I-American Vertex Pharmaceuticals (NASDAQ: VRTX) ingenye yezinkampani ezinkulu ezikhula ngokushesha kakhulu ze-biotech. Ukuguquguquka okungaba khona kuka-2025 - 10% ngonyaka. Le nkampani isebenza ngentuthuko emkhakheni wezifo zezakhi zofuzo ezingavamile futhi empeleni okuwukuphela komuntu okuveza izidakamizwa ezivela ku-fibrosis (isifo sofuzo sezitho zokuphefumula). Inikeza inzuzo ebalulekile yokuncintisana, ukuhamba kwemali okuthembekile kanye nezindlela ezintsha zamaphrojekthi amasha.
Manje inkampani izama nokuguqula umugqa wezidakamizwa futhi iya kwezinye izinkomba ze-niche ezithembisayo, ngokwesibonelo, i-anemia yokugula.
Ekupheleni kuka-2019, i-American Federal Agency yemikhiqizo nokulawulwa kwezidakamizwa ivume inhlanganisela entsha yezidakamizwa kusuka ku-fibrosis (Trikampa / Kaftrio). Imali entsha kungenzeka ukuthi ibe umshayeli omkhulu wokukhula wokuthengisa. Kufanele kuvumele ukufaka okunye esikhundleni samalungiselelo amathathu amadala okwenziwa kwale nkampani futhi ngaleyo ndlela andise isampula evumelekile yeziguli ezingaphezu kwe-1/3 (ngenxa yezinqubo ezibanzi).
Imiphumela yekota yesine ye-2020 yabatshalizimali abadumele, naphezu kwezinkomba ezijwayelekile ezihehayo. Ukukhula kokuthengisa okunolaka okuhambisana nokukhula kwenzuzo, kepha i-backlog encane ye-EPS yaholela ekutheni ihle kakhulu ngezingcaphuno ngenxa yokulindelwe okuphezulu. Lokhu kungaphindwa esikhathini esizayo.
Amasheya acelwe futhi adideke inzuzo ngaphezulu kwemakethe, kusukela ngo-Okthoba ngonyaka owedlule inkampani eyekile ukuthuthukisa umuthi kusuka ekushodani kwe-alpha-1-antitripsein. Noma kunjalo, i-Vertex yathuthukisa umuthi ohlukile kusuka esifo esifanayo, esilindeleke imininingwane yaso emtholampilo engxenyeni yokuqala ye-2021, engaholela ekuphendukeni.
Uma kuqhathaniswa nesampula yezinkampani ezifanayo (i-biotechnology sungertory), i-vertex iqhosha izinqolobane zemali ezinkulu (eziphindwe kabili zenkampani yezikweletu). I-ROE Vertex ingama-37%, okudlula amahlandla ayisihlanu isilinganiso samasampuli esivamile. Ukusuka endaweni yokubuka kwezinkomba ezilinganisiwe, kufanelekile ukugqamisa i-vertex ephansi ye-P / FCF ngokumelene nesampula (19 no-29, ngokulandelana), okusho ngokulandelana, okusho ukuthi umaki wentengo omuhle wenkampani ukukhiqiza ukuhamba kwemali. Kuzinkomba ezilinganiselwe ezisele, ukuhweba kwenkampani endaweni yamanani aphakathi wesampula.
U-Evgeny Shatov, Umlingani Obusayo "Borselle"
Funda izindatshana zoqobo ku: