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Stockchase Opinions

The Panic-Proof Portfolio (Stockchase Research)Vertex Pharmaceuticals Inc.VRTXPAST TOP PICKOct 06, 2022

(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.
$298.39

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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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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.

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.
BUY
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.
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)