VRTX

Nu Holdings Performance: Kevin Simpson highlighted Nu Holdings Ltd as his final trade after the company reported quarterly earnings of 17 cents per share, surpassing analyst estimates, and revenue of $4.17 billion, exceeding expectations and showing significant year-over-year growth.

Phillips 66 Update: Joshua Brown noted that Phillips 66 is reaching a new yearly high, with Piper Sandler maintaining a Neutral rating and slightly increasing the price target from $170 to $171.

Vertex Pharmaceuticals Momentum: Jim Lebenthal mentioned positive momentum for Vertex Pharmaceuticals, supported by Morgan Stanley's Overweight rating and an increased price target from $516 to $564.

Walt Disney Earnings: Jenny Van Leeuwen Harrington selected Walt Disney Co as her final trade, as the company reported adjusted EPS of $1.11, beating estimates, but revenue remained flat year-over-year, slightly missing analyst forecasts.

Clinical Benefits of Casgevy: Vertex Pharmaceuticals presented data showing that Casgevy (exagamglogene autotemcel) significantly benefits children aged 5-11 with severe sickle cell disease (SCD) and transfusion-dependent beta thalassemia (TDT), achieving key clinical endpoints in both conditions.

Results in Children: In the Phase 3 studies, all children with SCD achieved 12 months free from vaso-occlusive crises, while those with TDT maintained transfusion independence for at least 12 months, demonstrating the therapy's effectiveness.

Long-term Data for Older Patients: New data for patients aged 12 and older indicated that 100% of SCD patients and 98.2% of TDT patients achieved their respective primary endpoints, with mean durations of VOC-free and transfusion independence extending beyond 35 months.

Safety Profile: The safety profile of Casgevy in younger patients aligns with previous studies in older patients, showing durable increases in fetal hemoglobin and stable allelic editing, reinforcing its potential as a transformative genetic therapy.