Alnylam Pharmaceuticals (NASDAQ:ALNY), despite a 9.0% stock drop after disclosing its 2026 and 2030 growth plans, continues to make strides with the "Alnylam 2030" strategy and an ambitious five-year plan. However, lower-than-expected sales of a key drug have given investors pause. AbbVie recently bought into the PD-1/VEGF race, and both Alnylam and Vertex have now set expectations. Alnylam is investing $250M in siRNA production technology at its flagship facility, even as insiders sell notable amounts of stock. Notably, the company's EVP sold more than $1M in stock, causing some market jitters. Despite this, Sumitomo Mitsui Trust Group Inc and Tokio Marine Asset Management Co. Ltd are both increasing their positions in ALNY. The company received an analyst downgrade, but it's unclear how its ambitious five-year plan and early 2025 revenue updates will redefine its GARP story. After several top executives unloaded their shares, Alnylam's long-term growth strategy remains robust, with a newly affirmed rating and price target increase. Meanwhile, the company has announced board changes and a $250M investment in a U.S. manufacturing facility to meet increasing global demand for RNAi therapeutics. After a 67% surge in last year's share price, Needham has raised Alnylam's stock price target in line with strong 2026 guidance. Nearing the end of Q3, Alnylam's shares surged on strong growth and an optimistic revenue outlook. The company's stock has been lowered to $529 by BofA due to a Q4 revenue miss, however, Goldman Sachs has reiterated its buy rating.
Alnylam Pharmaceuticals News Analytics from Thu, 31 Jul 2025 07:00:00 GMT to Sat, 17 Jan 2026 18:22:39 GMT -
Rating 4
- Innovation 6
- Information 7
- Rumor -3
