VRTXPharmaceuticals
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Get what investors say about VRTX next
1 investor call on VRTX in the last 90 days (1 bullish, 0 bearish). Follow VRTX free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what VRTX did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about VRTX
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-14 | Jared HolzManaging Director and Healthcare Equity Strategist, Mizuho | Bullish | CNBC (uncut) | Vertex's patent-cliff timing is more favorable than peers — the key question is whether LOE pressure arrives… |
| 2026-08-04 | Unknown Investment Committee | Bullish | CNBC Halftime Final Trades | Just purchased Vertex as part of an intentional increase in healthcare weighting to 11.7%, reflecting… |
| 2026-07-08 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Final Trades | Vertex's acquisition announced the prior day diversifies its product line beyond the core franchise… |
| 2026-01-22 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Final Trades | Stock has broken out and rallied ~30% over recent months, with momentum expected to continue |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 2 Nov 2026 | after the close | 4.76 vs 4.88 | — |
Notable options days
Sessions in the last 120 where VRTX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-11-02 | ||||||
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| 2026-08-19 | ||||||
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| 2026-07-17 | ||||||
| 2026-07-08 | ||||||
| 2026-07-02 | ||||||
| 2026-06-26 |
VRTX on the Wheel
VRTX passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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