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UBS Reaffirms Buy on BridgeBio (BBIO) With Optimism Around Attruby Launch
Yahoo Finance· 2025-10-02 20:55
BridgeBio Pharma, Inc. (NASDAQ:BBIO) ranks among the best biotech stocks to buy. UBS reaffirmed its Buy rating for BridgeBio Pharma, Inc. (NASDAQ:BBIO) on September 22, citing the company’s Attruby medication launch. The firm is optimistic about Attruby’s launch trajectory, citing a high number of new patient diagnoses. According to UBS, Attruby has the potential to become a major product that generates over $4 billion in long-term revenue, which is bolstered by growing data showing how it differs from r ...
Alnylam Pharmaceuticals, Inc. (ALNY) Reports $492M Amvuttra Sales, Raises 2025 Revenue Guidance
Yahoo Finance· 2025-09-30 16:33
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]
BridgeBio, Up 80% This Year, Just Unveiled Promising News For Its Pfizer Rival
Investors· 2025-09-28 15:15
Core Insights - BridgeBio Pharma's heart-disease drug, Attruby, has shown promising results in reducing the risk of death by nearly 50% in an exploratory study, which could significantly impact treatment approaches for cardiomyopathy [1][2][4] Group 1: Drug Efficacy and Approval - Attruby is approved for treating cardiomyopathy due to transthyretin amyloidosis, with a 49% lower risk of death observed in patients after 30 months of treatment [2][5] - The drug's effects were noticeable within just one month of treatment, suggesting the need for earlier diagnosis and intervention [3][7] - Attruby has been marketed since late 2024, generating $5.9 million in its first quarter, which increased to $71.5 million in subsequent quarters, with a forecast of $94.9 million for the current quarter [5][6] Group 2: Market Potential and Competition - Analysts predict Attruby could become a blockbuster drug by 2027, competing against Pfizer's Vyndaqel, which generated $5.45 billion in sales last year [5][6] - The difference in outcomes between Attruby and placebo was significant, with 53 events prevented per 100 treated patients after 30 months [8] Group 3: Clinical Implications - The cardiologist Dr. Ahmad Masri emphasizes that Attruby could shift the treatment paradigm for TTR-related cardiomyopathy, focusing on preventing serious cardiovascular events [9][10] - Continuous treatment with Attruby is highlighted as crucial for improving patient longevity and quality of life, as recovery from heart failure episodes can be challenging [10]
Acoramidis Begins to Reduce Cumulative Cardiovascular Outcomes Within the First Month of Treatment in Patients with ATTR-CM
Globenewswire· 2025-09-28 15:15
Core Insights - Acoramidis has shown significant early and sustained clinical efficacy in reducing cumulative cardiovascular outcomes in patients with transthyretin amyloidosis cardiomyopathy (ATTR-CM) [1][2][3] Group 1: Clinical Efficacy - Acoramidis reduced cumulative cardiovascular mortality (CVM) or recurrent cardiovascular-related hospitalizations (CVH) by 49% through Month 30 compared to placebo, with a p-value of less than 0.0001 [1][3] - At Month 30, 53 events were avoided per 100 treated participants, with a 95% confidence interval of 29 to 79 [1][3] - Continuous treatment with acoramidis at Month 42 resulted in a 45% reduction in CVM compared to a switch from placebo to acoramidis, with a p-value of 0.0011 [3] Group 2: Patient Population Insights - Acoramidis demonstrated a consistent mitigation of NT-proBNP levels in patients with variant ATTR-CM, starting from Month 3 and continuing through Month 30 [3] - The findings highlight the importance of early and continuous treatment with acoramidis, regardless of TTR genotype, in both wild-type and variant ATTR-CM patients [3] Group 3: Regulatory Approvals - Acoramidis is approved as Attruby® by the U.S. FDA and as BEYONTTRA® by the European Commission, Japanese Pharmaceuticals and Medical Devices Agency, and the UK Medicines and Healthcare Products Regulatory Agency [4][5] Group 4: Future Developments - Additional data on the benefits of Attruby for ATTR-CM patients is planned for future medical meetings [4]
BridgeBio(BBIO.US)指控辉瑞(PFE.US)、Alnylam(ALNY.US)在数十亿美元心脏病药市场采用“争议策略”竞争
Zhi Tong Cai Jing· 2025-09-12 00:42
Core Viewpoint - BridgeBio Pharma is competing with Pfizer and Alnylam Pharmaceuticals in the heart disease treatment market, claiming its drug is more effective and cost-efficient while accusing competitors of using "controversial strategies" [1][2]. Group 1: Competition Overview - The competition centers around the treatment of ATTR cardiomyopathy, which has significant market potential, attracting both large pharmaceutical companies and innovative startups [2]. - Pfizer's drug Vyndamax, approved in 2019, is projected to generate approximately $6.6 billion in revenue this year [2]. - BridgeBio's drug Attruby is expected to surpass $300 million in sales this year, with projections of reaching $2.1 billion by 2030 [3]. Group 2: Claims and Counterclaims - BridgeBio's CEO Neil Kumar criticized Pfizer's presentation of data as unfair, comparing it to contrasting the best performance of one runner with the worst of another [1][2]. - Pfizer responded to accusations regarding misleading information, claiming the video in question was a "misplay" and asserting that their data presentation is accurate [2][3]. Group 3: Regulatory and Market Dynamics - The FDA's Office of Prescription Drug Promotion (OPDP) oversees drug advertising, but it often only becomes aware of issues through complaints from competitors or doctors [5]. - There are concerns about OPDP's capacity to handle complaints due to significant staff reductions earlier this year [5]. Group 4: Research and Data Presentation - Kumar expressed dissatisfaction with a study published in the New England Journal of Medicine regarding Alnylam's drug Amvuttra, arguing that the data presented was adjusted in a misleading way [6]. - Alnylam's research head defended the adjustments made to the data, stating they were intended to clarify drug efficacy [7].
Acoramidis Demonstrates Statistically Significant Reduction in Cardiovascular Mortality (CVM) through Month 42 of the ATTRibute-CM Open Label Extension
Globenewswire· 2025-08-30 11:15
Core Insights - Acoramidis has shown a significant reduction in cardiovascular mortality (CVM) risk by 44% over 42 months post-randomization, establishing a new standard for outcomes in patients with transthyretin amyloid cardiomyopathy (ATTR-CM) [1][2] - The treatment also demonstrated a 46% hazard reduction in the composite outcome of CVM or first cardiovascular hospitalization (CVH) over the same period [1] - Acoramidis has been approved by the U.S. FDA as Attruby and by the European Commission, Japanese Pharmaceuticals and Medical Devices Agency, and UK Medicines and Healthcare Products Regulatory Agency as BEYONTTRA [1][5] Efficacy and Clinical Benefits - In the ATTRibute-CM study, acoramidis exhibited the fastest benefit observed in any Phase 3 study for ATTR-CM, with significant improvements noted as early as 3 months [1] - At Month 30, there was a 42% reduction in composite all-cause mortality (ACM) and recurrent CVH events compared to placebo [1] - A 50% reduction in the cumulative frequency of CVH events was also reported at Month 30 relative to placebo [1] - Acoramidis treatment resulted in improved or stable NT-proBNP levels in approximately 50% of participants at Month 30, compared to fewer than 20% in the placebo group, indicating meaningful clinical improvement [3] - The treatment also showed a greater proportion of patients with stable or improved NAC Stage at Month 30 compared to placebo, suggesting better disease stabilization [3] Regulatory and Commercial Developments - BridgeBio Pharma has entered into an exclusive licensing agreement with Bayer Consumer Care AG for the commercialization of BEYONTTRA in Europe [4] - Future medical meetings are planned to present additional data on the benefits of Attruby for ATTR-CM patients [5]
Can Alnylam Rely on Amvuttra to Sustain Its Rapid Sales Momentum?
ZACKS· 2025-08-28 15:11
Core Insights - Alnylam Pharmaceuticals is a commercial-stage company with four marketed drugs, including Amvuttra, which is its primary revenue driver, generating $801.9 million in sales in the first half of 2025, reflecting an 89% year-over-year growth [2][10] - Amvuttra received label expansion approvals in the U.S. and EU for treating ATTR amyloidosis with cardiomyopathy, marking it as the first RNAi therapeutic approved for both ATTR-CM and hATTR-PN in adults [3][4] - Alnylam's stock has surged 93% in 2025, outperforming the industry and S&P 500, although the stock is considered expensive with a price/sales ratio of 24.10 compared to the industry average of 2.12 [8][12] Drug Performance - Amvuttra's sales growth is attributed to new patient starts and patients switching from Onpattro, with expectations for continued growth following the recent label expansion [2][4] - The label expansion is anticipated to further boost Amvuttra's uptake in the second half of 2025, with additional approvals expected in other regions [4] Competitive Landscape - Amvuttra faces competition from Pfizer's Vyndaqel/Vyndamax and BridgeBio's Attruby, which are already approved for ATTR-CM and offer advantages such as oral administration and lower list prices [5] - Pfizer's Vyndaqel family generated $3.1 billion in global revenues in the first half of 2025, a 27% increase year-over-year, indicating strong market demand [6] Financial Estimates - Alnylam's earnings estimates for 2025 have improved significantly, with projections rising from 93 cents to $3.39 per share, and for 2026 from $3.58 to $8.75 [15]
Is Pfizer Stock a Yield Trap?
The Motley Fool· 2025-07-03 08:21
Core Viewpoint - Pfizer is facing significant challenges due to upcoming patent expirations, which could lead to a substantial decline in revenue, but the company has a strong pipeline of new products that may help maintain its dividend growth. Group 1: Current Financial Situation - Pfizer's stock has declined approximately 60% from its peak in 2021, yet the company has consistently raised its dividend since 2009, currently offering a yield of 7.1% [2][4] - The yield from Pfizer is over four times higher than the average dividend payer in the S&P 500, but maintaining this payout is uncertain [4] Group 2: Patent Expiration Impact - Pfizer's CEO has indicated that the loss of exclusivity (LOE) could reduce annual revenue by $17 billion to $18 billion from 2026 to 2028 [7] - Eliquis, a key product, is expected to face generic competition starting next year in the EU and in 2028 in the U.S., contributing to revenue loss [8] - Sales of other products, such as Ibrance, are already declining due to competition, with Ibrance sales down 7% year over year [9] Group 3: Growth Opportunities - Pfizer's total revenue reached $62.5 billion over the trailing 12 months, and the company aims to fill the revenue gap with new products expected to generate $20 billion annually by 2030 [11][12] - The acquisition of Seagen for around $43 billion is expected to enhance Pfizer's manufacturing capabilities and margin expansion [13] - If gross margins recover and new product launches succeed, Pfizer could continue to meet and raise its dividend commitments [15] Group 4: Future Outlook - Despite the challenges, Pfizer's extensive pipeline of upcoming and recently launched treatments positions the company to potentially overcome patent cliffs and maintain its dividend-raising streak [17] - The unpredictability of drug launches remains a concern, but the likelihood of continued dividend increases appears stronger [18]