Assessing Vertex Pharmaceuticals (VRTX) Valuation After Fund Exit And Setback For Journavx Pain Label

Simply Wall St.01-29

A prominent investment fund has fully exited Vertex Pharmaceuticals (VRTX) after the company said it does not see a path to a broad neuropathic chronic pain label for Journavx, following discussions ...

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Vertex Pharmaceuticals (VRTX) Valuation After Fund Exit And Setback For Journavx Pain Label\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-29 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-vrtx/vertex-pharmaceuticals/news/assessing-vertex-pharmaceuticals-vrtx-valuation-after-fund-e><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A prominent investment fund has fully exited Vertex Pharmaceuticals (VRTX) after the company said it does not see a path to a broad neuropathic chronic pain label for Journavx, following discussions ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-vrtx/vertex-pharmaceuticals/news/assessing-vertex-pharmaceuticals-vrtx-valuation-after-fund-e\">Source 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See our latest analysis for Vertex Pharmaceuticals. Vertex’s share price has shown resilient momentum, with a 90 day share price return of 13.82% and a 1 year total shareholder return of 8.24%, even as mixed news around Journavx shifted some investor focus back to its broader pipeline. If this kind of stock-specific news has you rethinking your healthcare exposure, it could be a good moment to scan other healthcare stocks that might fit your style. With Vertex trading at US$477.91, showing a 3 year total return of 50.63% and an intrinsic discount flag of 34.92%, the key question is whether investors are being offered a fresh entry point, or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 5.2% Undervalued Vertex’s most followed narrative pegs fair value at about $504 per share compared with the recent $477.91 close. This suggests a modest valuation gap that rests heavily on its cystic fibrosis cash flows and expanding pipeline.  Vertex's pipeline diversification, including programs in pain, kidney, and type 1 diabetes, leverages global advances in genomic and gene-editing technologies, positioning the company to capture long-term growth from accelerating personalized and precision medicine adoption, supporting both revenue and long-term margin expansion.  Read the complete narrative. Curious what kind of revenue path and margin profile could justify that fair value, especially with a richer future P/E assumption and active share reduction baked in? The full narrative outlines the growth runway, the profit step up and the valuation multiple it assumes the market will accept. Result: Fair Value of $504 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on CF remaining resilient and key programs clearing clinical and regulatory hurdles, and setbacks on either front could quickly challenge that 5.2% undervalued view. Find out about the key risks to this Vertex Pharmaceuticals narrative. Another View: Multiples Paint a Richer Picture On the flip side of that 5.2% undervalued narrative, Vertex trades on a P/E of 33x, compared with a fair ratio of 29.1x and a US Biotechs average of 19.8x. That is a hefty premium, which raises a simple question for you: how confident are you in the earnings story behind it? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:VRTX P/E Ratio as at Jan 2026 Build Your Own Vertex Pharmaceuticals Narrative If you see the data pointing in a different direction, or simply prefer to run your own checks, you can build a fresh view in minutes with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Vertex Pharmaceuticals. Looking for more investment ideas? If Vertex has you rethinking where your next dollar goes, do not stop here. Broaden your watchlist and keep your options open across sectors and themes.  Seek potential mispricings by scanning these 881 undervalued stocks based on cash flows that might offer a margin of safety compared with their estimated cash flow value. Tap into the growth of digital assets with these 19 cryptocurrency and blockchain stocks that are building businesses around blockchain infrastructure and services. Target income-focused opportunities through these 14 dividend stocks with yields > 3% that currently offer yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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