2Wk·

Jefferies sees mega comeback of the super giants

$VRTX (-0.2%)

Hello my dears,

I also continue to see potential and remain invested. And I also see a good alternative here to the popular shares such as $NOVO B (+2.63%) Novo Nordisk.


VERTEX: MORE THAN JUST CF-THERAPIES


Vertex was long regarded as a specialist in cystic fibrosis. However, the company is rapidly developing into a broad-based biotech with a focus on gene editing and orphan diseases. The newly approved CF therapy Alyftrek is now even being reimbursed by the NHS in England. Market access is also underway in Germany, Denmark and Ireland - sales are likely to explode.


But this is just the beginning: the revolutionary CRISPR therapy PrCASGEVY for the treatment of sickle cell anemia and thalassemia shows breathtaking long-term data - 95% of patients remain crisis-free for years. The therapy has already been approved in several countries and is fully reimbursable.


For analysts it is clear: Vertex is more than just CF - it is one of the most innovative companies in the healthcare sector. No wonder that the highest analyst price target is USD 621 - a massive valuation premium compared to the current share price.


While other investors drift from hype to hype, this stock offers something rare: substance, innovation, stable cash flows and upside potential.

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11 Comments

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there is so much in the health sector right now
but will buy something else today
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@Memo0606 Huhu, what's on the screen? 🧐
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I don't want to question the fact that this is a promising investment, it's just that the initial study data in an ongoing approval process is not yet very substantial and I have seen more stable cash flows.
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As already written in other posts. I think it's always worth looking at how the supply chain / production is structured in the future. $NOVO B, for example, imports the majority of its products to the USA.
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In general, the healthcare sector is currently very depressed and attractive at the same time 👀😬
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😄😄😄 I don't see any potential at all. 20 percent in the red. My biggest mistake investing in the pub. Just get rid of it if it goes up a little more . and never again
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Although this is all medically correct, it is usually not suitable as an investment. Orphan diseases are what the name suggests: extremely rare, minimal market base. Almost all of the companies that have developed something in this sector in the last 25 years sell their product: not one of them has become big and rich.
$AMGN is the only company that has really got something going in this sector since 1980.
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@Gomerdoc
But Vertex has a relatively broad base.
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Could also be a buy the dip opportunity after the 20% collapse and bad news due to an inconclusive VX-993 Phase 2 result. A bit exaggerated in my opinion, especially as the results were really good. I sold with a 150% return at the time, partly because my position was too small, but it could be a good re-entry. However, I still don't have the capital for it, so I'll put it back on my watchlist. 👍
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