VRTX Vertex Pharmaceuticals, Inc.

The AI - Companies are Chasing Billions, but the well has a bottom. Private capital is running dry, and the funding gap is still enormous. These firms need an Insane Amount of additional capital. Therefore, look @ The #Future of #Medicine: $VRTX $LCTX $SANA

$VRTX Detailed RAINIER data for povetacicept in IgA nephropathy landed Friday in NEJM. The 52.0% proteinuria drop at week 36 was already known from the March topline, 49.8% vs placebo. Gd-IgA1 fell 77.4% from baseline vs a 9.1% rise on placebo, and hematuria resolved in 85.1% of patients who had it at baseline, vs 23.4% on placebo. 42.2% reached UPCR under 0.5 g/g vs 6.2% on placebo, with SGLT2 inhibitors already in 65.8% of patients. PDUFA is Nov 30, dosing is at home every 4 weeks.

I keep coming back to $VRTX and Nov 30 imo povetacicept in IgA nephropathy, accelerated approval ask, Breakthrough tag already in hand RAINIER week 36 cut proteinuria 52% from baseline, 49.8% vs placebo, and the data just hit NEJM Oct 23 605 adults, 80 mg at home every 4 weeks, largest IgAN trial around and it filled fast closed Friday at 558.88, up 3.5% on the day, sitting right under its 52 week high. earnings land Nov 2 first, then the real date

TRADE ALERT $VRTX setup is catalyst runup. Nov 30 PDUFA for povetacicept in IgA nephropathy, 33 days out, accelerated approval path, and the full RAINIER data just landed in NEJM on Oct 23. 52% proteinuria cut at week 36, 49.8% versus placebo in 605 patients entry zone $528 to $535, trading $530.19 today, up about 1.8% stop on a close under $521 Targets: $560.25, then $579.81 it is up 5.6% in five sessions and back above 521 after dipping to 513.37 intraday today, with the 560.25 high from September as the first real level above. liquidity is as deep as it gets in biotech and the risk is defined under that 521 close level imo. score 72. size it like a binary because it is one

NEJM just published the full $VRTX RAINIER data Friday and the details beat the topline 52 percent proteinuria cut at week 36 versus 4.3 percent on placebo, hematuria resolved in 85 percent versus 23 percent, and 42 percent got UPCR under 0.5 versus 6 percent. Nov 30 PDUFA is 37 days out, every 4 week dosing, closed Friday at 523.93 after a 2 percent pullback, and imo the kidney story is just getting started

$VRTX: the idea that a large biotech beats on every line got complicated last quarter. Revenue came in above the provider estimate, yet EPS of $4.7300 landed below the $4.7400 estimate. The provider EPS estimate for the Nov 2, 2026 report is 4.82. Management has tied its gross margin outlook to CASGEVY's higher cost of goods sold, so how will reported gross margin line up with that full-year outlook?

$VRTX $-Billions! Don’t be distracted….Pove! Pain too- overdue for a Trial update! Sorry if these are not in order.

$VRTX If a leak- could be FDA or Pelosi trading type move by someone in the know? Regardless, Pove Approval is inevitable given positive P3 and unmet need. So stock move is warranted.

$VRTX How did Vertex miss the Bio-launch today? Especially given the excitement brewing around Pove!

$VRTX Latest company news, Oct 20, 2026: Vertex appointed Daniel Brennan, former CFO of Boston Scientific, to its board, which grows from 10 to 11 members; he joins the Audit and Finance Committee. More news in our $VRTX stock hub on Merlintrader. Not investment advice.

$VRTX Bullish Harami Candlestick Pattern. Bullish Harami is a two-candlestick reversal pattern that signals a potential shift from selling pressure to buying interest after a downtrend. It forms when a small bullish candle appears entirely within the real body of the preceding large bearish candle, suggesting that bearish momentum may be weakening.

$VRTX 501 calls bought today strike $517.5 Oct 23 expiry. Someone expects a big move before earnings release early November.

$VRTX On watch for adding to position. Target is around 450, but happy to make small DCA purchases between 430-470.