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Vertex Pharmaceuticals Incorporated (VRTX) Presents at RB...
2026-05-20 · via All Articles on Seeking Alpha

Vertex Pharmaceuticals Incorporated (VRTX) RBC Capital Markets Global Healthcare Conference 2026 May 19, 2026 2:35 PM EDT

Company Participants

Charles Wagner - Executive VP, COO & CFO

Conference Call Participants

Brian Abrahams - RBC Capital Markets, Research Division

Presentation

Brian Abrahams
RBC Capital Markets, Research Division

All right. Well, thanks, everybody, for being here. Again, I'm Brian Abrahams, senior biotech analyst here at RBC Capital Markets. Really pleased to have our next featured company, Vertex Pharmaceuticals, represented by their CFO and COO, Charlie Wagner. Charlie, thanks so much for being here.

Charles Wagner
Executive VP, COO & CFO

Yes. Thanks for having us.

Question-and-Answer Session

Brian Abrahams
RBC Capital Markets, Research Division

So a lot I would love to cover, but why don't we start -- why don't we start with CF. It's obviously been a core driver for many years for you guys. Can we talk about the growth opportunities in CF? And maybe in the near term, can you elaborate a little bit more on the additional 800 patients you've talked about with the Trikafta and Alyftrek label expansions this year. I guess, just what we should expect the cadence of those patients coming on therapy to look like? How quickly you're seeing that happen? How much of that -- how many of those patients were already being treated off-label?

And then as we kind of look beyond that bolus, 2027 and beyond, what do you -- and some of the additional age and geographic expansions, what do you foresee as the key additional growth drivers for the CF franchise over the long term? Because it's continued to grow so nicely and you reach more and more patients. Talk to us about what the cadence looks like from here on end?

Charles Wagner
Executive VP, COO & CFO