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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Geoff Meacham | Citigroup | 8 | 0% |
| Jessica Fye | JPMorgan | 8 | 0% |
| Dave Risinger | Leerink Partners | 8 | 13% |
| Tazeen Ahmad | Bank of America | 8 | 0% |
| Salveen Richter | Goldman Sachs | 7 | 0% |
| Mike Yee | UBS | 6 | 17% |
| Evan Seigerman | BMO Capital Markets | 6 | 0% |
| Will Pickering | Bernstein | 5 | 0% |
| Terence Flynn | Morgan Stanley | 5 | 0% |
| Ellie Merle | Barclays | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 2 | 10 | 0% |
| Barclays | 3 | 8 | 0% |
| Bank of America | 1 | 8 | 0% |
| JPMorgan | 1 |
| 8 |
| 0% |
| Leerink Partners | 1 | 8 | 13% |
| Goldman Sachs | 1 | 7 | 0% |
| BMO Capital Markets | 1 | 6 | 0% |
| UBS | 1 | 6 | 17% |
Vertex posted Q1 product revenue of $2.99B, up 8%, with non-GAAP EPS of $4.47 as the CF franchise delivered steady 6% global growth and new product launches contributed 25% of total growth. FY2026 revenue guidance of $12.95-$13.1B was reiterated with all expense and tax guidance unchanged, and povetacicept IgAN Phase III interim results were described as sparkling. VX-522 mRNA therapy was discontinued, but the renal franchise rapidly expanded with multiple pipeline programs, and disciplined expense management supported margin improvement.
Product Launch | Innovation & R&D | Competitive Dynamics | Regulation Policy | Demand | Revenue Growth | Margin | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 4 | 3 | 5 | 3 | 3 | 1 | |
| 2025Q1 | 9 | 3 | 2 | 2 | 4 | 2 | 1 | |
| 2025Q2 | 7 | 6 | 1 | 3 | 1 | |||
| 2025Q3 | 4 | 5 | 4 | 2 | 1 | |||
| 2025Q4 | 4 | 7 | 4 | 2 | 1 | |||
| 2026Q1 | 3 | 12 | 4 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 10 | 9 | 7 | 4 | 4 | 3 |
| Innovation & R&D | 4 | 3 | 6 | 5 | 7 | 12 |
| Competitive Dynamics | 3 | 2 | 1 | 4 | 4 | 4 |
| Regulation Policy | 5 | 2 | 3 | 2 | ||
| Demand | 3 | 4 | 2 | |||
| Revenue Growth | 3 | 2 | 2 | 2 | ||
| Margin | 1 | 1 | 1 | 1 | ||
| Pricing | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VRTX Vertex Pharmaceuticals | 6 | +7.8% | |
| ALNY Alnylam Pharmaceuticals | 9 | +96.4% | |
| INCY Incyte | 9 | +20.9% | |
| INSM Insmed Incorporated | 8 | +229.6% | |
| MRNA Moderna | 8 | +263.6% | |
| REGN Regeneron Pharmaceuticals | 7 | +19.0% | |
| TECH Bio-Techne | 4 | -1.5% |