Alnylam Pharmaceuticals(ALNY)
Search documents
Analyst Views Diverge as Alnylam Pharmaceuticals, Inc. (ALNY) Targets $5.1B Revenue and Long-Term Growth
Yahoo Finance· 2026-01-31 14:35
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is one of the best healthcare stocks to buy for 2026. On January 20, RBC Capital reiterated an Outperform rating on Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) but cut the price target to $465 from $500. Analyst Views Diverge as Alnylam Pharmaceuticals, Inc. (ALNY) Targets $5.1B Revenue and Long-Term Growth The new price outlook comes on Alnylam Pharmaceuticals announcing strategic priorities for the year, including achieving revenue of $5.1 billion, exceeding ...
Analyst Views Diverge as Alnylam Pharmaceuticals, Inc. (ALNY) Targets $5.1B Revenue and Long-Term Growth
Yahoo Finance· 2026-01-31 14:35
Core Viewpoint - Alnylam Pharmaceuticals, Inc. is considered a strong healthcare stock for 2026, with RBC Capital maintaining an Outperform rating but lowering the price target to $465 from $500 [1]. Group 1: Analyst Views - Alnylam Pharmaceuticals aims for a revenue target of $5.1 billion, surpassing the consensus estimate of $4.7 billion, with a long-term goal of a 25% compound annual growth rate through 2030, leading to projected revenue of $11.2 billion [2]. - Cantor Fitzgerald has a Neutral rating on Alnylam Pharmaceuticals, citing a slowdown in Amvuttra cardiomyopathy sales in November, although sales rebounded in December. The firm anticipates a mid-single-digit decline in Amvuttra's net price by 2026, influencing their cautious outlook [3]. Group 2: Company Overview - Alnylam Pharmaceuticals specializes in developing innovative medicines using RNA interference (RNAi) technology to target and silence disease-causing genes, focusing on treatments for rare and common genetic, metabolic, cardiovascular, and neurological diseases [4].
Alnylam Pharmaceuticals Projects 2026 Revenue Around $5.3 Billion as It Focuses on a New Five-Year Strategy
Yahoo Finance· 2026-01-29 19:27
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is one of the 11 Best Stocks to Buy for Investment. On January 11, Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) unveiled its new five-year strategy, ‘Alnylam 2030.’ The company shared its plans to scale operations, focus on durable leadership in transthyretin (TTR) amyloidosis, and deliver sustained, profitable growth. Alnylam Pharmaceuticals Projects 2026 Revenue Around $5.3 Billion as It Focuses on a New Five-Year Strategy Alnylam Pharmaceuticals is targeting ...
Should You Buy Alnylam Pharmaceuticals Before Feb. 12?
Yahoo Finance· 2026-01-28 10:04
Core Insights - Alnylam Pharmaceuticals is expected to report its Q4 2025 results around February 12, 2026, with investors anticipating a positive catalyst for the stock [1] - Wall Street forecasts total Q4 revenue of $1.16 billion and adjusted earnings per share of $1.50 for Alnylam [2] - The company is likely to report significant growth in Amvuttra sales, which increased by 162% year over year in Q3 2025, primarily driven by its use in transthyretin cardiac amyloidosis (ATTR-CM) [2] Financial Performance - Alnylam's full-year 2025 guidance projects combined sales of Amvuttra and Onpattro at $2.5 billion at the midpoint, with expected growth in Q4 primarily from Amvuttra due to declining sales of Onpattro [3] - The contribution of international markets to Amvuttra sales in Q4 is expected to be modest, with stronger growth anticipated in Germany and Japan in 2026 [4] Operational Updates - As Amvuttra sales increase, the company may experience a decline in gross margin due to rising royalty rates paid to partners [5] - Alnylam is expected to provide updates on its pipeline, including the initiation of a Phase 3 study for nucresiran targeting hereditary ATTR with polyneuropathy and a Phase 2 trial for mivelsiran in Alzheimer's disease [6] Investment Outlook - Alnylam is viewed as a strong long-term investment opportunity, with Amvuttra showing robust momentum and a promising pipeline featuring several late-stage candidates [7]
Wells Fargo Raises Alnylam (ALNY) Revenue Estimates for Amvuttra Despite Projected Margin Compression
Yahoo Finance· 2026-01-27 13:38
Alnylam Pharmaceuticals Inc. (NASDAQ:ALNY) is one of the best US stocks to buy and hold in 2026. On January 20, Wells Fargo adjusted its outlook on Alnylam Pharmaceuticals, lowering the price target to $376 from $479 while maintaining an Equal Weight rating. While the firm increased its 2026 revenue estimates for Amvuttra by 6%, it expressed concern over rising costs. Specifically, the firm expects R&D expenses to climb to ~30% of total revenue between 2026 and 2030. This reinvestment is projected to compr ...
小核酸赛道,挤满了下一代大药
Ge Long Hui· 2026-01-26 21:06
Core Insights - The small nucleic acid drug sector is experiencing a significant surge, marking the beginning of a golden era driven by technological breakthroughs and capital enthusiasm [2][11][22] Industry Developments - On January 5, 2026, Sanofi's APOC3 siRNA drug Plozasiran was approved for domestic market use to treat hyperlipidemia [1] - On January 9, 2026, Rebio Biotech, known as "China's first small nucleic acid stock," successfully listed on the Hong Kong Stock Exchange, with its stock price soaring by 40% on the first day, leading to a market capitalization exceeding 13 billion HKD [1] - China National Pharmaceutical Group announced a 1.2 billion CNY acquisition of Hegia Biotech, securing the world's first clinically validated liver-targeted delivery platform capable of annual dosing [1] Market Trends - The global small nucleic acid drug market has seen nearly 100 business development (BD) collaborations in the past three years, with transaction numbers and amounts increasing annually, reaching over 30 BD deals in 2025 totaling nearly 30 billion USD [4][9] - Notable transactions in 2025 included Novartis acquiring Avidity Biosciences for 12 billion USD and multiple other significant deals involving RNA therapies [7][9] Clinical Advancements - Ionis's APOC3 ASO drug Olezarsen showed promising results in reducing triglyceride levels by up to 72% in patients with severe hypertriglyceridemia, leading to an increase in peak annual sales forecast from 1.5 billion USD to 2.5 billion USD [12] - GSK's ASO therapy Bepirovirsen is expected to be the first drug to achieve functional cure for chronic hepatitis B, with a peak annual sales potential of 2 billion USD [12] Emerging Opportunities - The small nucleic acid drugs are expanding into various therapeutic areas, including obesity and kidney diseases, with promising results from clinical trials demonstrating significant weight loss and metabolic health improvements [13][15] - The number of small nucleic acid drugs in development globally has surpassed 1,200, with siRNA and ASO therapies being the most prominent [17] Strategic Collaborations - Domestic companies are increasingly recognized for their innovative value in small nucleic acid drugs, with active BD transactions, including significant collaborations by Rebio Biotech and other firms [18][21] - Companies like Saintin Biotech are forming strategic partnerships with major pharmaceutical firms to advance their small nucleic acid drug pipelines [19] Conclusion - The convergence of technological advancements, capital influx, and successful clinical outcomes is propelling small nucleic acid drugs into a pivotal position within the pharmaceutical industry, with China poised to become a global innovation hub [22]
战火升级,小核酸药物剧变中的全球战局
3 6 Ke· 2026-01-19 03:47
Core Insights - The small nucleic acid drug sector in China is entering a "capital year" in 2026, with increasing market interest and significant transactions, such as the successful IPO of Rebio and the acquisition of Hegia Biotech by China National Pharmaceutical Group for 1.2 billion yuan [1] - The global small nucleic acid drug market is characterized by a "three strong" dominance, with Alnylam, Ionis, and Sarepta leading the industry due to their technological barriers and commercialization advantages [1][5] - The market for small nucleic acid drugs is projected to grow from $5.247 billion in 2024 to $46.7 billion by 2033, with a compound annual growth rate (CAGR) of 25% [10] Market Dynamics - In 2024, global sales of small nucleic acid drugs reached $5.247 billion, with Ionis and Biogen's Spinraza leading at $1.573 billion, followed by Alnylam's Amvuttra at $0.971 billion and Sarepta's DMD treatments at $0.967 billion [2] - The current landscape features two main technological routes: Antisense Oligonucleotides (ASO) and small interfering RNA (siRNA), each with distinct mechanisms and advantages [4][7] - Alnylam has established itself as a leader in RNAi therapy, with a high clinical conversion rate of 64.3%, significantly above the industry average of 5.7% [7] Competitive Landscape - Ionis focuses on ASO technology, having launched the first ASO drug in 1998 and currently holding nine of the twelve approved ASO drugs globally, including the top-selling Spinraza [7][8] - Sarepta has specialized in muscle diseases, particularly DMD, with four approved drugs and a revenue growth of over 50% in 2024, reaching $1.9 billion [9] - The competitive landscape is evolving, with multinational corporations (MNCs) increasingly entering the market through acquisitions and collaborations, reflecting a growing interest in the sector [16][19] Emerging Opportunities - The market is entering a commercialization phase, with potential blockbuster products needed to transition from niche to mainstream [10] - Alnylam's Amvuttra and Novartis's Leqvio are identified as strong candidates for future blockbuster status, with Amvuttra projected to exceed $2 billion in sales by 2025 [12][13] - New products like Arrowhead's Plozasiran and Alnylam's Zilebesiran are expected to broaden the treatment landscape, moving from rare diseases to more common conditions [15] Strategic Movements - MNCs are actively pursuing partnerships and acquisitions to enhance their presence in the small nucleic acid space, with notable transactions in 2025 exceeding $36.473 billion [16][18] - Companies like Novartis are building comprehensive pipelines across various therapeutic areas, including cardiovascular and rare diseases, to strengthen their competitive position [18] - Chinese biotech firms are emerging as significant players, leveraging unique delivery technologies and cost advantages, leading to increased collaborations with MNCs [19][20]
A Look Into Alnylam Pharmaceuticals Inc's Price Over Earnings - Alnylam Pharmaceuticals (NASDAQ:ALNY)
Benzinga· 2026-01-15 21:00
Looking into the current session, Alnylam Pharmaceuticals Inc. (NASDAQ:ALNY) shares are trading at $366.84, after a 0.01% decrease. Over the past month, the stock decreased by 9.67%, but over the past year, it actually increased by 45.26%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. Alnylam Pharmaceuticals P/E Ratio Analysis in Relation to Industry PeersThe P/E ratio is use ...
Alnylam Pharmaceuticals, Inc. (ALNY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-12 22:16
Core Viewpoint - Alnylam is entering a new chapter in its history, emphasizing its unique position in the biotech industry with a strong focus on RNAi technology and sustainable innovation [2][3]. Group 1: Company Leadership and Structure - The presentation features key executives including the CEO, Chief R&D Officer, Chief Commercial Officer, and Chief Financial Officer, highlighting the collaborative leadership within the company [2]. - The company has established a leadership position in RNAi, which is central to its business strategy and innovation [3]. Group 2: Innovation and Growth Strategy - Alnylam possesses a sustainable innovation engine that has contributed to its success and will continue to drive long-term growth [3]. - The company aims to leverage its proven organic product engine to maintain its competitive edge in the biotech sector [3].
Alnylam Pharmaceuticals, Inc. (ALNY) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow (NASDAQ:ALNY) 2026-01-12
Seeking Alpha· 2026-01-12 22:01
Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]