Cambridge biotech tracker · Boston

Vertex Pharmaceuticals Inc

Listed on Nasdaq as VRTX, filed under SEC industry code 2834 (pharmaceutical preparations). Fiscal year ends in December. Numbers below are from the company’s own SEC filings through Q2 '26.

Cash & investments
$13.6B
Q2 '26 · Jun 29, 2026
Burn per quarter
None
avg. operating cash flow, 4 qtrs
Runway
Self-funding
Self-funding
Net loss
+$1.10B
Q2 '26 · net income
R&D expense
$994M
48% of opex
Raised, last 4 qtrs
−$2.20B
net financing cash flow

Cash & investments

Quarter-end balance

Cash & investments$0$10B$20BQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26$13.6B

Operating cash flow

Per quarter; below zero is burn

Operating cash flow$0$1B$2BQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26$1.13B$1.43B

R&D expense

Per quarter

R&D expense$0$500M$1BQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26$994M$999M

The controller’s read

What the filings say.

Generated from the numbers above using the same questions I ask when I open a client’s books: how long the cash lasts, what is driving the gap between loss and burn, and where the accounting judgment sits.

Get this read on your company

Self-funding on an operating basis

Operating cash flow was positive on average over the last four quarters, so runway is not the constraint. Cash and investments stood at $13.6B at Q2 '26.

Cash position up $2.41B since Q3 '24

Net financing outflows of $2.20B over the last four quarters, meaning repayments or buybacks exceeded any new capital. The balance is the number the board watches; the trend is the number the auditors watch.

R&D is 48% of operating expenses

$994M of R&D against $2.09B of total operating expenses in Q2 '26, with G&A at $582M. For a clinical-stage company, the accounting questions live inside that R&D line: CRO and CMC accruals, milestone recognition, and what gets capitalized versus expensed under ASC 730.

Revenue of $3.33B in Q2 '26

Collaboration and license revenue under ASC 606 and ASC 808 is the single most judgment-heavy area in biotech accounting: performance obligations, variable consideration on milestones, and the split between revenue and cost-sharing.

Retained earnings of $15.7B

Cumulative profits exceed cumulative losses, which puts this company in a different accounting conversation from most of the neighborhood.

Quarterly detail, eight quarters
QuarterCash & inv.Op. cash flowNet lossR&DG&ARevenueStock compFinancing
Q3 '24 · Sep 29, 24$11.2B$1.37B$1.05B$876M$372M$2.77B$185M−$388M
Q4 '24 · Dec 30, 24$11.2B$585M$913M$999M$378M$2.91B$168M−$391M
Q1 '25 · Mar 30, 25$11.4B$819M$646M$980M$396M$2.77B$166M−$680M
Q2 '25 · Jun 29, 25$12.0B$1.07B$1.03B$978M$425M$2.96B$167M−$349M
Q3 '25 · Sep 29, 25$12.0B$1.24B$1.08B$978M$445M$3.08B$195M−$1.15B
Q4 '25 · Dec 30, 25$12.3B$498M$1.19B$974M$487M$3.19B$158M−$77.2M
Q1 '26 · Mar 30, 26$13.0B$1.43B$1.03B$962M$494M$2.99B$166M−$539M
Q2 '26 · Jun 29, 26$13.6B$1.13B$1.10B$994M$582M$3.33B$170M−$427M

Source: SEC EDGAR XBRL company facts, latest filed value for each period. Fourth quarters are derived from annual less nine-month figures; quarterly cash flows are derived from year-to-date amounts. Not investment advice. If a figure disagrees with the filing, the filing is right.