Here’s Why Hardman Johnston Global Equity Strategy Sold Vertex Pharmaceuticals (VRTX)

1 week ago 5

Soumya Eswaran

Wed, January 28, 2026 astatine 6:31 AM CST 3 min read

Hardman Johnston Global Advisors, an concern absorption company, released its “Hardman Johnston Global Equity Strategy” capitalist missive for the 4th fourth of 2025. A transcript of the missive tin beryllium downloaded here. Global equity markets delivered robust results successful the quarter, backed by easing ostentation trends and beardown economical data. The Hardman Johnston Global Equity Strategy returned 2.91%, nett of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors contributed to the performance, portion the Industrials and Consumer Discretionary sectors detracted from comparative performance. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted stocks similar Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX). Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) is simply a biotechnology institution focusing connected processing and commercializing therapies for treating cystic fibrosis (CF). The one-month instrumentality of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) was 4.59%, and its shares gained 7.39% of their worth implicit the past 52 weeks. On January 27, 2026, Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) banal closed astatine $474.17 per share, with a marketplace capitalization of $121.573 billion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) successful its 4th fourth 2025 capitalist letter:

"During the 4th we liquidated Corteva Inc., T-Mobile US, Inc. and Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX). After meetings with FDA, Vertex Pharmaceuticals Inc. does not spot a way guardant for a wide neuropathic chronic symptom statement for Journavx. This lowered imaginable TAM of Journavx successful chronic pain. VX-993 (next procreation NaV 1.8) signifier II information failed to amusement competitive/significant benefits truthful VRTX volition not prosecute this arsenic a monotherapy. Journavx is launching good successful acute symptom but inactive aboriginal days truthful banal reacted negatively to chronic symptom updates. Outside of pain, each pipeline updates were affirmative crossed kidney and diabetes nevertheless fixed the slower ramp of symptom we thought determination were amended opportunities elsewhere successful the portfolio and picked Elanco implicit Vertex."

Is Vertex Pharmaceuticals Incorporated (VRTX) the Best Stock to Buy According to Jim Simons’ Renaissance Technologies?

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