VRTX · Earnings call · 2026Q3T · Full report

CASGEVY Market Adoption

VERTEX PHARMACEUTICALS INC / MA · 2026-11-02 · Importance 58 · Surprise 64

CASGEVY had more than 750 patients initiated worldwide since launch and more than 100 patient initiations in each of four consecutive quarters. Infusions in the first nine months of 2026 were twice the number completed in all of 2025, and the company reported shorter referral-to-infusion times and fewer mobilizations. Management said it had visibility into infusion activity through the rest of 2026 and into 2027, while noting that infusion timing reflects patient choice and can be seasonal.

Key facts

• Vertex reported infusing twice as many CASGEVY patients in the first nine months of 2026 as in all of 2025.
• Vertex had visibility into CASGEVY infusions for the rest of 2026 and into 2027, while noting infusion timing reflects patient choice and some Q4 seasonality was expected.
• Vertex had initiated more than 750 patients worldwide on CASGEVY since launch and had four consecutive quarters with more than 100 initiations.