Qfitlia(fitusiran)
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Sanofi Scores Two Major China Approvals For Rare Blood Disorder Drugs
Benzinga· 2025-12-11 18:11
The National Medical Products Administration (NMPA) in China has approved Sanofi SA’s (NASDAQ:SNY) two medicines for rare hematologic diseases: Qfitlia (fitusiran) for hemophilia and Cablivi (caplacizumab) for acquired thrombotic thrombocytopenic purpura. • Sanofi stock is showing upward movement. Why is SNY stock advancing?With Qfitlia and Cablivi, Sanofi reaches its fourth and fifth approvals in China this year, following Tzield for stage 2 type 1 diabetes and Sarclisa for two indications in relapsed and ...
Alnylam,下一个巨头?
Ge Long Hui· 2025-11-23 18:23
Core Viewpoint - Alnylam Pharmaceuticals has transformed from a biotech company to a pharmaceutical leader, achieving a market capitalization of approximately $611 billion and aiming for a $100 billion valuation, driven by strong revenue growth and a robust pipeline of RNAi therapies [1][2][21]. Financial Performance - Alnylam's total revenue for the first three quarters of 2025 reached $2.617 billion, with product net revenue of $1.992 billion, marking a 67% year-over-year increase [4]. - The TTR product line saw an 85% revenue growth to $1.628 billion, primarily driven by Amvuttra and Onpattro [4]. - Alnylam's total revenue projections for 2025 have been raised to $2.95-3.05 billion, with TTR product revenue guidance adjusted to $2.475-2.525 billion [4]. Product Pipeline and Collaborations - Alnylam has over 15 projects in its pipeline, focusing on rare diseases, cardiovascular, metabolic, and neurological conditions, with Cemdisiran and Elebsiran in late-stage clinical trials [8][14]. - Strategic collaborations with companies like Novartis and Regeneron have accelerated product development and diversified revenue streams [6][7]. Key Products and Market Potential - Leqvio, a long-acting lipid-lowering drug developed in partnership with Novartis, is expected to exceed $1 billion in sales for the first time in 2025 [16]. - Zilebesiran, a novel hypertension treatment, is anticipated to revolutionize blood pressure management with a convenient dosing schedule [16][21]. Future Outlook - Alnylam's dual revenue model of product sales and licensing agreements supports short-term profitability while its innovative pipeline offers significant long-term growth potential [21]. - The company is well-positioned to achieve its goal of a $100 billion market valuation as it continues to launch impactful therapies [21].