ALNY
Alnylam Pharmaceuticals, Inc.391.17
-0.33-0.08%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms TTR guide, pipeline details
Q&A largely reaffirmed prepared remarks on Amvuttra's strong cardiomyopathy launch momentum and $4.9-5.3B 2026 guidance, addressing Q1 softness from Germany pricing and typical seasonality without alarm. Management confirmed gradual mid-single-digit U.S. net price declines, broad first-line access, and positioning versus competition via established quarterly dosing and label breadth. Pipeline nuggets included Huntington's Phase 1 target of >50% safe knockdown and ACVR1C prioritization over INHBE for potent obesity visceral fat reduction. External BD targets complementary delivery tech. Q&A added color but no walk-backs. Watch competitive readout, early 2026 demand.
Key Stats
Market Cap
51.68BP/E (TTM)
1261.84Basic EPS (TTM)
0.31Dividend Yield
0%Recent Filings
8-K
CEO gets stock award
Alnylam granted CEO Yvonne Greenstreet a special performance-based equity award of 55,373 target shares, worth $18.0 million at the $325.07 grant-date close on March 2, 2026. Shares vest between 50% and 200% only if the stock's 30-day average price hits $500-$800 by December 31, 2029—above the all-time high. Board aims to lock in her leadership for Alnylam 2030 goals. No vesting without big gains.
10-K
FY2025 results
Alnylam achieved profitability in FY2025 ended December 31, 2025, with net product revenues of $3.0B, up 81% y/y, driven by AMVUTTRA's $2.3B (138% y/y growth) following ATTR-CM approvals, while ONPATTRO declined 32%. TTR franchise hit $2.5B (103% y/y), Rare $500M (18% y/y); no Q4 breakdowns disclosed. Collaboration revenues rose 8% to $553M on Roche zilebesiran Phase 3 milestone; royalties up 90% to $174M from Leqvio. Cash at $2.9B supports $500M revolver (undrawn); repurchased $672M of 2027 Notes, issued $661M 2028 Notes. Issued $661M 0% notes due 2028; $363M 1% notes due 2027 remain. Regulatory delays risk quarterly momentum.
8-K
Q4 revenues soar 121%
Alnylam reported Q4 and full-year 2025 results on February 12, 2026, with net product revenues hitting $995M and $2.99B—up 121% and 81% from 2024, fueled by AMVUTTRA's 189% Q4 surge from ATTR-CM demand while ONPATTRO dipped. Achieved GAAP profitability with $314M net income. TTR franchise dominates. Guides 2026 product sales to $4.9B-$5.3B.
8-K
Alnylam 2030 strategy launched
Alnylam unveiled its Alnylam 2030 strategy on January 11, 2026, targeting TTR leadership, sustainable innovation, and 25%+ revenue CAGR through 2030. Preliminary 2025 net product revenues hit $2,987 million, up 81% from 2024, driven by TTR's $2,487 million surge. 2026 guidance calls for $4,900-$5,300 million. Execution risks loom large.
8-K
Alnylam repurchases $34.4M notes
Alnylam entered privately negotiated deals on December 10, 2025, to repurchase $34.4 million principal of its 1.00% convertible senior notes due 2027 for ~$51.9 million cash, including interest. Price adjusts partly on stock VWAP from December 11; closings follow measurement period. $362.8 million notes remain. Capped calls stay intact. Repurchases trim debt selectively.
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