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ALALNY

Alnylam Pharmaceuticals, Inc.

$ALNY·$29B·Biotechnology·Healthcare
$237.10+0.2%YTD-48.5%1Y-47.6%
Mentions · last 7 days
2026-08-21: 3 posts2026-08-22: 2 posts2026-08-23: 6 posts2026-08-24: 8 posts45+3%
Price updated 2d ago·X counts updated 6d ago
ALALNY
$ALNYAlnylam Pharmaceuticals, Inc.
$237.10+0.23%45 posts+3%
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.

Broken storySelling offAI verdict · as of 2026-08-25

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

Down 47% in twelve months despite RNAi platform strength — three law firms investigating in August, and Wells Fargo went bearish into ESC.

Alnylam Pharmaceuticals is the leading RNAi therapeutics developer — Amvuttra, Onpattro, Oxlumo, Givlaari, and Leqvio (via partnership) are commercial products, with acoramidis competitor Amvuttra ramping in ATTR-CM. The stock is down 47% over the trailing year and 49% year-to-date, sitting at 13% of its 52-week range at $236 — this is a genuine crisis of confidence, not a normal drawdown.

  • Q2 2026 EPS was $1.21 versus $1.63 expected — a 26% miss on revenue of $1.29B (also missed $1.32B expected) — the last four surprises are volatile: -26%, +73%, -29%, +228%
  • Return on equity is 98% — extraordinary at first glance, but reflects specific accounting items rather than sustained economics
  • Three law firms issued investor-alert investigations in August: Kessler Topaz (Aug 21), Bragar Eagel (Aug 20), and repeated Kessler Topaz alerts on Aug 22 — this is early legal activity that typically precedes class-action filing
  • Wells Fargo published KOL checks warning of lower out-year nucresiran estimates and downside risk if the ESC read is weak — the analyst preferring BBIO over ALNY is a specific rotation signal
  • On August 24 Alnylam is presenting new TTR silencing and hypertension data at ESC Congress 2026 (starting August 28) — same conference as BBIO and EWTX; competitive positioning is the whole story
  • Analyst 2026 revenue estimate is $5.5B on $6.91 EPS growing to $7.1B / $9.85 in 2027, $8.7B / $13.15 in 2028 — the ramp assumes continued RNAi platform expansion
  • Free cash flow yield 1.6% at $29B market cap — much of the cash flow is being reinvested
  • Beta 0.28 is remarkably defensive — reflects the commercial platform base

The ESC readout is now the whole story — a favorable read stops the bleeding; a weak one confirms the Wells Fargo thesis.

Agrees with X sentimentX is genuinely split with bulls at $318 PT and Deep Track adds vs Wells Fargo bear thesis into ESC preferring BBIO. Fair — the setup is materially two-sided; the coordination of the three law firms investigating in August is a specific incremental negative signal.

What to watch: The ESC Congress data starting August 28 — new TTR/hypertension data will either support the platform thesis or confirm the Wells Fargo out-year concerns, and either outcome triggers material price action.

On the calendar: 2026-08-28 — ESC Congress data

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment16 posts analyzed · as of 2026-08-30

Alnylam's thread reads mixed on read-through concerns from IONS/AZN's failed CARDIO-TTRansform readout. The stock is down ~5% on Stifel flagging a 1.14 hazard ratio in the eplontersen/tafamidis combo arm and Wells Fargo suggesting TRITON may need modification for excessive baseline stabilizer drop-ins. Bulls argue Amvuttra shows better TTR knockdown (~79% at ATTR-PN), that Vutri already showed combo benefit, and that ALNY has 'room to maneuver' since its own data support Amvuttra being materially better than eplontersen.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $ALNY

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%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 $1.77

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 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.5B$5.4B – $5.8B$6.91$6.11 – $7.2619
FY27$7.1B$6.6B – $8.2B$9.85$7.57 – $11.6918
FY28$8.7B$7.3B – $10.7B$13.15$7.55 – $17.7619
FY29$10.1B$9.2B – $11.5B$15.42$13.57 – $18.1010
FY30$11.7B$10.6B – $13.3B$18.88$16.62 – $22.1616

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.0.9×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.13%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.-9.5%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.-27.3%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 today1.4% 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.β0.285-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
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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
+ 12 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Alnylam Presents New Data at ESC Congress 2026 Reinforcing Strength in RNAi-Powered TTR Silencing Across ATTR-CM Patient Populations and Treatment Settingsgurufocus.com·22h agoAlnylam Presents New Data at ESC Congress 2026 Reinforcing Strength in RNAi-Powered TTR Silencing Across ATTR-CM Patient Populations and Treatment Settingsbusinesswire.com·23h agoALNY INVESTOR ALERT: Kirby McInerney LLP Investigates Potential Claims Involving Alnylam Pharmaceuticals, Inc.globenewswire.com·4d agoAlnylam to Present New Data Reinforcing Strength in RNAi-Powered TTR Silencing and Continued Progress in Hypertension at ESC Congress 2026businesswire.com·7d ago(NASDAQ: ALNY) Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages Alnylam Pharmaceuticals, Inc. Investors to Contact the Firmgurufocus.com·9d ago

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Voices on X · top 15 · 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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