The Bull Case For Alnylam Pharmaceuticals (ALNY) Could Change Following Raised Sales Guidance for Vutrisiran

• Earlier this quarter, Carillon Tower Advisers highlighted Alnylam Pharmaceuticals after the company's launch of vutrisiran for transthyretin amyloidosis surpassed expectations, leading Alnylam to significantly raise its sales guidance for the therapy.
• This upward revision in sales projections was driven by stronger-than-forecast demand, underlining Alnylam's expanding leadership in gene-silencing therapies for rare diseases.
• We'll explore how Alnylam's raised guidance for its transthyretin amyloidosis drug could influence its longer-term revenue outlook.

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Alnylam Pharmaceuticals Investment Narrative Recap

Being a shareholder in Alnylam Pharmaceuticals means believing in the growth of gene-silencing therapies for rare diseases and the company's ability to translate clinical success into sustained commercial performance. The recent outperformance of vutrisiran’s launch has reinforced Alnylam’s leadership position and provides renewed momentum to its biggest near-term catalyst: the uptake of the transthyretin amyloidosis franchise in new and existing markets. However, the company’s ongoing reliance on this franchise remains a core risk, as any setbacks could materially affect revenues.

Most closely tied to this momentum is Alnylam’s updated 2025 revenue guidance, which was raised from a range of US$2.650 billion to US$2.800 billion to between US$2.950 billion and US$3.050 billion following stronger-than-expected sales of vutrisiran. This directly reflects confidence in the ATTR-CM opportunity and improved patient access, but also brings into focus how concentrated revenue sources remain even alongside international expansion and payer support.

By contrast, investors should carefully consider that exposure to high payer and reimbursement risks could become more...

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

Alnylam Pharmaceuticals' narrative projects $7.0 billion revenue and $1.9 billion earnings by 2028. This requires 41.8% yearly revenue growth and a $2.2 billion increase in earnings from -$319.1 million.

Uncover how Alnylam Pharmaceuticals' forecasts yield a $489.09 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Five individual fair value estimates from the Simply Wall St Community for Alnylam range from US$259.89 to US$597.64, revealing strong differences on the company’s future worth. Growing reliance on the TTR franchise as highlighted in recent news brings both strong potential and increased vulnerability, and reading a variety of perspectives can help inform your approach.

Explore 5 other fair value estimates on Alnylam Pharmaceuticals - why the stock might be worth 42% 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.

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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.

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