The market expects Alnylam Pharmaceuticals (ALNY) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be ...

Alnylam Pharmaceuticals (ALNY) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the s ...

警察在公开宣判日籍男子的北京第二中级人民法院前执勤（7月16日，Kyodo） 据相关人士称，此次判决把该男子接受日本信息机构的委托、向其传递中国国内的信息并获取报酬的行 为认定为间谍活动。据悉，中国有关部门在调查该男子时，向其说明了如若认罪就能减轻量刑的制度， 规劝其坦白交代…… 日本经济新闻日前获悉，针对北京的法院以在中国实施间谍活动为由而作出实刑判决的安斯泰来制药日 籍男子员工，中国有关部门曾促使其坦白。中日关系相关人士透露了这一消息。这是旨在减轻量刑的事 实上的司法交易，该男子似乎承认了嫌疑并接受处罚。 据悉，中国有关部门在调查该男子时，向其说明了如若认罪就能减轻量刑的制度，规劝其坦白交代。在 日本人被扣案件中，司法交易的实际情况被披露实属罕见。 北京市第二中级人民法院7月16日对安斯泰来员工作出3年6个月有期徒刑的判决。据相关人士称，此次 判决把该男子接受日本信息机构的委托、向其传递中国国内的信息并获取报酬的行为认定为间谍活动。 中国实行两审终审制，如果当事人对一审判决不服，可以提出上诉。据悉，该男子已向周围的人表明了 不上诉的意向。 中国有关部门于2023年3月在该男子即将结束驻华任期准备返回日本之 ...

日本经济新闻（中文版：日经中文网）田岛如生 北京报道 安斯泰来 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日本驻华大使馆的职员正在就旁听审判进行协调。日本政府多次要求中国方面尽早释放。中 方则表示将依法进行处罚，未同意日方要求…… 日经中文网 https://cn.nikkei.com 北京市第二中级人民法院将于7月16日对被起诉间谍罪的日本安斯泰来制药日籍男员工进行公 开宣判。日本驻华大使馆的职员正在就旁听审判进行协调。中日相关人士透露了上述消息。 该法院7月9日向日本大使馆转达了消息。围绕该男子被拘事件，包括日本首相石破茂在内， 日本政府多次要求中国方面尽早释放。中方则表示将依法进行处罚，未同意日方要求。 该男子是日本安斯泰来制药的当地法人高管，2023年3月在北京被逮捕。中国检察机关于 2024年8月以间谍罪起诉该男子，但并未透露具体罪状。该法院于2024年11月进行了首次公 审。 ...

Core Insights - Alnylam Pharmaceuticals (ALNY) is currently in Phase 10 of its 18-phase Adhishthana Cycle, with expectations for a peak formation in Phase 11, scheduled to end in September 2025 [1][5][6] Phase Analysis - The stock experienced a significant gap-up of over 30% on June 24 after positive results from its drug Vutrisiran for treating transthyretin amyloid cardiomyopathy, aligning with the principles of the Adhishthana framework [4][5] - Phase 9 was characterized by powerful structural shifts, leading to the current bullish stance in Phase 10, which is still building without signs of a peak [5][6] - Peak formation in Phase 10 typically occurs between the 18th and 23rd bars, but ALNY has not yet shown signs of this peak [6] Monthly Chart Insights - On the monthly chart, ALNY is in Phase 6, associated with the creation of a Nirvana level, projected to emerge around $240 by September 30, 2025 [9][10] - The stock has been forming its monthly Adhishthana Cakra since Phase 4 and is currently near the upper arc of this structure, indicating potential exhaustion as Phase 10 matures [10] Investor Outlook - Existing investors are advised to hold while monitoring for signs of structural breakdown, which would indicate a descent phase, referred to as the "Wrath of Ganga" [11] - New entrants are cautioned against entering during Phase 10 due to poor risk-reward dynamics, as the stock is trading near the higher arc of the monthly Adhishthana Cakra [12]

Core Insights - Alnylam Pharmaceuticals has received European Commission approval for the label expansion of its RNAi therapeutic Amvuttra to treat wild-type or hereditary transthyretin amyloidosis in adult patients with cardiomyopathy [1][9] - Year-to-date, Alnylam's stock has increased by 29.1%, significantly outperforming the industry, which has seen a decline of 0.9% [2] Approval Details - The European Commission's approval was based on positive results from the late-stage HELIOS-B study, where Amvuttra met all 10 pre-specified primary and secondary endpoints [3][9] - The HELIOS-B trial demonstrated statistically significant reductions in all-cause mortality and recurrent cardiovascular events, along with major improvements in functional capacity, health status, and heart failure symptoms [4][9] Competitive Advantage - Amvuttra is administered quarterly via subcutaneous injection, providing an advantage over existing therapies that require daily oral dosing [5] - The drug's novel RNAi mechanism allows for rapid knockdown of transthyretin (TTR), addressing the disease at its source [6] Market Impact - The approval in the EU follows similar approvals in the United States and Brazil, expanding Amvuttra's global footprint [6] - Alnylam reported better-than-expected first-quarter 2025 results, with revenue growth driven by increasing Amvuttra sales due to heightened patient demand [10][11]

Alnylam Pharmaceuticals (ALNY) FY Conference June 09, 2025 09:20 AM ET Speaker0 Great. Good morning, everyone. Thank you so much for joining us. I'm Salveen Richter, biotechnology analyst at Goldman Sachs. We're really pleased to be joined by the Alnylam team. With me, we have Yvonne Greenstreet, CEO, and John Kennedy, head of the TTR franchise. So Yvonne, before we even start, you know, you announced some news this morning, so maybe this is a perfect time point to maybe speak to the European approval that ...

Core Insights - The recent announcement of former US President Biden's prostate cancer diagnosis has brought attention to prostate cancer, the second most common malignancy among men globally [2] - The incidence and mortality rates of prostate cancer in China are rising, with 134,200 new cases and 47,500 deaths reported in 2022 [2] - The treatment landscape for prostate cancer is evolving, with numerous innovative pharmaceutical companies developing new therapies, enhancing treatment options for patients [2][4] Market Dynamics - The global prostate cancer treatment market was valued at $35.3 billion in 2022 and is projected to grow to $56.4 billion by 2028, with a compound annual growth rate (CAGR) of 8.3% [4] - Major pharmaceutical companies are competing in this lucrative market, with Pfizer and Astellas' enzalutamide generating $5.926 billion in global sales in 2023, ranking sixth among oncology drugs [3][4] - Chinese pharmaceutical companies are transitioning from generic to innovative drug development, with Heng Rui Medicine's new drug, Rivelutamide, set to launch in December 2024 [4] Treatment Advances - Treatment options for prostate cancer have expanded significantly, with survival rates improving from 2-3 years to over 5 years due to advancements in therapies such as new anti-androgens and PARP inhibitors [3] - The introduction of targeted therapies, such as Novartis' Pluvicto, which achieved $271 million in its first year, indicates a shift towards precision medicine in prostate cancer treatment [3][4] Screening Challenges - Early detection of prostate cancer remains a challenge, with many patients diagnosed at advanced stages due to the disease's asymptomatic nature in early stages [5][6] - The five-year survival rate for prostate cancer patients in China is approximately 66.4%, significantly lower than over 95% in developed countries, highlighting the need for improved screening practices [5] - PSA testing is the primary screening method, and initiatives are underway to increase screening coverage in China, aiming for 40% coverage in the next five years [7]

Summary of Alnylam Pharmaceuticals (ALNY) 2025 Conference Call Company Overview - **Company**: Alnylam Pharmaceuticals (ALNY) - **Event**: Bank of America Healthcare Conference - **Date**: May 14, 2025 Key Industry Insights - **Impact of Executive Orders**: The recent executive order regarding most favored nation pricing is still developing, making it difficult to assess its implications for Alnylam. However, the company benefits from having orphan drugs in the U.S., which may exempt them from future price negotiations under the IRA [3][4] - **Tariffs**: Current tariffs do not materially impact Alnylam's guidance, as the majority of their manufacturing is done in the U.S. through contract manufacturing organizations (CMOs) [8][9] Product Launch and Market Dynamics - **Cardiomyopathy Launch**: The launch of the cardiomyopathy product is a significant focus. Initial metrics show that 50% of health systems have completed the PNT process and are on formulary within five weeks of launch, which is faster than anticipated [18][19] - **Revenue Guidance**: Alnylam has guided for TTR revenue between $1.6 billion and $1.725 billion for the year, representing a 36% growth at the midpoint [23] - **Patient Access**: Approximately 70% of patients on the drug have zero out-of-pocket costs, primarily due to Medicare fee-for-service coverage [30] Competitive Landscape - **Market Size and Segmentation**: There are about 18,000 new patients initiating therapy annually, with a significant opportunity to increase diagnosis rates, currently at a 20% diagnosis rate [48] - **First-Line vs. Second-Line Treatment**: Alnylam is focused on first-line treatment due to the progressive nature of the disease and the need for effective early intervention [49] Patient and Physician Engagement - **Patient Compliance**: Alnylam has observed good compliance rates with their injectable therapies, which may be more effective than oral alternatives in ensuring patients receive the necessary treatment [58][60] - **Physician Awareness**: There is a good level of awareness among physicians regarding Alnylam's products, but further education is needed as the company expands its prescriber base [74] Future Outlook - **Revenue Reporting**: Alnylam will not be able to report revenue separately for Ambutra PN and Ambutra Centimeters due to them being the same product under one SKU [67] - **Market Positioning**: Alnylam is uniquely positioned to capture a broad patient base, including both hereditary and wild-type patients, due to its comprehensive label [72][73] Additional Considerations - **Direct-to-Consumer (DTC) Marketing**: Alnylam is engaging in targeted DTC marketing but is not heavily investing in broad campaigns like some competitors [65] - **Value-Based Agreements (VBAs)**: The company is extending its VBAs to ensure adherence and compliance, which is favorable for both patients and payers [60][61]

Core Viewpoint - Alnylam Pharmaceuticals reported better-than-expected financial results for Q1 2025, with adjusted losses narrower than estimates and significant revenue growth driven by strong product sales, particularly for Amvuttra [1][2][16]. Financial Performance - The company reported total revenues of $594.2 million, exceeding the Zacks Consensus Estimate of $588.2 million, and reflecting a 20% year-over-year increase [2]. - Net product revenues reached $468.5 million, up 28% year-over-year, primarily due to increased demand for Amvuttra, Givlaari, and Oxlumo [2][6]. - Net revenues from collaborators were $99.2 million, down 16% from the previous year, largely due to a prior milestone payment from Roche [3]. Product Sales - Amvuttra generated sales of $310 million, a 59% increase year-over-year, and surpassed estimates [6]. - Givlaari recorded sales of $67 million, a 15% increase year-over-year, but slightly missed estimates [7]. - Oxlumo's sales were $42.1 million, remaining flat year-over-year and missing estimates [7]. Expenses and Cash Position - Adjusted R&D expenses were approximately $241.3 million, remaining stable year-over-year [10]. - Adjusted SG&A expenses increased by 12% to $207 million, driven by marketing efforts for Amvuttra [11]. - Cash, cash equivalents, and marketable securities totaled $2.63 billion as of March 31, 2025, down from $2.69 billion at the end of 2024 [11]. Guidance and Collaborations - The company reiterated its 2025 financial guidance, expecting net product revenues between $2.05 billion and $2.25 billion, and collaboration revenues between $650 million and $750 million [12]. - Alnylam is advancing several collaborations, including with Regeneron and Roche, which are expected to enhance its product pipeline and revenue streams [13][14][17]. Market Performance - Year-to-date, Alnylam's stock has gained 8.4%, outperforming the industry, which has seen a decline of 1.8% [8].