Vertex Pharmaceuticals: Alyftrek Is An 'Accretive Opportunity' On Top- And Bottom-Lines, Says Bullish Analyst
Vertex Pharmaceuticals: Alyftrek Is An 'Accretive Opportunity' On Top- And Bottom-Lines, Says Bullish Analyst
Vertex Pharmaceuticals Inc (NASDAQ:VRTX) last week announced that the Phase 2 study of suzetrigine for painful lumbosacral radiculopathy (LSR) had met its primary endpoint.
福泰制药公司(纳斯达克:VRTX)上周宣布,苏泽曲丁对疼痛性腰骶神经根病(LSR)进行的第二阶段研究已达到主要终点。
The company announced that the FDA had approved Alyftrek (or vanzacaftor triple) in cystic fibroris (CF) six years and older, in-line with expectations, according to Goldman Sachs.
公司宣布,FDA已批准Alyftrek(或vanzacaftor三联疗法)用于六岁及以上的囊性纤维化(CF),这符合高盛的预期。
Analyst Salveen Richter maintained a Buy rating for Vertex Pharmaceuticals and price target of $602.
分析师Salveen Richter维持对福泰制药的买入评级,目标价为602美元。
The Vertex Pharmaceuticals Thesis: During the initial launch of Alyftrek, the company is likely to target those patients who had previously started on one of its CFTR modulators but have discontinued over time, Richter said in the note.
福泰制药的理论:在Alyftrek的初始上市期间,公司可能会针对那些之前开始使用其CFTR调节剂但随时间已停止使用的患者,Richter在报告中表示。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
Alyftrek expands the company's CF franchise to address around 6,000 such patients, he added.
Alyftrek使公司的CF业务扩展,旨在满足大约6,000名此类患者的需求,他补充道。
Vertex Pharmaceuticals could also target patients who are currently on one of its other CF therapies, the analyst stated.
分析师表示,福泰制药还可以针对目前使用其其他CF疗法的患者。
"Importantly, in addition to serving as a top-line growth opportunity, vanzacaftor enables higher margins and is dosed once daily, which provides incentive for switching notably in younger age groups," Richter wrote. This means Alyftrek provides the company with an "accretive opportunity" on both the top- and bottom-lines, he further said.
Richter写道:“重要的是,除了作为一个顶线增长机会,vanzacaftor还实现了更高的利润率,并且每天只需服用一次,这为在年轻年龄组中转用提供了激励。”这意味着Alyftrek为公司在顶线和底线提供了“增值机会”,他进一步表示。
VRTX Price Action: Shares of Vertex Pharmaceuticals had declined by 0.38% to $395.75 at the time of publication on Monday late morning.
福泰制药股价变化:在周一上午晚些时候,福泰制药的股票价格下降了0.38%,报395.75美元。
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