Vertex's leadership is excited about the acquisition of TriLogix, expecting it to enhance their commitment to providing top-notch construction project control services.
Analysts predict Vertex to breakeven in less than a year, with an estimated yearly growth rate of 123%. If this rate is too optimistic, profitability may be delayed. The company's low debt reduces investment risk in the loss-making company.
Analysts believe that if approved, VX-548 could generate over $5B in annual sales for Vertex. Despite the trials not showing superiority over opioids, the safety and addiction advantage of the drug is seen as a significant benefit.
Analysts noted the effects of VX-548 appear comparable to 'gold standard' pain medicine pregabalin. Jefferies analysts stated the new data on the pain medicine 'looks at least as good as or better than investor expectations'.
Analysts interpret the drug's trial data as a key derisking event for Vertex's stock, hinting at a potential blockbuster product. Concerns, however, are expressed over the absence of a placebo in the chronic neuropathic pain trial.
Stifel analysts believe that the FDA's approval of exa-cel could significantly influence other Crispr-focused companies, potentially lessening risks for similar therapies, such as Editas Medicine's experimental cell therapy EDIT-301.
Vertex股票討論區
$BJ批發俱樂部(BJ.US)$ 雖然沒有跌破止損,但在突破價位初期就出現大交易量派發,選擇提前清倉;
$CAVA Group(CAVA.US)$ 持有大約1個月,目前每週圖表相對10MA過度延伸,當前利潤已經超過25%,選擇賣出一半先鎖定一些利潤;
$NewAmsterdam Pharma(NAMS.US)$ 2個月左右的3T VCP 突破買入,價格很緊,交易量很乾,持倉佔比:3.79%;
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$TransMedics(TMDX.US)$ 在GOOG和AFRM 每週圖表 圍繞上升趨勢的30MA附近的交易 工作不錯的基調下,本週圍繞每週圖表仍然處於上升趨勢的30MA買入了TMDX,它們的特點都是止損極小,但需要時間發揮作用,所以不會使用大的倉位,持倉佔比:4.35%;
2024第一季度已經結束,3天的長週末即將來臨,週末愉快🚴🏻
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供給方面
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需求方面
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