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Revolution in painkillers
Pharma shares soar after FDA approval!
According to Vertex, this is the first new class of painkillers in over 20 years. The drug, Suzetrigine, sold under the name Journavx, is used to treat moderate to severe acute pain and costs $15.50 per 50-milligram pill.
It is taken orally twice a day. While opioids block the pain signals in the brain, Journavx acts on the nerves before the signals reach the brain. This significantly reduces the risk of addiction.
The Food and Drug Administration (FDA) found that Journavx showed "statistically significant, superior pain reduction" over placebos in two double-blind, placebo-controlled studies. These studies investigated postoperative pain after abdominoplasty and bunion surgery. Participants with inadequate pain control were also allowed to take ibuprofen.
Vertex is also evaluating the use of Suzetrigine for peripheral neuropathic pain. Analysts had expected a higher price for the drug, which is being discussed in specialist circles.
Olivia Brayer from Cantor had expected a price of 60 to 80 US dollars, but pointed out that acute pain often only requires a 14-day treatment. "Discounts for chronic pain could be much higher as there could be issues with potential access."
Evercore analysts Liisa Bayko and Saima Machlovi had expected a price of $20 to $30 per day. They see Journavx primarily as a solution for patients with addictions and obesity, as respiratory depression is a risk for them. However, the delayed onset of action of two to four hours is viewed critically. "One solution would be premedication before the operation."
According to Vertex, the drug could become a blockbuster with annual sales of over one billion US dollars. The FDA sees the approval as an important step towards providing safer alternatives to opioids.
The drug proved effective in trials, but failed to meet the secondary objective of demonstrating superior efficacy over the opioid combination hydrocodone/paracetamol.
In a separate Phase III study, more than 83 percent of patients reported that Journavx was good, very good or excellent for pain relief. In the future, an extension of the approval for chronic pain could further increase the potential of Journavx.
Author: Gina Moesing, wallstreetONLINE Editorial team
The Vertex Pharmaceuticals share is trading up +8.83% at a price of 458.5EUR on Tradegate (January 31, 2025, 12:03 pm) at the time of publication of the news.
$VRTX (+0,41%) Such messages provide a strong boost 🙂
Pharma is always a risk, ultimately it is difficult to assess what is happening in research, for example, or the associated risk of whether or not approval will be granted at some point. But as an addition to the portfolio, such stocks can always be a booster.
I already had Vertex in my portfolio in 2023, but was then too impatient and sold it at a small profit. However, I got back in at the end of 2024 due to the pipeline. I currently hold a position with a buy-in of €392. To hedge the position so that it doesn't run into the loss zone again, I set an SL just above the cost price after this announcement. However, I am letting Vertex continue to run with a current +17%.
Hello everyone, with Donald Trump and Elon Musk in office, I'm expecting volatile times ahead. I have therefore carried out a check on my portfolio to determine how solid my foundation (core) still is.
The following criteria were used for the check
Quality check
The quality check examines shares for the quality of the business model and the stability of the balance sheet
Enduring qualities
The long-term indicator checks whether share prices are constantly rising.
Outperformer check
Every investor is confronted with the question of whether to invest money passively in ETFs or in individual shares. A share should rise by more than 10% per year for an investment to be worthwhile.
KUV monster
When companies are hyped and everyone knows about the quality of a company, the return potential is usually low. The top 5% of the most highly valued shares according to the KUV criterion are problematic.
The following companies from my portfolio stood out in this regard
buy and leave.
Alphabet $GOOG (+1,4%) Modine Manuf. $MOD (-0,29%) Chipotle $CMG (+0,5%)
Microsoft $MSFT (-0,03%) Copart $CPRT (+0,07%) Vertex $VRTX (+0,41%)
Constellation Software $CSU (+1,21%) Man and machine $MUM (+0,46%)
Corcept Therap. $CORT (-0,46%) Tetra Tech $TTI (-0,43%) TransDigm Group $TDG (+0,1%)
IES Holding $IES ASML $ASML (-2,19%)
+ 6
I have now decided to reallocate the European stocks. The money is now flowing into Vertex Pharmaceutical $VRTX (+0,41%) and Cintas $CTAS (-0,29%) and my ETF $SPYI (-0,32%)
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- DEUTSCHE BANK RESEARCH raises the price target for NIKE from USD 82 to USD 84. Buy. $NKE (+0,2%)
- RBC raises the price target for ALPHABET A SHARE from USD 210 to USD 235. Outperform. $GOOGL (+1,29%)
- RBC raises the price target for AMAZON from USD 225 to USD 255. Outperform. $AMZN (-0,44%)
- RBC raises the price target for META from USD 630 to USD 700. Outperform. $META (+1,13%)
- ODDO BHF raises the target price for MUNICH RE from EUR 540 to EUR 555. Outperform. $MUV2 (-0,66%)
- ODDO BHF upgrades HERMES to Neutral. Target price EUR 2315. $RMS (-1%)
- ODDO BHF raises the target price for AIRBUS from EUR 168 to EUR 180. Outperform. $AIR (+1,51%)
- ODDO BHF raises the price target for FRAPORT from EUR 58 to EUR 61. Outperform. $FRA (+1,23%)
- JPMORGAN raises the target price for FEDEX from USD 366 to USD 370. Overweight. $FDX (-0,22%)
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- GOLDMAN lowers the price target for NIKE from USD 97 to USD 91. Buy. $NKE (+0,2%)
- BOFA lowers the price target for NIKE from USD 95 to USD 90. Buy. $NKE (+0,2%)
- ODDO BHF downgrades CARBIOS to Neutral. $ALCRB (+2,27%)
- KEPLER CHEUVREUX lowers the price target for LANXESS from EUR 31 to EUR 30. Buy. $LXS (+1,14%)
- HAUCK AUFHÄUSER IB lowers the target price for DEUTZ from EUR 8.50 to EUR 7. Buy. $DEZ (+0,87%)
- BARCLAYS lowers the price target for VERTEX from USD 509 to USD 418. Equal-Weight. $VRTX (+0,41%)
- GOLDMAN lowers the price target for BIRKENSTOCK from 59.10 USD to 57.90 USD. Neutral. $BIRK (-0,2%)
- GOLDMAN downgrades TEAMVIEWER from Buy to Neutral and lowers target price from EUR 17 to EUR 12. $TMV (+0,55%)
Vertex Pharmaceuticals ( VRTX ) reported early Thursday that its non-opioid drug met its main goal of relieving back pain in a mid-stage trial. However, Vertex shares plunged as a placebo showed similar relief.
Vertex's experimental oral drug suzetrigine showed a statistically significant reduction in patients with painful lumbosacral radiculopathy (LSR). On the Numerical Pain Rating Scale (NPRS), the drug showed a mean change of -2.02 after 12 weeks.
In patients who received a placebo, the reduction was comparable at -1.98.
Expectations for Vertex's non-opioid drug were higher as it has the potential for a huge market.
Vertex stock
Vertex shares plunged more than 10% in pre-market trading, indicating a possible two-year low at the start of trading.
https://www.investors.com/news/technology/vertex-non-opioid-drug-placebo-back-pain-study-vrtx-stock/
$BLUE is slowly making progress again
CMS enters agreement with Vertex ($VRTX (+0,41%) ), bluebird to improve access to gene therapies
As I already have Vertex $VRTX (+0,41%) already in my portfolio, I will simply buy the competitor after the good quarterly figures. Perhaps there will be a takeover.
https://www.marketbeat.com/instant-alerts/nasdaq-krys-boost-price-target-2024-11-05/
