VRTX Vertex Pharmaceuticals (VRTX) Q2 FY25 earnings call
Vertex Pharmaceuticals delivered strong Q2 FY25 results, driven by 12% revenue growth and successful launches of ALYFTREK and JOURNAVX, alongside building global momentum for CASGEVY. The company is rapidly advancing its late-stage pipeline, with multiple pivotal studies underway and regulatory submissions anticipated in 2026 and 2027. While facing regulatory hurdles for a broad PNP label and a clinical setback for VX-993 monotherapy in acute pain, Vertex remains focused on expanding patient reach and diversifying its therapeutic portfolio.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
VRTX operating KPIs by quarter
| KPI | This call Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Change vs prior quarter |
|---|---|---|---|---|
| Patients CASGEVY | 16And finally, a total of 29 patients have completed their treatment journey and received their infusions of CASGEVY edited cells, including 16 patients in the second quarter of 2025.Source: earnings call transcript | 10And a total of 39 patients have received their infusions of CASGEVY edited cells, including 10 patients in the third quarter of 2025.Source: earnings call transcript | 30You can see the evidence of this acceleration in our excellent quarter 4 '25 results, where CASGEVY had 111 new patient initiations, 37 patients with first cell collections and 30 patients receiving infusions, driving $54 million in quarterly revenue.Source: earnings call transcript | +200% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.