Reddit Posts
BioLineRx (BLRX) Begins Phase 1/2a Study of GLIX1 for Glioblastoma Treatment
VRTX Drops 20.6% and Beats Expectations...
VRTX is quietly developing VX-548, a non-addictive pain killer that's showing promise, and going to moon soon. Tell me why I'm wrong.
🚀 $TMGI: The Biotech & Beauty Powerhouse Ready to Skyrocket!
If you had $40k to invest right now, what would you do with it?
Vertex Pharma (VRTX)-the next Blockbuster for 2024
Vertex (VRTX) reports positive results for its non-opioid pain killer
CRSP FDA Approval Deadline Dec 8.
SPECIAL DATES IN MEDICAL HISTORY **NEXT MONTH**= FDA DECISIONS= Dec 8th 2023 FOR $CRSP & Dec 20th 2023 FOR $BLUE-Aprvd in UK Last Week.
CRSP Stock Surges after winning the first ever gene editing approval
$CRSP CRISPR Therapeutics pending EMA and FDA Aprovel
Vertex in pact with ImmunoGen to expand gene editing reach (NASDAQ:VRTX)
MULN, NIO Stock Speculations. TSLA Stock Blitzed. BIIB CRSP & VRTX Stock...
Recession has been here (proof inside)
The biotech rocket getting ready for launch - $CRSP Crispr Therapeutics DD
RIP NASDAQ 100 - Jim Cramer says investors should eye these three tech names in the Nasdaq 100
$CBIO up over 100% on news it’s selling a chunk of its portfolio to $VRTX for 60mm
Thoughts on the housing market / equities from an old school WSBer.
told you guys, but there is still time
Searing Criticism on ARK's Genomic Bets in FT. What do you think?
Regeneron (REGN), Thermo Fischer (TMO), Danaher (DHR) and Vertex (VRTX)
Vertex Pharmecuticals (VRTX) Discussion
Wells Fargo says correction is likely, recommend these 10 safe picks (RH? UAA?)
How much do you think a cure for Diabetes will make?
Barrons Stocks to Own April 13, 2020 update
$VRTX $PTON $PDD - Wall Street Says: Buy These 3 Nasdaq Stocks On The Dip
Should I buy Vertex ($VRTX)? Good company with strong fundamentals & good value.
Should I buy Vertex ($VRTX) at these levels? Strong company with good fundamentals.
Eloxx Pharmaceuticals (ELOX) DD - Biopharma play with Major Insider Buying and 100x upside
$VRTX is a DEEP VALUE Biotech Cash-Flow Machine
CELZ Potential To Return 13,800% In 3-5 Years
$NTLA and $REGN announce that they have successfully corrected a hereditary disease with an infusion of CRISPR
$NTLA and $REGN announce that they have successfully corrected a hereditary disease with an infusion of CRISPR
2 Stocks That Are Flirting With a Bottom; Analysts Say ‘Buy’
VRTX pick it up on discount while you still can
Looking to invest in healthcare: Should I go with the PSCH ETF or invest in $VRTX stock?
Viatris (VTRS) recommended as one of 5 v undervalued Pharma stocks in Barrons today
Mentions
I know when WMT, UNH, TMO, ELAN and VRTX are all green, you guys with rockets and memory are taking a real beating. 😂 NVDA 200c 08/05 tho
Biotech, this new drug is going to get approved, pass Phase I trials etc. Drug does that, stock tanks, onto the next one. It’s pump and dump with not much pump. Did shares in VRTX, as they were developing a drug for a disease my wife has, drug failed, shares did OK.
Half my portfolio is biotech now from having been almost 100% tech. It’s been doing a LOT better than my tech. Check out VRTX, ALNY, MDGL, REGN, CRSP, SMMT, NTLA and BEAM. A lot of upside and good momentum in this space.
VRTX and DHR have me green today 😄
Feels toppy. Sitting on mostly cash until we get a larger correction. Won't take much if they raise rates at next FOMC 6 weeks away. Riding some weeklies puts on JPM, GS, WMT, KRE. Calls on VRTX and TMO.
I looked at JNJ numbers again. Pretty solid all around. I already own lots of LILY so perhaps a split between JNJ and VRTX would be more wise for stability. Thanks for the idea
Jnj is certainly safer, but I like the VRTX + DHR split more for upside. Are you bullish on JNJ making the leap past their current level?
All in on VRTX tomorrow. Biotech is much more interesting than Mag 7 to me right now
I really like VRTX for a 3 or 6 month call. Lots of underrated stocks about to moon in the biotech space that aren't getting coverage because of current AI hype dominance.
Among my holdings, VRTX, PEP, V, and COST are green.
I also generally avoid it, other than established players. Did well on VRTX a.few years ago. QURE is sort of a special case I read about. It seems pretty solid and the fact that HD patients are actually protesting and lobbying Congress on its approval....seemed worth a small position. CLPT is a platform. I do love a good platform business.
VRTX which has a new non-opioid class of pain med FDA approved about a year ago. Med is slowly getting adopted through hospitals around the country and pain is BIG business. As long as it isn’t later found to have some weird downside like : Tylenol - liver damage Nsaids - bleeding, stomach ulcers, gerd Opioids - addiction
I bought rocket lab at a cost average of 4.10 and am still holding. I’m sure the premise is set out below might not hold if I did a bit of digging but hey, that’s why I only chucked in a thousand dollars and not more. The thought process was: 1. Rklb was too significant of a defence piece for either the US or NZ govt to let it fail without boosting its capital or doing something about it. 2. I’m sure rockets and the assets itself even if they had to be sold off, would be worth quite a lot, maybe even a billion or so. 3. I’m jaded and think 3 billion dollars is peanuts (it’s not, but from a market cap perspective). 4. If the company fails, I would have “only lost” 1k, and or the opportunity cost the money would’ve gotten me elsewhere. I think these were probably the main thoughts I had at the time. I locked in 100 shares of gains at around 70 USD, and I’m letting the last 200 shares ride. Another notable investment that has doubled for me since buying it 2021-2022 was VRTX. IIRC they have a moat on a drug treating cystic fibrosis until 2036. The thesis is simple - they basically have 15 years to come up with a new drug/revenue stream and I’m sure in 15 years, the really smart people at the company would come up with something. My other holdings are Google, and planet labs which has also done fantastically. I bought ZBRA some while ago and sold after it went up 150% or so. It’s not all sunshine and rainbows though, I’ve had a few that just went nowhere or maybe a small loss (at the time I bought anyway). ASO, Netflix, Coca Cola, APPN (none of these are current holdings). The one I’m holding and is too early to tell is Adobe with an entry point at 238-240. I’m a prosumer of Adobe products and have genuinely not found a suitable alternative that fits what I want. Even if AI were improve significantly in creating assets, it doesn’t replace the hobby (and in fact probably encourages) taking photos and hand editing them yourself. I’m about to shoot a wedding soon, and no way am I using AI to help with it. I don’t see Adobe going away any time soon, which is why I’m betting on it.
Fwiw, TMO and VRTX are up today because TMO has Analyst Day tomorrow, and VRTX CEO is speaking at a healthcare conference at 2:30pm today.... TMO 450c 05/22 VRTX 460c 06/18 And those 500c lookin tasty too. 😬
Honestly, this 50% drawdown might be the ultimate catalyst for strategic consolidation. While the market is hyper-focused on 'total weight loss' headlines, Vertex ($VRTX) understands the underlying science of muscle preservation far better than any retail investor. Given their existing partnership and Vertex’s massive $10B+ cash fortress, the current valuation disconnect makes Wave an incredibly attractive acquisition target. Why would Vertex pay for licenses when they can now potentially absorb the entire PRISM platform for a fraction of its intrinsic value? This sell-off isn't a failure of science; it's a window for a 'buy-it-all' move by the dominant player. To be clear: this is strictly my own theory based on the strategic landscape and the existing partnership—I have no insider information.
!Banbet VRTX 400 1d
Please. Load up on VRTX puts. Bad things are coming.
I been telling everyone to load up RDDT puts since yesterday. Now it’s time to get VRTX. It’s time to die.
!banbet VRTX 435 1w
He took a 10% stake in VRTX bc he’s getting crspr immortality
Anyone else watching Vertex's stock go up $10 BILLION from povetacicept IgAN data that was largely expected and similar to sibeprenlimab? There has to be $25 BILLION of market cap in VRTX for pove alone. The market opportunity is enormous for CLYM116. The Vertex data release also shows targeting dual APRIL/BAFF has the liability of increasing infections. Upper respiratory tract infection was 18.3% of povetacicept versus 11.4% for placebo for the full safety dataset. For sibe (only suppressing APRIL) upper respiratory infection is 15% versus 14%. We know IgG and IgM continue to decrease the longer patients are suppressing BAFF so I'm very curious to see how safety looks long term for pove.
VRTX phase 3 Pove trial results 🔥🔥
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.
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.
AMZN / CMG / VRTX / PSKY is what I’m looking at right now.
"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.
Yup tide is rising on gene editing. CRSP, BEAM, VRTX for the win
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.
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.
VRTX for the 10% gain next week!
They file 13F’s. It’s not really meme stocks. But UNH calls, LLY calls, MRK calls, VRTX calls, and HD calls were added.
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.
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.
Gone for work. Someone catch me up. UNH, LLY, VRTX still licking the bottom of umm, someone's bottom?
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.
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
Telling a surgical nurse I met about a new acute pain med that is not addictive like opiods....VRTX should venmo me a commission...
VRTX calls??? CEO just bought 3.9m worth and a director at the company bought 1.9m worth.
Avoided being gapped by VRTX, but not LLY. GuH!
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
If it's any consolation to you, I had $100k in VRTX. Now I have, uh, less than $100k in VRTX :(
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?
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
!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.
AMD and VRTX bag holding untill Q3 then 🚬
Alright which one of you degens knew about VRTX $420p and didn’t say shit
Why oh why didn’t I pull the trigger on VRTX puts
Congratulations those who bought VRTX puts 😁
*VRTX calls was not the play. #fuktbigly*
Everybody was so focused on PLTR that we missed out on 300% VRTX puts :(
Biting my fingers for not buying VRTX puts. The stock is tanking fml
Assuming this holds my VRTX puts are ITM now
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.
VRTX with the dive off the high tower. Ima buyer under $430 tho.
CRSP - Casgevy sales updates at 4:30 via VRTX
$CRSP could fly tonight with $VRTX providing CASGEVY results
I got VRTX, LLY, and watching for TSLA to break through $300 with conviction (and 10 million+ volume on 3 minute candles.)
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
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."
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
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.
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.
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.
VRTX leaps, 1/27 SOFI CC 8/1 $22.50
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.
Made $600 on VRTX shares yesterday: 13.2k left to win now!! 😂
I made $600 trading VRTX shares, trading myself out of this deep dark options loss hole. $ 13,200 left to recover now.
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.
My move? Buying some VRTX. They just cured type 1 diabetes in ten people.
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.
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.
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.
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.
VRDN RZLT AKRO VRTX SRPT REGN My biotech longs
Hope it was VRTX pal. About to disrupt the acute pain market with a magic, non-opioid local channel blocker.
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.
LLY, VRTX & HIMS make drug. so bets againts them in Q2 or Q3 earnings. UNH, CVS & CIGNA is the middleman in pharma insurance pricing.
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
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.
hedge fund allocate their money from VRTX to HIMS. some retail gonna take profit but thats that. flat eod.
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.
VRTX rising from the ashes
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.
anybody bought put on VRTX