back to Reshma Kewalramani's mind

Life after the CF franchise

on Reshma Kewalramani's mind since 2026-08-04

Every headline she wants is about a drug that isn't for cystic fibrosis

Guidance, an acquisition and a pending approval are all arguments that Vertex is more than its CF book.

cf still pays for everything, and that's exactly the problem. the whole point of a $10b deal and a kidney filing is to make the next investor question be about something other than trikafta's patent cliff.

Diversification framing anchors earnings coverage

The history

  1. 2026-08-05— #4 · 10% · steady — Every headline she wants is about a drug that isn't for cystic fibrosis
  2. 2026-08-04— #4 · 12% · new this week — Proving Vertex Is More Than One Disease