After lifestyle adjustments and consuming tirzepatide, the active ingredient in Zepbound and Mounjaro (licensed for diabetes), patients lost roughly 27% of their body weight. This is the average weight decrease over 84 weeks; some people lost more.
Analysts predict peak sales of over $68 billion from these medications, making Eli Lilly's potential hard to cap. With the likely approval of donanemab, its early Alzheimer's medication, you may regret not buying the stock at its current price in a few years. Given Eli Lilly's potential earnings growth, its earnings multiple of 133 may be a bargain today.
A massive biotech that will undoubtedly grow. Vertex Pharmaceuticals' Keith Speights: Vertex Pharmaceuticals became a biotech giant by treating cystic fibrosis (CF). It should grow significantly in the coming years.
Some of this growth should come from CF. Vertex is the exclusive provider of the uncommon genetic disorder's treatment. The vanzacaftor triple-drug combo will be submitted for approval this summer. I think this medicine will be Vertex's largest CF seller.
As Prosper indicated above, Vertex and CRISPR Therapeutics may have a winner with Casgevy for SCD and TDT. Vertex's first major win outside CF is gene editing, but I don't think it will be its last.
Vertex hopes its painkiller VX-548 will succeed. The business plans to request U.S. clearance in mid-2024. VX-548 may have great commercial potential because it doesn't have opioid addiction or side effects.
I'm enthusiastic about another Vertex late-stage program. Inaxaplin targets APOL1-mediated renal disease. No approved treatments treat the disease's etiology. AMKD affects more people worldwide than CF, giving Vertex another huge market.
Finally, Vertex is exploring two cell therapies that could cure type 1 diabetes. Vertex might be a top five drugmaker in a decade if these programs work.
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