ALNY: Strong AMVUTTRA growth, reduced competition, and advancing pipeline drive optimism for future performance

AMVUTTRA's cardiomyopathy launch has driven strong revenue and first-line market growth, supported by robust access and favorable clinical data. Competitive risks have lessened with tafamidis exclusivity extended and a failed rival trial, while international expansion and pipeline progress in mivelsiran, Huntington's, and bleeding disorders continue to advance.

Based on Alnylam Pharmaceuticals, Inc. [ALNY] Wells Fargo 21st Annual Healthcare Conference Audio Transcript — Sep. 8 2026