VRTX · Vertex Pharmaceuticals Inc.
Biotech with a de-facto monopoly on cystic fibrosis treatments
Risiko 4/10 · MODERATE RISK · one-disease monopoly · $546.12 ▼ 2.12%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $546.12
- Market cap $138.4B
- P/E (ttm) 31.84
- Div yield none
- 52-wk range $374.17 – $560.25
- Index rank #98 / #38
Wichtigste Risiken
- Profit concentration in a single disease franchise (Shareholders) — MED
- Binary pipeline readouts in pain and kidney disease can miss (Shareholders) — MED
- At all-time highs, the price already assumes catalysts deliver (Shareholders) — MED
- Drug-pricing policy pressure on high-cost specialty therapies (Shareholders) — MED
Fazit
A rare biotech that is both a monopoly and self-funding; the CF moat buys time, but the next leg depends on pipeline bets that are genuinely binary.
Recherche, keine Anlageberatung.