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ALALNY

Alnylam Pharmaceuticals, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 96% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (66 mentions/wk)
$ALNY·$31B·Biotechnology·Healthcare
$236.90+1.2%YTD-41.4%1Y-50.2%
Price updated 3m ago·X counts updated 5d ago
ALALNY
$ALNYAlnylam Pharmaceuticals, Inc.
$236.90+1.22%66 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ALNY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

66X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ALNY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 70% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

The chatter is thin but constructive. Alnylam printed a +7.3% Nasdaq-mover day, options flow paid up in the September and October 280 strikes, and a Stifel dinner note that Alnylam is open to external innovation is being read as optionality on M&A. The one bear compares $IONS/$ALNY siRNA management execution.

Read what X is saying about $ALNY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ALNY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Alnylam at 11% of 52-week range — 96% revenue growth from CARDIO-TTRansform, AMVUTTRA PlayByPlay sports campaign.

Alnylam Pharmaceuticals is the leader in RNA interference (RNAi) therapeutics — AMVUTTRA, Onpattro, Oxlumo, plus a pipeline of siRNA drugs. The stock is at 11% of its 52-week range after a 42% YTD decline on 1.3x normal volume with specific commercial-launch anchors.

  • The P&L is actually accelerating: revenue grew 96.4% YoY to $1.17B last quarter at a 17.5% operating margin and 81% gross margin — the AMVUTTRA (vutrisiran) launch for ATTR cardiomyopathy is the specific growth driver.
  • The CARDIO-TTRansform data update is the specific clinical commercial anchor — strong Phase 3 readout backs the ATTR-CM launch; the AMVUTTRA 'Play by Play' initiative with former athletes extends brand reach.
  • The Stifel dinner note on Alnylam being open to external innovation is being read as M&A optionality — plus the +7.3% Nasdaq-mover day and September/October $280-strike call option flow.

Breaking-down holds unless Oct 29 earnings confirm AMVUTTRA prescription growth trajectory and operating margin expansion. A soft AMVUTTRA print, or any specific commentary on payer-coverage softening for ATTR-CM, is what seals the de-rating; a signed major pharma-partnership or M&A event is what breaks the tape higher.

Agrees with X sentimentX bulls on the +7.3% Nasdaq-mover day, Sept/Oct $280-strike call flow, Stifel dinner note on external innovation openness, and the AMVUTTRA 'Play by Play' campaign have the specific operational setup right — the IONS/ALNY siRNA management-execution comp is the honest counter voice.

What to watch: Oct 29 earnings — AMVUTTRA prescription growth, operating margin above 17%, M&A commentary, FY27 revenue guide. A soft AMVUTTRA print or payer-coverage softening is what seals the breaking-down.

On the calendar: 2026-10-29 — Q3 FY26 earnings

Read the AI verdict on $ALNY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pioneer in RNA interference therapeutics with approved drugs for hereditary transthyretin amyloidosis and other rare genetic disorders.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ALNY.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $ALNY

Neutral — Pioneer in RNA interference therapeutics with approved drugs for hereditary transthyretin amyloidosis and other rare genetic disorders.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
68.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
19.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
98.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
80.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.21$1.63-25.8%
Q1 2026Apr 30, 2026$1.51$0.87+73.2%
Q4 2025Feb 12, 2026$0.82$1.16-29.3%
Q3 2025Oct 30, 2025$1.84$0.56+228.0%
Next earningsThu, Oct 29·consensus EPS $1.74

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.2B+96.4%81.9%23.0%$1.55$48.7M
Q4 FY25$1.1B+84.9%75.6%12.0%$1.41$140.3M
Q3 FY25$1.2B+149.3%84.2%29.5%$1.91$313.0M
Q2 FY25$773.7M+17.3%81.5%-2.1%$-0.51$139.4M

Forward consensus

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.5B$5.4B – $5.7B$6.66$6.21 – $7.1620
FY27$6.9B$6.1B – $7.9B$10.05$7.20 – $11.4920
FY28$8.3B$6.6B – $9.9B$12.45-$2.20 – $18.8022
FY29$9.3B$8.4B – $10.4B$14.37$12.53 – $16.6214
FY30$10.5B$9.5B – $11.8B$16.10$14.04 – $18.6211

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.9%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-24.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 133.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 2Bryan SupranEVP, CLO and Secretary1.8K sh$399KSellJun 1David E PyottDirector3.8K sh$1.1M
+ 13 other (11 awards · 2 exempts) in window

See when $ALNY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 33
AI summary

Form 3 initial statement of beneficial ownership filed on June 3, 2026 by Benjamin Cravatt, newly appointed director of Alnylam Pharmaceuticals (ALNY), with an event date of June 1, 2026. Cravatt, based in Cambridge, Massachusetts, is identified as a Director only (not a 10% holder). No securities are reported as beneficially owned at the time of filing. This is a routine Section 16 compliance filing accompanying the board appointment disclosed in ALNY's May 27, 2026 8-K.

8-KOfficer or director changeMay 278-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Alnylam Pharmaceuticals (ALNY) expanded its Board from 10 to 11 members and appointed Benjamin F. Cravatt, Ph.D. as a Class III director effective June 1, 2026, with a term through the 2028 annual meeting. Cravatt will serve on the Science and Technology Committee and receive a $75,000 annual cash retainer plus a $600,000 stock option grant (Black-Scholes value) vesting one-third per year over three years. The board expansion and scientific appointment signal continued investment in RNA therapeutics pipeline oversight at a company with multiple late-stage programs.

+ 8 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Alnylam to Webcast Conference Call Discussing Third Quarter 2026 Financial Resultsgurufocus.com·1d agoAlnylam vs. Ionis: Here's the Better Bad-News Buyfool.com·6d agoAlnylam Pharmaceuticals (NASDAQ:ALNY) and Onconetix (NASDAQ:ONCO) Critical Comparisondefenseworld.net·7d agoSecurities Fraud Investigation Into Alnylam Pharmaceuticals, Inc. (ALNY) Continues – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firmglobenewswire.com·11d agoAlnylam Pharmaceuticals, Inc. (ALNY) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigationglobenewswire.com·11d ago

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Voices on X · last 7 days

No standout posts about $ALNY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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