VRTX · 10-Q · 2026Q2 · Full report
End-Market Demand Trends
VERTEX PHARMACEUTICALS INC / MA · 2026-08-04 · Importance 84 · Surprise 64 · In source text
Vertex’s total product revenues increased 13% in the second quarter and 11% in the first half of 2026, driven primarily by continued CF therapy performance and diversification into CASGEVY and JOURNAVX. CF product revenues increased 11% in the quarter and 8% in the first half, with ALYFTREK revenues rising 266% and 374%, respectively, as treatment expanded to younger patients and additional geographies. CASGEVY revenues increased 151% year over year to $76.4 million in the quarter, while JOURNAVX revenues increased more than 300% to $49.6 million, supported by approximately 535,000 prescriptions filled during the quarter.
Key facts
- Approximately 5,500 patients with SCD or TDT may be eligible for treatment with CASGEVY for the first time with this approval source
- Approximately 535,000 prescriptions for JOURNAVX filled in Q2 2026 and approximately 900,000 prescriptions in the first six months of 2026 across hospital and retail settings source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | Approximately 5,500 patients with SCD or TDT may be eligible for treatment with CASGEVY for the first time with this approval |