VRTX · Earnings call · 2026Q3T · Full report

PALSONIFY Market Adoption

VERTEX PHARMACEUTICALS INC / MA · 2026-11-02 · Importance 29 · Surprise 42

Acromegaly affects approximately 20,000 patients in the U.S. and a similar number across the five largest European markets plus Japan; only 40% to 50% of patients achieve durable remission after surgery, leaving many in need of lifelong treatment. PALSONIFY is positioned as the first once-daily oral SST2 selective agonist, in contrast with monthly injectable somatostatin receptor ligands that can involve painful injection-site reactions, end-of-month breakthrough symptoms, and logistical burdens. Approximately 500 endocrinologists were writing PALSONIFY, repeat writers increased significantly in Q3, and the brand had more than 40% share among patients initiating or switching therapy. The company is focused on growing new and switch use in the U.S. and preparing for international launches.

Key facts

• Vertex planned to accelerate Palsonify's U.S. performance and prepare for international launches.
• Approximately 500 endocrinologists were writing Palsonify, and repeat writers increased significantly in Q3 compared with the first half of 2026.
• Palsonify had more than 40% leading brand share among patients initiating or switching therapy.
• Vertex reported approximately 80% reimbursed coverage for Palsonify.
• Palsonify was the first and only once-daily oral SST2 selective agonist.
• Acromegaly affects approximately 20,000 U.S. patients and a similar number in the five largest European markets plus Japan; surgery achieves durable remission in only 40%-50% of patients.
• Vertex reported that approximately 3,000 U.S. endocrinologists treat acromegaly.