Feed / ALNY

Alnylam Pharmaceuticals, Inc.

ALNY

Healthcare · 248.86 +0.6% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Alnylam Pharmaceuticals, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 22 directly disclosed connections are confirming.

Company+0.6% todayVolume comparison unavailable
Market group0 of 15 activeBroad Market Risk · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • A routine FDA inspection at a CMO resulted in a pending '61' inspection classification, prompting an amendment to the vutrisiran submission and delaying the PDUFA action date and NDA approval.

Invalidation: The isolated read changes if ALNY's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 22 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • A routine FDA inspection at a CMO resulted in a pending '61' inspection classification, prompting an amendment to the vutrisiran submission and delaying the PDUFA action date and NDA approval.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements31
Verified relationships20
Evidence supporting the case
  • Latest annual revenue changed +65.2% year over year.
  • Operating margin changed +21.4 percentage points in the latest annual period.
  • Net margin changed +20.8 percentage points in the latest annual period.
  • Operating cash flow covered net income at 1.67x in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 5.5% in the latest annual period.
Questions before a position
  • P/E is 209% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 81% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

248.86
6m-21.6%12m-47.0%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$844.3M+71.3%$-7.20+3.0%
2022-12-31$1.0B+22.9%$-9.30+2.7%
2023-12-31$1.8B+76.2%$-3.52+2.6%
2024-12-31$2.2B+23.0%$-2.18+2.2%
2025-12-31$3.7B+65.2%$2.33+5.5%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 1 filings
nd Royalties Cost of collaborations and royalties decreased during the year ended December 31, 2025, as compared to the year ended December 31, 2024, primarily due to decreased demand for GalNAc material supplied to our collaborators in support of certain pro…
10-K · Feb 12, 2026
Product pipeline and R&Dmixed · 1 filings
Selling, general and administrative expenses increased during the year ended December 31, 2025, as compared to the year ended December 31, 2024, primarily due to higher employee compensation costs, including stock-based compensation, mainly driven by higher h…
10-K · Feb 12, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 9.0× · EV/sales 8.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

248.86+0.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ALNY. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ALNY. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ALNY

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

REGNRegeneron Pharmaceuticals, Inc.partnerApr 30, 2026

Our collaborator, Regeneron Pharmaceuticals, Inc., or Regeneron, is advancing cemdisiran in combination with its anti-C5 monoclonal antibody, pozelimab, in a Phase 3 clinical trial 6 Table of Contents in paroxysmal nocturnal hemoglobinuria, and as a monothera…

AAgilent Technologies, Inc.supplierFeb 12, 2026

In 2015, we amended our manufacturing services agreement with Agilent Technologies, Inc., or Agilent, to provide for Agilent to supply, subject to any conflicting obligations under our third-party agreements, a specified percentage of the active pharmaceutica…

Depended on by

REGNRegeneron Pharmaceuticals, Inc.partnerApr 29, 2026

Alnylam We and Alnylam Pharmaceuticals, Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 19 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ALNY is currently a Leader in the organic co-movement group Broad Market Risk. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.