VRTX

Vertex Pharmaceuticals Inc

research_scan theme='biotech-genomics'; value_chain_position='pure-play'; Books Casgevy net product revenue (~60% economics; CRSP ~40%) as the first commercialised CRISPR-edited therapy, plus the durable CFTR (cystic fibrosis) franchise. Casgevy launch-year-2 cadence is throughput-gated at ATCs rather than demand-gated, which is the central operational test for cell-therapy scalability and the strain on C-07's gene-therapy affordability bind.