VRTX · 10-Q · 2026Q3 · Full report

Geographic Market Commentary

VERTEX PHARMACEUTICALS INC / MA · 2026-11-03 · Importance 57 · Surprise 40

In the first nine months of 2026, U.S. total revenue increased 9%, supported by strong patient demand, new ALYFTREK initiations, higher realized net prices in CF, and contributions from CASGEVY, JOURNAVX, and PALSONIFY. Ex-U.S. revenue increased 13%, reflecting strong CF performance across multiple geographies, ALYFTREK uptake, increased CASGEVY revenue, and favorable foreign-exchange effects. In the third quarter, U.S. revenue grew 10% and ex-U.S. revenue grew 16% year over year.

Key facts

• Vertex’s U.S. revenues increased 10% in the third quarter and 9% in the first nine months compared with the corresponding prior-year periods, driven by patient demand including new ALYFTREK initiations, higher realized CF net prices, and CASGEVY, JOURNAVX and PALSONIFY contributions. source
• Vertex secured ALYFTREK reimbursement in seven additional countries in the third quarter of 2026, bringing the total to 32 countries. source