From Yahoo Finance: 2025-05-10 04:12:00

Investors are concerned about the impact of U.S. import tariffs on corporate earnings. Companies less reliant on imports, like Vertex Pharmaceuticals, may not be heavily affected. This biotech giant, specializing in cystic fibrosis treatments, expects minimal cost impact. Vertex’s revenue exceeds $11 billion, with new drugs boosting growth and revenue.

Vertex Pharmaceuticals boasts game-changing cystic fibrosis treatments, generating billions in revenue. Its flagship drug, Trikafta, addresses 90% of CF cases. Newly approved Alyftrek offers more options, with better efficacy and once-daily dosing. Vertex aims to build a multibillion-dollar pain management business and benefit from gene therapy rollout.

Despite a recent drop in shares due to illegal CF generics in Russia, Vertex remains optimistic. The company raised its revenue guidance, expecting growth from new drugs and gene therapy. Vertex’s low exposure to China makes it almost tariff-proof, offering a safe haven for investors in the current import tariff environment.

Vertex’s recent decline presents a buying opportunity, with shares trading at a lower multiple. The company’s dominance in CF and new growth drivers make it an attractive investment. With a minimal cost impact from tariffs, Vertex is well-positioned for growth and stability amid market uncertainties.

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