--- title: "Is This Beaten-Down Stock a Buy on the Dip?" description: "Vertex Pharmaceuticals' stock fell over 10% due to disappointing regulatory and clinical developments, including the abandonment of its pain treatment Journavx for a specific indication and the failur" type: "news" locale: "en" url: "https://longbridge.com/en/news/253235868.md" published_at: "2025-08-15T13:34:48.000Z" --- # Is This Beaten-Down Stock a Buy on the Dip? > Vertex Pharmaceuticals' stock fell over 10% due to disappointing regulatory and clinical developments, including the abandonment of its pain treatment Journavx for a specific indication and the failure of VX-993 in trials. Despite these setbacks, the company reported a 12% revenue increase to $2.96 billion in Q2 and continues to diversify its product lineup. Vertex's strong financials and promising pipeline, including therapies for type 1 diabetes and kidney disease, suggest it may be a good investment opportunity for long-term investors. Even well-established drugmakers can lose significant market value overnight following a setback. That's what recently happened to **Vertex Pharmaceuticals** (VRTX -1.26%). The company's shares fell by more than 10% after it announced not-so-great regulatory and clinical developments. Vertex's stock is down 4% year to date following this decline. Should you consider investing in the company's shares while they're down? Let's find out. ## Vertex's pain franchise faces another obstacle Vertex Pharmaceuticals is targeting the pain treatment market as part of its efforts to diversify its lineup of medicines. In January, the company earned approval for Journavx, the first oral non-opioid pain signal inhibitor, for the treatment of moderate to severe acute pain. Image source: Getty Images. However, the drugmaker has encountered some headwinds in this niche. Journavx did not perform as well as expected in a phase 2 study in patients with painful lumbosacral radiculopathy. Vertex's shares plummeted in December following that data readout. And although the company initially stated it would pursue this indication for Journavx despite the unimpressive mid-stage data, it recently announced it was abandoning those plans based on feedback from regulators. That was one reason Vertex's shares fell hard. Then there's VX-993, an investigational therapy for acute pain that just failed phase 2 studies. Vertex will not pursue VX-993 as a monotherapy in this indication. This is the second development responsible for the company's shares recently plummeting. ## Why the stock is still attractive Despite these clinical setbacks, Vertex's shares remain a worthwhile investment for long-term investors. Let's consider four reasons why. First, the company's financial results remain strong. In the second quarter, revenue increased by 12% year over year to $2.96 billion. Vertex's cystic fibrosis (CF) business continues to perform well, and the recent addition of its next-gen CF medicine Alyftrek should help. Vertex is the only company that markets drugs for the underlying causes of CF, but many patients in the geographies it targets are still not benefiting from its therapies. So the company still has some headway in its core franchise. Second, Vertex has successfully diversified its lineup in recent years. In addition to Journavx, the biotech earned approval for Casgevy, a gene-editing therapy for two rare blood disorders, in 2023. While these products aren't contributing much to financial results yet, they eventually will. Vertex noted that Journavx's launch is going well. It has secured third-party coverage for approximately 150 million Americans, which suggests there's a reasonable demand for the medicine. Third, Vertex should still make some headway in the market for pain treatments. It's enrolling patients for phase 3 studies of Journavx in diabetic peripheral neuropathy, while VX-993 will also be tested in mid-stage clinical trials in this indication. Fourth, the company has several other exciting pipeline candidates. One of them is zimislecel, an investigational therapy for type 1 diabetes (T1D) that's posting strong results in clinical trials and could become an approved functional cure for T1D. It helps restore patients' ability to produce their own insulin, something that is normally not possible with this chronic health condition. Vertex plans on submitting regulatory applications for it next year. The late-stage pipeline also features inaxaplin, a potential treatment for APOL-1-mediated kidney disease, a condition for which there are no approved therapies that target the underlying causes. Even well-established biotech companies like Vertex Pharmaceuticals face clinical setbacks that sink their stock prices. But in this case, given Vertex's strong lineup and pipeline and its consistent financial results, this seems like an excellent opportunity to purchase its shares on the dip. ### Related Stocks - [VRTX.US - Vertex Pharma](https://longbridge.com/en/quote/VRTX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 福泰制药｜8-K：2025 财年 Q4 营收 31.9 亿美元超过预期 | | [Link](https://longbridge.com/en/news/275807197.md) | | 在全球疼痛市场中，新机制和新模式存在显著的机会 | 全球疼痛市场为创新提供了重大机会，特别是在开发非成瘾性替代阿片类药物方面。目前，全球批准的疼痛药物中有 98% 是仿制药，治疗选择缺乏多样性。Vertex Pharmaceuticals 的 Journavx 最近获得批准，标志着一个突破， | [Link](https://longbridge.com/en/news/275921122.md) | | OS Therapies 为复发性、已完全切除的肺转移性骨肉瘤中的 OST-HER2 提供全球监管更新 \| OSTX 股票新闻 | OS Therapies Inc.（纽约证券交易所代码：OSTX）已提供其免疫疗法 OST-HER2 的全球监管更新，该疗法旨在预防复发性肺转移性骨肉瘤。该公司计划在 2026 年第一季度之前提交额外的生物标志物数据，并完成在英国和欧洲的市 | [Link](https://longbridge.com/en/news/276114753.md) | | Canbridge Pharmaceuticals Inc 将发行总计 8400 万股认购股份 | Canbridge Pharmaceuticals Inc 将发行总计 8400 万股认购股份 | [Link](https://longbridge.com/en/news/276022079.md) | | Sionna Therapeutics 在古根海姆峰会上规划了 2026 年中期的囊性纤维化催化剂，并重点介绍了 NBD1 稳定剂 | Sionna Therapeutics 在 2026 年古根海姆新兴前景生物技术峰会上展示了其开发下一代囊性纤维化疗法的战略，重点关注 NBD1 稳定性。首席执行官 Mike Cloonan 强调了 NBD1 作为靶点的重要性，特别是对于影 | [Link](https://longbridge.com/en/news/276001201.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.