Vertex Pharmaceuticals (VRTX) detailed stock analysis! Undervalued Stock BUY NOW?
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Channel: Investing Untangled
Views: 1,901
Rating: 5 out of 5
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Length: 13min 58sec (838 seconds)
Published: Thu Feb 18 2021
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Thank you for this! I subscribed and upvoted.
I have some questions about the numbers -
83,000 people sick, about 40,000 of them being treated by these medicine and this provides 6 BILLION dollars per year? That is 150,000$ per sick person, every year. I'm not familiar about health costs, but that sounds incredibly expensive. Basically if not covered by insurance, its beyond the reach of normal people. I'm guessing the 30,000 untreated are those that are not covered by insurance, so we can't expect much growth into that market.
Did I understand correctly? If so the future growth really very heavily depends on success of the new medicine, which is not so much a value investing but more like a risky startup investing, since the stability and predictability isn't there.
How long before the patents on the CF medicine expire? I guess the huge profits will plummet when this happens.
Also, I have some ethical concerns, if indeed 30,000 people are suffering and can't afford it, and the company is so profitable from these medicine, it seems really evil to keep the prices artificially high. I know my investment or lack of is not affecting this situation, but it feels wrong to make personal profit when this is the case.
Nice analysis. Vertex balance is so strong, i dont get why the stock is so undervalued.
Yes it has only few drugs but, with good r&d, it has time to diversify or eventually make acquisitions.
Looks good. Good balance sheet. Increasing revenue. Sitting close to long-term support.