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Vertex: Great Company, Harder Stock Question

Vertex Pharmaceuticals (VRTX) still looks like one of biotech’s highest-quality compounders, but the stock is no longer just a CF story. The real debate is how much of the next wave—povetacicept in IgAN, JOURNAVX in pain, and selected renal / neuromuscular optionality—is already priced into a $110B+ market

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