What smart money is saying about Vertex Pharmaceuticals
7 funds in our archive have pitched Vertex Pharmaceuticals, most recently Andrew Hill Client Account Strategy in September 2026.
Vertex Pharmaceuticals Incorporated is a leading biotechnology firm primarily focused on the discovery, advancement, and marketing of innovative treatments, particularly for cystic fibrosis (CF). The company offers a range of approved medications for CF patients, including SYMDEKO/SYMKEVI, ORKAMBI, and KALYDECO, which target specific mutations within the cystic fibrosis transmembrane conductance regulator gene. Additionally, they provide TRIKAFTA for individuals with CF aged six years and older who possess at least one F508del mutation. Beyond its established CF therapies, Vertex maintains a robust and diverse clinical pipeline. This includes VX-864, currently in Phase 2 for alpha-1 antitrypsin (AAT) deficiency; VX-147, also in Phase 2, addressing APOL1-mediated focal segmental glomerulosclerosis (FSGS) and other serious kidney conditions; VX-880, a potential treatment for Type 1 Diabetes undergoing Phase 1/2 trials; VX-548, a NaV1.8 inhibitor in Phase 2 for various forms of acute, neuropathic, and musculoskeletal pain; and CTX001, which is in Phase 3 development for severe sickle cell disease (SCD) and transfusion-dependent beta-thalassemia (TDT). The company distributes its pharmaceutical products through specialty pharmacies and distributors across the United States, while international sales are facilitated via a network of specialty distributors, retail chains, hospitals, and clinics. Vertex also engages in numerous strategic collaborations with partners such as Affinia Therapeutics, Arbor Biotechnologies, CRISPR Therapeutics, Kymera Therapeutics, Mammoth Biosciences, Moderna, Obsidian Therapeutics, Skyhawk Therapeutics, Ribometrix, Genomics plc, Merck KGaA, and X-Chem. Established in 1989, Vertex Pharmaceuticals is headquartered in Boston, Massachusetts.
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Fund signal · last 12 months
18 lettersToo few moves on Vertex Pharmaceuticals yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 21 fund letters reported a position in Vertex Pharmaceuticals, with 3 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 10 | 1 | 2 | 1 |
| Q2 2026 | 3 | 1 | 0 | 1 |
| Q1 2026 | 3 | 0 | 0 | 1 |
| Q4 2025 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 1 |
| Q1 2025 | 1 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 21 positions · 7 moves
- September 2026
“We added to positions in Johnson & Johnson (J&J), Merck & Co., Inc., and Vertex Pharmaceuticals Incorporated.”
Vertex Pharmaceuticals - September 2026
“As previously discussed, the portfolio exited Vertex in the second quarter due to concern about whether its efforts to build a second growth platform in kidney disease could ultimately match the success of its cystic fibrosis franchise.”
Vertex Pharmaceuticals - September 2026
“Vertex Pharmaceuticals (VRTX) Vertex remains the leader in cystic fibrosis treatments, a franchise that generates substantial cash flow and provides the company with the resources to expand into new therapeutic areas.”
Vertex Pharmaceuticals - September 2026
“Vertex Pharmaceuticals Inc. United States 3.3 Biotechnology”
Vertex Pharmaceuticals - September 2026
“UnitedHealth Group Inc. United States 2.6 Health Care Providers & Services Vertex Pharmaceuticals Inc. United States 2.5 Biotechnology”
Vertex Pharmaceuticals - September 2026
“CrowdStrike, Shopify, Vertex and Freeport-McMoRan were among the largest contributors, reflective of a core advantage of the Strategy”
Vertex Pharmaceuticals - September 2026
“Health Care positioning has also evolved, most recently with the purchase of Neurocrine Biosciences. As previously discussed, the portfolio exited Vertex in the second quarter due to concern about whether its efforts to build a second growth platform in kidney disease could ultimately match the success of its cystic fibrosis franchise.”
Vertex Pharmaceuticals - September 2026
“Vertex Pharmaceuticals (VRTX) Vertex remains the leader in cystic fibrosis treatments, a franchise that generates substantial cash flow and provides the company with the resources to expand into new therapeutic areas.”
Vertex Pharmaceuticals - September 2026
“Health Care positioning has also evolved, most recently with the purchase of Neurocrine Biosciences. As previously discussed, the portfolio exited Vertex in the second quarter due to concern about whether its efforts to build a second growth platform in kidney disease could ultimately match the success of its cystic fibrosis franchise.”
Vertex Pharmaceuticals - HoldsRhenman Healthcare Equity L/SAugust 2026
“1. Merck & Co 2. AstraZeneca 3. Vertex Pharmaceuticals 4. Medtronic 5. Biomarin Pharmaceutical”
Vertex Pharmaceuticals - June 2026
Listed in Liontrust Global Innovation Fund’s reported holdings.
Vertex Pharmaceuticals - June 2026
Listed in Liontrust GF Global Innovation Fund’s reported holdings.
Vertex Pharmaceuticals - June 2026
“Vertex Pharmaceuticals (VRTX): Vertex remains the undisputed powerhouse in Cystic Fibrosis treatment while successfully expanding its rare-disease playbook into lucrative new markets.”
Vertex Pharmaceuticals - March 2026
Listed in HL Global Carbon Transition Equity’s reported holdings.
Vertex Pharmaceuticals - March 2026
“Medtronic plc United States 2.6 Health Care Equipment & Supplies Vertex Pharmaceuticals Inc. United States 2.4 Biotechnology”
Vertex Pharmaceuticals - March 2026
“Portfolio Holdings Data as of March 31, 2026. Source: FactSet, Hardman Johnston Global Advisors LLC®. The data shown is of a representative portfolio for the Hardman Johnston Select Equity strategy and is for informational purposes only and is not indicative of future portfolio characteristics/returns. Actual results may vary for each client due to specific client guidelines and other factors. The representative portfolio was chosen as most representative of the Select Equity strategy. Future investments may or may not be profitable. C ountry We ig ht ( %) Indus try Communicat ion Serv ices 8.1 Alphabet Inc. United States 7.1 Interactive Media & Services Comcast Corp. United States 0.9 Diversified Telecommunication Services Versant Media Group, Inc. United States 0.1 Media Consumer Discret ionary 2.7 SharkNinja, Inc. United States 2.7 Household Durables Consumer St aples 0.8 Estee Lauder Companies Inc. United States 0.8 Personal Care Products Energy 1.9 Cameco Corporation Canada 1.9 Oil, Gas & Consumable Fuels Financials 9.7 Charles Schwab Corp United States 3.0 Capital Markets Marsh & McLennan Cos. Inc. United States 3.0 Insurance Mastercard Inc. United States 3.8 Financial Services H ealt h Care 17.9 AstraZeneca plc United Kingdom 3.5 Pharmaceuticals Becton, Dickinson & Co. United States 1.4 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 2.8 Health Care Equipment & Supplies Illumina, Inc. United States 2.0 Life Sciences Tools & Services IQVIA Holdings Inc. United States 1.9 Life Sciences Tools & Services Medtronic plc United States 1.7 Health Care Equipment & Supplies UnitedHealth Group Inc. United States 1.0 Health Care Providers & Services Vertex Pharmaceuticals Inc. United States 3.2 Biotechnology”
Vertex Pharmaceuticals - December 2025
“GLP-1 maker Eli Lilly, Argenx and Vertex Pharmaceuticals were bright spots in the biopharmaceutical segment of health care while diagnostics supplier Thermo Fisher Scientific benefited from stabilizing R&D spending.”
Vertex Pharmaceuticals - HoldsDavenportDecember 2025
“During the fourth quarter, the Fund benefited from strong results delivered by a broad range of companies. Alphabet Inc. (GOOG) was the strategy’s top performer for the period as the stock benefitted from a narrative shift that moved the company from the “AI loser” category over to the “AI winner” bucket. We elected to trim the position as the stock reached all-time highs. Further, we were pleased to see patience rewarded with a bounce back in various healthcare concerns such as Intuitive Surgical Inc. (ISRG) and Vertex Pharmaceuticals Inc. (VRTX), which posted meaningful gains.”
Vertex Pharmaceuticals - September 2025
“Portfolio Activity • All aspects of our quality-growth-valuation investment thesis must be present for us to make an investment. Often our research is completed well in advance of the opportunity to invest. We are patient investors and maintain coverage of high-quality businesses in order to take advantage of meaningful price dislocations if and when they occur. During the quarter, we added to our existing positions in Novo Nordisk and Vertex as near-term price weaknesses created attractive reward-to-risk opportunities.”
Vertex Pharmaceuticals - June 2025
“A fund holding since June 2021, Vertex reported quarterly results that were fundamentally solid but below consensus expectation for revenues and profitability.”
Vertex Pharmaceuticals - March 2025
“An important but often overlooked component of our diversified approach is the balance provided by more defensive, durable compounder holdings that tend to hold up well in downturns. This was illustrated by longtime health care holdings Vertex Pharmaceuticals and UnitedHealth Group as well as Visa and exchange and financial data provider S&P Global.”
Vertex Pharmaceuticals
Also mentioned · 1
These funds discuss Vertex Pharmaceuticals as a competitor, benchmark or comparable, without disclosing a position in it.
- July 2026
“July continued to demonstrate a broad appetite for strategic acquisitions, including Vertex Pharmaceuticals' approximately $10 billion acquisition of Crinetics Pharmaceuticals, and Uber's $14.8 billion offer for privately held Delivery Hero.”
Vertex Pharmaceuticals
Fund coverage · 7 theses
- Andrew Hill Client Account StrategySeptember 2026
Vertex leads cystic fibrosis, generating cash flow to fund expansion into multiple future growth areas.
Read the full thesis - Andrew Hill AHIA Portfolio StrategyJune 2026
Vertex Pharmaceuticals leads in cystic fibrosis and is expanding into new rare-disease markets with approved products and a strong balance sheet.
Read the full thesis - Andrew Hill Investment AdvisorsMarch 2026
Vertex Pharmaceuticals is the CF market leader with expanding non-CF pipeline and multiple new products targeting multi-billion-dollar opportunities.
Read the full thesis - Loomis Sayles Growth FundJune 2025
Vertex is a compelling long-term investment opportunity due to its strong competitive advantages in cystic fibrosis therapies, ongoing innovation, and significant growth potential in revenues and cash flow.
Read the full thesis - Loomis Sayles Growth FundMarch 2025
Vertex is well-positioned for long-term growth due to its dominance in cystic fibrosis therapies, strong partnerships, and a robust pipeline of innovative treatments, presenting a compelling investment opportunity at a significant discount to its intrinsic value.
Read the full thesis - Loomis Sayles Growth FundDecember 2024
Vertex is trading at a significant discount to its intrinsic value, driven by its strong CF franchise, innovative therapies, and potential for low-double-digit revenue growth.
Read the full thesis - Parnassus Growth Equity FundDecember 2024
Vertex is poised for growth following a strategic acquisition and advancements in its diabetes pipeline, enhancing our confidence in its innovative approach and management.
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