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Alnylam Pharmaceuticals(ALNY) - 2025 Q3 - Earnings Call Transcript
2025-10-30 13:32
Financial Data and Key Metrics Changes - Alnylam Pharmaceuticals reported total net product revenues of $851 million for Q3 2025, reflecting a 103% year-over-year growth [8][27] - The TTR franchise revenues reached $724 million, representing a 135% increase year-over-year and a 33% increase compared to the previous quarter [7][10] - The company increased its total net product revenue guidance for 2025 from a range of $2.65 billion to $2.8 billion to a revised range of $2.95 billion to $3.05 billion, indicating a 10% increase at the midpoint [8][30] Business Line Data and Key Metrics Changes - The rare disease portfolio achieved $127 million in sales, up 14% year-over-year, driven by ongoing patient demand [9][10] - U.S. net sales for the TTR franchise grew 42% quarter-over-quarter and 194% year-over-year, primarily due to the AMVUTTRA ATTR CM label expansion [11][14] - International revenues grew 13% quarter-over-quarter and 46% year-over-year, with strong performance in Japan and Germany [11][12] Market Data and Key Metrics Changes - The U.S. TTR franchise generated $543 million in net product revenues, reflecting a significant increase in patient demand [14][16] - The company noted that the international performance is benefiting from increased awareness and diagnosis in the hereditary ATTR polyneuropathy market [13] Company Strategy and Development Direction - Alnylam focuses on three core pillars: TTR leadership, growth through innovation, and strong financial performance [5][6] - The company is advancing its pipeline with new Phase 3 trials for zilebesiran and ALN-APP, targeting significant market opportunities [8][20] - The strategy includes expanding the AMVUTTRA ATTR CM launch globally, with expectations for further launches in 2026 [16][30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term opportunity for AMVUTTRA, highlighting substantial growth potential in the TTR category [16][17] - The company is optimistic about the ongoing demand and adoption of its therapies, particularly in the U.S. market [10][14] - Management acknowledged the competitive landscape but emphasized their strong positioning and execution capabilities [11][13] Other Important Information - The gross margin on product sales was reported at 77%, down from 80% in the same quarter last year, primarily due to increased royalties on AMVUTTRA [27] - The company ended the quarter with cash, cash equivalents, and marketable securities of $2.7 billion [29] Q&A Session Summary Question: Momentum of AMVUTTRA in first line versus switch population - Management noted that patient demand for AMVUTTRA has doubled, with broad adoption across various settings, indicating strong momentum [34][35] Question: Confidence in continued patient additions - Management highlighted the strong launch and raised guidance twice, indicating confidence in sustained momentum despite a decline in ONPATTRO [38][40] Question: Payer dynamics and feedback - Management reported no significant payer headwinds and positive feedback regarding the value of AMVUTTRA, with ongoing negotiations for 2026 [45][48] Question: Inventory demand and expectations for Europe - Management explained that inventory growth was offset by increased gross to net deductions, with modest contributions expected from the ex-U.S. market in Q4 [52][56] Question: TTR franchise guidance update - Management indicated that the updated guidance reflects expectations for Q4 revenues, estimating total TTR global revenue of $850 million to $900 million [60][61] Question: Impact of reimbursement cuts on diagnostics and therapeutics - Management acknowledged the importance of reimbursement for growth and expressed confidence in managing potential changes as policies become clearer [66][68]
Alnylam Pharmaceuticals(ALNY) - 2025 Q3 - Earnings Call Transcript
2025-10-30 13:30
Financial Data and Key Metrics Changes - Total net product revenues for Q3 2025 were $851 million, representing a 103% increase year-over-year [7][28] - TTR franchise revenues reached $724 million, showing a 135% year-over-year growth, primarily driven by the AMVUTTRA ATTR CM launch in the U.S. [6][11] - The company increased its total net product revenue guidance for 2025 from a range of $2.65 billion to $2.8 billion to a revised range of $2.95 billion to $3.05 billion, reflecting a 10% increase at the midpoint [8][33] Business Line Data and Key Metrics Changes - The rare disease portfolio achieved $127 million in sales, up 14% compared to Q3 2024, driven by ongoing patient demand [10] - U.S. net sales for the TTR franchise grew 42% quarter-over-quarter and 194% year-over-year, reflecting strong adoption following the AMVUTTRA ATTR CM label expansion [12][14] - Outside the U.S., revenues grew 13% quarter-over-quarter and 46% year-over-year, indicating continued global momentum [12] Market Data and Key Metrics Changes - The U.S. TTR franchise delivered $543 million in net product revenues, representing an increase of approximately $160 million versus the prior quarter [14] - In Japan, the AMVUTTRA ATTR CM launch is progressing well, tracking in line with leading launch analogs [12] - The international performance reflects the strength of the hereditary ATTR polyneuropathy legacy business, which remains robust despite new competition [12] Company Strategy and Development Direction - The company focuses on three core pillars: TTR leadership, growth through innovation, and strong financial performance [5] - The company is committed to establishing long-term leadership in TTR and advancing its pipeline of RNAi therapeutics [5][6] - The company plans to expand its global reach with anticipated international AMVUTTRA ATTR CM launches in 2026 [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the AMVUTTRA ATTR CM launch and the overall growth trajectory of the TTR franchise [8][11] - The management highlighted the importance of early treatment in ATTR cardiomyopathy and the positive reception from payers and physicians [62] - The company is optimistic about the potential of RNAi therapeutics to become the standard of care in TTR amyloidosis [19] Other Important Information - The company ended the quarter with cash, cash equivalents, and marketable securities of $2.7 billion [32] - Non-GAAP R&D expenses increased by 23% to $310 million, driven by costs associated with multiple Phase 3 clinical studies [31] - The company announced the initiation of a Phase 1 trial of ALN-5288 targeting Alzheimer's disease [26] Q&A Session Summary Question: Can you discuss the momentum of AMVUTTRA in first line versus switch population? - Management noted that patient demand for AMVUTTRA has doubled, with broad adoption across various settings, indicating healthy uptake [36][38] Question: What gives you confidence in continued patient additions next year? - Management highlighted the strong launch momentum and the raised guidance as indicators of confidence in sustained growth [53] Question: Can you provide insights on payer dynamics as you approach 2026? - Management reported no significant payer headwinds and positive feedback from payers regarding the value of AMVUTTRA [60][62] Question: How should we model inventory demand for AMVUTTRA? - Management explained that inventory growth was driven by increased demand, with expectations for continued growth in the fourth quarter [66][68] Question: What is the expected pricing strategy for AMVUTTRA in Europe? - Management indicated ongoing negotiations for pricing in Europe, with expectations for a gradual decline in net price over time [90][93]
Alnylam Pharmaceuticals(ALNY) - 2025 Q3 - Earnings Call Presentation
2025-10-30 12:30
Financial Performance - Total net product revenues reached $851 million in Q3 2025, representing a 103% year-over-year growth compared to Q3 2024[17, 24] - Total TTR net revenues were $724 million in Q3 2025, a 135% increase year-over-year[17, 31] - U S total TTR net revenues amounted to $543 million in Q3 2025, demonstrating a 194% year-over-year growth[17] - The company increased its 2025 total net product revenue guidance to a range of $2950 million to $3050 million, a 10% increase at the midpoint[17] - Non-GAAP operating income was $476 million, resulting in a 38% non-GAAP operating margin[65] Product Performance - Rare disease franchise revenues totaled $127 million in Q3 2025, a 14% increase year-over-year[28] - OXLUMO sales grew by 31% year-over-year, driven by a 15% increase in global patients on therapy[29] - AMVUTTRA's ATTR-CM launch contributed significantly to growth, with estimated ATTR-CM revenue of approximately $300 million in Q3 2025 in the U S [33, 34] Pipeline and Clinical Development - Phase 3 trial initiated for nucresiran in ATTR-CM, with topline results expected in 2028 and targeting launch around 2030[17, 47] - Phase 3 cardiovascular outcomes trial (CVOT) initiated for zilebesiran in high cardiovascular risk patients with uncontrolled hypertension, randomizing approximately 11,000 patients[17, 56] - HELIOS-B data showed a 37% risk reduction in time-to-first ACM and CV events with long-term vutrisiran treatment[43]
Alnylam Pharmaceuticals(ALNY) - 2025 Q3 - Quarterly Report
2025-10-30 12:16
Financial Performance - The company has an accumulated deficit of $7.16 billion as of September 30, 2025, primarily due to research and development costs and general administrative expenses [156]. - Total revenues for Q3 2025 reached $1,249.0 million, a 149% increase from $500.9 million in Q3 2024 [186]. - Net product revenues increased by 103% to $851.1 million in Q3 2025, compared to $420.1 million in Q3 2024 [187]. - Collaboration revenues surged by 512% to $351.7 million in Q3 2025, driven by a $300.0 million milestone from Roche [190]. - Royalty revenue rose by 98% to $46.2 million in Q3 2025, up from $23.4 million in Q3 2024 [190]. - Net income for Q3 2025 was $251.1 million, a significant recovery from a loss of $111.6 million in Q3 2024 [186]. - The company reported global net product revenues of $685.3 million for AMVUTTRA and $39.1 million for ONPATTRO in Q3 2025 [168]. - Global net product revenues for GIVLAARI and OXLUMO in Q3 2025 were $73.9 million and $52.8 million, respectively [169]. Research and Development - The company launched the Alnylam P x25 strategy in early 2021, aiming to transition to a top-tier biotech company by the end of 2025, with a focus on delivering transformative medicines [142]. - As of September 30, 2025, the company has six marketed products and over 20 clinical programs, including several in late-stage development [142]. - The company is advancing mivelsiran for Alzheimer's disease, with a Phase 2 clinical trial expected to start in Q4 2025 [151]. - Nucresiran demonstrated mean reductions of serum TTR of greater than 90% from baseline in a Phase 1 clinical trial, with ongoing Phase 3 trials for ATTR amyloidosis [150]. - The company initiated the TRITON-PN Phase 3 trial of nucresiran and reported positive results from the Phase 3 NIMBLE trial of cemdisiran [175]. - The company expects research and development expenses to continue increasing in 2025 as it builds out its global commercial infrastructure and prepares for future product launches [202]. Financial Position and Cash Flow - The company issued $661.25 million in Convertible Senior Notes in September 2025, maturing in 2028, with specific conversion rights for holders [158]. - A $500.0 million revolving line of credit was established, with a $150.0 million letter of credit sublimit, allowing for incremental commitments [161]. - Net cash provided by operating activities increased to $360,525,000 for the nine months ended September 30, 2025, compared to $86,350,000 in 2024, driven by stronger cash receipts from increased product sales [209]. - Net cash provided by investing activities was $473,495,000 for the nine months ended September 30, 2025, compared to a cash outflow of $(63,930,000) in 2024, primarily due to the timing of marketable securities transactions [210]. - The company believes its cash, cash equivalents, marketable securities, and available borrowing capacity will satisfy near-term capital needs for at least the next 12 months [218]. Expenses and Costs - Total operating costs and expenses for Q3 2025 were $881.0 million, a 52% increase from $577.8 million in Q3 2024 [186]. - Cost of goods sold increased by 141% to $197,231,000 for the three months ended September 30, 2025, compared to $81,980,000 in 2024, and by 101% to $409,443,000 for the nine months ended September 30, 2025, compared to $203,864,000 in 2024 [192]. - Research and development expenses rose by 32% to $358,814,000 for the three months ended September 30, 2025, compared to $270,926,000 in 2024, and by 15% to $947,557,000 for the nine months ended September 30, 2025, compared to $826,063,000 in 2024 [198]. - Selling, general and administrative expenses increased by 46% to $322,076,000 for the three months ended September 30, 2025, compared to $220,993,000 in 2024, and by 30% to $885,339,000 for the nine months ended September 30, 2025, compared to $680,187,000 in 2024 [199]. Collaborations and Partnerships - Collaboration revenues from partnerships with Roche, Regeneron, and Novartis have been a significant source of income in recent years [157]. - Roche made an upfront payment of $310.0 million for the zilebesiran collaboration, with potential contingent payments of up to $2.15 billion based on milestones [174]. - The company recognized $300,000,000 in milestone revenue from collaboration with Roche in September 2025 related to the ZENITH Phase 3 clinical trial of zilebesiran [193]. - The company retains broad global rights to liver-directed clinical and preclinical pipeline programs not part of the Regeneron Collaboration [178]. - The company is eligible for tiered, low double-digit royalties based on net sales of zilebesiran outside the U.S. [176]. - Regeneron provided an upfront payment of $10.0 million under the Amended C5 License Agreement, with potential milestone payments of up to $325.0 million [181]. - Sanofi is eligible to receive tiered royalties up to 30% on global annual net sales of AMVUTTRA exceeding $1.5 billion [183]. Debt and Financing - The company paid $35.3 million for capped call transactions related to the issuance of the 2028 Notes, which are expected to reduce potential dilution upon conversion [159]. - The company repurchased approximately $637.8 million of its 1.00% Convertible Senior Notes due 2027 for a total cost of approximately $1,105.8 million [160]. - Net cash used in financing activities increased, with $1.10 billion paid for the repurchase of $637.8 million of 2027 Notes, offset by $646.4 million from the 2028 Notes offering [211]. - The total repurchase cost for the 2027 Notes was approximately $1.11 billion, with $397.2 million remaining outstanding as of September 30, 2025 [215]. - A $500.0 million Revolving Credit Agreement was established, maturing in September 2030, with no borrowings and $17.5 million of letters of credit outstanding as of September 30, 2025 [216]. - Interest on borrowings under the Revolving Credit Agreement ranges from 1.50% to 2.50% based on the Total Leverage Ratio, with a commitment fee of 0.20% to 0.35% on unused commitments [162]. Market Outlook - The company anticipates continued fluctuations in operating results and plans to target financial self-sustainability by the end of 2025 [156]. - The company expects an increase in cost of goods sold in 2025 due to anticipated higher sales of AMVUTTRA and associated royalties [195]. - Financial market risks related to interest rates remain unchanged since December 31, 2024, with no anticipated near-term changes [219].
Alnylam Pharmaceuticals(ALNY) - 2025 Q3 - Quarterly Results
2025-10-30 12:06
Financial Performance - Generated Q3 2025 total net product revenues of $851 million, representing a 103% growth compared to Q3 2024, driven primarily by total TTR revenues of $724 million, which grew by 135% year-over-year[1]. - Total revenues for Q3 2025 reached $1,249 million, a 149% increase from $501 million in Q3 2024[11]. - Alnylam reported net product revenues of $851,082 thousand for Q3 2025, a 102.5% increase from $420,146 thousand in Q3 2024[47]. - Total revenues for the nine months ended September 30, 2025, reached $2,616,904 thousand, up 58.2% from $1,655,077 thousand in the same period of 2024[47]. - The company achieved a net income of $251,084 thousand in Q3 2025, compared to a net loss of $111,570 thousand in Q3 2024[47]. - GAAP net income for Q3 2025 was $251 million, compared to a loss of $112 million in Q3 2024[11]. - The company reported a non-GAAP net income of $396,180 thousand for Q3 2025, compared to a non-GAAP net loss of $64,199 thousand in Q3 2024[48]. Revenue Guidance - Raised 2025 guidance for TTR franchise net revenues to between $2,475 million and $2,525 million, and total net product revenues to between $2,950 million and $3,050 million, indicating a $275 million or 10% increase at midpoint[1]. - Updated full-year 2025 total net product revenues guidance is $2,950 million - $3,050 million, an increase from the prior guidance of $2,650 million - $2,800 million[26]. - The company expects net product revenues growth of 79% to 85% compared to 2024 at currency exchange rates as of September 30, 2025, up from the previous estimate of 61% to 70%[26]. Product Performance - Achieved global net product revenues for GIVLAARI and OXLUMO of $74 million and $53 million, respectively, totaling $127 million in total Rare net product revenue, reflecting a 14% growth compared to Q3 2024[4]. - AMVUTTRA's patient demand approximately doubled in Q3 2025 compared to Q2 2025, with broad uptake and the majority of patients paying $0 in out-of-pocket costs[6]. - AMVUTTRA net product revenue growth reported at 165%, with a constant currency growth of 162%[50]. - ONPATTRO net product revenue growth reported at (22)%, with a constant currency growth of (25)%[50]. - Total TTR net product revenue growth reported at 135%, with a constant currency growth of 131%[50]. - GIVLAARI net product revenue growth reported at 4%, with a constant currency growth of 2%[50]. - OXLUMO net product revenue growth reported at 31%, with a constant currency growth of 27%[50]. - Total Rare net product revenue growth reported at 14%, with a constant currency growth of 11%[50]. - Total net product revenue growth reported at 103%, with a constant currency growth of 99%[50]. - Total revenue growth reported at 149%, with a constant currency growth of 147%[50]. Research and Development - Presented new data from the HELIOS-B Phase 3 study showing vutrisiran reduced the risk of all-cause mortality or first cardiovascular event by 37% in the overall population[6]. - Initiated the TRITON-PN Phase 3 trial of nucresiran in patients with hATTR-PN, with topline results expected in 2028[6]. - Research and development expenses for Q3 2025 were $358,814 thousand, up 32.3% from $270,926 thousand in Q3 2024[48]. - Non-GAAP R&D and SG&A expenses guidance for full-year 2025 is updated to $2,150 million - $2,200 million, compared to the prior guidance of $2,100 million - $2,200 million[26]. - The company has a deep pipeline of investigational medicines, including multiple product candidates in late-stage development[40]. Financial Position - Total cash, cash equivalents, and marketable securities decreased to $2.7 billion as of September 30, 2025, down from $2.9 billion as of June 30, 2025, primarily due to the partial repurchase of convertible senior notes[25]. - Alnylam's cash and cash equivalents increased to $1,490,249 thousand as of September 30, 2025, from $966,428 thousand at the end of 2024[45]. - Alnylam's total assets increased to $4,851,662 thousand as of September 30, 2025, compared to $4,239,983 thousand at the end of 2024[45]. - Alnylam's total liabilities increased to $4,617,768 thousand as of September 30, 2025, from $4,172,895 thousand at the end of 2024[45]. - Net cash used in financing activities for the three months ended September 30, 2025, included $1.1 billion paid to repurchase $638 million of convertible senior notes due 2027[25]. Tax and Other Financial Matters - The company recorded a benefit from income taxes of $12 million during the three months ended September 30, 2025, primarily due to a reduction in pre-tax loss in the U.S.[23]. - Total other expense, net for the three months ended September 30, 2025, was $129 million, which included a $65 million charge related to the change in fair value of the development derivative liability[22]. - The company maintains a full valuation allowance against net deferred tax assets in the U.S. and certain deferred tax assets in Switzerland[24]. Strategic Goals - The company expects to achieve sustainable profitability and aims to deliver transformational innovation to patients as part of its Alnylam P5x25 strategy[42]. - The company plans to continue advancing its pipeline of RNAi therapeutics and successfully launch its approved products globally[42].
These Are The 5 Best Stocks To Buy Now Or Watch
Investors· 2025-10-28 20:21
Core Insights - The article discusses the current stock market performance and highlights five stocks as prime candidates for investment: Nvidia, Tesla, Broadcom, Quanta Services, and Alnylam Pharmaceuticals [1][18]. Market Overview - The stock market has performed well in 2023 and 2024, recovering from initial pressures due to Donald Trump's tariff agenda and benefiting from recent tariff easements [2]. - The S&P 500 and Nasdaq composite have surpassed their 50-day and 200-day moving averages, indicating a bullish trend [8]. Investment Strategy - The IBD Methodology suggests investing in stocks with quarterly and annual earnings growth of at least 25%, focusing on companies with innovative products and strong institutional support [4][5]. - Investors should monitor market trends and sell stocks that decline by 7% to 8% from their purchase price [9]. Stock Analysis Nvidia (NVDA) - Nvidia stock is currently above an ideal entry point of 184.48 and has shown strong performance with a 41% increase in 2025 [12][13]. - The stock has an IBD Composite Rating of 99, with earnings growth averaging 53% over the past three quarters [14]. - Analysts have a consensus strong buy rating with a price target of 211.26, citing Nvidia's leading position in AI technology [15][16]. Tesla (TSLA) - Tesla stock is forming a cup-with-handle base with an early buy point of 451.68 [20]. - The stock has an IBD Composite Rating of 77, with a 7% increase in 2025 and a significant rise from its April lows [21]. - Institutional ownership is at 34%, with notable funds holding shares [23]. Broadcom (AVGO) - Broadcom is forming a cup-with-handle base with an ideal entry point of 363.24 and has an IBD Composite Rating of 99 [25][27]. - Earnings are expected to grow by 39% this year, with a 53% increase in 2025 [28]. - The company has secured a deal to supply AI processors for OpenAI, enhancing its market position [30][31]. Quanta Services (PWR) - Quanta Services has rallied back into the buy zone above a cup base entry of 424.94, with an IBD Composite Rating of 96 [33][34]. - Earnings are projected to rise by 18% in 2025, with institutional ownership at 59% [35][36]. - The company has been expanding through acquisitions and is well-positioned in the energy infrastructure market [37]. Alnylam Pharmaceuticals (ALNY) - Alnylam is near a flat base ideal entry point of 484.21, with an IBD Composite Rating of 83 [38][39]. - The company is expected to swing from a loss to an EPS of $1.44 this year, with significant institutional backing at 74% [40][41]. - Alnylam has received FDA approval for its drug Amvuttra, expanding its market potential [42][43].
Exploring Analyst Estimates for Alnylam (ALNY) Q3 Earnings, Beyond Revenue and EPS
ZACKS· 2025-10-28 14:16
Core Insights - Alnylam Pharmaceuticals (ALNY) is expected to report quarterly earnings of $1.67 per share, reflecting a year-over-year increase of 434% [1] - Anticipated revenues are projected to reach $1.02 billion, marking a 104% increase compared to the same quarter last year [1] Earnings Projections - The consensus EPS estimate has been revised upward by 43.6% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate 'Revenues- Product revenues, net' at $779.02 million, representing an 85.4% year-over-year change [5] - 'Revenues- Royalty revenue' is projected at $45.94 million, indicating a 96.5% increase from the prior-year quarter [5] Product Revenue Forecasts - 'Net Product Revenue- Givlaari' is expected to be $79.33 million, reflecting an 11.7% increase year-over-year [6] - 'Revenues- Net revenues from research collaborators' are forecasted to reach $177.25 million, showing a significant change of 208.9% from the previous year [6] - 'Net Product Revenue- Oxlumo' is projected at $50.27 million, indicating a 25% increase from the prior-year quarter [6] Additional Product Revenue Insights - 'Net Product Revenue- Onpattro' is expected to decline to $46.56 million, a decrease of 7.4% from the prior-year quarter [7] - 'Net Product Revenue- Amvuttra' is forecasted to reach $602.44 million, suggesting a 133% year-over-year increase [7] - 'Net revenues from research collaborators- Regeneron Pharmaceuticals' are estimated at $17.50 million, indicating a significant decline of 53.9% [7] - 'Net revenues from research collaborators- Roche' are projected at $156.00 million, reflecting an impressive increase of 857.7% year-over-year [8] Stock Performance - Over the past month, Alnylam shares have returned +7%, outperforming the Zacks S&P 500 composite's +3.6% change [8] - Currently, ALNY holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [8]
Why Alnylam (ALNY) Might be Well Poised for a Surge
ZACKS· 2025-10-20 17:21
Core Insights - Alnylam Pharmaceuticals is experiencing solid improvement in earnings estimates, which may lead to continued stock price momentum [1][2] - Analysts are optimistic about the earnings prospects of Alnylam, driving higher estimates that correlate with stock price movements [2][3] Earnings Estimates - Current-quarter earnings estimate is $1.65 per share, reflecting a year-over-year increase of +430.0% [6] - The Zacks Consensus Estimate for the current quarter has risen by 20.29% over the last 30 days, with two estimates increasing and one decreasing [6] - For the full year, the earnings estimate is $3.81 per share, indicating a significant change of +19,150.0% from the previous year [7] - The consensus estimate for the current year has increased by 8.52% due to two upward revisions and no negative revisions [8] Zacks Rank - Alnylam currently holds a Zacks Rank 2 (Buy), indicating promising estimate revisions and potential for outperformance [9] - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500 [9] Stock Performance - Alnylam's stock has increased by 6.2% over the past four weeks due to strong estimate revisions [10] - There may still be further upside potential in the stock, suggesting it could be a good addition to investment portfolios [10]
Alnylam price target raised to $535 from $459 at Truist
Yahoo Finance· 2025-10-18 13:05
Core Viewpoint - Truist has raised the price target for Alnylam Pharmaceuticals (ALNY) to $535 from $459 while maintaining a Buy rating ahead of the company's Q3 results [1] Group 1: Sales Estimates - The Q3 sales estimate for Amvuttra has been increased to $690 million [1] - The upward revision in forward estimates reflects strong early adoption and more rapid adoption as a first-line agent than previously expected [1] Group 2: Market Insights - Feedback from prescribers indicates that extracardiac manifestations of ATTR-CM are more widespread than previously appreciated [1]
Are You Looking for a Top Momentum Pick? Why Alnylam Pharmaceuticals (ALNY) is a Great Choice
ZACKS· 2025-10-15 17:01
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Alnylam Pharmaceuticals (ALNY) - Alnylam Pharmaceuticals currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook based on historical performance metrics [3] Performance Metrics - Over the past week, ALNY shares increased by 0.9%, while the Zacks Medical - Biomedical and Genetics industry declined by 0.34% [5] - In the last quarter, ALNY shares rose by 44.29%, and over the past year, they gained 63.33%, significantly outperforming the S&P 500, which increased by 6.33% and 14.66% respectively [6] - The average 20-day trading volume for ALNY is 1,102,099 shares, indicating a bullish trend when combined with rising stock prices [7] Earnings Outlook - In the past two months, three earnings estimates for ALNY have been revised upwards, while none have been lowered, raising the consensus estimate from $3.35 to $3.98 [9] - For the next fiscal year, two estimates have increased, while one has decreased, reflecting a generally positive earnings outlook [9] Conclusion - Given the strong performance metrics and positive earnings outlook, ALNY is positioned as a promising investment opportunity with a Momentum Score of A [11]