Vertex Pharmaceuticals Stock Discussion

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$Vertex Pharmaceuticals(VRTX.US)$. $Citigroup(C.US)$

The 13F filing for the hedge fund led by the late Jim Simons (RIP) just dropped and we got you covered
Here's a breakdown of the biggest moves:
🔴 SOLD (ranked by largest prev. portfolio %)
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$Boeing(BA.US)$ : 0.43%
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🟢 NEW (ranked by portfolio %):
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Keep an eye on these M&As: 👀
Onconova Tx merger w/ Trawsfynydd Tx
$Aditxt(ADTX.US)$ to acquire Appili Tx
TuHURA Biosciences merger w/ $Kintara Therapeutics(KTRA.US)$
$Johnson & Johnson(JNJ.US)$ to acquire $ShockWave Medical(SWAV.US)$
$Vertex Pharmaceuticals(VRTX.US)$ to acquire $Alpine Immune(ALPN.US)$
$Century Therapeutics(IPSC.US)$ to acquire Clade Tx
$Eliem Therapeutics(ELYM.US)$ to acquire Tenet Med.
$Incyte(INCY.US)$ to acquire Escient Pharm.
ONO Pharm to acquire $Deciphera Pharmaceuticals(DCPH.US)$
...

No megadeals in biotech so far this yr, but on track for record amount >$1 bil deals,
2 biggest deals this yr:
$Vertex Pharmaceuticals(VRTX.US)$ paid $4.9 bil for $Alpine Immune(ALPN.US)$
$Gilead Sciences(GILD.US)$ paid $4.3 bil for $CBAY
Bolt-on deals likely to continue to be the dominant story in 2024, which means we could also see more of this trend...
Last yr 84% of M&A deal dollars were for Biotechs w/ Phase 3 & Marketed assets,
In the first four months of 2024 56% of M&A deal dollar went towards P...

$Vertex Pharmaceuticals(VRTX.US)$ reported on May 6 first quarter adjusted earnings and revenue that beat analysts' estimates.
The company reported adjusted earnings of $4.76 a share on product revenue of $2.69 billion for the three months that ended March 31. Analysts estimates compiled by LSEG called for adjusted earnings of $4.06 per share and product revenue of $2.58 billion, according to Reuters.
The company kept its pr...

$Vertex Pharmaceuticals(VRTX.US)$
NEWS
Vertex Pharmaceuticals Inc expected to post earnings of $4.06 a share - Earnings Preview
Vertex Pharmaceuticals Inc VRTX.OQ VRTX.O is expected to show a rise in quarterly revenue when it reports results on May 6 for the period ending March 31 2024
The Boston Massachusetts-based company is expected to report a 8.6% increase in revenue to $2.579 billion from $2.37 billion a year ago, according to the mean estimate from 23 analysts, based on LSEG data.
​LSEG's...

$Vertex Pharmaceuticals(VRTX.US)$
NEWS
Vertex Pharmaceuticals Inc - Treefrog Will Also Receive up to $215M in Milestones

$Vertex Pharmaceuticals(VRTX.US)$
NEWS
Vertex Pharmaceuticals Inc - Under Agreement, Treefrog Will Receive a $25M Upfront Payment, an Equity Investment From Vertex
Vertex Will Fund All Research and Development Costs Related to Collaboration

$Vertex Pharmaceuticals(VRTX.US)$
NEWS
Vertex and Treefrog Therapeutics Announce Licensing Agreement and Collaboration to Optimize Production of Vertex's Cell Therapies for Type 1 Diabetes

$Novavax(NVAX.US)$ $Moderna(MRNA.US)$
April 18, 2024
For Global Investor Audience Only
Novavax’s Nuvaxovid XBB.1.5 dispersion for injection, COVID-19 Vaccine (recombinant, adjuvanted) (NVX-CoV2601) is now available to pharmacies across the United Kingdom (U.K.) for private healthcare providers to offer an updated protein-based non-mRNA option as part of the 2024 vaccination season.  
To...