cuttail07
Nov 9, 3:55 PM
$VRTX
November 30th PDUFA date for Povetacicept is fast approaching. Has a good chance to become market leader in IgAN and kickstart the pipeline in a product for additional b-cell mediated disorders.
Company is built on monopolistic cash flow from the CF franchise that is currently funding significant pipeline expansion and much needed revenue diversification over the next 5 years.
Biggest risk remains regulatory and price negotiation risk for its CF medications.
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