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奧本海默稱，Vertex製藥公司對其新興的腎臟業務充滿信心

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-- 奧本海默週二發布的一份報告指出，Vertex Pharmaceuticals (VRTX) 的管理層對其新興的腎臟疾病治療產品線充滿信心，並表示該產品線最終可能與囊性纖維化治療產品線相媲美，甚至超越後者。 報告稱，Alyftrek 的強勁市場接受度令人鼓舞，奧本海默預計，在美國和國際市場，Alyftrek 將繼續增長，這主要得益於初治患者、此前停止囊性纖維化治療的患者以及轉用 Alyftrek 的患者群體的積極採用。 報告還指出，Alyftrek 在年輕患者群體中的普及以及在歐洲市場更廣泛的應用，應有助於其長期成長。此外，該券商表示，Journavx 的管理層仍有信心在 2026 年實現處方總量的三倍成長。 報告稱，管理層對 Pove 的前景充滿信心，並且 Pove 近期已完成提交，這表明 FDA 可能在年底前做出決定。 奧本海默表示，Inaxaplin是下一個關鍵催化劑，其2期AMPLIFIED研究結果預計將於下半年公佈，而先前的預期為2026年中期。 奧本海默維持對Vertex Pharmaceuticals的「跑贏大盤」評級，目標價為600美元。

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