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Revenue by Segment
Separates income from product sales, royalties, and collaborations to show where the money is actually coming from. For Vertex, a heavy tilt to flagship product sales signals current cash strength but also concentration risk; rising collaboration or royalty revenue can indicate successful partnerships and smoother future cash flows.Vertex Pharmaceuticals' revenue from Trikafta and Kaftrio continues to drive growth, reflecting their dominance in the cystic fibrosis market. The recent earnings call highlights the successful launch of ALYFTREK, which is expected to further bolster revenue, especially as older CF therapies like Kalydeco, Orkambi, and Symdeko phase out. The company's strategic focus on expanding its CF portfolio and new product launches like CASGEVY and JOURNAVX positions it well for sustained revenue growth, despite challenges in the pain program.
Date | Trikafta and Kaftrio | Kalydeco | Orkambi | Symdeko and Semkevi |
|---|---|---|---|---|
Jun 30, 2025 | $2.55B | $0.00 | $0.00 | $0.00 |
Mar 31, 2025 | $2.54B | $0.00 | $0.00 | $0.00 |
Dec 31, 2024 | $2.72B | $0.00 | $0.00 | $0.00 |
Sep 30, 2024 | $2.58B | $0.00 | $0.00 | $0.00 |
Jun 30, 2024 | $2.45B | $0.00 | $0.00 | $0.00 |
Mar 31, 2024 | $2.44B | $0.00 | $0.00 | $0.00 |
Dec 31, 2023 | $2.33B | $112.40M | $44.20M | $27.80M |
Sep 30, 2023 | $2.27B | $112.80M | $63.00M | $33.40M |
Jun 30, 2023 | $2.24B | $125.30M | $96.30M | $31.20M |
Mar 31, 2023 | $2.10B | $125.00M | $122.50M | $30.60M |