Alnylam Pharmaceuticals ALNY
Alnylam Pharmaceuticals is a biopharmaceutical company developing RNA interference (RNAi) therapeutics to treat rare, hereditary, and cardiovascular diseases, with a model based on the research and commercialization of innovative drugs. Alnylam shows exceptional growth (revenue +66.9%) and very high return on capital (ROE 96.56%), with a healthy balance sheet (net cash). However, its demanding valuation (P/E 44.67) and strong negative momentum (-46.89%) reflect the pressure of interest rates on its future cash flows, while the market awaits results from its pipeline (zilebesiran).
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Alnylam Pharmaceuticals is a biopharmaceutical company developing RNA interference (RNAi) therapeutics to treat rare, hereditary, and cardiovascular diseases, with a model based on the research and commercialization of innovative drugs. Alnylam shows exceptional growth (revenue +66.9%) and very high return on capital (ROE 96.56%), with a healthy balance sheet (net cash). However, its demanding valuation (P/E 44.67) and strong negative momentum (-46.89%) reflect the pressure of interest rates on its future cash flows, while the market awaits results from its pipeline (zilebesiran).
Score by category
| Category | Score |
|---|---|
| Financial health | 8.1 |
| Quality / Moat | 7.7 |
| Valuation | 3.3 |
| Growth | 10.0 |
| Dividend | 1.5 |
| Momentum | 0.3 |
| Risk & Context | 8.5 |
OVERALL SCORE: 6.2/10
Context and risks
Alnylam's long-duration profile (P/E 44.67) makes it sensitive to the rise in Treasury yields to 5.17%, which reduces the present value of its future cash flows. However, its solid balance sheet limits the impact to valuation, not financial health.
News considered in the analysis
- Alnylam Highlights AMVUTTRA Momentum, Resets 2026 TTR Revenue Outlook — Noticia material: confirma el buen desempeño de AMVUTTRA y ajusta las previsiones de ingresos para 2026, lo que afecta directamente a las expectativas de crecimiento.
- Alnylam’s Zilebesiran Targets Twice-Yearly Blood Pressure Control in ZENITH Trial — Avance clínico relevante: el éxito del ensayo ZENITH abriría un mercado mucho más amplio (hipertensión) más allá de las enfermedades raras, un catalizador de valor significativo aún no descontado.
- 18 of 21 Analysts Still Think Alnylam Stock Is a Buy. Here's Why They're Right. — Artículo de opinión que resume el consenso de los analistas; refuerza la tesis de compra pero no aporta información nueva.
- RNAi drug specialist ADARx raises $446M IPO — Noticia sobre un competidor en el espacio RNAi; valida la tecnología pero no tiene un impacto directo e inmediato en los fundamentales de Alnylam.
- Was Moderna Stock's Cancer Vaccine Run Visible In Advance? — Análisis sobre Moderna, un competidor en el espacio de ARNm, sin relación directa con el negocio de ARNi de Alnylam.
Verdict: Hold. The pipeline potential (zilebesiran) and solid growth justify the premium, but valuation and the interest rate environment limit near-term upside.
Main risk: The main risk is the dependence on the success of its rare disease and cardiovascular pipeline (zilebesiran) to sustain its high valuation; a clinical or regulatory failure would have a severe impact on the stock.
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