Vertex Has A Lot Using On Alyftrek, Journavx — And Traders Are Watching Carefully – Vertex Prescription drugs (NASDAQ:VRTX)

Vertex Prescription drugs Inc VRTX is getting into earnings week with some critical anticipation — and a little bit of heartburn. The inventory had a strong run in 2025, up practically 20% year-to-date and 21% over the previous 12 months. However with a 3.5% pullback previously month, all eyes at the moment are on its first-quarter report, anticipated to drop shortly on Could 5, after market hours.

In line with JPMorgan analyst Jessica Fye, traders will probably be laser-focused on the corporate’s two massive launches: Alyftrek and Journavx. Whereas Vertex’s cystic fibrosis heavyweight Trikafta continues to be anticipated to usher in the majority of first quarter income — $2.51 billion of the $2.74 billion whole JPMorgan is modeling — worldwide headwinds, significantly from Russia’s disregard of IP rights, might muddy the image.

Learn Additionally: Vertex’s Journavx Launch Sparks Optimism, Analyst Sees ‘Two Potential Upside Levers’

The wildcards? Alyftrek and Journavx. JPMorgan pegs Alyftrek at $50 million in gross sales and Journavx at lower than $1 million, however says upside surprises might emerge if there’s extra channel stocking or better-than-expected uptake. IQVIA script developments for Journavx, whereas early, have already outpaced what Fye calls “low investor expectations.”

What stays to be seen is the place the uptake is coming from — retail or hospitals — and the way insurance coverage protection and affected person sorts shake out.

Chart created utilizing Benzinga Professional

On the charts, Vertex inventory is technically leaning bullish. It’s buying and selling above its 20-day, 50-day and 200-day easy shifting averages, though simply barely beneath its eight-day SMA. The Shifting Common Convergence Divergence (MACD) and slight shopping for stress counsel cautious optimism, regardless of the inventory’s latest cool-down.

Backside line?

With a number of pipeline catalysts and the primary quarter doubtlessly validating new product momentum, Vertex might shortly recapture investor enthusiasm — or depart analysts recalibrating expectations.

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