Vertex Pharmaceuticals' (VRTX) planned $10 billion acquisition of Crinetics Pharmaceuticals (CRNX) may prompt investor questions on the timing of the deal with several major clinical trial results already expected in early 2027, UBS Securities said Monday in a note.
UBS said the deal adds two important rare-disease drugs: Palsonify, used to treat acromegaly, a condition caused by excess growth hormone, and atumelnant, now in late-stage testing for congenital adrenal hyperplasia, a disorder that affects hormone production.
Vertex on Monday described the acquisition as a potential blockbuster with expected sales of more than $5 billion.
The near-term focus will stay on rival cystic fibrosis data expected this summer, while Vertex's own 2027 trial results should provide additional catalysts, UBS said.
UBS has a buy rating on Vertex stock with a $545 price target.
Vertex shares fell 1% in Tuesday trading, and Crinetics declined 0.5%.
Price: 524.45, Change: -5.14, Percent Change: -0.97
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