亿美元，高于LSEG预期130.7亿美元。
📄 原文Reuters↗ 原文
Vertex Pharmaceuticals (VRTX.O) on Monday raised the upper end of its annual revenue forecast, banking on robust demand…
不做 Vertex Pharmaceuticals（VRTX.US）
收入和指引为正向但幅度较小，EPS仅符合预期且Trikafta低于预期，短线不具备足够edge。
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研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- Reuters披露Vertex因CF药物需求强劲上调全年收入预期，并列出Q2收入、EPS和主要产品销售。
关键理由
- 全年收入指引上限从131亿美元上调至132亿美元，中点约131.5亿美元，高于LSEG预期130.7亿美元。
- 二季度收入33.3亿美元高于预期32.3亿美元，调整后EPS 4.73美元符合预期。
- 新CF药Alyftrek销售5.736亿美元增长较快，但Trikafta销售25.0亿美元低于26.5亿美元预期，核心CF组合内部有切换压力。
主要风险
- 指引上修幅度只有约0.5亿-1.5亿美元量级，对Vertex大市值而言短线弹性有限。
- Crinetics收购尚未纳入全年展望，交易关闭后的整合和更新指引仍有不确定性。
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原文全文
展开原文 · 1,734 字
Vertex Pharmaceuticals (VRTX.O) on Monday raised the upper end of its annual revenue forecast, banking on robust demand for its cystic fibrosis treatments.
The company expects its annual revenue to be between $13.1 billion and $13.2 billion, compared with $12.95 billion to $13.1 billion previously. Analysts on average expect 2026 revenue of $13.07 billion, according to data compiled by LSEG.
Vertex said its annual outlook excludes the pending Crinetics acquisition and that an updated forecast will be provided after the deal closes, which is expected in the third quarter.
Here are more details:
Vertex's $10 billion acquisition of Crinetics expands its reach beyond cystic fibrosis, adding endocrine disorders to a diversification strategy that already includes povetacicept in kidney, Casgevy in sickle cell and Journavx in pain, analysts had said.
The company's new cystic fibrosis drug, once-daily triple combination therapy Alyftrek, brought in sales of $573.6 million during the second quarter, compared with $156.8 million a year ago.
The company's older cystic fibrosis drug, combination therapy Trikafta, posted quarterly sales of $2.50 billion, missing estimates of $2.65 billion.
Cystic fibrosis is a rare and progressive genetic disorder caused by the absence of a protein regulating salt and water transport in and out of cells, leading to severe respiratory and digestive problems.
Second-quarter total revenue rose 12% to $3.33 billion from a year ago, beating estimates of $3.23 billion. The growth was driven by the continued performance of cystic fibrosis therapies, the company said.
Vertex reported quarterly profit of $4.73 per share on an adjusted basis, in line with estimates.
The company expects its annual revenue to be between $13.1 billion and $13.2 billion, compared with $12.95 billion to $13.1 billion previously. Analysts on average expect 2026 revenue of $13.07 billion, according to data compiled by LSEG.
Vertex said its annual outlook excludes the pending Crinetics acquisition and that an updated forecast will be provided after the deal closes, which is expected in the third quarter.
Here are more details:
Vertex's $10 billion acquisition of Crinetics expands its reach beyond cystic fibrosis, adding endocrine disorders to a diversification strategy that already includes povetacicept in kidney, Casgevy in sickle cell and Journavx in pain, analysts had said.
The company's new cystic fibrosis drug, once-daily triple combination therapy Alyftrek, brought in sales of $573.6 million during the second quarter, compared with $156.8 million a year ago.
The company's older cystic fibrosis drug, combination therapy Trikafta, posted quarterly sales of $2.50 billion, missing estimates of $2.65 billion.
Cystic fibrosis is a rare and progressive genetic disorder caused by the absence of a protein regulating salt and water transport in and out of cells, leading to severe respiratory and digestive problems.
Second-quarter total revenue rose 12% to $3.33 billion from a year ago, beating estimates of $3.23 billion. The growth was driven by the continued performance of cystic fibrosis therapies, the company said.
Vertex reported quarterly profit of $4.73 per share on an adjusted basis, in line with estimates.
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