VRTX

DesignedIt

I started off with some of these other stocks but ended up going heavy with AI/semis since they have higher returns. I have 100% safe bets right now so need ones that have higher returns with a little added risk. My 2 runners up are VRTX and REGN in biotech.

sexyshadyshadowbeard

pick someone who is likely to have blowout earnings in the next two weeks. We just passed earnings, so so tech is mostly off the table although most of them blew it out so should keep running. We've got some pharma coming and a few others: NVO, VRTX, GRAB, HIMS, KTOS to name some on my ownership list. I think NVO could do well. HIMS should be past their soft spot. KTOS should do well. Avoid companies that don't have any revenues yet (ACHR). You can also go onto the meme stocks and see if anything just blows it top.

ProspectedOnce

VRTX at $36

Old-Commission2782

AMZN / CMG / VRTX / PSKY is what I’m looking at right now.

greenpride32

Odessy 2 is VRTX.

dvdmovie1

"Odyssey Position No. 2 – Has a near-monopoly in cystic fibrosis treatments and patent protections extending to 2037." I'll guess VRTX. "Phoenix Position No. 3 – One of the initial pioneers of the fintech industry, currently trading at a healthy discount." Perennial creator of r/stocks bagholders PYPL, perhaps.

stanktoni

Yup tide is rising on gene editing. CRSP, BEAM, VRTX for the win

GoShogun

If you like CRSP, take a look at VRTX as well. Recently pummeled but they take 60% of the profit from CRSP's Casgevy treatment which has just started rolling out.

Rare-ish_Birb

DIS and VRTX calls, and SEDG poots Thinking Citadel's SEDG share buy on Sept 2 was just closing a delta hedge on the 2025 convertible debt being redeemed.

peatoast

VRTX!

Educational-Date1388

VRTX for the 10% gain next week!

Xzlk

They file 13F’s. It’s not really meme stocks. But UNH calls, LLY calls, MRK calls, VRTX calls, and HD calls were added.

Top_Cranberry_3254

LLY, NOVO, VRTX, CAPR, UNH- all easy long plays that can also be swing traded on the way up with all health stocks undervalued, oversold for one reason or the other.

Xzlk

Just catching a bid because everyone’s frantically looking for something that dipped. I actually do think it’s undervalued now, but this will sell off. It should trade like UNH until we get VRTX data.

Rare-ish_Birb

Gone for work. Someone catch me up. UNH, LLY, VRTX still licking the bottom of umm, someone's bottom?

Top_Cranberry_3254

Not going to share my top picks, but on a side note, Im loving these Healthcare companies: NOVO, VRTX, LLY, UNH, CAPR, TKTX etc at the ridiculously cheap prices they're at. Just average down if they go lower, as most are at 2-5 year lows with upside. 

Top_Cranberry_3254

If you are willing to average down a little if they fuck with them more, here's shorter term free money: NOVO LILLY CAPR PDYN RDWR SERV SMR SM BRBR VRTX Longer term free money: FLIX BBAI And tmrw's best play: ASTS

Rare-ish_Birb

Telling a surgical nurse I met about a new acute pain med that is not addictive like opiods....VRTX should venmo me a commission...

Gold-Pack7056

VRTX calls??? CEO just bought 3.9m worth and a director at the company bought 1.9m worth.

Rare-ish_Birb

Avoided being gapped by VRTX, but not LLY. GuH!

dogefool88

Alright - after huge success of playing VRTX puts, my next earnings play will also pay. TTD $61 Put 8/8 will print very very hard

knocking_wood

If it's any consolation to you, I had $100k in VRTX. Now I have, uh, less than $100k in VRTX :(

MistakeParty4076

Will VRTX continue to fall tomorrow? Since earning were good and the stock continued to fall significantly today. I tend to believe another 10 dollar drop could happen or is a 20 percent fall today mean it's call time?

dogefool88

While everyone was chasing PLTR, I bought VRTX $385 Put 8/8 at 0.20 x 100 qty. Sold first 50 at 5.95 and another 50 at 11.50

MistakeParty4076

!banbet VRTX -365 put. Trial drug had set backs and caused a 20% drop today. Even though they had exceeded estimated EPS. Should continue to fall throughout the week.

9tacos

VRTX off a cliff 🤣

samsal19

AMD and VRTX bag holding untill Q3 then 🚬

RidiQlous

Alright which one of you degens knew about VRTX $420p and didn’t say shit

eskhalaf

VRTX puts printing 🔥

Snoo-90587

Why oh why didn’t I pull the trigger on VRTX puts

Snoo-90587

Anyone get $VRTX puts?

0DTEKing

Congratulations those who bought VRTX puts 😁

Ready2gambleboomer

*VRTX calls was not the play. #fuktbigly*

RTRC

Everybody was so focused on PLTR that we missed out on 300% VRTX puts :(

aerodynamic_AB

Biting my fingers for not buying VRTX puts. The stock is tanking fml

dayvieee

Assuming this holds my VRTX puts are ITM now

ImHungryAsFuck

So far picked everything on the Monday today for earnings besides VRTX. Not sure why it’s falling off the rails seemed like easy calls.

Rare-ish_Birb

VRTX with the dive off the high tower. Ima buyer under $430 tho.

Apocalyptic-Post

CRSP - Casgevy sales updates at 4:30 via VRTX

Apocalyptic-Post

$CRSP could fly tonight with $VRTX providing CASGEVY results

Rare-ish_Birb

I got VRTX, LLY, and watching for TSLA to break through $300 with conviction (and 10 million+ volume on 3 minute candles.)

Rare-ish_Birb

I swear the WSJ just scans the sentiment on this sub and then has ai write a full story reflecting the bias skew. Also: VRTX earnings on tap Monday

dvdmovie1

If I own biotechs (which I still do but less than last year because of a combo of things being bought and some selling because I don't have the time to devote to it that it requires/some re-focusing elsewhere), it's really with the goal of an eventual buyout. There are so few biotechs that go on to become a VRTX/REGN/ARGX - most worthwhile things are snapped up by big pharma along the way. And if you really watch things that are considered potential buyout candidates, the moment there's even a hint that that isn't the end goal you see investors absolutely flee in a meaningful way. It's a fascinating sector but it's a very difficult sector with tremendous volatility and the biggest example of "you have to know what you own."

Apocalyptic-Post

CRSP calls An insider literally bought $50 million worth of stock two weeks ago Earnings early next week, including VRTX update on Casgevy sales Generous dip yesterday was due to NVO and UNH dragging down the whole sector

Accord-ing_25_Tim

So I’ve used ChatGPT in a loosely similar manner, and the complexity of the prompt (plus deep level follow on conversation) is what really helps drill down to what you’re looking for. Based on a lengthy discussion about thesis, aggressiveness, convictions, etc, I asked it to recommend 10 stocks to round out exposure in key areas, and it recommended BLK, COIN, VRTX, REGN, NTLA, CRSP, SNOW, PDYN, SMR, and ARKW ETF. I made purchases of three of these and I’m up ~40% since.

Yupperroo

I like Vertex Pharmaceuticals, $VRTX. It has a market cap of $120 billion or so. I think they do great work having developed a functional treatment for cystic fibrosis that is a money maker for them. They are also working on treatments for various types of kidney diseases that are proving to be beneficial. However, I am mostly interested in their Type 1 diabetes treatment that utilizes stem cells that are injected into a person's pancreas. Stage 2 and 3 clinical studies will end in December/January, and the updated results of their Phase 1 patients continued to show that they were insulin free for two years with little to no side effects. There are 8 million people worldwide with Type 1 Diabetes. BTW, the stem cells are not embryonic stem cells, and they have partnered with a company that has cutting edge technology that grows stem cells in volume. You're welcome.

BacktoLife89

It is a large cap company but it isn’t well known, in my opinion, Vertex Pharmaceuticals. $VRTX. They will be ending a Phase 3 study on stem cells injected into the pancreas of Type 1 diabetics which may eliminate the need for insulin.

BacktoLife89

VRTX leaps, 1/27 SOFI CC 8/1 $22.50

-B-H-

I think genetic engineering will break past a threshold of being useful. CRISPER can gro, VRTX hasn't seen a bump since it cured type 2 DM.

Gathering_Sky

Made $600 on VRTX shares yesterday: 13.2k left to win now!! 😂

Gathering_Sky

I made $600 trading VRTX shares, trading myself out of this deep dark options loss hole. $ 13,200 left to recover now.

Yupperroo

I posted this in another sub earlier today where a similar question was asked, so here it is again. I have a position in Vertex Pharmaceuticals, VRTX. I just love the company, and I am hopeful that the stock gets some love too, although I don't expect significant movement for several months to a year. VRTX has a functional cure for Cystic Fibrosis and are treating about 70% of the 110,000 people on the planet that have that disease. They got approval for the first non opiod pain reliever. It sells for $15 per pill so sales have not taken off. They are developing treatments for kidney disease that are likely to be approved. So why do I like it? They are smart MF'ers and are doing great work. AND they are now in phase 3 clinical trials for a treatment for type one diabetes. In phase one, 12 patients received stem cell therapy into their pancreas and none of those patients needed insulin at year one, (one died of non treatment causes and side effects are nominal) and they then they just announced that they continued to be insulin free at year 2. Phase 3 will be done by around January and then data submitted to the FDA. So there might be approval mid-2026.

Prune-Butter

My move? Buying some VRTX. They just cured type 1 diabetes in ten people.

dvdmovie1

Significantly depends on the kind of addressable audience, how much the stock has run up into approval, how much is it going to take (for a company already going through $) to get to launch, what is broader sentiment in biotech (generally varying degrees of bad for a while, especially given continued higher rates), etc etc etc. There's so many factors, it's not just approval = x%. I've owned a number of biotech names and have done reasonably well (have had 3 buyouts this year alone), but it's a very hard sector to do well in and much harder to do consistently well. There's also so much focus on whether something gets bought out or not; you can have an approval and still have a smaller company mismanage things. Few people are hoping that their biotech is the next Regeneron because very, very few biotechs become the next REGN (or VRTX, or ARGX another example) - the good stuff is mostly picked over by big pharma when they need to refill their pipeline. Also, too many people pile into micro cap biotechs because they told a good story and then it turns out to be less/a lot less than advertised. It's a lot easier (at least IMHO) to buy things that are already on the 50 yard line and you think have a reasonable chance of touchdown or at least a kicking a field goal. That said, if something that a lot of people think might be a buyout candidate even hints that's not happening anytime soon, people flee in a manner that I don't think many investors are used to. With healthcare in general, I think that it's very much "what's next" and if there isn't something compelling on deck then you see selling like NVO, or GILD around 10 years ago going from a very hot stock to something that didn't see the highs of the mid 2010's again until recently. Overall, I have materially less in biotech than what I started the year with.

Rav_3d

My long-term holds in AMZN, META, GOOGL, NOW, VRTX, LLY, and many others have significantly outperformed the S&P 500. I'm not suggesting to put all one's portfolio in individual stocks, but with a portion of one's funds, it can generate significant wealth. For most people, ETFs are the way. For those who have a passion for investing, able to identify great companies, buy their stocks at appropriate times, manage risk, and sit tight when things are working, the results can be extremely rewarding. Clearly, you're not one of those people, which is fine. Most aren't.

creemeeseason

Especially smaller names. VRTX is pretty steady on the whole, it's just expensive. Even a name like that is dependant on developing new drugs to keep its growth going, and that is always a risky proposition. That's why I like UFPT so much.

creemeeseason

I'm actually looking to get rid of VRTX, my only pharma name. It's pretty expensive and the pain killer they developed doesn't look to be a blockbuster type drug. It's been great to me over the last few years though.

InitiativeKooky818

VRDN RZLT AKRO VRTX SRPT REGN My biotech longs

Rare-ish_Bird

Hope it was VRTX pal. About to disrupt the acute pain market with a magic, non-opioid local channel blocker.

Rare-ish_Bird

This week, I traded SPY 588p, SPY 600c, AAPL 210c, AAPL 212.50p, UNH 260c, LLY 700c, LLy 740c, TMO shares, VRTX shares, JPM shares, HBAN shares, KRE 58p, KRE 59p, KRE 60c, RGTI 11.50c, RGTi shares, and a boat load of UNH shares today. All winners. Bagholding old UNH shares with average cost basis at 330 now. May the market gods have mercy upon my soul-less body.

Any-Pitch-2963

LLY, VRTX & HIMS make drug. so bets againts them in Q2 or Q3 earnings. UNH, CVS & CIGNA is the middleman in pharma insurance pricing.

Ok_Measurement_5174

they were down, very early morning (maybe futures only I’m not sure yet what I saw) but VRTX, ABBV, LLY and JNJ were definitely down, and I think many more. I was eager to buy calls on them because this EO will not execute, and once people realized that, the stocks will just go up again. But I was also researching some other stock. I looked at the stocks in the afternoon, and they were already up again. So I just left kt

Rare-ish_Bird

Couldn't not buy UNH under $400, but bought it in my IRA so don't have to monitor as much. Also added VRTX, after it double missed. It'll go back up to $500 way before UNH, but the options are sht.

Any-Pitch-2963

hedge fund allocate their money from VRTX to HIMS. some retail gonna take profit but thats that. flat eod.

Any-Pitch-2963

VRTX fall and HIMS gain. just like when UNH fall and LLY gain. i shuld have buy HIMS call option yesterday after i buy put on VRTX.

Rare-ish_Bird

VRTX rising from the ashes

creemeeseason

Interesting note from the VRTX earnings report: they're seeing a sales decline in Russia due to intellectual property issues. Since their intellectual property is largely medication based, I'm assuming this means Russia is allowing someone to produce bio-similar medication. Interesting threat to the business, and not one I had on my bingo board. Stock selling off on slowing sales and a few trials they pulled the plug on.

Any-Pitch-2963

anybody bought put on VRTX

moorhound

VRTX with the big oof

Rare-ish_Bird

VRTX earnings ah 👀

esInvests

Haha your last part is EXACTLY what I was thinking, like damn. Something move. VRTX popped on a few flow alerts today, pretty sizable nearterm build out in the calls. Time for another trump tweet to upend everything lol

Valkorion335786

Imagine not buying VRTX on April 30, 2004 

MannyRiskinItAll

Bought VRTX at 12 sold at 14. It’s 484 today.

TopherBrennan

Fun game: look for tickers that could plausibly go to $420/share before SPY, but aren't yet so close it's a gimmie. I think my top picks for this game are **GS** ($470.13, down -18.12% YTD) and **META** ($504.73, down -15.77% YTD), to stocks that are eminently hatable for different reasons. But there's also **MA** ($489.77, -6.25% YTD) which was doing okay at the start of the year but recently took a huge hit, I think because it may have just suffered a huge setback in its battle for market share not just with Visa but also non-US competitors. Then there's the ones that might actually avoid the fate. Pharmaceutical companies **REGN** ($572.91, -19.82% YTD) and **VRTX** ($474.35, *up +*16.97% YTD, remarkably in this market) are definitely in the danger zone but feel like ones that could moon if we get another pandemic courtesy of RFK Jr. There's also **UNH** ($525.42, up +4.07% YTD) and **INTU** ($561.53, -9.84% YTD) which may benefit from the current administration being a great time to be a total scumbag of a company. Finally, there's **NOC** ($484.96, +3.74% YTD) and **BRK.B** ($493.70, +9.41%), whose share prices put them in the danger zone but which have been less volatile than most stocks, probably due to the eternal profitability of war (for NOC) and a stodgy, fundamentals-driven investing philosophy (BRK.B). Anyone else have suggestions for this game?

creemeeseason

MELI, VRTX, IDR, MUSA all green.

creemeeseason

Like you say, intent of the trade is important. AMTM is, for me a deeply misvalued trade. It should be a $30-35 stock and if it gets there, I'll probably sell. It does however have some optionality too. Adam Rossi was the person I heard about it from, and he's big in the defense space having previously founded a company. It's possible it has legs beyond that, but at this point, it's just a simple trade. I'm definitely getting better at focusing the intent of my trades. Not everything should be hold forever, and it's been hard to learn that. Even somethings that should be hold forever names get really expensive and should be sold. Buffett regrets not selling KO, for example. I'm really trimming down my highest conviction, hold forever names. Like I posted earlier, of it can't do a 15% CAGR, with fantastic management, I'm out. Basically I've got UFPT, CSU, TOI, KNSL, HWKN, MELI, VRTX. I have a few borderline names that might graduate into that category (NU, EVVY, and my microcap gold miner). Anything else, I realize will be sold at some point. Most within 5 years. It's really helping me gain focus to be more focused.

creemeeseason

One of my largest holdings is VRTX. It's performed amazingly well, which is one reason it's now a big position. Why is that questionable?

illicit_FROG

I shorted VRTX off that?

illicit_FROG

VRTX is way over valued right? Specially with pharma tariffs?

refreshpreview

# Healthcare * **Winners:** **VRTX** (+3.38%) led gains, reflecting robust performance or favorable news. * **Losers:** **LLY** (-6.45%) and **DXCM** (-9.19%) faced losses. * **Trend:** Mixed results as investors balanced drug innovation against other headwinds.

illicit_FROG

VRTX is way overvalued and still not corrected with the rest of the market, that has got to have a bit of a correction.

illicit_FROG

VRTX 

greg_r_

AMGN and VRTX keeping my portfolio somewhat respectable.

Rare-ish_Bird

What happened VRTX bb?! $410 AH

Honest-Suggestion69

Ummm is this on Canadian stock market?? Cuz VRTX in America is not the same stock…

SelfDiagnosedUnicorn

Today is painful. Only VRTX, MELI, and CLH are trying to help the team by being green today. I opened positions in FIX and BRKR this morning. Already down in both of course.

Rare-ish_Bird

Anyone following VRTX? Down 3% ah.

CallMeCraizy

VRTX meets all of your criteria. It has solid and defendable profits in an area with zero competitors (Cystic Fibrosis treatment) to limit the downside, several recently approved novel drugs/treatments (again, zero competitors), and a few moonshot opportunities that look promising. One recent approval is a CRISPR-based cure for Sickle-Cell Anemia. It's very expensive, but one treatment literally CURES the disease. But most importantly, the company's CEO has a mission to cure type-1 diabetes, and that's the mission that drives the company.

Rare-ish_Bird

Fidelity and Capital bought 16% of all VRTX common shares (41 million: ~40 days of avg volume) the stock only rose ~10%. That's some professional buying guys. Well done.

Hot-Bluebird3919

Biotech screwed me over every time but one, only ever made money on VRTX and that was because they were working on a treatment for something a family member has. Oil and mining is just underperforming the market forever.

JohnPaulJ_

VRTX pop off today plz

Ready2gambleboomer

*Tomorrow?* *Funeral for my VRTX calls. R.I.P. my monies.*  *Puts on Tay Tay + Travis* *Calls on another Taylor Swift song about her ex.*

creemeeseason

VRTX earnings: *— Full year product revenue of $11.02 billion, a 12% increase compared to full year 2023 —* *— Company provides full year 2025 total revenue guidance of $11.75 to $12.0 billion —* *— ALYFTREK™ approved in the U.S. for patients ages 6+ with cystic fibrosis; JOURNAVX™ approved in the U.S. for moderate-to-severe acute pain —* *— Diverse late-stage clinical pipeline accelerates with four programs in pivotal development —*

deadinsideplshelp

!banbet VRTX +10% 2D

ParticularElk8457

VRTX calls for earnings? Looks like its about to crack 500. Saw a couple insiders loading up on friday so may be a sign

PotadoLoveGun

What strike for VRTX?

ppnolarge

VRTX C -> UPST C -> APP/HOOD C -> PANW C TMUS C hold I hope CLS does something so I can have more gamble moniez

Rare-ish_Bird

Meanwhile, VRTX up another leg with their non-opioid pain killer drug.

option-trader

expires today. These are hedges just meant to cover Trump's wildcard tweets over the weekend against my NVDA and VRTX calls. Looks like NVDA calls are crashing, but VRTX might pull through. Still, the gain on the hedge position is likely going to cover my basis for NVDA and VRTX.

Rare-ish_Bird

Not greedy. VRTX 445c p p p p p p p p p printed.