-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：Vertex第一季業績喜憂參半，營收為29.9億美元（年成長8%），比預期低1,000萬美元；但非GAAP每股收益為4.47美元（年成長10%），超出市場預期0.16美元。該季度Vertex的多產品上市策略取得了成功，其中ALYFTREK貢獻了4.244億美元的收入（去年同期為5390萬美元），CASGEVY貢獻了4290萬美元（同比增長202%），JOURNAVX在其商業化第二年貢獻了2900萬美元的收入。近期FDA核准ALYFTREK和TRIKAFTA的適應症擴展，使美國約95%的囊性纖維化患者符合治療條件，新增了約800名患者。 VRTX維持其2026年業績指引不變，預計總營收為129.5億美元至131億美元，非囊性纖維化產品營收為5億美元或以上。我們看好其營運槓桿效應，營收成長速度超過支出成長速度，並相信其囊性纖維化以外的多元化策略正持續取得成效，多個治療領域新推出的療法將做出顯著貢獻。
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