Alnylam Pharmaceuticals, Inc. (ALNY)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · ALNY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-05.
The screen ranks ALNY against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“As we continue through the final months of the year and plan for 2027, we remain laser focused on leveraging our commercial investments to expand the prescriber base, support access, and bring AMVUT…
Stated in 3 of 3 supplied quarters. Management reported: “Third Quarter 2026 and Recent Significant Business Highlights Total TTR: AMVUTTRA ® (vutrisiran) & ONPATTRO ® (patisiran) • Achieved global net product revenues for AMVUTTRA and ONPATTRO for the third quarter of $1,130 million and $20 million, respectively, together representing $1,150 million in total TTR net product revenues and 59% total TTR growth compared to Q3 2025.” Revenue was $1.458 billion in 2026-Q3.
““As we continue through the final months of the year and plan for 2027, we remain laser focused on leveraging our commercial investments to expand the prescriber base, support access, and bring AMVUT…”
“Given the strong foundation we have established and continued growth in ATTR-CM diagnosis and treatment, we remain confident in the trajectory of our ongoing ATTR-CM launch and are continuing to inve…”
““2026 is off to a strong start for Alnylam with the end of the first quarter marking one year since the U.S. launch of AMVUTTRA for ATTR-CM, and also representing a significant financial milestone wi…”
Nucresiran represents a key component of Alnylam's long-term growth strategy, with the potential to reinforce leadership in ATTR amyloidosis and expand the durability of the Company's TTR franchise.
Stated in 3 of 3 supplied quarters. Management reported: “Nucresiran represents a key component of Alnylam's long-term growth strategy, with the potential to reinforce leadership in ATTR amyloidosis and expand the durability of the Company's TTR franchise.” “◦ The Company is expanding target enrollment from 1,750 to approximately 2,250 patients.”
“Nucresiran represents a key component of Alnylam's long-term growth strategy, with the potential to reinforce leadership in ATTR amyloidosis and expand the durability of the Company's TTR franchise.”
2026 Financial Guidance Full-year 2026 financial guidance is reiterated and consists of the following: [TABLE] Item | FY 2026 Guidance || Total TTR net product revenues (AMVUTTRA, ONPATTRO) 1 | $4,20…
Stated in 3 of 3 supplied quarters. Management reported: “Selling, General & Administrative (SG&A) Expenses • GAAP and non-GAAP SG&A expenses for the three months ended September 30, 2026 increased as compared to the same period in 2025, primarily due to increased sales and marketing investments associated with the ongoing global commercial launch of AMVUTTRA in ATTR-CM.” “Other Financial Highlights Interest expense • Interest expense for the three months ended September 30, 2026 of $84 million included interest of $58 million attributed to the liability related to the sale of future Leqvio royalties and $23 million attributed to the liabilities related to vutrisiran and zilebesiran development funding.”
Deliver full-year 2026 total net product revenues within the company's latest stated guidance range.
Drive growth of AMVUTTRA and ONPATTRO to reach revised full-year 2026 TTR net product revenue guidance of $4.2B to $4.5B.
Over the trailing year it converted 3.23x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.
““During the second quarter, we also continued to advance our high-value pipeline with the initiation of two Phase 2 studies, ALN-6400 in von Willebrand disease and mivelsiran in Down syndrome-associa…”
““At the same time, we continued to advance our deep and high-value pipeline of RNAi therapeutics, progressing three ongoing Phase 3 trials, and initiating a Phase 1 study for our first adipose-target…”
“2026 Financial Guidance Full-year 2026 financial guidance is reiterated and consists of the following: [TABLE] Item | FY 2026 Guidance || Total TTR net product revenues (AMVUTTRA, ONPATTRO) 1 | $4,20…”
“2026 Financial Guidance Full-year 2026 financial guidance is updated and consists of the following: [TABLE] Item | Prior FY 2026 Guidance | Updated FY 2026 Guidance || Total TTR net product revenues…”
“2026 Financial Guidance Full-year 2026 financial guidance is reiterated and consists of the following: Total TTR net product revenues (AMVUTTRA, ONPATTRO) 1 $4,400 million - $4,700 million Total Rare…”