Vertex Pharmaceuticals Inc (VRTX) in Franklin Biotechnology Discovery Fund Q2 2024

Leader in Cystic Fibrosis Treatment with Expanding Pipeline

Apr 15, 2025

Summary

Vertex accounts for 6.24% of the fund's total assets.
Dominates the cystic fibrosis market with its innovative therapies.
Risks include reliance on cystic fibrosis franchise and competitive threats.
Recent performance driven by strong sales of Trikafta.
Future outlook promising with diversification into new therapeutic areas.

Vertex Pharmaceuticals Inc (VRTX, Financial) was prominently featured in the Franklin Biotechnology Discovery Fund's Q2 2024 commentary, reflecting the fund's confidence in its leadership in cystic fibrosis treatment and expanding pipeline. The fund managers, Evan McCulloch, CFA, Wendy Lam, Ph.D., and Akiva Felt, emphasize Vertex's strategic efforts to diversify its portfolio beyond cystic fibrosis.

"Vertex's dominance in the cystic fibrosis market and its strategic diversification efforts position it for long-term growth." — Franklin Biotechnology Discovery Fund, Q2 2024 Fund Letter

Read full letter at gurufocus franklin biotechnology discovery fund q2 2024 commentary 2024 Q2 page.

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