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Stockchase Opinions

Rob Sechan, Managing Partner, New Edge CapitalVertex Pharmaceuticals Inc.VRTXBUYAug 19, 2022

Bought this, adding to his healthcare holdings, a defensive sector he likes. Strong balance sheet with a deep pipeline of drugs, 20x 2023 earnings, 50% operating margins, and 5% free cash flow yield.
$297.67

Stock price when the opinion was issued

$452.10

As of Jun 18, 2026. Market Open.

Pharma & Healthcare
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BUY

PPH, an ETF for pharma producers, is breaking out and near a record. VTX and Eli Lilly are leaders in this space and Vertex has a great product for Cystic Fibrosis therapeutics. It is growing well and not too expensive.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 04/22, Up 57.9%)Stochchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with VRTX has triggered its stop at $350.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 44%, when combined with our previous recommendations.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 04/22, Up 88.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with VRTX is progressing well.  To remain disciplined, we recommend trailing up the stop (from $330) to $350 at this time.  

BUY

They're in the MS business, so will they expand beyond MS? HE's confident they will and have some hit drugs.

PARTIAL SELL

A high-quality biopharma with a strong cystic fibrosis drug. Are trying to get into other franchises like diabetes treatments. Will do well long-run. Trades at 23x with 11% earnings growth, so you can take some profits now. Had a good run, so take some money off the table.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 04/22, Up 72.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with VRTX is progressing well.  To be disciplined, we recommend trailing up the stop (from $320) to $330 at this time.  

BUY

Not too expensive. They report next week. They have good momentum and products.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 04/22, Up 71.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with VRTX is progressing well.  We now recommend to trail up the stop (from $300) to $320.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 03/23, Up 57.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with VRTX is progressing well.  We recommend trailing up the stop to $300 at this time.  

BUY

New for him. Are diversifying away from Cystic Fibrosis drugs into other treatments.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 04/22, Up 34.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with VRTX is progressing well. To remain disciplined, we recommend trailing up the stop (from $270) to $280.
TOP PICK
It is in the biotech sector which came under pressure18 months ago. The sector found a footing in June and has held well above lows while the market is selling off. In general there are great bio technologies coming to market. Specifically it is a leading producer of a Cystic Fibrosis treatment that continues to proliferate around global health care systems. It is head and shoulders over what was available previously. It is a defensive stock because earnings are not cyclical and it is growing at 25% per year as well as trading at 18X next year's earnings. With a 74 billion market cap it just made a 5 year high which is very significant. (Analysts’ price target is $310.80)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 04/22, Up 29.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK is progressing well. We now recommend trailing up the stop (from $245) to $270.
TOP PICK
Biotech. Dominant drug for CF treatment. Exceedingly strong growth profile, with 2022 estimate for 40% earnings growth. Working on a compound for acute pain that's not addictive. Technically way outperformed the biotech group. Now there's strength in the group and the market. No dividend. (Analysts’ price target is $307.75)