Entry has never been this low.

Up to 8 Single Session Trades  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

July 28, 2026 Good morning, As we’re heading into the final month of the summer, I suggest reevaluating your trading progress and what you want to see by the end of the year... or you’ll be left behind and scrambling. I want to explain one important thing I’ve noticed over the years. Most traders don’t rely on a single approach forever. As markets change, people naturally look for ways to stay engaged, sharpen their timing, and make the most of different kinds of opportunity when they show up. That’s where I want Dynamite Day Trading Signals to fit in your arsenal. This service isn’t about replacing how you already trade. It’s designed to add a tactical, same-day layer you can use when markets are moving quickly, and intraday setups start to appear. What this program offers is a way to participate in fast-moving moments without overcomplicating your process. With Dynamite Day Trading Signals, you get: About 2 trade alerts per week with an exact entry price, 30-minute entry window, and complete exit plan Both a straightforward call/put buy and an optional premium-selling setup so you can choose your approach Trades designed to capture around 50% gains in ONE trading session – no overnight risk hanging over you  You have the chance to become a part of the group that’s sitting on a +300% total profit in the last year. Built from quick, same-day profit wins like these:  56.5% on SPDR S&P 500 Trust (7/2) 32.3% on Space Exploration Technologies (6/17) 36.5% on NVIDIA (6/2)  Used alongside your broader trading approach, this kind of same-day structure can help you stay active during the week, reinforce disciplined execution, and add incremental gains without taking on overnight exposure.  If you already understand how we think about risk and structure, this program gives you another way to apply that thinking in real time.  👉 Activate your discounted 12-month access to Dynamite Day Trading Signals 👈  If adding a disciplined, same-day trading component to your toolkit sounds valuable, we’d be glad to have you inside.   To quick wins, Bernie Schaeffer Founder & CEO Schaeffer’s Investment Research 📧 service@sir-inc.com 📞 1-800-448-2080 🌍 1-513-589-3800 International   Update your email preferences or unsubscribe here © 2026 Schaeffer's Investment Research 5151 Pfeiffer Road, Suite 450 Cincinnati, Ohio 45242, United States Terms of Service

Stocks Mostly Higher Yesterday, Oil Lower, Pause In U.S.-Iran Fighting Giving Hope That A Longer Cessation Of Hostilities Could Unfold

Today's Market Moves from Zacks  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

Stocks Mostly Higher Yesterday, Oil Lower, Pause In U.S.-Iran Fighting Giving Hope That A Longer Cessation Of Hostilities Could Unfold

	Profit from the Pros By Kevin Matras Executive Vice President
	Stocks Mostly Higher Yesterday, Oil Lower, Pause In U.S.-Iran Fighting Giving Hope That A Longer Cessation Of Hostilities Could Unfold Stocks closed mostly higher yesterday, but off of their best levels of the day, which came shortly after the open. Crude oil ended sharply lower, dropping roughly -8%. After 13 days of U.S. strikes against Iran, that was paused over the weekend. Iran then signaled it too would pause their retaliatory strikes for as long as the U.S. does, effectively creating a de facto ceasefire. In the meantime, indirect negotiations with Iran are taking place. In other news, yesterday's Durable Goods Orders report showed new orders rising 0.3% m/m vs. last month's -4.0% and views for 1.7%. Ex-Transportation it was at 0.6% vs. last month's 1.8% and estimates for 1.0%. And Core Capital Goods were up 0.9% vs. last month's 1.9% and forecast for 0.9%. And the Dallas Fed Manufacturing Survey showed the General Activity Index increased to 1.3 vs. 0.0, with the Production Index coming in at 10.1 vs. last month's 4.1. Today we'll get the International Trade in Goods report, Retail and Wholesale Inventories, the Richmond Fed Manufacturing Index, the FHFA House Price Index, the Case-Shiller Home Price Index, and Consumer Confidence. And day one of the 2-day FOMC Meeting begins today as well. That means tomorrow (Wednesday), at the conclusion of their 2-day meeting, we'll get the FOMC Announcement. The consensus is for the Fed to keep rates unchanged with a 63.7% likelihood. But that also means a 36.3% chance of a quarter-point raise. Either way, the market will be paying close attention to the language used in the announcement, not to mention the Fed Chair Press Conference that will follow. Investors will then turn their attention to Thursday's Personal Consumption Expenditures (PCE) index (the Fed's preferred inflation gauge). While inflation has come in better than expected recently (albeit higher on the headline rate), the continuing rise in oil prices (sans a Middle East deal) means future reports are likely to see headline inflation tick up. Earnings season continues. It's been a stellar start to earnings season so far. We'll hear from as many as 163 companies in queue to report today (925 total between today and the end of the week). The marquee names for today include Coca-Cola, Boeing, and Corning before the open, along with Visa, NXP Semiconductors, and Bloom Energy after the close. However, the headliners the market is really waiting for come on Wednesday and Thursday with Microsoft and Meta reporting after the close tomorrow (7/29), followed by Apple and Amazon after the close on 7/30. But plenty of widely held names on deck for today first. See you tomorrow, Kevin Matras Executive Vice President, Zacks Investment Research
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	Today's Top Research New Zacks Strong Buys for July 28th Here are 5 stocks added to the Zacks Rank #1 (Strong Buy) List today. Read More » Geopolitics, AI Concerns, & Tech's Summer Slump Between the lingering geopolitical conflict, the upcoming mid-term elections, AI concerns, and poor seasonality, market volatility looks likely to persist. Read More » What the Charts Are Saying About the Market Right Now CNBC's "Chart Master," Carter Worth, breaks down the charts behind the market and the WRTH ETF. Read More » Can Microsoft Q4 Earnings Boost AI ETFs? The Q4 earnings event could become a key catalyst not only for Microsoft but also for AI-focused exchange-traded funds like GXPT, VGT and GAMR. Read More » Missed NVIDIA? This AI Infrastructure Stock Has More Room to Run Investors who missed the NVDA rally should consider AI infrastructure player Western Digital Corporation (WDC). Read More »
	See Zacks' Top Stocks for Free Starting today, you can get instant access to the latest picks from our time-proven strategies which since 2000 have soared far above the market. While the S&P 500 averaged +8.1% per year, our top strategies averaged gains as high as +45.4%, +48.1% and +51.4% per year. You'll also get our free Special Report, Top 10 Stock Screening Strategies that Make Money which spells out the formulas behind these top strategies. See Stocks Free >>
	Watch These 5 Biotech Stocks for Q2 Earnings: Beat or Miss? BIIB, INSM, AGIO, ACAD and HRMY show positive Zacks Earnings ESPs ahead of Q2 results, setting up closely watched earnings reports. Read More » Bull of the Day: Corsair Gaming (CRSR) CRSR is on verge of a technical breakout, along with earnings estimates moving in the right direction into earnings print. Read More »
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	This free resource is being sent by Zacks.com. We look for investment resources and inform you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms of Service". www.zacks.com/terms_of_service Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research is not a licensed securities dealer, broker or U.S. investment adviser or investment bank. The Zacks #1 Rank Performance covers the period beginning on January 1, 1988 through July 6, 2026. The performance is the equal weighted performance of a hypothetical portfolio consisting of stocks with a Zacks Rank of #1 that was rebalanced monthly from January 1988 through December 2013 and weekly from 12/31/13 through Monday's open on July 6, 2026. For each stock with a Zacks Rank #1 at the beginning of the month, the total return during the month was calculated as the % change in the price of the stock from the closing price of the prior month to the closing price of the current month plus any dividends received during the month. The monthly individual stock returns were then averaged to determine the portfolio return for the month. For each stock with a Zacks Rank #1 at the beginning of the week, the total return during the week was calculated as the % change in the price of the stock from the opening price for the week to the opening price of the next week plus any dividends received during the week. The weekly individual stock returns were then averaged to determine the portfolio return for the week. If no month-end price or week end open price was available for a stock, it was not included in the portfolio return for the month or the week. The monthly and weekly returns were compounded to arrive at the annual returns. The annualized return is the annual return that, had it been achieved in each year or portion of a year, would have compounded to create the total return over the full time period. These returns are based on the list of Zacks Rank #1 Stocks that was available to clients of Zacks as of the beginning of the month, when returns were calculated monthly, or as of the beginning of the week when returns were calculated weekly. These returns are higher than the returns an investor could achieve investing real money in a portfolio of Zacks Rank #1 stocks because the returns of the hypothetical Zacks Rank #1 portfolio exclude a number of costs, including commissions incurred for trading, the average bid ask spread, the price impact of the trading and, prior to 2013, in those months when the end of the month fell on Friday, Saturday or Sunday, the overnight return from the month end close to the open on the next trading day. The S&P 500 is an unmanaged index. Visit http://www.zacks.com/performance_disclosure for information about the performance numbers displayed above. Zacks Emails If you would prefer to not receive future profit-producing emails from Zacks.com the primary purpose of which is the commercial advertisement or promotion of a commercial product or service, then please click here and confirm your request. If you have trouble with the unsubscribe link, please email support@zacks.com. Zacks Investment Research 101 N. Wacker Drive, Floor 15 Chicago, IL 60606

Blackstone paid about $8 billion for Jersey Mike's 18 months ago. This week it takes the sandwich chain public — at roughly the same price. Three more deals price before Friday, including a...  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

July 28, 2026   |   Read online Final 4 IPOs of July led by Jersey Mike’s Hedge funds are using AI to select winning trades every day. And you can too. My new AI Profit Predictor has closed out several winners in recent weeks. 25% in Iron Mountain in 13 days. 100% in Meta in 3 days. 100% in Nvidia in 12 days. And 212% in Meta in less than 2 weeks. Here’s how to get this week’s trades. Blackstone paid roughly $8 billion for Jersey Mike's in early 2025. Eighteen months later, it's taking the sandwich chain public at a similar valuation. It aims to be this week’s largest Initial Public Offering. Four deals close out July. Here's the rundown. Jersey Mike's (NYSE: JMKE) is selling 43.5 million shares at $21 to $25 to raise up to $1.1 billion. At the top of the range the equity value is roughly $7.9 billion. At the midpoint, about $7.3 billion. It prices Wednesday and should start trading Thursday morning. The business itself is strong. More than 3,300 locations, $4.3 billion in systemwide sales last year, and average unit volumes near $1.4 million — well ahead of Subway and Jimmy John's. Jersey Mike’s also took the No. 1 spot in this year's American Customer Satisfaction Index quick-service rankings, ending Chick-fil-A's 11-year run. Revenue was $696 million with $59 million of net income. The catch is leverage: the company comes public at 5.1x pro forma debt to EBITDA, and Blackstone keeps majority voting control. Is Jersey Mike’s a BUY or a SELL? Go here to find out. Ionic Digital (Nasdaq: IOND) does a direct listing Tuesday. No new capital — this exists so former Celsius creditors can get some liquidity. The story is the pivot. Ionic owns a 234-megawatt site in Ward County, Texas. It’s been leased to AI cloud provider named Nscale. The 126-month triple-net deal worth about $1.95 billion in contracted revenue. Leasing revenue hit $44 million in the first quarter while bitcoin mining revenue fell 82% to $7.4 million. June's private placement priced at $53, implying a $2.4 billion market value. Ionic Digital is basically a bankrupt miner turned AI landlord. Reformation (NYSE: REF) offers 14 million shares at $15 to $17. The deal will raise about $225 million and value the womenswear brand near $1 billion. Revenue rose 16% last year to $507 million across 70 stores and 1.1 million active customers. But net income fell to $12.6 million from $32.9 million. Permira is cutting its stake from 64.4% to 46.9%, and most of the company's proceeds go to repaying a term loan. Consumer and apparel listings are running at their lowest volume in a decade for a reason. Apnimed (Nasdaq: APMD) offers 10 million shares at $14 to $16. The transaction aims to raise $150 million at valuation around $665 million. It prices Thursday night with plans to trade Friday. The company is developing a drug named Oxnimbi. This would be the first pill approved for obstructive sleep apnea, a condition affecting roughly 80 million American adults, most of them undiagnosed. The NDA went in this April with a decision expected in the first quarter of 2027. Two things to know before you get excited: the FDA questioned at the pre-NDA meeting whether the trial results are clinically meaningful, and auditors flagged substantial doubt about the company as a going concern. This stock is a binary bet, not an investment. For context, the Renaissance IPO Index is up 16.7% year to date against 8.9% for the S&P 500. Jersey Mike's is the one I'll be watching Thursday morning. I’m ready to reveal how you can use AI to find trades with a high probability of profit. And I know it’s delivering some amazing results. +100% gains with Meta and Nvidia. Plus, a huge 212% profit with Meta in less than 2 weeks! This gives you the next AI trade alerts. Ian Wyatt Editor, IPO Watch © Wyatt Investment Research. All rights reserved. Wyatt Investment Research is not a broker dealer or financial advisor. This content is for informational purposes. Nothing in this email should be considered investment advice. Every investment has risk and you could lose your investment. You can review terms of use and disclosures by clicking here. Update your email preferences or unsubscribe here © 2026 Wyatt Investment Research LLC 65 Railroad St Richmond, Vermont 05477, United States Powered by beehiiv Terms of Service

A 20-year silence just broke, and it could rewrite how millions manage pain without opioids  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

July 28, 2026   |   Read online   Unsubscribe   The Pain-Killer Play Sitting on a Kidney Drug Kicker This healthcare company just broke a 20-year silence in acute pain with the first non-opioid approval in a generation. Three launches ramping, a kidney drug catalyst ahead, and the stock is coiling near $477. Free Rankings (Sponsored) Today's 10 Highest-Rated Stocks Buffett quality. Deep value. Macro tailwinds. Catalyst triggers. Smart money flow. Technical strength. Our AI scores every stock across all six — and delivers the Top 10 to your inbox each morning. No credit card. No catch. Just the highest-rated stocks in the market today. Claim your free daily rankings (By clicking this link you agree to receive emails from Trading Tips and our affiliates. You can opt out at any time. - Privacy Policy) Vertex Pharmaceuticals Incorporated July 27 – Pre‑market Ticker: VRTX | Sector: Healthcare (Biotechnology) | Market Cap: ~$121.57B 30‑Second Take Why now? Vertex just ended a 20-year drought in acute pain. Journavx (suzetrigine) is the first new non-opioid class approved in a generation, and it's Vertex's ticket out of being a one-trick cystic fibrosis story. CASGEVY is scaling. Alyftrek, the next-gen CF triple, is already on the market. And inaxaplin, the kidney drug, is heading into a Phase 3 readout that could open up a multi-billion-dollar franchise the Street hasn't modeled yet. Three launches ramping. One big pipeline event on the horizon. The stock is trading around $477, off its highs, and volatility is low. That's the setup. Trade Setup Time frame: Medium-term (3 to 9 months) Edge type: Product-launch inflection, pipeline catalyst Vertex is shifting from a one-franchise CF story into a diversified rare-disease and specialty pharma platform. The market still prices it like a CF pure-play. That's the disconnect. Journavx scripts, CASGEVY patient starts, and the inaxaplin Phase 3 readout in APOL1-mediated kidney disease can each move the multiple. Get positioned before the Street bakes in the pain and kidney franchises with real conviction. Not after. Top Ideas (Sponsored) Big Potential. Small Price. Wall Street analysts are giving Strong Buy ratings to 3 stocks trading under $10 — each with double-digit upside targets. These aren't penny stock gambles. One is a fintech processor doing $270M+ in quarterly revenue. Another is a biotech with 92% year-over-year growth. Our free report reveals all 3 names, tickers, and the catalysts driving them. Download Your Free Report Today. (By clicking this link you agree to receive emails from Trading Tips and our affiliates. You can opt out at any time. - Privacy Policy) Poll: What's your single biggest takeaway from your best investment of all time? I sized it too small — conviction should have meant a bigger position Patience is the actual edge — most of the return came from just not selling The thesis was simpler than I made it — complexity is overrated Getting in early on a secular trend matters more than valuation precision Snapshot Table Metric Value Current Stance Price ~$479 Consolidating near highs 52‑week range $362 to $534 Upper half of range Market Cap ~$121B Large-cap biotech P/E Ratio ~28x TTM Premium to sector avg Avg Daily Volume ~1.4M shares Healthy liquidity Beta 0.30 Very low volatility Next Catalyst Q2 earnings Aug 3 Journavx script update Chart 1-Month Trading Summary: VRTX has traded in a tight band over the past month. That kind of low-vol coiling around a rising 50-day is exactly what you want to see before a catalyst window opens. The stock is up modestly on the year and finished the last session up around 1%. No blowoff top. No breakdown. Just consolidation while the fundamentals line up underneath. Bull Case  Core thesis: Journavx is the piece the market is still figuring out. Suzetrigine is the first Nav1.8 inhibitor ever approved, the first non-opioid acute pain drug in over 20 years, and it lands in a market where prescribers are desperate for anything that isn't an opioid. Even a modest share of the post-surgical acute pain market runs into billions of dollars annually. Payer coverage has been building through 2026. If scripts inflect, the whole thesis rerates. Kidney kicker: Inaxaplin targets APOL1-mediated kidney disease, an underdiagnosed condition affecting people of African ancestry with roughly 100,000 addressable US patients. Phase 3 readout is the setup. Positive data unlocks a rare-disease franchise with the kind of pricing power Vertex already runs in CF. And nothing in the current valuation reflects a clean win. CF cash cow, protected: CASGEVY keeps ramping as the first CRISPR-based therapy ever commercialized, covering sickle cell and beta-thal. Alyftrek (vanzacaftor triple) is the next-gen CF backbone, protecting the cash flow engine for another decade. Balance sheet: Cash flow covers all of this without dilution. Vertex funds the pipeline, buys back stock opportunistically, and still runs a fortress balance sheet. If you want growth with downside protection, that 0.29 beta tells you what you need to know. Bear Case  Journavx ramp risk: First-year sales for any new pain drug are notoriously hard to model, and payers are moving cautiously. If scripts come in soft on the August 3 print, the stock could give back recent gains fast. Size around that. Binary readout: Inaxaplin could miss. Phase 3 readouts in rare kidney disease are binary events, and if the primary endpoint doesn't hit, the multi-billion dollar kidney thesis evaporates overnight. CF concentration: Cystic fibrosis is still the majority of revenue, and CF is a shrinking-patient-pool business over the long run. Every new triple pushes life expectancy higher, but the pool grows slowly. Competitor breakthroughs are unlikely near-term. Not impossible, though. Valuation: VRTX trades at a premium to broader biotech. If the market decides the pipeline stories are further out than expected, multiples compress. This isn't a swing-for-the-fences trade. It's a compounder with call options on Journavx and inaxaplin. Position accordingly. Quick Checklist  ✅ Thesis still valid after today's close ✅ Volume confirms move above key levels ✅ Catalyst dates double-checked (Q2 earnings August 3, Journavx script trends, inaxaplin Phase 3 window) Deep‑Dive Links Latest earnings report Analyst ratings and price targets Short interest data Company profile and investor relations That’s all for today’s Everyday Alpha. We’ll have a new pick for you every morning before the market opens, so stay tuned! Best Regards, —Noah Zelvis Everyday Alpha   Legal Stuff: Stocks featured in this newsletter are for entertainment purposes only. You should not base any investment decisions on information contained in my newsletter. Stocks featured in this newsletter may be owned by owners/operators of this website, which could impact our ability to remain unbiased. Please consult a financial advisor before making any trading decisions. I may earn a small commission from links placed inside these emails. Update your email preferences or unsubscribe here © 2026 Everyday Alpha 1969 Alafaya Tr., Suite #247 Orlando, Florida 32828, United States Terms of Service