One Company's Clinical Miss Is Another's Moat: Vertex Rallies as Sionna's CF Bet Collapses
Cystic fibrosis investors came to learn a harsh lesson on August 10 about how concentrated a market can be: Sionna Therapeutics, Inc.
Vertex Pharmaceuticals Inc / Ma (VRTX)
Market is closed
Sector: Pharmaceutical Preparations
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bailard Inc Thomas Bailard | 37,314 | $18,535,150 | -2% | 0.38% |
| 2. | Fisher Asset Management Ken Fisher | 24,478 | $12,159,237 | -22% | 0% |
| 3. | HealthInvest Partners AB Anders Hallberg And Carl Bennet | 19,131 | $9,502,941 | -17% | 2.56% |
| 4. | Motley Fool Asset Management Bryan Hinmon | 17,288 | $8,587,468 | -15% | 0.33% |
| 5. | Ardsley Partners Philip Hempleman | 15,000 | $7,450,950 | 0.78% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $389.95 | 5,710 | $2,226,614.50 | 115,968 | 2025-08-06 | Filing | |
| $389.08 | 4,290 | $1,669,153.20 | 110,258 | 2025-08-06 | Filing | |
| $389.84 | 3,366 | $1,312,201.44 | 45,000 | 2025-08-06 | Filing | |
| $389.36 | 1,634 | $636,214.24 | 41,634 | 2025-08-06 | Filing | |
| $196.34 | 4,243 | $833,070.62 | 73,754 | 2021-08-19 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $524.99 | 1,500 | $787,485.00 | 45,321 | 2026-07-02 | Filing | |
| $519.00 | 1,541 | $799,779.00 | 11,001 | 2026-07-02 | Filing | |
| $502.71 | 828 | $416,243.88 | 19,131 | 2026-07-01 | Filing | |
| $482.50 | 596 | $287,570.00 | 15,337 | 2026-06-26 | Filing | |
| $462.17 | 1,020 | $471,413.40 | 15,933 | 2026-06-18 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,109,373 | $11,975,848,722 | 0.18% | |
| 2. | 11,871,459 | $5,896,909,829 | 0.17% | |
| 3. | 2,998,530 | $1,489,459,615 | 0.89% | |
| 4. | 2,173,152 | $1,079,501,899 | 0.61% | |
| 5. | 1,672,623 | $830,841,710 | 0.14% |
News See All
Vertex Stock (VRTX) Soars 7% as Rival Sionna (SION) Crashes 92% on Failed Drug Trial
Shares of American biotech company Vertex Pharmaceuticals ($VRTX) jumped about 7% on Monday after its top rival Sionna Therapeutics ($SION) reporte...
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Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Q1 2026 Earnings Call Transcript
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Q1 2026 Earnings Call Transcript May 4, 2026Vertex Pharmaceuticals Incorporated beats earnings expectations.
Vertex (VRTX) Named Top Biotech Pick for 2026 by BofA
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) ranks among the most profitable biotech stocks to buy now.
10 Most Profitable Biotech Stocks to Buy Now
Following a turbulent year for the markets in general and biotech in particular, the industry made a notable recovery, surpassing both the S&P 500 and the broader market index, and ending 2025 with its...
Vertex Pharmaceuticals Incorporated (VRTX) PT Nudged Higher as RBC Updates Biotech Sector Outlook
TheFly reported on April 7 that RBC Capital Markets slightly increased its price target on VRTX from $541 to $543 while maintaining an Outperform rating.
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