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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 ...
Arrowhead Pharmaceuticals, Inc. (ARWR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-12 19:06
Company Overview - Arrowhead Pharmaceuticals is identified by the ticker symbol ARWR, with a stock price of $64.56 as of the last trading day [3] - The company has approximately 136 million shares outstanding, resulting in a market capitalization of around $9 billion [3] - As of the latest filing, Arrowhead has about $920 million in cash and investments, excluding $200 million from Sarepta that has been invoiced but not yet received, and $200 million from Novartis that has been received but not yet reflected in filings [3] Business Focus - The primary objective of Arrowhead Pharmaceuticals is to bring RNA interference technology to patients [4] - The company has achieved its first commercial launch with the product REDEMPLO, which has been approved in both the U.S. and Canada [4]
Arrowhead Pharmaceuticals (NasdaqGS:ARWR) FY Conference Transcript
2026-01-12 16:32
Arrowhead Pharmaceuticals FY Conference Summary Company Overview - **Company Name**: Arrowhead Pharmaceuticals - **Ticker Symbol**: ARWR - **Market Capitalization**: Approximately $9 billion with 136 million shares outstanding [2] - **Cash and Investments**: Approximately $920 million, excluding additional funds from Sarepta and Novartis [2] Core Business and Pipeline - **Focus**: Development of RNA interference (RNAi) therapies targeting various diseases [3] - **First Commercial Launch**: Rudemplo, approved in the US, Canada, and China for lowering triglycerides in patients with familial chylomicronemia syndrome (FCS) [3] - **Pipeline**: 20 clinical stage programs, including 11 wholly owned and 9 partnered candidates [3] - **Expected Growth**: Aim to add 2-3 additional drug candidates annually [3] Key Products and Indications Rudemplo - **Indication**: Treatment of FCS, with ongoing studies for severe hypertriglyceridemia (SHTG) [7] - **Efficacy**: Achieved approximately 80% reduction in triglyceride levels in clinical studies [9] - **Market Potential**: Targeting approximately 6,500 FCS patients in the US and a broader SHTG population of about 3 million [11][12] Zodasiran - **Indication**: Treatment of homozygous familial hypercholesterolemia (HoFH) [12] - **Efficacy**: Demonstrated a 41% reduction in LDL cholesterol in HoFH patients [13] - **Market Potential**: Estimated 1,000 to 2,000 patients in the US with HoFH [13] ARO-Dimer-PA - **Indication**: Designed to treat mixed hyperlipidemia by silencing both ApoC3 and PCSK9 [15] - **Market Potential**: Approximately 20 million patients in the US with elevated LDL cholesterol and triglycerides [16] Obesity Candidates (ARO-INHBE and ARO-ALK7) - **Focus**: Targeting specific pathways to reduce visceral fat and improve metabolic outcomes [18] - **Efficacy**: ARO-INHBE showed a 9.9% reduction in visceral fat after 16 weeks [20] - **Combination Therapy**: ARO-INHBE combined with tirzepatide resulted in a 9.4% weight loss compared to 4.8% with tirzepatide alone [20] CNS Program (ARO-MAPT) - **Indication**: Targeting tau protein for Alzheimer's and tauopathies [25] - **Efficacy**: Early data shows potential for significant tau reduction in animal models [26] - **Market Potential**: Addressing a significant unmet need in neurodegenerative diseases [25] Financial Strategy and Market Position - **Pricing Strategy**: Rudemplo priced at $60,000 for both FCS and SHTG populations to ensure payer acceptance and long-term market access [36] - **Cash Management**: Strong financial position with over $900 million available to fund ongoing and future trials [47] - **Regulatory Pathways**: Potential for expedited approval based on LDL reduction for ARO-Dimer-PA [45] Upcoming Milestones - **Phase 3 Studies**: Expected readouts for SHTG in Q3 2026 and filing for SNDA in Q4 2026 [28] - **Obesity Pipeline Expansion**: Continued development of ARO-INHBE and ARO-ALK7 with additional data expected throughout 2026 [29] - **CNS Pipeline**: Initial data for ARO-MAPT anticipated in late Q3 2026 [29] Conclusion Arrowhead Pharmaceuticals is positioned to capitalize on significant market opportunities in the RNAi space, with a robust pipeline targeting high unmet medical needs across various therapeutic areas. The company’s strategic focus on pricing, cash management, and regulatory pathways aims to enhance its market presence and drive future growth.
Here’s Why Alnylam Pharmaceuticals (ALNY) Surged in Q3
Yahoo Finance· 2025-12-19 11:18
Core Insights - Brown Advisory Mid-Cap Growth Strategy underperformed its benchmark, the Russell Midcap® Growth Index, which increased approximately 3% in the third quarter of 2025 [1] Company Overview - Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) focuses on discovering and commercializing therapeutics based on ribonucleic acid interference [2][3] - As of December 18, 2025, Alnylam's stock closed at $396.04 per share, with a market capitalization of $52.322 billion [2] Performance Metrics - Alnylam Pharmaceuticals experienced a one-month return of -9.24% but gained 61.36% over the last 52 weeks [2] - The product revenue for Alnylam grew 103% year-over-year to $851 million in the third quarter of 2025 [3] Investment Sentiment - Alnylam Pharmaceuticals was held by 72 hedge fund portfolios at the end of the third quarter, an increase from 58 in the previous quarter [3] - Despite acknowledging Alnylam's potential, the company believes certain AI stocks offer greater upside potential and less downside risk [3]
Wealth Enhancement Slashes Alnylam Pharmaceuticals, Inc. (ALNY) Stake by 64.5%
Yahoo Finance· 2025-10-02 13:46
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]
Does Alnylam Pharmaceuticals (ALNY) Have the Potential to Generate Strong Long-Term Growth?
Yahoo Finance· 2025-09-25 13:18
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]
Press Release: Sanofi's SAR446268 earns US fast track designation for the treatment of non-congenital myotonic dystrophy type 1
Globenewswire· 2025-09-23 05:00
Core Viewpoint - Sanofi's SAR446268 has received fast track designation from the FDA for treating non-congenital myotonic dystrophy type 1, highlighting the urgency and potential of this gene therapy in addressing an unmet medical need [1][7]. Group 1: Product Development - SAR446268 utilizes a vectorized RNA interference approach to silence DMPK expression, aiming to reduce toxic RNA foci and restore normal muscle function [2]. - The therapy is currently in a first-in-human phase 1-2 study to assess safety, tolerability, and efficacy, with patient enrollment expected to begin in late 2025 [3]. - Sanofi has received orphan designations for SAR446268 in both the US and EU, indicating its potential significance in treating rare diseases [3]. Group 2: Disease Overview - Myotonic dystrophy type 1 (DM1) is a rare genetic disorder affecting approximately 1 in 2,300 people globally, characterized by progressive muscle weakness and various systemic effects [4]. - The condition is caused by mutations in the DMPK gene and has no currently approved treatments, emphasizing the importance of SAR446268 [4][7]. Group 3: Company Profile - Sanofi is an R&D driven biopharma company focused on improving lives through innovative medicines and vaccines, with a commitment to addressing urgent healthcare challenges [5].
A Dividend Cut Just Created A 9.2% Monthly Dividend Bargain
Forbes· 2025-09-18 19:00
Core Viewpoint - Dividend cuts can present investment opportunities, as the negative news is often already priced in, leading to potential undervaluation of assets [3][7]. Group 1: Market Reactions to Dividend Cuts - Wall Street analysts and individual investors often react negatively to dividend cuts, leading to knee-jerk selling of affected funds [2][3]. - BlackRock Health Sciences Term Trust (BMEZ) experienced a dividend cut, prompting some investors to sell, but this creates opportunities for contrarian investors [3][5]. Group 2: Closed-End Funds (CEFs) Dynamics - CEFs operate differently from ETFs or mutual funds, raising a fixed pool of capital at launch, which can lead to inefficiencies in trading [4]. - When investors sell CEF shares without considering underlying assets, discounts can widen, creating buying opportunities for savvy investors [4][7]. Group 3: BMEZ Fund Characteristics - BMEZ currently yields 9.2% and trades at an 11% discount to its net asset value (NAV), indicating a potential buying opportunity [7][12]. - The fund's portfolio includes biotech and medical device companies that may benefit from a favorable regulatory environment [6][8]. Group 4: Key Holdings and Performance - Alnylam (ALNY), a top holding in BMEZ, focuses on innovative RNA interference therapies and has seen significant stock gains under previous administration policies [8][9]. - Veeva Systems (VEEV), another key holding, has also performed well historically, benefiting from a favorable mergers and acquisitions environment [9][10]. - Dexcom (DXCM), the third largest holding, produces continuous glucose monitors and has experienced substantial stock growth [11]. Group 5: Future Outlook - The current administration's policies may support the healthcare sector, particularly for companies in BMEZ's portfolio, which could lead to further growth [12].
Alnylam Pharmaceuticals, Inc. (ALNY) Presents at Morgan Stanley 23rd
Seeking Alpha· 2025-09-10 21:01
Core Insights - Alnylam Pharmaceuticals has developed a new class of medicines based on RNA interference (RNAi), which is recognized by Nobel Prize-winning science [2] - The company has undergone a 25-year journey, with the first 15 years focused on delivery mechanisms to ensure medicines reach the appropriate cells in the body [2] - Currently, Alnylam has six products in the market, with four marketed and sold by the company itself and two through partnerships [2] - The company has a robust pipeline with over 20 medicines in clinical development [2]
Alnylam Pharmaceuticals, Inc. (ALNY) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference Transcript
Seeking Alpha· 2025-09-10 21:01
Core Insights - Alnylam Pharmaceuticals has developed a new class of medicines based on RNA interference (RNAi), which is recognized by Nobel Prize-winning science [2] - The company has undergone a 25-year journey, with the first 15 years focused on delivery mechanisms to ensure medicines reach the appropriate cells in the body [2] - Currently, Alnylam has six products in the market, with four marketed and sold independently and two through partnerships [2] - The company has a robust pipeline with over 20 medicines in clinical development [2]