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Discussion sur ALNY
Postes
31Mo·
Market News
33
1Mo·
Alnylam Pharmaceuticals Earnings Q2
Alnylam has clearly exceeded expectations. 🚀
🟢 What makes the results better than expected
- Sales growth: Total product sales increased by 64 % to USD 672 million compared to the previous year - this is well above the previous growth trend.
- AMVUTTRA success: Turnover with AMVUTTRA increased by 114 % to 492 million USD - a huge leap which, according to the CEO, represents a "significant turning point" in the TTR franchise.
- Forecast increase: Alnylam has raised its sales forecast for the full year by USD 575 million upwards - a clear sign that the company has outperformed itself.
- Positive study results: New data from clinical trials (e.g. HELIOS-B and TRITON-CM) strengthen the outlook for future growth.
- Marketing authorizations: AMVUTTRA has been approved in EU, UK, Brazil and Japan for a new indication (ATTR-CM) - this creates further sales potential.
📊 Although the non-GAAP results were slightly below the previous year's figure, growth and demand were so strong that the company confirmed its profitability targets for 2025.
🧬 Alnylam Pharmaceuticals: Quarterly report Q2 2025 - Highlights at a glance
Here are the key points from Alnylam Pharmaceuticals' latest press release:
📈 Financial results Q2 2025
- Total revenue: USD 773 million (+17% compared to Q2 2024)
- Product sales: USD 672 million (+64 %)
- AMVUTTRA® (vutrisiran): USD 492 million (+114 %)
- ONPATTRO® (patisiran): USD 53 million (-32 %)
- GIVLAARI® (givosiran): USD 81 million (+30 %)
- OXLUMO® (lumasiran): USD 47 million (+15 %)
- Collaborations: USD 61 million (-73 %)
- Royalty sales: USD 40 million (+78 %)
💊 Clinical and regulatory progress
- Approval of AMVUTTRA for ATTR-CM in EU, Brazil, UK and Japan
- Start of the TRITON-CM Phase 3 trial with Nucresiran
- New clinical trials planned for:
- Zilebesiran (cardiovascular diseases)
- Nucresiran (hATTR-PN)
- Mivelsiran (Alzheimer's disease)
📊 Forecast for the full year 2025
- Increased sales forecast:
- TTR franchise: $2.175-2.275 million
- Total product revenue: $2,650-2,800m → +27% compared to previous forecast
- Target: Achieve profitability
🧪 Research & pipeline
- Alzheimer's therapy Mivelsiran shows positive Phase 1 results
- Phase 1 started for ALN-4324 for the treatment of type 2 diabetes
- Progress in partnerships with Regeneron, Roche, Agios, Sanofi
*created with AI
investors.alnylam.comAlnylam Pharmaceuticals Reports Second Quarter 2025 Financial Results and Highlights Recent Period Progress
11
1Année·
I reinforced $BBIO (+4,48 %)
Data from the$ALNY (+2,08 %) Y study came out (for me they are worse than those from BBIO)
"I think part of BBIO's undervaluation is due to the market structure and the fact that BBIO has 2 “next generation medicines” that compete with other public companies.
Much of the work multistrat analysts do today is talking to competitors.
And what results does this bring to BBIO?
- BMRN is scared to death. Nobody wants to buy them. They have an activist breathing down their neck. They do not have a viable pipeline and their biggest growth driver/product will be made obsolete by BBIO in many ways. Do you expect them to talk about BBIO?
- The PFE is attacking Tafamidis. The price is exorbitant for a cardiovascular drug. They are telling everyone that their drug will go generic in 2028 to avoid payer resistance/cost management.
- ALNY also relies heavily on TTR-CM for its future growth. It's literally the difference between a potentially $70 stock and a $250 one. And their data – at least so far – isn't as solid as they'd hoped. Do you think they will be talking about stabilizers? Of course.
This, of course, creates an opportunity for long-term fundamental investors.
(I also think the momentum will continue for ALNY. Of course they will only share data cuts that make them look good. If the Vutri mono outperforms the Acoramidis mono, they will talk a lot about it. If it doesn't, they won I don't talk about it...)"
1 Commentaire
DJJD@DJJOSE
1Année
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