Vertex is poised for a shopping spree. But it’s still unclear just what might go into their basket — and at least one analyst is getting impatient

After setting the tone at JP Morgan for a busy year of dealmaking, Reshma Kewalramani and her Vertex crew are giving slightly more shape to the pipeline they want to build with $6.7 billion in cash — but leaving much to be speculated.

Through it all, the freshman CEO says, Vertex will remain “a company that is about specialty markets” — and emphatically not a rare disease player.