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News  ›  Benzinga

Alnylam Lays Out 2030 Vision, Bets On TTR Leadership And Pipeline Scale

Benzinga Logo Benzinga By Vandana Singh
Alnylam Lays Out 2030 Vision, Bets On TTR Leadership And Pipeline Scale

Alnylam Pharmaceuticals announced its 'Alnylam 2030' five-year roadmap, targeting durable global leadership in transthyretin (TTR) diseases with plans to launch nucresiran by 2028-2030. The company projects 2026 net product revenue of $4.9-5.3 billion (71% growth), significantly above Street estimates, with TTR franchise expected to reach $4.4-4.7 billion. However, shares fell 10% on Monday despite strong guidance, as 2025 revenues narrowly missed expectations.

Insights
IBM   positive

Looked forward to collaboration and highlighted potential for operational resiliency


ALNY   mixed

Positive strategic outlook with ambitious 2030 goals and strong 2026 revenue guidance significantly above Street estimates ($4.9-5.3B vs. lower expectations). However, negative price action (-10%) reflects disappointment that 2025 revenues narrowly missed estimates, suggesting market concerns about execution despite bullish forward guidance.