Several positive new analyst notes were the tailwinds pushing the stock of Alnylam Pharmaceuticals (NASDAQ: ALNY) higher on Tuesday. The first day of the holiday-shortened trading week saw Alnylam's share price floating more than 6% higher in late-session trading. A new bull says buy Of these analyses, the one authored by Ilya Zubkov of Freedom Capital Markets appeared to have the greatest impact on Alnylam stock. The pundit upgraded his recommendation on the company to buy from his previous hold, althou ...

Core Insights - Alnylam Pharmaceuticals achieved full-year GAAP profitability in 2025, driven by an 81% year-over-year growth in net product revenues [4] - The TTR franchise generated $858 million in Q4 2025, reflecting a 151% year-over-year increase, primarily due to the U.S. launch of Amvuttra for ATTR cardiomyopathy [4] - Amvuttra has nearly matched tafamidis in new treatment starts by its second full quarter post-launch, indicating a shift in prescribing dynamics [4] Strategic Performance and Platform Evolution - The company launched Cyrillis, a proprietary enzymatic ligation-based manufacturing platform aimed at expanding capacity and reducing costs for RNAi therapeutics [4] - Management attributes commercial success to broad first-line payer access, with over 90% of payers providing coverage without step-through requirements [4] 2026 Guidance and Long-term Strategic Goals - The 2026 TTR revenue guidance is projected between $4.4 billion and $4.7 billion, assuming continued category growth and a mid-single-digit net price decrease in the U.S. [8] - The 2030 strategy aims for a 25% revenue CAGR and 30% non-GAAP operating margins, supported by a pipeline of over 25 clinical programs [4][8] - Planned R&D investment will remain at approximately 30% of revenues to accelerate organic innovation and selectively access external technologies [8] Competitive Dynamics and Pricing Sustainability - Management anticipates a Q1 2026 revenue headwind due to pricing alignment in Germany and annual U.S. insurance reauthorizations [8] - International TTR revenue growth in 2026 is expected to align with 2025, moderated by lower launch pricing for cardiomyopathy in European markets [8] - Collaboration revenue is projected to decline by 38% in 2026 due to a one-time $300 million milestone from the zalesiran program not recurring [8]

Group 1 - The small nucleic acid drug industry is recommended to focus on three categories: clinical progress type (key targets with Phase III data + beneficiaries of medical insurance), technology platform type (extracellular delivery + multi-target technology companies), and international cooperation type (local companies endorsed by MNCs) to capture dual dividends from new drug launches and data readout windows [1] - Small nucleic acid drugs have become a core track in precision medicine due to their technological breakthroughs and therapeutic differentiation, covering thousands of rare and chronic disease-related targets [1] - The global market for small nucleic acid drugs is expected to grow from $2.7 billion in 2019 to $5.7 billion in 2024, with a CAGR of 16.2%, and projected to reach $20.6 billion by 2029, driven by the increase in chronic diseases and significant drug commercialization [2] Group 2 - The industry is entering a high growth phase, with over 50% of the 19 drugs currently on the market targeting rare diseases, while the proportion of chronic diseases is expected to gradually increase [2] - Key players in the industry include Alnylam and Ionis, which dominate the market with their technological barriers, while local companies like Reebio and Bowang Pharmaceutical are focusing on niche areas [2] - 2025 is anticipated to be a pivotal year for small nucleic acid drugs, with several key drugs expected to achieve significant sales milestones and clinical endpoints [3]

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 [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].

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].

Core Insights - Alnylam Pharmaceuticals has launched a new five-year strategy called 'Alnylam 2030' aimed at scaling operations and achieving profitable growth while focusing on leadership in transthyretin (TTR) amyloidosis [1][2] Financial Projections - The company projects its 2026 combined net product revenue to be between $4.9 billion and $5.3 billion, with the majority coming from TTR and the Rare segment expected to contribute around $500-$600 million [3] - Alnylam aims for a revenue compound annual growth rate (CAGR) of over 25% through 2030 and a non-GAAP operating margin of nearly 30% [2][3] Product Development - Alnylam plans to launch the next-generation RNAi silencer, nucresiran, targeting polyneuropathy by 2028 and cardiomyopathy by 2030 [2] - The launch of Amvuttra in TTR-CM is anticipated to be a significant catalyst for revenue growth in 2026 [3] Company Overview - Alnylam Pharmaceuticals is a leading biotech firm focused on discovering, developing, and commercializing therapeutics based on ribonucleic acid interference, with a mission to develop transformative therapies to prevent or reverse diseases [4]

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]

Group 1 - Alnylam Pharmaceuticals Inc. is considered one of the best US stocks to buy and hold in 2026, despite recent adjustments in price targets by various firms [1][2] - Wells Fargo lowered its price target for Alnylam from $479 to $376 while maintaining an Equal Weight rating, citing concerns over rising R&D expenses expected to reach ~30% of total revenue between 2026 and 2030, which may compress operating margins to roughly 30% [1] - RBC Capital reduced its price target for Alnylam from $500 to $465 while maintaining an Outperform rating, following a management meeting discussing the 2026 net product revenue outlook and addressing recent performance fluctuations for Amvuttra [2] Group 2 - Needham increased its price target for Alnylam from $520 to $529 with a Buy rating after the company's Q4 2025 pre-announcement and the release of its 2026 financial outlook [3] - Alnylam Pharmaceuticals focuses on discovering, developing, and commercializing therapeutics based on ribonucleic acid interference [3]

Core Insights - Alnylam Pharmaceuticals is projecting combined product sales of $4.9 billion to $5.3 billion for 2026, primarily driven by the TTR franchise, which is expected to generate $4.4 billion to $4.7 billion, indicating an 83% growth at the midpoint [1] - The company reported nearly $3 billion in combined net product revenue for 2025, reflecting an 81% year-over-year growth, largely attributed to the successful launch of Amvuttra for ATTR cardiomyopathy [2][5] - Alnylam's long-term strategy, termed "Alnylam 2030," aims for global leadership in TTR revenue by 2030, with a target of over $10 billion in annual revenues supported by multiple blockbuster products [5][16] Financial Performance - The TTR franchise generated approximately $2.5 billion in 2025, doubling from the previous year and exceeding original guidance by over $800 million [1] - The company anticipates a total revenue compound annual growth rate (CAGR) of 25% or greater through 2030, with a target of approximately 30% non-GAAP operating margin [5][7] Product Pipeline and Innovation - Alnylam is expanding its pipeline with over 25 clinical programs, including the next-generation TTR silencer, nucresiran, which aims for rapid TTR knockdown with biannual dosing [4][12] - The company plans to deliver two or more new transformative medicines beyond TTR and expand its pipeline to over 40 clinical programs [7][14] Market Dynamics - Amvuttra is achieving parity with tafamidis in new starts and has broad payer access, with most patients paying $0 out-of-pocket [4][9] - The company is focusing on expanding its market presence, particularly in ex-U.S. markets, despite potential challenges from generic competition for tafamidis expected in 2028 [10][11] Strategic Framework - The "Alnylam 2030" framework is built around three strategic pillars aimed at accelerating innovation and scaling impact, emphasizing internal focus and accountability [6] - Management highlighted the importance of access and affordability metrics, ensuring that 90% of patients can receive treatment within 10 miles of home [9]

Core Insights - Alnylam Pharmaceuticals Inc. has launched a new five-year strategic plan called "Alnylam 2030," focusing on scaling operations and building on the success of its previous P5x25 plan [1] - The company aims to establish global leadership in transthyretin (TTR) diseases, targeting market leadership in revenue by 2030 [2] - Alnylam plans to introduce nucresiran, a next-generation RNAi therapy, for polyneuropathy by 2028 and cardiomyopathy by 2030 [2] Financial Performance - Preliminary net product revenue for Amvuttra and Onpattro reached approximately $827 million and $32 million in Q4, resulting in a 151% year-over-year growth for the TTR franchise [4] - For the full year 2025, revenues for Amvuttra and Onpattro were about $2.3 billion and $173 million, respectively, more than doubling from 2024 [4] - Rare disease products Givlaari and Oxlumo generated combined fourth-quarter revenues of roughly $137 million, with full-year sales of about $499 million [4] Future Guidance - Alnylam projects combined net product revenue for 2026 to be between $4.9 billion and $5.3 billion, indicating a 71% growth at the midpoint [5] - The TTR franchise is expected to generate revenues of $4.4 billion to $4.7 billion, reflecting 83% growth at the midpoint [6] - The rare disease franchise is anticipated to achieve revenues of $500 million to $600 million, showing a 10% growth at the midpoint [6]