-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Vertex第一季度业绩喜忧参半，营收为29.9亿美元（同比增长8%），比预期低1000万美元；但非GAAP每股收益为4.47美元（同比增长10%），超出市场预期0.16美元。该季度Vertex的多产品上市策略取得了成功，其中ALYFTREK贡献了4.244亿美元的收入（去年同期为5390万美元），CASGEVY贡献了4290万美元（同比增长202%），JOURNAVX在其商业化第二年贡献了2900万美元的收入。近期FDA批准ALYFTREK和TRIKAFTA的适应症扩展，使美国约95%的囊性纤维化患者符合治疗条件，新增了约800名患者。 VRTX维持其2026年业绩指引不变，预计总营收为129.5亿美元至131亿美元，非囊性纤维化产品营收为5亿美元或以上。我们看好其运营杠杆效应，营收增长速度超过支出增长速度，并相信其囊性纤维化以外的多元化战略正持续取得成效，多个治疗领域新推出的疗法将做出显著贡献。
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