Who are Vertex Pharmaceuticals Inc's suppliers?

7 disclosed: Editas Medicine, Inc., Septerna, Inc., Entrada Therapeutics, Inc. and 4 more; largest disclosed share 100.00% of SEPN's revenue; 2 are partnerships or agreements.

Who are Vertex Pharmaceuticals Inc's customers?

3 disclosed: CervoMed Inc., Zai Lab Limited and Ono Pharmaceuticals, Co Ltd.

VRTXNasdaqPharmaceutical Preparations

Vertex Pharmaceuticals Inc

558.00

Closed19:53 ET

Open548.72Volume3.0MMkt cap$141.7BP/E32.22EPS17.32

Day545.30 – 560.7182%52-wk403.16 – 563.8096%

VRTX

Vertex Pharmaceuticals Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±3.8%implied · report alone

8Q avg ±6.1%·×0.61·cheap

537.82579.94

straddle ±4.8%

spot 558.88exp Nov 6ATM strike 560ATM straddle 31.35IV 50%

Oct 30 closereport share · term structure

Expected move

Inputs

Next report

Nov 2

after close · in 2 days

confirmedQ3 FY26

Earnings

Next report

Last report

+1.70%

vs ±5.2% implied · ×0.32

shaded = implied · ▲▼ = realized

Aug 3 '26 · confirmed3 of 8 at or beyond implied

History

Largest filed tie

100.00%

of Septerna revenue

supplierSEPN 10-K

Largest filed tie

13F top-10 QoQ

+1.02%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

1,765 managers

Top fund weight

2.19%

VRTX weight · XLV

N-PORTJun 30 '26

14 funds

Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied

Who supplies Vertex Pharmaceuticals, and who buys from it

Vertex Pharmaceuticals has 7 disclosed suppliers and 3 disclosed customers in SEC filings.

Supply chain

SEC EDGAREDGAR · Mar 13 '26

Cystic Fibrosis Foundationunlisted

WuXi Biologicsunlisted

← Buys from

VRTX

CRVO

ZLAB

Ono Pharmaceuticalsunlisted

Sells to →

Suppliers7Customers3

Cystic Fibrosis Foundationunlisted

WuXi Biologicsunlisted

VRTX

CRVO

ZLAB

Ono Pharmaceuticalsunlisted

suppliercustomerunlisted2°second-degree (Extended)Full map

Thick line = filed share ·Moves · 09:30 ETSources

Supply chain

SEC EDGAR

Dependency

1 filed shareSources

261×skew · share of SEPN revenue ÷ share of VRTX revenue

Counterparty% of their revenue% of VRTX revenueSkewRoleFilingDate

SEPNSepterna100.00%0.38%derived261×derivedsupplierSEPN 10-Kfiled Mar 9 '26Source

0.38% = SEPN FY revenue × 100.00% ÷ VRTX FY revenue · 261× = 100.00% ÷ 0.38% · Source: SEC EDGAR

Sources for VRTX relationships

SEC EDGAR · verbatim disclosure

Sources for VRTX relationships

EDGAR · verbatim disclosure · 10Show sources· 10

SEPNSepterna, Inc.supplier

SentenceAll of our revenue for the year ended December 31, 2024 was generated from research activities performed for Vertex in connection with the Vertex service agreement.

SEPN: 100.00%of SEPN revenuedisclosed
VRTX: 0.38%of VRTX revenuederived

basisSEPN FY2025 revenue $46MVRTX FY2025 revenue $12.0B

SEPN 10-Kaccession 0001193125-26-098507filed Mar 9 '26SEPN

supplier

CRSPCRISPR Therapeutics AG

SentenceCollaboration revenue was $35.0 million for the year ended December 31, 2024 and was related to Vertex's achievement of a $10.0 million research milestone and $25.0 million research milestone under the Non-Ex License Agreement with Vertex in 2024.

CRSP 10-Kaccession 0001193125-26-048957filed Feb 12 '26CRSP

EDITEditas Medicine, Inc.

SentenceIn addition, in December 2023, we and Vertex Pharmaceuticals Incorporated ("Vertex") entered into a license agreement (the "Vertex License Agreement"), under which Vertex obtained a non-exclusive license for our Cas9 gene editing technology for ex vivo gene editing medicines targeting the BCL11A gene in the fields of SCD and TDT, including Vertex's CASGEVY TM (exagamglogene autotemcel).

EDIT 10-Kaccession 0001650664-26-000017filed Mar 9 '26EDIT

MRNAModerna, Inc.

SentenceIn July 2016, we entered into a Strategic Collaboration and License Agreement (Vertex Agreement) with Vertex Pharmaceuticals Incorporated, and Vertex Pharmaceuticals (Europe) Limited (together, Vertex).

MRNA 10-Kaccession 0001682852-26-000033filed Feb 20 '26MRNA

TRDAEntrada Therapeutics, Inc.

SentenceSubstantially all of our revenue to date has been derived from the Vertex Agreement.

TRDA 10-Kaccession 0001689375-26-000011filed Feb 26 '26TRDA

—Cystic Fibrosis Foundationunlisted

SentencePursuant to our agreement (the "CFF Agreement") with the Cystic Fibrosis Foundation (the "CFF"), our tiered third-party royalties on sales of ALYFTREK, TRIKAFTA/KAFTRIO, SYMDEKO/SYMKEVI, KALYDECO, and ORKAMBI, calculated as a percentage of net sales, range from the single digits to the sub-teens, with lower royalties on sales of ALYFTREK and TRIKAFTA/KAFTRIO than for our other products.

VRTX 10-Kaccession 0000875320-26-000056filed Feb 13 '26

—WuXi Biologicsunlisted

SentenceAn exclusive global license agreement with WuXi Biologics to develop and commercialize a trispecific T cell engager for B cell-mediated autoimmune diseases, which is currently in preclinical development.

VRTX 10-Kaccession 0000875320-26-000056filed Feb 13 '26

customer

CRVOCervoMed Inc.

SentencePursuant to the terms and conditions of the Vertex Agreement, Vertex has granted us an exclusive license under specified Vertex patent rights, including US patent No. 5,945,418, which relates to the composition of matter for neflamapimod.

CRVO 10-Kaccession 0001437749-26-008259filed Mar 13 '26CRVO

ZLABZai Lab Limited

SentenceZai licensed povetacicept for mainland China, Hong Kong SAR, Macau SAR, Taiwan region, and Singapore, while Ono licensed povetacicept for Japan and South Korea.

VRTX 10-Kaccession 0000875320-26-000056filed Feb 13 '26ZLAB

—Ono Pharmaceuticals, Co Ltdunlisted

SentenceZai licensed povetacicept for mainland China, Hong Kong SAR, Macau SAR, Taiwan region, and Singapore, while Ono licensed povetacicept for Japan and South Korea.

VRTX 10-Kaccession 0000875320-26-000056filed Feb 13 '26

Order: filed share, then A–Z, unlisted last

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders

Dependency

Sources

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders