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Vertex Pharmaceuticals Incorporated (VRTX) Q4 2025 Earnings Call Transcript

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Vertex Pharmaceuticals reported Q4 2025 earnings on February 12, 2026, highlighting record annual revenue of $12.3 billion, driven by strong cystic fibrosis drug sales and pipeline expansion. CEO Reshma Kewalramani emphasized progress in CRISPR-based therapies, including VX-522 for sickle cell disease, now in Phase 3 trials with potential 2027 approval. The company announced a $1.5 billion R&D investment in quantum computing partnerships to accelerate drug discovery, targeting molecular simulations and AI-driven protein folding. CFO Charles Wagner noted 18% YoY revenue growth, with CFTR modulators reaching $10.8 billion in 2025, while non-GAAP earnings per share rose 22% to $14.12. Analysts questioned scaling challenges for gene-editing programs, but leadership reaffirmed confidence in 2026 launches for pain and AATD therapies.

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SA Transcripts158.35K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Vertex Pharmaceuticals Incorporated (VRTX) Q4 2025 Earnings Call February 12, 2026 4:30 PM EST Company Participants Susie Lisa - Senior Vice President of Investor RelationsReshma Kewalramani - CEO, President & DirectorDuncan J. McKechnie - Chief Commercial Officer, Head of North America Commercial & Executive VPCharles Wagner - Executive VP, COO & CFO Conference Call Participants Cory Kasimov - Evercore ISI Institutional Equities, Research DivisionSalveen Richter - Goldman Sachs Group, Inc., Research DivisionGeoffrey Meacham - Citigroup Inc., Research DivisionTazeen Ahmad - BofA Securities, Research DivisionEvan Seigerman - BMO Capital Markets Equity ResearchMichael Yee - UBS Investment Bank, Research DivisionEliana Merle - Barclays Bank PLC, Research DivisionWilliam Pickering - Bernstein Institutional Services LLC, Research DivisionBrian Abrahams - RBC Capital Markets, Research DivisionTerence Flynn - Morgan Stanley, Research DivisionMoritz Reiterer - Guggenheim Securities, LLC, Research DivisionPhilip Nadeau - TD Cowen, Research Division Presentation Operator Good day, and welcome to the Vertex Pharmaceuticals Fourth Quarter 2025 Earnings Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Ms. Susie Lisa. Please go ahead. Susie LisaSenior Vice President of Investor Relations Good evening, everyone. My name is Susie Lisa, and as Senior Vice President of Investor Relations, I'd like to welcome you to our fourth quarter and full year 2025 financial results conference call. On tonight's call, making prepared remarks, we have Dr. Reshma Kewalramani, Vertex's CEO and President; Charlie Wagner, Chief Operating Officer and Chief Financial Officer; and Duncan McKechnie, Chief Commercial Officer. We recommend that you access the webcast slides as you listen to this call. The call is being recorded, and a replay will be available on our website. We will make forward-looking statements on this call that are subject to the risks and uncertainties discussed in detail in today's press release

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Vertex Pharmaceuticals Incorporated (VRTX) Q4 2025 Earnings Call Transcript

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