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Vertex a ‘core large-cap biotech holding,’ says JPMorgan

After Vertex President and CEO Reshma Kewalramani presented at the firm’s healthcare conference, JPMorgan analyst Jessica Fye notes that the presentation focused on the Cystic Fibrosis commercial business, potential launch dynamics for Alyftrek and suzetrigine, as well as Casgevy and the company’s “broad and progressing pipeline.” The firm, which continues to view Vertex as “a core large-cap biotech holding” and sees 2025 as focused on launch execution, steady CF growth and continued clinical progress, maintains an Overweight rating on the shares.

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