Vertex's vanzacaftor triple CF combination launched smoothly and improves both efficacy and royalty economics. Suzetrigine non-opioid pain franchise expansion into chronic indications would be a massive diversification. Casgevy sickle cell rollout is slow but inevitable. Type 1 diabetes islet cell therapy adds optionality. Less IRA-exposed than peers.
Signals scoped to US · Company-specific tagging coming soon.