Latest news with #ALNY
CNBC
a day ago
- Business
- CNBC
Best Stocks: Rounding out our biotech exposure with a big winner, one we missed and another we're still early on
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — One of the primary purposes of keeping this Best Stocks in the Market List is to help us keep our biases in check. For example, my attitude toward the biotechnology segment of the stock market these days can be described as "extreme apathy." I simply do not have time for the names in this group. The industry isn't working, hasn't been working, and has represented a massive opportunity cost versus the major averages over the last few years. But that's just my bias talking. It's informed (I have the data), but it's a bias nonetheless. In the meantime, there is a small number of biotechs on our list, two of which we've written about for CNBC Pro already and one that we should have written up much earlier. You may recall our column from June in which we talked about Gilead Sciences and Alnylam Pharmaceuticals . Both are still included in the Best Stocks list. ALNY has become an incredible winner, up 50% since the day of our write-up. GILD is more of a work in progress, up 5% since in a very tough tape for anything health care. The one we neglected to mention, Insmed (INSM) , is the biggest winner of the three. Sometimes it just works out that way. Sean and I can only cover so many names for you each week. We're trying! In today's update, we'll do an overview of the list and then hit these lonesome three biotech names that have transcended all other stocks in their sector to be among the very best in the U.S. stock market this year. Sector leaderboard As of Aug. 18, there are 182 names on The Best Stocks in the Market list Top sector ranking Top industries Top 5 best stocks by relative strength Sector spotlight Sean — We wrote up a piece on GILD and ALNY in early June. Both stocks are still on the list, and we got another entrant in INSM, rounding out our biotech exposure. Below is the most well-known biotech ETF, which happens to have all 3 of our stocks in its top five holdings: You can see this group of biotechs has ripped off its "liberation day" lows. They just bounced off their 50-day moving average and broke right through their 200-day moving average. The sector is gearing up for a golden cross, assuming we continue trending higher. Biotech stocks have historically shown resilience and even outperformance during Federal Reserve rate-cutting cycles, benefiting from a valuation boost and improved funding conditions (as most capital-intensive businesses do). Because many biotechs generate most of their cash flows in the future, lower interest rates reduce discount rates and increase the present value of those expected earnings. While biotechs generally like rate cuts, the three stocks on our list are in slightly different breakout phases. We were late on Insmed (INSM) You can see this stock is ripping, up 95% over the past three months and up 16% the past week. On Aug. 12, Insmed announced the Food and Drug Administration approved Brensocatib, the first and only treatment specifically for non–cystic fibrosis bronchiectasis, a chronic lung condition. This approval sparked immediate investor enthusiasm, driving the stock higher. Alnylam (ALNY) was a home run We wrote this one up on June 9; the stock is up 48% from that day. Alnylam delivered stellar second-quarter results, far exceeding expectations. Revenues were up 64% year-over-year. The company received regulatory approvals in the European Union, Brazil, UK, Germany and Japan for their cardiomyopathy treatment. We noted the FDA approval in the U.S. as a tailwind for the stock. It's still early for Gilead (GILD) The stock has been trending nicely, up a reasonable 5% since we wrote them up in June. They reported earnings in early August, beating on both lines and raising guidance for the full year. Gross margin improved from 78.7% to 87% and they authorized a new $6 billion share repurchase program along with a 79 cent per share dividend. Risk management Josh — Gilead is the world leader in treating HIV, and its newest approved drug, Yeztugo, got a special shoutout during the earnings call on Aug. 7. Yeztugo is a twice-a-year injection used to prevent HIV, and CEO Daniel O'Day said the first prescription was written within hours of launch — and the first dose was delivered within days. The company is expecting 75% U.S. insurer coverage within six months, and 90% coverage within one year. This, along with other positive developments in the company's pipeline as well as the affirmation of full-year guidance, should support the current rally. GILD found overhead resistance at $120 — precisely where you would have expected it to — as some of those who bought at these levels back in March lighten up just in case the stock fails again. I'm willing to give GILD the benefit of the doubt. I think it trades through $120 and can stay there. Especially if the biotech's long and miserable downtrend is finally being snapped as Sean has shown above. GILD won't give you the maximum bang for your buck in a biotech bull market, but it's been a sector leader and should hold its own. This name has been above its 200-day at all times over the last 12 months (see above). Traders can use $110 for risk management, investors can trail it with a 200-day simple moving average, currently around $102 - I'd keep updating that stop at the end of each week. So long as the sector is in comeback mode and GILD hangs near highs, I'd want to be long. DISCLOSURES: (None) All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. INVESTING INVOLVES RISK. EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES. THE VIEWS AND OPINIONS EXPRESSED ARE THOSE OF THE CONTRIBUTORS AND DO NOT NECESSARILY REFLECT THE OFFICIAL POLICY OR POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC. JOSH BROWN IS THE CEO OF RITHOLTZ WEALTH MANAGEMENT AND MAY MAINTAIN A SECURITY POSITION IN THE SECURITIES DISCUSSED. ASSUMPTIONS MADE WITHIN THE ANALYSIS ARE NOT REFLECTIVE OF THE POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC" TO THE END OF OR OUR DISCLOSURE. Click here for the full disclaimer.
Yahoo
11-08-2025
- Business
- Yahoo
Profits May Be Just Around the Corner for This Strong-Buy Pharma Stock
Alnylam Pharmaceuticals (ALNY) shows strong price momentum, hitting new all-time highs on Aug. 11. ALNY has a 100% technical 'Buy' opinion via Barchart. The company boasts a robust pipeline, recent FDA approvals, and dramatic projected revenue and earnings growth for 2025. Analyst sentiment is mostly bullish with high price targets. Today's Featured Stock Valued at $57.5 billion, Alnylam Pharmaceuticals (ALNY) is a biopharmaceutical company focused on developing novel therapeutics based on RNA interference. The company's pipeline of experimental RNAi therapeutics is focused across three strategic therapeutic areas: genetic medicines, cardio-metabolic disease, and hepatic infectious disease. Its lead drug Onpattro received regulatory approvals in the United States and Europe for the treatment of hereditary transthyretin-mediated amyloidosis in adults. Alnylam has received FDA approval for several of its other therapeutics. More News from Barchart 'It Will Be the Biggest Product Ever': Elon Musk Says Tesla's Optimus Robots Will Be Bigger Than Even Robotaxi Dear Archer Aviation Stock Fans, Mark Your Calendars for August 11 This Hidden-Gem AI Stock Has a Major Catalyst Coming on August 11 Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! What I'm Watching I found today's Chart of the Day by using Barchart's powerful screening functions to sort for stocks with the highest technical buy signals; superior current momentum in both strength and direction; and a Trend Seeker 'buy' signal. I then used Barchart's Flipcharts feature to review the charts for consistent price appreciation. ALNY checks those boxes. Since the Trend Seeker signaled a buy on July 23, the stock has gained 34.04%. ALNY Price vs. Daily Moving Averages: Barchart Technical Indicators for Alnylam Editor's Note: The technical indicators below are updated live during the session every 20 minutes and can therefore change each day as the market fluctuates. The indicator numbers shown below therefore may not match what you see live on the website when you read this report. These technical indicators form the Barchart Opinion on a particular stock. Alnylam shares hit a new all-time high on Aug. 11, touching $442.61 in morning trading. Alnylam has a Weighted Alpha of +88.62. ALNY has an 100% 'Buy' opinion from Barchart. The stock has gained 63.5% over the past year. ALNY has its Trend Seeker 'Buy' signal intact. Alnylam is trading above its 20-, 50-, and 100-day moving averages. The stock made 12 new highs and gained 39.9% in the last month. Relative Strength Index (RSI) is at 88.91%. There's a technical support level around $431.27. Don't Forget the Fundamentals $57.5 billion market capitalization. Revenue is projected to increase 55.73% this year and another 38.02% next year. After reporting a loss per share of $2.18 in 2024, Alnylam is projected to turn profitable and report massively improved earnings per share of $0.85. For 2026, the company is projected to increase earnings an additional 134.79%. Analyst and Investor Sentiment on Alnylam I don't buy stocks because everyone else is buying, but I do realize that if major firms and investors are dumping a stock, it's hard to make money swimming against the tide. It looks like Wall Street analysts are bullish on ALNY, but Morningstar is not. The Wall Street analysts tracked by Barchart have issued 21 'Strong Buy', 3 'Moderate Buy,' and 6 'Hold' opinions on the stock. Their price targets are between $280-$570 with a consensus of $420.85. Although Value Line gives the stock its lowest rating, their price target is $610, or 40% above its recent price. CFRA's MarketScope gives the stock a 4-star 'Buy' rating with a price target of $433. Morningstar thinks the stock is overvalued by 65% with a fair value of $265. 1,176 individual investors on Motley Fool think the stock will beat the market while 267 think it won't. 22,520 investors monitor the stock on Seeking Alpha, which rates the stock a 'Hold.' The Bottom Line on Alnylam Pharmaceuticals ALNY currently has momentum and is hitting new highs. Analysts seem to think the break-even point may be in its near future. I caution that ALNY is volatile and even speculative in the current environment, which means investors should use strict risk management and stop-loss strategies. Today's Chart of the Day was written by Jim Van Meerten. Read previous editions of the daily newsletter here. Additional disclosure: The Barchart of the Day highlights stocks that are experiencing exceptional current price appreciation. They are not intended to be buy recommendations as these stocks are extremely volatile and speculative. Should you decide to add one of these stocks to your investment portfolio it is highly suggested you follow a predetermined diversification and moving stop loss discipline that is consistent with your personal investment risk tolerance. On the date of publication, Jim Van Meerten did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Yahoo
30-06-2025
- Business
- Yahoo
BMO Capital Maintains ‘Outperform' Rating on Alnylam Pharmaceuticals, Inc. (ALNY); Raises PT
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is among the best stocks added in a . A well-stocked pharmacy shelf full of the company's pharmaceuticals, nutraceuticals, over-the-counter medications, and health care products. BMO Capital maintained an 'Outperform' rating on Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), announcing this on June 24, 2025. The analyst raised its price target on the company's stock from $300 to $360. BMO Capital attributed this update to a drastic increase in Amvuttra sales for ATTR-CM, according to IQVIA tracking data, after the drug's approval in March. Furthermore, the analyst cited the continued consistency of the company's sales trends, reinforcing confidence in its commercial traction. While short-term skepticism exists regarding the company's revenue growth, Alnylam Pharmaceuticals, Inc.'s (NASDAQ:ALNY) consistent historical trend of revenue and pipeline growth supports its potential for continued growth. Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), a biopharmaceutical company, develops and markets RNAi therapeutics for rare and genetic diseases. The company has demonstrated consistent YoY revenue growth, making it part of the growth stock portfolio. While we acknowledge the potential of ALNY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: 10 Best Marketing Stocks to Buy Right Now and 10 Best Cybersecurity Stocks to Invest in Under $20. Disclosure: None.
CNBC
09-06-2025
- Business
- CNBC
Best Stocks: Three healthcare names to ponder including a biotech back to levels not seen in a decade
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh here — The healthcare sector has entered the chat. There are 12 healthcare names now on our Best Stocks list as of the end of last week. I'll show you a few of these set-ups below and then Sean's going to share some fundamentals for these healthcare firms. Sector Leaderboard As of 6/9/2025 morning, there are 114 names on The Best Stocks in the Market list Top Sector Ranking: Top Industries: Top 5 Best Stocks by Relative Strength: Sector Spotlight: Healthcare Josh — Alnylam Pharma (ALNY) just broke out above prior resistance at $300. There was company-specific news about new indications for one of their most important drugs that led to multiple price target raises on The Street. Alnylam is named for Alnilam, the brightest star in the Belt of Orion constellation, which ancient mariners used for navigation. The founders of the company believed their trailblazing work in the field of RNA interference (RNAi) would chart a brand new course of drug discovery and development by which the next generation of scientists would be guided. So far, so good as ALNY grew revenue to $2.25 billion in revenue last year and the company's market cap swelled to a respectable $40 billion. Wall Street's median price target is ten percent higher than today's price while the most bullish analyst, H.C. Wainwright, just published a target of $500 this past week. In Q1 2025, revenue surged by over 28% year-over-year to approximately $594 million, driven largely by the strength of the TTR franchise. Looking ahead, analysts project revenue growth of 24–33% through 2025–2026, supported by improving EPS and an expected annual revenue of $2.9 billion. The company also maintains a strong balance sheet, with around $223 million in free cash flow, a quick ratio of approximately 2.7×, and increasing support from major institutional investors who are adding to their positions. (data via Reuters) Sean — AMVUTTRA (vutrisiran) was recently FDA‑approved for cardiomyopathy, expanding its market from neuropathy, which is a major catalyst for the stock — it significantly expands its addressable market beyond its original use for polyneuropathy. This approval allows Alnylam to target patients with transthyretin amyloid cardiomyopathy (ATTR-CM), a much larger population than those with ATTR polyneuropathy. The drug's unique RNA interference mechanism and dosing schedule (quarterly or biannual injections) give it a competitive edge over existing therapies like Pfizer's Vyndaqel. This dual-indication approval not only boosts Alnylam's revenue potential but also strengthens its path toward profitability, making AMVUTTRA a key growth driver for the company and a pivotal reason for recent momentum. Josh — Allow for short-term consolidation in the $300 area, await the next catalyst. 50-day crossing over 200-day important signal that a new uptrend could be forming. Cardinal Health Josh — All three major Pharmaceutical Wholesalers made the list - McKesson (MCK) , Cencora (COR) and Cardinal Health (CAH) , only Cardinal looks good technically right now: CAH held its 50-day on a weekly closing basis during the April bloodbath, I'd use that area as a stop and update it each week. If the uptrend breaks, there's no reason to be long. Sean — CAH is a $37 billion wholesaler, sourcing and distributing branded, generic, and specialty pharmaceutical products to pharmacies, hospitals, and healthcare providers. All three names on our list, Cardinal, Cencora, and McKesson, hold well over 90% of the US pharmaceutical wholesale industry. CAH trades at an 18x forward PE and a 15x P/FCF - this thing is generating cash for investors. It has a 1.3% dividend yield and is growing earnings 8% this year, and is expected to grow its earnings 12% next year. Gilead Sciences Josh — Gilead (GILD) , as you can see in the chart above, is not done going up. This name has been on the list for most of the year so far. At the market lows this spring, it never violated its upward-sloping 200-day moving average — didn't even pay it a visit. And just for fun, below is the "forever" chart back to the company's IPO. I am a believer that price has memory, but I'm not sure there are still a lot of shareholders hanging around here from the last time it traded near the $120 level a decade ago. That said, I wouldn't be surprised to see a battle at that old high as new shareholders buy from sellers who are just thrilled to be getting out break-even. That's what makes a market. Sean — Gilead Sciences (GILD) has been on a run. Its experimental HIV prevention shot, lenacapavir, showed near-complete effectiveness in trials and is expected to generate $2–4 billion in peak annual sales—potentially transforming the HIV prevention market. The company has also posted solid financial results, with 2024 revenue and earnings rising due to strong performance in its HIV, liver disease, and oncology franchises. Analysts have raised price targets across the board, reflecting increased confidence in the company's pipeline and execution. GILD has a meaningful run rate of free cash flow (~$9.6B) and a growing pipeline of drugs for the future. DISCLOSURES: (None) All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. INVESTING INVOLVES RISK. EXAMPLES OF ANALYSIS CONTAINED IN THIS ARTICLE ARE ONLY EXAMPLES. THE VIEWS AND OPINIONS EXPRESSED ARE THOSE OF THE CONTRIBUTORS AND DO NOT NECESSARILY REFLECT THE OFFICIAL POLICY OR POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC. JOSH BROWN IS THE CEO OF RITHOLTZ WEALTH MANAGEMENT AND MAY MAINTAIN A SECURITY POSITION IN THE SECURITIES DISCUSSED. ASSUMPTIONS MADE WITHIN THE ANALYSIS ARE NOT REFLECTIVE OF THE POSITION OF RITHOLTZ WEALTH MANAGEMENT, LLC" TO THE END OF OR OUR DISCLOSURE. Click here for the full disclaimer.
Yahoo
01-05-2025
- Business
- Yahoo
Alnylam: Q1 Earnings Snapshot
CAMBRIDGE, Mass. (AP) — CAMBRIDGE, Mass. (AP) — Alnylam Pharmaceuticals Inc. (ALNY) on Thursday reported a loss of $57.5 million in its first quarter. The Cambridge, Massachusetts-based company said it had a loss of 44 cents per share. Losses, adjusted for one-time gains and costs, came to 1 cent per share. The results beat Wall Street expectations. The average estimate of nine analysts surveyed by Zacks Investment Research was for a loss of 56 cents per share. The RNA interference drug developer posted revenue of $594.2 million in the period, which also beat Street forecasts. Eleven analysts surveyed by Zacks expected $588.2 million. Alnylam shares have risen 12% since the beginning of the year. The stock has increased 83% in the last 12 months. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on ALNY at
