Alnylam Pharmaceuticals Reports Mixed Q4 and 2025 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy ALNY?
Source: NASDAQ.COM
Alnylam Pharmaceuticals' stock rose by 5.13% as it crossed above the 5-day SMA, despite the broader market decline with the Nasdaq-100 down 0.44% and the S&P 500 down 0.20%.
The company reported nearly $1.1 billion in Q4 2025 revenue, nearly doubling year-over-year, but falling short of the $1.15 billion analyst forecast. Its non-GAAP net income surged to $169.8 million, surpassing the analyst estimate of $1.19 per share, driven primarily by strong sales of Amvuttra, which accounted for 83% of net product revenue. However, Alnylam's cautious guidance for 2026, projecting total revenue between $5.3 billion and $5.8 billion, indicates uncertainty regarding future profitability.
The strong performance in net income and product sales reflects Alnylam's robust market position, particularly with Amvuttra's FDA approval for treating transthyretin amyloid cardiomyopathy. However, the missed revenue expectations may raise concerns among investors about the company's growth trajectory.
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Analyst Views on ALNY
Wall Street analysts forecast ALNY stock price to rise
17 Analyst Rating
14 Buy
3 Hold
0 Sell
Strong Buy
Current: 309.660
Low
351.00
Averages
479.53
High
580.00
Current: 309.660
Low
351.00
Averages
479.53
High
580.00
About ALNY
Alnylam Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company. The Company is engaged in discovering, developing, manufacturing and commercializing novel therapeutics based on ribonucleic acid interference (RNAi). Its marketed products include AMVUTTRA (vutrisiran) for the treatment of hereditary transthyretin-mediated amyloidosis (hATTR) with polyneuropathy in adults; ONPATTRO (patisiran) for the treatment of the polyneuropathy of hATTR amyloidosis in adults; GIVLAARI (givosiran) for the treatment of adults with acute hepatic porphyria; OXLUMO (lumasiran) for the treatment of primary hyperoxaluria type 1, and Leqvio (inclisiran), which is being developed and commercialized by its partner, Novartis AG, for the treatment of adults with hypercholesterolemia or mixed dyslipidemia. The Company’s clinical development programs include Cemdisiran, Fitusiran, Zilebesiran, Elebsiran, Mivelsiran and ALN-HTT02. It is developing Cemdisiran to treat complement-mediated diseases.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding helps identify those experiencing notable inflows (new units created) or outflows (old units destroyed), which can affect the performance of individual components within the ETF.
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- Value Shift: The biotechnology sector is undergoing a profound transformation where scientific progress is increasingly viewed as a measurable financial asset rather than just research expenditure, reinforced by fair-value accounting under U.S. GAAP that allows companies to reflect clinical advancements and commercialization timing on their balance sheets.
- Investment Opportunities in Clinical Assets: Institutional investors are increasingly recognizing the investment value of clinical-stage biotech assets, even in the absence of current revenue, as Oncotelic Therapeutics exemplifies how scientific progress can directly influence financial positioning, significantly enhancing enterprise valuation through its diversified pipeline and 45% stake in GMP Bio.
- Clinical Development Drives Valuation: As drug candidates advance through clinical development, their value significantly increases due to rising probabilities of success and proximity to commercialization, particularly for late-stage assets nearing regulatory approval, which tend to command a disproportionate share of enterprise value, reflecting investors' focus on pipeline asset maturity.
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- Fair Value Accounting Implementation: The adoption of fair-value accounting under U.S. GAAP allows life sciences companies to incorporate clinical progress, probability of success, and commercialization timing into financial reporting, thereby increasing transparency and attracting institutional investors to clinical-stage biotech assets.
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- Technical Analysis Tool: Comparing the latest stock price to the 200-day moving average provides investors with a useful technical analysis perspective, aiding in trend assessment and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on those experiencing notable inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets and market trends.
See More
Vutrisiran Enhances Quality of Life for ATTR-CM Patients
- Significant Treatment Effects: Vutrisiran demonstrated substantial improvements in health-related quality of life for ATTR-CM patients in the HELIOS-B analysis, particularly in physical limitations and overall quality of life, with effects comparable to those seen in younger patients, reinforcing its efficacy and durability as a first-line treatment.
- High Adherence Data: Real-world data indicated that 93.8% of patients remained adherent to Vutrisiran treatment after 12 months, with a mean follow-up of 613.8 days, showcasing the drug's excellent tolerability and persistence in clinical practice.
- Reduced Risk of Disease Progression: The HELIOS-B double-blind analysis revealed that Vutrisiran significantly lowered the risk of patients progressing to advanced disease, with only 8.0% of treated patients transitioning to NYHA class III or higher, compared to 10.7% in the placebo group, indicating a clear therapeutic advantage.
- Favorable Safety Profile: Vutrisiran exhibited a favorable safety profile in patients with advanced disease, with a similar or lower incidence of adverse events compared to the placebo group, further supporting its potential for use in high-risk patients.
See More
Alnylam Advances Early Diagnosis and Care for ATTR-CM
- Early Diagnosis Strategy: Alnylam collaborates with Viz.ai and the American Heart Association to launch an AI-driven care pathway for ATTR-CM, aiming to accelerate patient identification through an FDA-approved AI algorithm, thereby enhancing diagnostic efficiency and improving patient care quality.
- Clinical Research Initiative: The AWARE study will evaluate the integration of AI screening into clinical workflows, with the goal of generating empirical data across five pilot health systems to support broader adoption of AI technologies and improve diagnostic timelines for ATTR-CM.
- System of Care Improvement: Alnylam supports a three-year initiative led by the American Heart Association, convening a cohort of 10 multidisciplinary health systems to identify care gaps and share best practices, optimizing the diagnosis and management processes for ATTR-CM patients.
- Commitment to Long-Term Impact: Through these initiatives, Alnylam aims not only to enhance early recognition of ATTR-CM but also to ensure timely interventions for patients through systemic collaboration and technological innovation, ultimately improving long-term health outcomes.
See More
Analysis of IBB ETF Trading Dynamics
- Price Fluctuation Analysis: The IBB ETF has a 52-week low of $107.43 and a high of $179.64, with the latest trade at $163.76, indicating significant volatility over the past year that could influence investor decisions and market sentiment.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable technical insights for investors, aiding in trend assessment and more informed investment choices.
- ETF Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance of the ETF.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in ETF shares outstanding helps identify those experiencing notable inflows (new units created) or outflows (old units destroyed), which can affect the performance of individual components within the ETF.
See More
