Daniel Grizelj I believe that Vertex (NASDAQ:VRTX) stock is significantly undervalued because investors are massively underestimating the value of the company's pain treatment, VX-548. In my view, there's a good chance of VX-548 becoming a huge blockbuster. That's because I think there's a great hunger in America for a drug which treats pain more effectively than acetaminophen and NSAIDs and which patients are unlikely to abuse. And according to my calculations, Vertex's shares do not come close to refl ...

The stock of Vertex Pharmaceuticals Incorporated (VRTX) has declined around 1.2% in the past three months, losing almost $3 billion of its market value. A key reason for the stock price dip was the loss recorded by the company in the second quarter due to costs related to the $4.9 billion acquisition of Alpine Immune Sciences, which closed in May.Vertex enjoys a dominant position in the cystic franchise (“CF”) market. Vertex’s CF sales continue to grow, driven by its triple therapy, Trikafta/Kaftrio. Vertex ...

KING OF PRUSSIA, Pa., Sept. 06, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a global provider of tax technology solutions, today announced that David DeStefano, Chief Executive Officer, and John Schwab, Chief Financial Officer, will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Conference on Monday, September 9, 2024 at 9:30 AM Pacific Time. Live webcasts and replays of both presentations will be available on Vertex’s investor relations website at ir.vertex.com. Abou ...

文章核心观点 - 该公司是一家专注于治疗囊性纤维化的制药公司,其主导产品TRIKAFTA/KAFTRIO在2023年创收近90亿美元,占公司总收入的90%以上[3] - 公司还有其他潜在的增长动力,包括基因疗法Casgevy、疼痛治疗药物Suzetrigine以及肾脏疾病药物Inaxaplin和Povetacicept[6] - 分析师认为公司目前股价可能已经被高估,但公司管理层认为这些新产品有望成为数十亿美元级别的"重磅炸弹"级别产品[7] 关键要点总结 囊性纤维化业务 - 公司的主导产品TRIKAFTA/KAFTRIO在2023年创收近90亿美元,占公司总收入的90%以上[3] - 公司新推出的Vanza产品有望在2025年上市,并可能会部分替代TRIKAFTA/KAFTRIO的销售[4] - 公司在囊性纤维化治疗领域几乎垄断市场,但未来增长空间有限[5] 新兴业务 - 基因疗法Casgevy有望成为公司新的数十亿美元级别的"重磅炸弹"产品,目前正在积极推进临床开发[6] - 疼痛治疗药物Suzetrigine也有望成为公司新的增长点,但仍存在一定不确定性[6] - 公司通过收购Alpine Immune获得的肾脏疾病药物Inaxaplin和Povetacicept也有望成为新的增长动力[6] 公司估值 - 分析师认为公司目前股价可能已经被高估,但公司管理层认为这些新产品有望成为数十亿美元级别的"重磅炸弹"级别产品[7] - 尽管公司估值较高,但分析师认为公司仍有进一步上涨的空间,因为市场往往更青睐"热门"公司[7]

KING OF PRUSSIA, Pa., Sept. 04, 2024 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced that it has completed the acquisition of ecosio, a leading B2B integration provider specializing in electronic data interchange (EDI) and e-invoicing, as of August 30, 2024. David DeStefano, CEO of Vertex, stated, “We welcome the ecosio team to the Vertex family. E-invoicing is going to change the way international companies han ...

Investors might want to bet on Vertex (VERX) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this company, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in ear ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyon ...

文章核心观点 - 公司保持了强劲的增长势头,年度经常性收入(ARR)同比增长16%,保持了11个季度的高增长趋势[3][4] - 公司收购Ecosio有助于提升产品的综合性,增强交叉销售能力,同时Ecosio业务增长迅速,有助于公司整体收入增长[5] - 公司自由现金流转换率大幅提升,有助于改善投资者对公司现金流的担忧[6] 根据相关目录分别进行总结 增长动力 - 公司ARR保持16%的高增长,其中云收入增长从1季度的28%加速至2季度的29.5%,体现了公司从ECC向S/4HANA迁移的受益[4] - 公司获得了一笔中六位数的大型云转型升级交易,显示公司产品竞争力强,即使面临价格大幅折扣也能赢单[4] - 公司预计未来有超过1000家客户需要从ECC迁移至S/4HANA,这将为公司带来持续的增长机会[4] 收购整合 - 收购Ecosio有助于公司拥有自有的电子发票模块,提升产品的综合性,增强交叉销售能力[5] - Ecosio业务增长迅速,预计未来12个月可贡献15百万美元收入,占公司过去12个月收入的2.4%[5] - 收购短期内可能会带来一定的利润压力,但长期来看有望提升公司整体盈利能力[5] 现金流改善 - 公司2季度自由现金流率大幅提升至23%,为历史最高水平,显示公司现金流状况有所改善[6] - 公司自由现金流转换率从1季度的50%左右大幅提升,有助于缓解投资者对公司现金流的担忧[6]

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyon ...

For Immediate ReleasesChicago, IL – August 9, 2024 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Vertex Pharmaceuticals Incorporated (VRTX) , CRISPR Therapeutics’ (CRSP) and Moderna (MRNA) .Here are highlights from Friday’s Analyst Blog:Here's How to Play Vertex (VRTX Quick Quote - Free Report) Stock After Q2 ...