Vertex Pharmaceuticals

CF modulators exhibit strong pricing power supported by transformational clinical benefit and limited alternatives, reflected in very high gross margins. Alyftrek’s once‑daily convenience should support premium positioning and retention.

Gene therapy pricing for Casgevy is high but value‑based and constrained by manufacturing throughput and payer pathways. Journavx expands into acute pain with a novel mechanism and a large market, but long‑term pricing dynamics will depend on formulary access and real‑world uptake.