Alnylam Pharmaceuticals Projects Significant Revenue Growth by 2026
Alnylam Pharmaceuticals Inc. shares fell 6.33% and hit a 20-day low amid broader market declines, with the Nasdaq-100 down 0.51% and the S&P 500 down 0.39%.
The company has launched its 'Alnylam 2030' strategy, projecting global net product revenues for AMVUTTRA, ONPATTRO, GIVLAARI, and OXLUMO to reach between $4.9 billion and $5.3 billion by 2026, indicating a 71% increase compared to 2025. This ambitious plan aims to enhance its leadership in ATTR amyloidosis and expand its RNAi therapeutic pipeline with new drug applications expected by the end of 2026.
This strategic vision reflects Alnylam's commitment to sustainable growth and innovation, positioning the company for long-term success in the biopharmaceutical sector despite current market pressures.
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- Earnings Expectations: Alnylam anticipates total Q4 2025 revenue of $1.16 billion with adjusted earnings per share of $1.50, indicating sustained growth potential in the biotech sector.
- Amvuttra Sales Surge: In Q3 2025, Amvuttra's sales skyrocketed by 162% year-over-year, primarily driven by rapid adoption in the transthyretin cardiac amyloidosis (ATTR-CM) indication, which is expected to boost Q4 performance.
- Market Performance: Although Alnylam's market share remains limited in international markets, particularly in Q4, stronger growth is anticipated in Germany and Japan in 2026, reflecting the company's strategic positioning in global markets.
- Pipeline Updates: Alnylam is expected to provide updates on its pipeline progress in the upcoming earnings report, including the initiation of a Phase 3 study for hereditary ATTR with polyneuropathy and a Phase 2 trial for Alzheimer's disease, showcasing ongoing R&D advancements.
- Inclusion Candidates: According to a report by Stephens, large-cap stocks like Marvell Technology, Vertiv, Strategy, Reddit, and Alnylam Pharmaceuticals meet the eligibility criteria for S&P 500 inclusion, drawing investor attention.
- Performance Expectations: Newly added S&P 500 constituents typically perform strongly post-announcement, prompting investors to closely monitor these candidates ahead of the U.S. Index Committee's reshuffle scheduled for Friday.
- Sector Dynamics Impact: Communication services and financials are underweight in the index relative to their market size, increasing the likelihood of Reddit and SoFi Technologies' inclusion, with the latter being the most liquid financial candidate.
- M&A Activity Potential: Data center infrastructure provider Vertiv could benefit from pending M&A activity that may create vacancies in the S&P 500, further enhancing its chances of inclusion.

- Performance Breakthrough: Alnylam Pharmaceuticals achieved nearly $3 billion in sales in 2025 and projects sales of up to $5.3 billion in 2026, demonstrating strong growth potential in the rare disease sector.
- R&D Progress: Ultragenyx anticipates two gene therapy approvals in 2026 despite facing clinical trial setbacks in 2025, indicating ongoing investment and risk management in its development pipeline.
- Regulatory Support: The FDA's recent implementation of the Rare Disease Evidence Principles framework allows for therapy approvals based on single-arm studies, showcasing support for rare disease developers and potentially accelerating new therapies to market.
- Financial Outlook: PTC closed 2025 with $1.94 billion in cash reserves and plans to continue the global launch of its flagship product Sephience in 2026, aiming for break-even cash flow, reflecting robust development in the market.
- Market Recovery: The S&P 500 index rose by 0.16% to reach a record high, while the Nasdaq 100 increased by 0.08% to a 2.25-month peak, indicating strong demand for data storage and chip manufacturing stocks.
- Surge in Metal Prices: Gold and silver prices soared to all-time highs, driving mining stocks higher, with Hecla Mining and Coeur Mining gaining over 8% and 5% respectively, reflecting strong investor interest in precious metals.
- Economic Data Focus: The market is set to focus on upcoming economic data releases, including December CPI and PPI, which are expected to influence future monetary policy amid political pressures on the Federal Reserve.
- Earnings Season Kickoff: S&P 500 companies are projected to see an 8.4% earnings growth in Q4, while excluding the Magnificent Seven tech giants, earnings growth is expected at 4.6%, providing crucial signals for investors.
- Market Volatility: The S&P 500 Index rose by 0.28%, the Dow Jones Industrial Average increased by 0.15%, and the Nasdaq 100 climbed by 0.55%, despite heightened concerns over Fed independence due to the Trump administration's attacks, leading to a 'Sell America' sentiment in US asset markets.
- Credit Card Companies Hit: President Trump stated that credit card lenders would be 'in violation of the law' if they do not cap interest rates at 10% for one year, causing significant declines in credit card and bank stocks, with Synchrony Financial down over 7% and Capital One Financial down over 6%.
- Gold Prices Surge: Gold and silver prices soared to new all-time highs, driving mining stocks higher, with Hecla Mining up over 8% and Coeur Mining up over 6%, reflecting strong investor demand for safe-haven assets amid market uncertainty.
- Fed Faces Legal Threats: Fed Chair Powell indicated that the threat of criminal charges stems from the Fed's refusal to comply with Trump's calls for lower interest rates, which could impact future policy decisions and create greater uncertainty in market expectations regarding interest rate movements.
- Market Pressure Intensifies: The S&P 500, Dow Jones, and Nasdaq 100 indices fell by 0.03%, 0.18%, and 0.07% respectively, as Trump's administration's attacks on the Federal Reserve raised concerns about its independence, indicating a bearish sentiment in U.S. asset markets.
- Gold and Silver Surge: Following Fed Chair Powell's warning of potential criminal charges, gold and silver prices soared to new all-time highs, boosting mining stocks and reflecting a growing demand for safe-haven assets amid market uncertainty.
- Credit Card Companies Hit: Trump's statement that credit card lenders would be









