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$100B Vertex Pharma Working To Recreate $10B Cystic Fibrosis Success - This Time Focused On Pain Management Drugs

$100B Vertex Pharma Working To Recreate $10B Cystic Fibrosis Success - This Time Focused On Pain Management Drugs

1000億美元的Vertex Pharma致力於重塑100億美元的囊性纖維化成功——這次的重點是疼痛管理藥物
Benzinga ·  04/26 14:34

Vertex Pharmaceuticals Inc's (NASDAQ:VRTX) blockbuster drug Trikafta for cystic fibrosis (CF) has shown remarkable efficacy, potentially extending the lives of some patients by up to 45 years.

Vertex Pharmicals Inc(納斯達克股票代碼:VRTX)的重磅藥物Trikafta治療囊性纖維化(CF)已顯示出顯著的療效,有可能將某些患者的壽命延長多達45年。

Despite its high cost of $300,000 per patient annually in the U.S., sales remain robust.

儘管在美國每位患者每年花費300,000美元的高昂成本,但銷售額仍然強勁。

Since its launch in 2019, Trikafta has amassed $26 billion in revenues and is expected to reach $10 billion in annual sales next year.

自2019年推出以來,Trikafta已積累了260億美元的收入,預計明年的年銷售額將達到100億美元。

Additionally, Vertex anticipates regulatory approval for its fifth CF treatment, the vanza triple, this year, with projected annual sales matching Trikafta's success.

此外,Vertex預計,其第五種CF療法,即vanza三聯療法將在今年獲得監管部門的批准,預計年銷售額將與Trikafta的成功相提並論。

The Financial Times cites a Guggenheim Securities analyst and writes that Vertex is poised for substantial growth and will emerge as a top contender among pharmaceutical companies.

《金融時報》援引古根海姆證券分析師的話寫道,Vertex有望實現大幅增長,並將成爲製藥公司中的頭號競爭者。

Daniel Lyons, a portfolio manager at Janus Henderson, highlights Vertex's dominant position in CF treatment. Patent protection extends until at least 2039, providing a solid foundation for sustained profitability and continued research investments.

駿利亨德森的投資組合經理丹尼爾·里昂斯強調了Vertex在CF治療中的主導地位。專利保護至少持續到2039年,爲持續盈利和持續的研究投資提供了堅實的基礎。

Now, the same research team at Vertex's San Diego lab is nearing the culmination of another extensive project: developing non-opioid painkillers, presenting a new avenue for substantial market expansion.

現在,Vertex聖地亞哥實驗室的同一個研究小組正接近另一個大規模項目的高潮:開發非阿片類止痛藥,爲大幅擴張市場提供了新的途徑。

Vertex's challenge lies in replicating its success in cystic fibrosis (CF) treatment across other diseases.

Vertex面臨的挑戰在於在其他疾病中複製其在囊性纖維化(CF)治療方面的成功。

Recently, it gained regulatory approval for a groundbreaking CRISPR gene editing-based therapy for sickle cell disease and beta-thalassemia.

最近,它獲得監管部門批准,用於治療鐮狀細胞病和β-地中海貧血的開創性基於CRISPR基因編輯的療法。

Moreover, Vertex acquired Alpine Immune Sciences Inc (NASDAQ:ALPN) for $4.9 billion, a move aimed at developing a treatment for autoimmune kidney disease.

此外,Vertex以49億美元的價格收購了阿爾卑斯免疫科學公司(納斯達克股票代碼:ALPN),此舉旨在開發自身免疫性腎臟疾病的治療方法。

However, analysts highlight a new generation of non-addictive painkillers as the most promising in Vertex's pipeline.

但是,分析師強調新一代的非成癮性止痛藥是Vertex產品中最有前途的止痛藥。

VX-548, a non-opioid painkiller, is undergoing late-stage clinical trials and shows potential for FDA approval this year.

VX-548 是一種非阿片類止痛藥,正在進行後期臨床試驗,並顯示出今年獲得 FDA 批准的潛力。

It promises reduced pain with fewer side effects and no risk of addiction compared to traditional opioids.

與傳統的阿片類藥物相比,它有望減輕疼痛,減少副作用,沒有成癮的風險。

The Financial Times highlights that analysts predict that Vertex's new acute pain medication will bring in $2.3 billion in yearly sales by 2030. However, the real potential lies in their approved non-opioid painkiller, offering an alternative to prescription opioids.

《金融時報》強調,分析師預測,到2030年,Vertex的新型急性止痛藥將帶來23億美元的年銷售額。但是,真正的潛力在於他們批准的非阿片類止痛藥,爲處方阿片類藥物提供替代品。

Price Action: VRTX shares are up 0.08% at $398.02 at the last check Friday.

價格走勢:在週五的最後一次支票中,VRTX股價上漲0.08%,至398.02美元。

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