Vertex’s Journavx Launch Sparks Optimism, Analyst Sees ‘Two Potential Upside Levers’ – Vertex Prescribed drugs (NASDAQ:VRTX)

Vertex Prescribed drugs Inc. VRTX is giving traders some excellent news — particularly in the event that they’re retaining an in depth eye on its newly launched painkiller Journavx.

On the 2025 Napa Valley Biotech Discussion board, JPMorgan analyst Jessica Fye walked away with a bullish tone after conversations with Vertex CEO Reshma Kewalramani and Senior Vice President of Investor Relations Susie Lisa.

The message is that Journavx is off to a robust begin in its acute ache debut, with good momentum throughout hospital and retail settings and broad shelf availability, reportedly on near 90% of U.S. pharmacy cabinets.

Protection is selecting up sooner than anticipated, and whereas the drug is generally positioned in Tier 3 for now, administration downplayed the priority. “It is all about total worth,” they emphasised, as anecdotal studies recommend that each prescribing physicians and sufferers are seeing encouraging outcomes.

Learn Additionally: Is Vertex Prescribed drugs Gaining or Dropping Market Assist?

Fye highlighted that Vertex’s 2025 income information of $11.75 billion to $12 billion is primarily powered by cystic fibrosis therapies, however she additionally famous “two potential upside levers” to that determine:

• A quicker-than-expected ramp-up for Journavx
• Quicker affected person dosing for gene-editing remedy Casgevy.

The previous is shaping up properly already, whereas the latter, she famous, stays “an extended journey.”

The corporate stays assured in Alyftrek, its next-gen cystic fibrosis drug with once-daily dosing and an expanded mutation profile.

There may be, nevertheless, one worldwide wrinkle: the anticipated income drag from Russia’s disregard of Vertex’s mental property rights.

Nonetheless, with a high-quality profile and constructive momentum in ache and gene remedy, Fye believes Vertex might proceed to profit from rotation on this macro backdrop.

JPMorgan reiterated its Chubby ranking.

Learn Subsequent:

Picture: Shutterstock