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ALALNY

Alnylam Pharmaceuticals, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 96% YoY at strong marginsCatalyst pendingConsistent chatter on X (1.0K/wk), no spike
$ALNY·$40B·Biotechnology·Healthcare
$281.26-2.4%YTD-29.6%1Y-10.9%
Mentions · last 7 days
2026-07-07: 31 posts2026-07-08: 96 posts2026-07-09: 306 posts2026-07-10: 243 posts2026-07-11: 64 posts2026-07-12: 138 posts2026-07-13: 145 posts1,023
Price updated 11h ago·X counts updated 1d ago
ALALNY
$ALNYAlnylam Pharmaceuticals, Inc.
$281.26-2.36%1.0k posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ALNY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Alnylam at 7% of range with revenue up 96% and the AstraZeneca/Ionis competitor just failing Phase 3 — the July 30 print reset.

Alnylam Pharmaceuticals is the RNA interference (RNAi) franchise leader with Amvuttra (TTR amyloidosis), Onpattro, Givlaari, Oxlumo, and a broadening pipeline. Down 28% YTD at 7% of the 52-week range, this week's Ionis/AZ Phase 3 failure just moved the competitive tape decisively in ALNY's favor.

  • The reported mechanics are inflecting hard: revenue grew 96% YoY last quarter to $1.17B with 82% gross margin and 23% operating margin — this is the fastest revenue growth ALNY has printed since the launch phase and consensus has FY26 revenue at $5.6B rising to $7.3B in FY27.
  • The AstraZeneca/Ionis Phase 3 failure is a competitive gift: the trial failure sent competitors sharply lower and Alnylam soared, because the RNAi franchise's therapeutic edge just extended into a segment Ionis was going to compete in.
  • Valuation is where the argument sits: at 68x TTM P/E for a business growing 96% with 82% gross margin and consensus building to $10.67 EPS in FY27 — the multiple is high but the growth curve supports it if the next few prints continue at scale.
  • The insider tape is quiet: no Section 16 activity in the period and one director addition (Benjamin Cravatt) — a professional biotech at 7% of range where the story hasn't yet caught up to the fundamentals.

The path if it works is the July 30 Q2 print landing above the $2.03 EPS bar with Amvuttra revenue continuing to accelerate, the Ionis/AZ failure competitive-moat narrative confirmed, and a firm Cardiomyopathy pipeline update — that resets the tape from 7% of range back toward $350. A Amvuttra guide-down, a competitor entering with a different mechanism, or a soft pipeline update is what keeps this at $288.

What to watch: July 30 Q2 earnings: EPS above $2.03, Amvuttra revenue continuing to accelerate, competitive-moat narrative confirmed from Ionis/AZ failure, and firm Cardiomyopathy pipeline update resets from 7% of range toward $350. Amvuttra guide-down or soft pipeline update keeps this at $288.

On the calendar: 2026-07-30 — Q2 earnings

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What it does

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

Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company primarily dedicated to the discovery, development, and commercialization of innovative therapeutic solutions leveraging ribonucleic acid interference (RNAi) technology. Its robust pipeline of RNAi-based treatments addresses a range of critical therapeutic areas, including inherited genetic disorders, cardio-metabolic conditions, hepatic infectious diseases, and central nervous system (CNS) and ocular disorders. Currently, Alnylam offers several approved therapies: ONPATTRO (patisiran) for adults suffering from polyneuropathy associated with hereditary transthyretin-mediated amyloidosis; GIVLAARI for adult patients with acute hepatic porphyria (AHP); and OXLUMO (lumasiran) for primary hyperoxaluria type 1 (PH1). Beyond its commercial portfolio, the company maintains an active development pipeline. Key investigational therapies include givosiran, aimed at adolescent patients with AHP; patisiran, being explored for transthyretin amyloidosis (ATTR) with cardiomyopathy; cemdisiran for complement-mediated disorders; ALN-AAT02 for AAT deficiency-associated liver disease; ALN-HBV02 for chronic hepatitis B virus infection; Zilebesiran for hypertension; and ALN-HSD for non-alcoholic steatohepatitis (NASH). Additionally, other candidates such as Fitusiran for hemophilia and bleeding disorders, Inclisiran for hypercholesterolemia, an expanded indication for lumasiran for advanced PH1 and recurrent kidney stones, and vutrisiran for ATTR amyloidosis (currently in Phase 3 clinical trials) are also progressing. Alnylam also engages in strategic alliances with other pharmaceutical leaders. Notable collaborations include those with Regeneron Pharmaceuticals, Inc., focused on discovering and developing RNAi therapeutics for ocular and CNS targets, and with Sanofi Genzyme for broader RNAi therapeutic development and commercialization efforts. Further licensing and partnership agreements are in place with entities such as Novartis AG, Vir Biotechnology, Inc., Dicerna Pharmaceuticals, Inc., Ionis Pharmaceuticals, Inc., and PeptiDream, Inc. Established in 2002, Alnylam Pharmaceuticals maintains its corporate headquarters in Cambridge, Massachusetts.

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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $ALNY

Partial — is a biopharmaceutical company primarily dedicated to the discovery, development, and commercialization of innovative therapeutic solutions leveraging ribonucleic acid interference (RNAi) technology; this segment overlaps with the GLP-1 pipeline bifurcation and ADA oral formulation competition but is not the dominant revenue driver.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.2%YTD
+43.1%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
Q1 2026Apr 30, 2026$1.51$0.87+73.2%
Q4 2025Feb 12, 2026$0.82$1.16-29.3%
Q3 2025Oct 30, 2025$2.90$0.56+416.9%
Q2 2025Jul 31, 2025$0.32$-0.54+158.9%
Next earningsThu, Jul 30·consensus EPS $1.61

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 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.6B$5.5B – $5.8B$7.42$6.58 – $7.6920
FY27$7.3B$6.8B – $8.4B$10.67$8.16 – $13.1019
FY28$8.7B$8.7B – $8.8B$13.75$9.63 – $19.8121
FY29$10.2B$9.7B – $11.3B$16.14$15.03 – $18.3010
FY30$11.9B$11.2B – $13.1B$20.24$18.84 – $22.9510

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.0.7×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.4%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.-4.8%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.-22.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 132.9M 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

SellJun 1David E PyottDirector3.8K sh$1.1MSellApr 6Melissa MclaughlinChief Human Resources Officer2.3K sh$755KSellApr 2Melissa MclaughlinChief Human Resources Officer1.6K sh$519KSellMar 4Pushkal GargEVP Chief R&D1.1K sh$341K
+ 12 other (10 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
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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.

3New insider — initial holdingsApr 73
8-KOfficer or director changeMar 48-K — Item 5.02: Officer or director change
+ 13 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

The Phase 3 Failure That Sent Biotech Winners and Losers in Opposite Directionsmarketbeat.com·2d agoJim Cramer Says Biotech is The Hottest Group in The Market Right Now247wallst.com·6d agoAstraZeneca Stock and Partner Ionis Sink After Trial Failure. Alnylam Soars.barrons.com·6d agoCan Alnylam's Drug Pipeline Fuel Its Long-Term Revenue Growth?zacks.com·9d agoWall Street Thinks This Biotech Stock Can Soar 45%. Here's Why Analysts Are Right.fool.com·13d ago

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