Core Insights - Alnylam Pharmaceuticals, Inc. is recognized as a promising biotech stock, with hedge funds showing interest despite a recent reduction in holdings by Wealth Enhancement Advisory Services LLC [1][2][3] - The company is expected to achieve over $1 billion in quarterly revenue by year-end and more than $1 billion in adjusted earnings in the upcoming year, highlighting its strong commercial execution and clinical productivity [2][3] - Alnylam's stock has outperformed the market by nearly 50% over the past year, driven by the successful launch of Amvuttra in TTR-CM, which has significantly boosted revenues [3][4] Company Overview - Alnylam Pharmaceuticals, Inc. is based in Massachusetts and specializes in therapeutics based on ribonucleic acid interference (RNAi), aiming to establish itself as a leading biopharmaceutical company [4]

Key Takeaways Amvuttra drives Alnylam's top line through expanded label and as patients switch from Onpattro.Givlaari, Oxlumo, and royalties from Leqvio add incremental revenues and global growth potential.Rare disease drugs delivered $236.8M in H1 2025 revenues, up 16% year over year.Alnylam Pharmaceuticals’ (ALNY) primary top-line driver is its newest drug, Amvuttra (vutrisiran), which is approved in the United States and the EU for treating the polyneuropathy of hereditary transthyretin-mediated (hATTR) ...

Core Insights - The biotechnology sector is increasingly recognized for its dynamic growth and potential for high returns, particularly in gene therapy and precision medicine [2][3] - Small- and mid-cap biotech companies are leading biopharmaceutical innovation, contributing to two-thirds of the industry's R&D pipeline [2] Company Highlights - **BioMarin Pharmaceutical Inc. (NASDAQ:BMRN)** - Hedge fund holdings increased to 58, with Tealwood Asset Management expanding its position by 37.4%, now owning shares worth $1,185,000 [7] - The company's future is characterized by valuation, growth, and a strong pipeline, with only 34% of revenues derived from the U.S. healthcare market [8] - Key product Palynziq has a significant addressable market, with an estimated 9.38% CAGR from 2025 to 2030 for the drug [9][10] - **Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY)** - Hedge fund holdings also at 58, with Wealth Enhancement Advisory Services reducing its stake by 64.5%, now holding shares worth $1,699,000 [11] - The company is expected to achieve over $1 billion in quarterly revenue by year-end and more than $1 billion in adjusted earnings in the upcoming year [12] - Alnylam's stock has outperformed the market by nearly 50% over the past year, driven by the successful launch of Amvuttra in TTR-CM [13][14]

Core Insights - Alnylam Pharmaceuticals Inc. is highlighted as a top-performing large-cap stock following the announcement of new data from the HELIOS-B Phase 3 study of its RNAi therapeutic, AMVUTTRA (vutrisiran) [1] Group 1: Study Findings - The HELIOS-B study revealed a 42% reduction in gastrointestinal (GI) events in the overall population treated with vutrisiran compared to placebo [2] - In the vutrisiran monotherapy group, there was a 37% lower rate of GI events, while the group treated with tafamidis at baseline experienced a 49% reduction [2] - Individual symptoms such as diarrhea, nausea, and vomiting showed reductions exceeding 50% across all treatment groups, with effects observable as early as three months into treatment [3] Group 2: Product Overview - Vutrisiran is an RNAi therapeutic designed to rapidly knock down transthyretin (TTR), approved for treating cardiomyopathy associated with wild-type or hereditary ATTR-CM and polyneuropathy of hereditary ATTR-PN in adults [3] Group 3: Company Profile - Alnylam Pharmaceuticals is a biotech company focused on discovering, developing, and commercializing therapeutics based on ribonucleic acid interference [4]

Company Overview - Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is a leading biotech company specializing in RNA interference (RNAi) therapeutics, focusing on treatments for rare and prevalent diseases, particularly transthyretin amyloidosis (ATTR) [1] Financial Performance - In Q2 2025, Amvuttra sales reached $492 million, exceeding the consensus estimate of $350 million, driven by expanded use for ATTR cardiomyopathy [2] - The company raised its 2025 revenue guidance for Amvuttra and Onpattro to $2.18–$2.28 billion, with total projected net revenues between $2.65–$2.8 billion [2] - Alnylam's market valuation has surpassed $50 billion, with shares increasing over 15% recently [2] Product Insights - Amvuttra's subcutaneous administration may improve patient adherence compared to oral competitors, priced at $476,000 annually for cardiomyopathy, and is increasingly recognized as a first-line therapy [3] - Commercial and Medicare payers are approving Amvuttra treatment without requiring prior use of competitor products, supporting sustainable growth in the U.S. market [3] Pipeline Development - Alnylam is advancing its pipeline, including RNAi therapeutics for cardiovascular diseases, such as zilebesiran for hypertension [4] - The company presented 12-month HELIOS-B Phase 3 data demonstrating sustained benefits of Amvuttra in treating ATTR cardiomyopathy [4] - Alnylam joined the Alliance for Genomic Discovery in September 2025 to leverage large-scale genomic datasets for accelerating target discovery and innovation in gene silencing therapies [4]

Core Insights - Vutrisiran treatment resulted in a 37-49% reduction in gastrointestinal (GI) events in patients with ATTR-CM compared to placebo, demonstrating its efficacy and safety across various patient groups [1][2][4] Group 1: Efficacy of Vutrisiran - A 42% lower rate of GI events was observed in the overall population treated with vutrisiran compared to placebo [2] - In the vutrisiran monotherapy group, a 37% reduction in GI events was noted, while a 49% reduction was seen in patients who were on tafamidis at baseline [2] - Significant reductions of over 50% in individual GI symptoms such as diarrhea, nausea, and vomiting were reported across all study populations [2] Group 2: Safety Profile - The analysis indicated that the lower rate of GI events was consistent across hereditary and wild-type patients throughout the double-blind period [2] - Vutrisiran demonstrated a statistically significant 32% reduction in the risk of all-cause mortality and recurrent cardiovascular events compared to placebo in a censored monotherapy population [4] Group 3: Clinical Implications - The findings highlight the potential of vutrisiran as a first-line treatment for ATTR-CM, addressing the multisystem nature of the disease [4][5] - The results reinforce the strong monotherapy profile of vutrisiran, suggesting meaningful impacts on patient quality of life and overall health outcomes [5][6] Group 4: Regulatory and Market Context - Vutrisiran has received approvals in multiple regions, including the US, EU, and Japan, for treating both cardiomyopathy and polyneuropathy manifestations of ATTR amyloidosis [6][12] - The drug has accumulated over 8,000 patient-years of experience globally, establishing its position in the market [6]

Core Insights - The PGIM Jennison Health Sciences Fund's second-quarter 2025 investor letter highlights significant volatility in equities, with the S&P 1500 Health Care Index declining by 6.9%, underperforming the S&P 500's 10.9% return [1] - Health care providers, life sciences tools, biotechnology, and pharmaceuticals underperformed the Index, while healthcare technology and medtech sectors showed gains [1] - Alnylam Pharmaceuticals, Inc. is emphasized as a key stock, with a one-month return of 1.34% and a 52-week gain of 66.94%, closing at $458.37 per share with a market capitalization of $60.083 billion [2][3] Company Analysis - Alnylam Pharmaceuticals focuses on RNA-based therapies, particularly RNA interference (RNAi), with a strong emphasis on treating conditions like Transthyretin Amyloidosis (ATTR) [3] - The company’s drug Amvuttra represents a novel approach in treating ATTR cardiomyopathy, offering a silencing mechanism that significantly reduces misfolded protein production, contrasting with existing treatments that stabilize the protein [3] - Early feedback on Amvuttra's launch has been positive, with expectations for continued strength in performance due to underdiagnosis of rare diseases and an expanding market as more treatments enter [3] - Alnylam has a robust pipeline across various therapeutic areas, indicating potential for becoming a multi-franchise company by the end of the decade, a growth opportunity not yet reflected in its stock price [3]

Group 1 - Parnassus Mid Cap Growth Fund reported a return of 13.29% in Q2 2025, underperforming the Russell Midcap Growth Index which returned 18.20% [1] - The Fund's performance was negatively impacted by stock selection in the Industrials and Information Technology sectors, while holdings in the Financials sector contributed positively [1] - The Fund highlighted Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) as a key stock, which has shown a one-month return of 1.34% and a 52-week gain of 66.94% [2] Group 2 - Alnylam Pharmaceuticals, Inc. is recognized for its innovative platform in RNA interference therapeutics, with a focus on areas like cardiomyopathy, indicating potential for robust growth [3] - The company has a market capitalization of $60.083 billion, with its stock closing at $458.37 per share on September 24, 2025 [2] - Despite its potential, Alnylam Pharmaceuticals is not among the top 30 most popular stocks among hedge funds, with 58 hedge fund portfolios holding the stock at the end of Q2 2025, down from 59 in the previous quarter [4]

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to complement the Zacks Rank, helping investors identify stocks likely to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales [3] Growth Score - Concentrates on a company's financial health and future growth potential, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - Targets stocks with upward or downward price trends, utilizing recent price changes and earnings estimate revisions to identify buying opportunities [5] VGM Score - Combines Value, Growth, and Momentum Scores to provide a comprehensive assessment of stocks, aiding in the selection of the most attractive investment opportunities [6] Zacks Rank Integration - The Zacks Rank uses earnings estimate revisions to identify stocks with the highest potential returns, with 1 (Strong Buy) stocks historically achieving an average annual return of +23.64% since 1988 [7][8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal investment success [9] Company Spotlight: Alnylam Pharmaceuticals - Alnylam Pharmaceuticals is a biopharmaceutical company specializing in RNA interference therapeutics, with a pipeline targeting genetic, cardio-metabolic, and hepatic infectious diseases [11] - The company has received multiple FDA approvals for its products, including Onpattro, Givlaari, Oxlumo, and Amvuttra, addressing various medical conditions [11] - Currently, Alnylam has a Zacks Rank of 3 (Hold) and a VGM Score of B, with a strong Momentum Style Score of A, indicating potential for upward movement [12][13]

Question-and-Answer SessionWell, maybe just to start off, would you like to share some opening thoughts on Alnylam for those who are a little bit less familiar?Jeffrey PoultonCFO & Executive VP Sure. We're a company that pioneered a new class of medicine called RNAi therapeutics. It's been a 20-plus-year journey for the company. There was a lot of work, probably for the first 10-plus years around delivery. But once the company figured out delivery, there's really been a steady cadence of progress. And wher ...