The Special Situation Report

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The Special Situation Report
The Special Situation Report
The Return of Two Briefcases Bruce

The Return of Two Briefcases Bruce

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Asif
Aug 10, 2025
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The Special Situation Report
The Special Situation Report
The Return of Two Briefcases Bruce
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Vertex Pharmaceuticals Inc (VRTX): $366.54

Market Cap: $96.31B

Enterprise Value: $85.81B

Vertex Pharmaceuticals (VRTX) is the longest-held position in our model portfolio, which is fascinating considering investing in biotech companies has always been out of our circle of competence. The company first came to our attention in November 2020 when an independ…

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