| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 3, 2026 | 6/12 | 2 high, 3 medium, 1 low flags | 1 | 0 | Call sheet → |
| Q1'26 | May 4, 2026 | 11/12 | 1 medium, 6 low flags | 3 | 1 | Call sheet → |
| Q4'25 | February 12, 2026 | 11/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Delivered | Achieve label expansion for Eliftrek into rare mutations and younger patients by Q3 2026 Q2 notes label expansion already completed for ages 2‑11 and ongoing submissions for younger cohorts |
| Q1'26 | Pending | $500M+ non-CF revenue for 2026 Q1 at $72M-need acceleration to hit target |
| Q1'26 | Delivered | Myasthenia gravis Phase 2 initiation in 2026 30-patient study is underway |
| Q1'26 | Missed | VX-522 readout second half of 2025 Program discontinued due to unresolvable tolerability issues |
| Q1'26 | Pending | Triple GERNAVICS prescriptions in 2026 350K in Q1 vs 550K full year 2025-on track pace |
| Q1'26 | Pending | AMPLIFIED study results mid-2026 Enrollment completed, results still expected second half 2026 |
| Q1'26 | Delivered | KASJEVY filing for 5-11 year olds first half 2026 sBLA submitted and granted Commissioner's National Priority Voucher |
| Q1'26 | Delivered | Povi BLA submission first half 2026 if Phase 3 results supportive Filed BLA at record 27-day speed after interim analysis |
| Q4'25 | Pending | VX-522 resume enrollment and dosing Q3 said resumed, Q4 mentioned Phase 1/2 readout H2 2026 but no enrollment update |
| Q4'25 | Delivered | Begin POBI BLA submission before end of 2025 Rolling submission initiated December 2025 with first module submitted |
| Q4'25 | Delivered | Complete RAINIER Phase 3 full enrollment Completed full enrollment of ~600 patients in 15 months, fastest contemporary IgAN Phase 3 |
| Q4'25 | Delivered | ALYFTREK European launches in key countries Secured England, Ireland, Germany, Denmark, Norway reimbursement plus recent Australia, New Zealand, Italy |
| Q4'25 | Delivered | JOURNAVX prescription tripling vs 2024 levels Q4 alone matched prior three quarters combined, 550K total scripts achieved |
| Q4'25 | Exceeded | Over $100 million CASGEVY revenue in 2025 Delivered $116M vs $100M+ guidance - beat by 16% |
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