Core Insights - Investors in Alnylam Pharmaceuticals, Inc. (ALNY) should monitor stock movements due to significant implied volatility in the options market, particularly the Dec 19, 2025 $140.00 Put option [1] Company Overview - Alnylam Pharmaceuticals holds a Zacks Rank 2 (Buy) in the Medical - Biomedical and Genetics industry, which is in the top 36% of the Zacks Industry Rank [3] - Over the last 60 days, three analysts have raised their earnings estimates for the current quarter, increasing the Zacks Consensus Estimate from earnings of $1.14 per share to $1.71 [3] Market Sentiment - The high implied volatility suggests that options traders anticipate a significant price movement for Alnylam Pharmaceuticals shares, potentially indicating an upcoming event that could lead to a major rally or sell-off [2][3] - Options traders often seek high implied volatility options to sell premium, aiming to benefit from the decay of options value if the underlying stock does not move as much as expected [4]

Company Overview - Alnylam Pharmaceuticals (ALNY) is a notable stock within the Medical sector, which consists of 956 individual stocks and ranks 6 in the Zacks Sector Rank [2] - The company is part of the Medical - Biomedical and Genetics industry, which includes 470 companies and currently ranks 94 in the Zacks Industry Rank [6] Performance Metrics - Alnylam Pharmaceuticals has achieved a year-to-date return of approximately 97.6%, significantly outperforming the average return of -0.1% for Medical companies [4] - The Zacks Consensus Estimate for ALNY's full-year earnings has increased by 189.3% over the past three months, indicating improved analyst sentiment and a stronger earnings outlook [4] Comparative Analysis - Another outperforming stock in the Medical sector is ALX Oncology Holdings Inc. (ALXO), which has returned 10.8% year-to-date and has a consensus EPS estimate increase of 5.1% over the past three months [5] - Stocks in the Medical - Biomedical and Genetics industry have averaged a gain of 7.7% this year, highlighting that Alnylam Pharmaceuticals is performing better than its industry peers [6] Future Outlook - Investors interested in Medical stocks should monitor Alnylam Pharmaceuticals and ALX Oncology Holdings Inc. for potential continued strong performance [7]

Market Overview - Mid-cap stocks advanced in Q3, with the Russell Midcap Index returning 5.3%, driven by monetary policy shifts and stabilizing earnings [2] - Value stocks outperformed growth stocks, with the Russell Midcap Value Index returning 6.2% compared to 2.8% for the Russell Midcap Growth Index [2] Policy and Sentiment - Investor sentiment improved due to the passage of the One Big Beautiful Bill and progress on trade agreements, reducing policy uncertainty [3] - Earnings estimates stabilized, particularly in technology and AI sectors, despite some economic segments remaining weak [3] Portfolio Performance - The ClearBridge Mid Cap Strategy outperformed its benchmark, with strong stock selection in consumer staples and health care [4] - Performance Food Group and Casey's General Stores were key contributors, benefiting from strategic initiatives and strong execution [4] Sector Contributions - Health care was a significant driver of outperformance, with companies like argenx and Alnylam Pharmaceuticals showing strong results [5] - AppLovin's stock rallied due to excitement around its new e-commerce business, indicating potential for cash flow growth [6] Challenges - Stock selection in consumer discretionary and materials sectors posed challenges, with Chewy and Crown Holdings underperforming [7][8] New Positions - A new position was initiated in QXO, a building materials distribution platform, expected to consolidate the industry and improve efficiency [9] - Bio-Techne was also added to the portfolio, capitalizing on recent weakness and offering durable revenue streams [10] Exits - The position in ATS Corporation was exited due to leadership changes raising concerns about future performance [11] Outlook - The outlook for mid-cap equities remains constructive, with expectations for selective stock picking amid potential volatility [13] - The focus will be on businesses with competitive advantages and resilient cash flows [14] Portfolio Highlights - The ClearBridge Mid Cap Strategy saw contributions from 10 of 11 sectors, with IT and industrials being the largest contributors [16] - Stock selection in consumer staples, IT, and health care sectors positively impacted performance, while consumer discretionary and materials sectors detracted [17]

Core Insights - Alnylam Pharmaceuticals is a leader in RNA interference (RNAi) therapeutics, focusing on treatments for rare diseases and cardiovascular conditions [1][6] - The company's revenue growth is driven by a diverse product lineup, including key drugs like Amvuttra, Givlaari, and Oxlumo [1][6] - Alnylam is conducting the ZENITH global Phase 3 trial for zilebesiran to advance its cardiovascular research [1] Financial Performance - In the first half of 2025, Alnylam's rare disease drugs generated $236.8 million in revenues, marking a 16% increase from the previous year [4] - The company has a negative price-to-earnings (P/E) ratio of -185.46 and a high debt-to-equity ratio of 5.18, indicating financial challenges [4][6] - Despite these challenges, Alnylam's current ratio of 2.80 suggests a strong ability to cover short-term liabilities [5][6] Product Development - Amvuttra has received approval in the U.S. and EU for treating polyneuropathy of hereditary transthyretin-mediated (hATTR) amyloidosis and ATTR amyloidosis with cardiomyopathy (ATTR-CM) [3] - The success of Amvuttra is attributed to new patient initiations and transitions from Onpattro, Alnylam's first FDA-approved drug for hATTR amyloidosis [3]

Core Insights - Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is recognized as one of the top biotech stocks to invest in, with RBC Capital maintaining an Outperform rating and increasing its price target from $435 to $500 due to strong sales data for Amvuttra [1][2] Sales Performance - Amvuttra generated $167 million in revenues in August, marking a 17% increase from July, a 40% growth from June, and a 238% spike from February until the launch of cardiomyopathy (CM) [2] - RBC Capital projects that Amvuttra's peak sales could reach $9.3 billion, up from an earlier estimate of $7.9 billion [2] Financial Guidance - The firm anticipates that Alnylam Pharmaceuticals could raise its TTR guidance by approximately $300 million, bringing it to around $2.5 billion [2] Company Overview - Alnylam Pharmaceuticals is a leading biopharmaceutical company specializing in RNA interference (RNAi) treatments, with several FDA-approved medications for rare genetic diseases [3]

Core Insights - Alnylam Pharmaceuticals has withdrawn a television advertisement for its drug Amvuttra after the U.S. FDA deemed the advertisement misleading [2] - Amvuttra is approved for treating two specific heart conditions: hereditary transthyretin-mediated amyloidosis (ATTR-CM) and polyneuropathy of hereditary transthyretin-mediated amyloidosis (hATTR-PN) [3] Company Summary - The company faced regulatory scrutiny from the U.S. FDA regarding its advertising practices [2] - Amvuttra is positioned in the market for treating serious health conditions related to amyloidosis [3]

Alnylam Pharmaceuticals has stopped airing a TV commercial for its new heart medicine, a sign that the Trump administration’s crackdown on the industry’s ubiquitous drug ads is having an impact on the media landscape https://t.co/kyLputpMGE ...

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]

Core Insights - Alnylam Pharmaceuticals' primary revenue driver is its newest drug, Amvuttra, approved for treating hATTR amyloidosis and ATTR-CM, with strong uptake from new patients and switches from Onpattro [1][10] Product Portfolio - Alnylam markets several products in rare disease and cardiovascular markets, contributing incremental revenues to the top line [2] - Givlaari is approved for acute hepatic porphyria in adults and adolescents, with strong uptake and plans for regulatory submissions in additional regions through 2025 [3] - Oxlumo is approved for primary hyperoxaluria type 1, with an expanded label for lowering urinary and plasma oxalate levels, enhancing its growth potential [4] - Leqvio, in collaboration with Novartis, treats hypercholesterolemia and has an expanded label for high-risk cardiovascular patients, generating royalties for Alnylam [5] Financial Performance - In the first half of 2025, Alnylam generated $236.8 million in net product revenues from its rare disease portfolio, reflecting a 16% year-over-year increase, with expectations for sustained growth and diversified revenue streams [6][10] Competitive Landscape - Amvuttra faces increasing competition in the ATTR-CM market from therapies like Pfizer's Vyndaqel/Vyndamax and BridgeBio's Attruby, which are already approved and competing for market share [7] - Pfizer's Vyndaqel family generated $3.1 billion in revenues in the first half of 2025, a 27% increase year-over-year, driven by rising diagnosis and treatment rates [8] - BridgeBio's Attruby, approved in late 2024, generated $108.2 million in sales in the first half of 2025, with significant uptake reported [9]

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]