尽管股票下跌和采用担忧, 尽管Vertex的强第三季度业绩提高了收入和预期. Vertex's strong Q3 results boosted revenue and guidance, despite stock dip and adoption concerns.

Vertex制药公司在2025年的Q3成果中表现强劲,收入为30.8亿美元,经调整的EPS为4.80美元,超过了预期值,其驱动力是其细胞纤维化特许权以及ALYFTREK和CASGEVY等新疗法。 Vertex Pharmaceuticals posted strong Q3 2025 results with $3.08 billion in revenue and adjusted EPS of $4.80, exceeding expectations, driven by its cystic fibrosis franchise and new therapies like ALYFTREK and CASGEVY. 尽管由于利润压力和投资增加造成股票下降,但该公司将全年收入指导提高到了119.5亿美元中点。 Despite a stock dip due to margin pressure and higher investments, the company raised its full-year revenue guidance to $11.95 billion midpoint. 分析员对新药物的采用率、长期安全以及监管决定提出质疑。 Analysts questioned adoption rates, long-term safety, and regulatory decisions for new drugs. 即将到来的催化剂包括ALYFTREK的市场扩张、JOURNAVX的付款人承保范围,以及窃听器监管更新。 Upcoming catalysts include ALYFTREK’s market expansion, payer coverage for JOURNAVX, and regulatory updates for povetacicept.