How Investors May Respond To Alnylam Pharmaceuticals (ALNY) Surging Revenue and Raised 2025 Guidance

• Alnylam Pharmaceuticals recently reported that third-quarter revenue rose to US$1.25 billion from US$500.92 million a year earlier, swinging from a net loss to net income and raising full-year 2025 revenue guidance to between US$2.95 billion and US$3.05 billion.
• This significant financial turnaround and upward guidance revision highlight growing demand for Alnylam's RNAi therapies and strong momentum in its core product portfolio.
• We'll examine how Alnylam's improved profitability and higher revenue outlook may influence its investment narrative and future growth expectations.

Outshine the giants: these 25 early-stage AI stocks could fund your retirement.

Alnylam Pharmaceuticals Investment Narrative Recap

To be a shareholder in Alnylam Pharmaceuticals, you need to believe in the sustained global expansion and long-term commercial success of its RNAi therapies, particularly AMVUTTRA. The latest earnings spike and higher 2025 revenue guidance reflect strong product uptake but do not materially alter the biggest near-term catalyst, the robust international rollout of AMVUTTRA, or the main risk around price pressures and potential declines in net revenue per prescription going forward.

Among recent announcements, the revised upward guidance for 2025 revenue stands out as most relevant to the new earnings report, reinforcing the momentum behind the lead TTR franchise and improving visibility into the scale of commercial opportunities for Alnylam’s RNAi platform. This aligns closely with market enthusiasm around the therapeutic’s accelerated adoption and payer support, but it keeps the spotlight on future reimbursement and margin trends as key watch points.

However, in contrast to the solid revenue growth, investors should be especially mindful of potential net price reductions and payer-driven pressures that could…

Read the full narrative on Alnylam Pharmaceuticals (it's free!)

Alnylam Pharmaceuticals' outlook projects $7.0 billion in revenue and $1.9 billion in earnings by 2028. This scenario assumes a 41.8% annual revenue growth rate and an increase in earnings of about $2.2 billion from the current -$319.1 million.

Uncover how Alnylam Pharmaceuticals' forecasts yield a $467.94 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Five private investors in the Simply Wall St Community valued Alnylam from US$259.89 to US$607.51 per share, revealing wide-ranging conviction. While many focus on global AMVUTTRA uptake, future growth expectations remain sensitive to regulatory and payer decisions, explore how your view fits within this spread.

Explore 5 other fair value estimates on Alnylam Pharmaceuticals - why the stock might be worth 41% less than the current price!

Build Your Own Alnylam Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Alnylam Pharmaceuticals research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Alnylam Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Alnylam Pharmaceuticals' overall financial health at a glance.

Interested In Other Possibilities?

Our top stock finds are flying under the radar-for now. Get in early:

• Find companies with promising cash flow potential yet trading below their fair value.
• AI is about to change healthcare. These 32 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com