Should You Be Confident in Vertex Pharmaceuticals Incorporated’s (VRTX) Long-Term Outlook?

In its third-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted stocks specified arsenic Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX). Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) is simply a biotechnology institution focusing connected processing and commercializing therapies for treating cystic fibrosis (CF). The one-month instrumentality of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) was 8.76%, and its shares gained 15.91% of their worth implicit the past 52 weeks. On December 26, 2025, Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) banal closed astatine $462.90 per share, with a marketplace capitalization of $118.683 billion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) successful its 3rd 4th 2025 capitalist letter:

"Within Health Care, Boston Scientific Corp. and Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) were the largest drivers of underperformance. The Trump medication announced a Section 232 tariff probe into aesculapian devices expanding macro uncertainty. After conversations with the FDA, Vertex Pharmaceuticals Inc. ended pursuit of a wide chronic neuropathic symptom statement for Journavx, limiting chronic symptom TAM. Chronic symptom remains a precise ample multi-billion-dollar TAM. Journavx is approved and launching successful acute symptom with affirmative archetypal indications. Along with the disappointing chronic symptom update, VX-993 (next-generation symptom asset) failed successful signifier II development. Vertex has aggregate different backmost up symptom agents successful improvement but some updates pressured the stock. Outside of symptom franchise, each different updates were affirmative with dependable advancement successful inaxaplin (APOL-1 mediated kidney disease), povetacicept (IgA nephropathy), VX 880 (type 1 diabetes), and Casgevy (gene-editing therapy). Alyftrek (next procreation cystic fibrosis triple) motorboat is nether mode and patients are switching from Trikafta to Alyftrek. Alyftrek carries a little royalty load than Trikafta. Improving margins and increasing duration of therapy for cystic fibrosis (CF) patients are cardinal to continuing maturation of CF franchise. We stay assured successful Vertex’s semipermanent outlook, supported by its high-margin CF franchise, beardown equilibrium sheet, and a pipeline with aggregate late-stage, multi-billion-dollar opportunities."