Vertex Pharmaceuticals’ next big chapter? Vertex stock waves on painkillers.

Vertex Pharmaceuticals (Vrtx) Could soon catch $ 10 billion in the sale of non-OPPIOIDE painkillers, an analyst said Friday when the Vertex share jumped on a new approval.

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Late Thursday, the Food and Drug Administration on Journavx, former Suzetrigin, signed for patients with moderate to severe acute pain. Acute pain is generally caused by surgery, accidents or injuries. Vertex is also angling for possible approval in chronic pain management, a much larger market that is historically dominated by opioids.

The approval is “The start of something big,” said Leerink Partners analyst David Risinger in a report. Journavx is a pill that is given twice a day. The pain treatment costs $ 15.50 per day. 50-Millram pill before insurance and refund kicks in. Risinger had projected $ 12 a pill.

In particular, the label does not warn against a risk of addiction. Opioids are very addictive and in recent years their use has fallen by the road. This language will be “critical of exploitation,” Risinger said.

In breakfast dealer at today’s stock market, the Vertex share jumped more than 5% to 463.99. Shares moved over their 200-day line for the first time since mid-December, Marketsurge Displays.

Launching a new painkiller

Wall Street largely expected the approval, RBC Capital Markets analyst Brian Abrahams said in a report. He projected a 90% chance of success for Journavx. But he is less bullish on the drug’s chance to make a huge splash.

Abrahams noted that recent details show that there were higher rates for some side effects in patients with liver disease. Furthermore, 2.5% of patients receiving Journavx, increases in EGFR, had a measure of kidney function against 0.9% of placebo recipients.

He also said that it takes about four hours for Journavx to have an impact on pain levels compared to one to one and a half hours for ibuprofen or naproxen. For that reason, he sees limited initial adoption, resulting in $ 54 million in 2025 sales. The street is projecting more widely $ 90 million.

“We continue to expect a slower launch considering potential access and refund barriering of a labeled pain medicine, especially one that is relatively modestly effective and takes some time to kick in, and see this more as a first step towards it that can be Greater chronic pain indications and/or more effective NAV agents next gene, ”he said.

He has a sector that performs rating at the peak.

Is this Vertex Pharmaceuticals’ next big chapter?

But other analysts were optimistic.

William Blair analyst Myles Minter called for a “potentially gambling launch ahead.” He sees the approval as a great victory for Vertex Pharmaceuticals as it moves beyond its dominance to treat cystic fibrosis.

“Despite our perception that Suzetrigin will have an initial Inertia from clinicians for use in pain management, we model Jouravx as achieving Blockbuster status when $ 1 billion in sales in 2028 and topped with about $ 4.9 billion in Sales in 2031, “he said at a client note.

Minter speeds vertex ware the better than.

Risinger, the Leerink analyst, who projects more than $ 10 billion in the peak sales of Journavx and all next generation versions, says this is the start of Vertex Pharmaceuticals’ next chapter. He expects Vertex to “serially innovate and start additional non-opioid pain medication over the medium-length period.”

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