Latest news with #ALNY
CNBC
8 hours ago
- 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
Yahoo
22-03-2025
- Business
- Yahoo
Alnylam price target raised to $338 from $300 at Scotiabank
Scotiabank raised the firm's price target on Alnylam (ALNY) to $338 from $300 and keeps an Outperform rating on the shares. The firm expects Amvuttra, the first transthyretin silencer to enter the market for the treatment of transthyretin amyloid cardiomyopathy, to see impressive uptake among the first-line setting given its unique mechanism of action, the analyst tells investors. The drug's launch, however, will likely not gain momentum until 2H of 2025, the firm adds. Easily identify stocks' risks and opportunities. Discover stocks' market position with detailed competitor analyses. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on ALNY: Questions or Comments about the article? Write to editor@ Alnylam price target raised to $330 from $310 at RBC Capital Alnylam Pharma's Strategic Advancements and Market Potential Support Buy Rating Alnylam Pharma's Amvuttra Gains FDA Approval, Positioned as Leading siRNA Treatment for ATTR-CM Alnylam price target raised to $325 from $302 at BofA Alnylam price target raised to $390 from $385 at Canaccord Sign in to access your portfolio
Forbes
21-03-2025
- Business
- Forbes
Buy, Sell, Or Hold Alnylam Stock At $280?
ALNY Stock Trefis Alnylam Pharmaceuticals (NASDAQ:ALNY), a biotech company specializing in RNA interference therapeutics for genetically defined diseases, has experienced remarkable growth with its stock price surging from below $150 in March 2024 to over $280 currently, representing nearly a 100% increase. Trefis This impressive performance was largely driven by promising clinical trial results for its cardiovascular drug Amvuttra released in mid-2024. Today marks another significant milestone as the FDA has expanded Amvuttra's approval to include a broader patient population with a genetic heart condition, building upon its existing approval for treating protein accumulation in nerves. [1] The expanded approval carries substantial revenue implications, with Amvuttra now projected to reach approximately $8 billion in peak sales—a dramatic increase considering Alnylam's total revenue was just $2 billion last year. In response to this development, the company's stock jumped more than 10% during trading on Friday, March 21. Now that the stock has seen a large move, it looks relatively expensive - making it a expensive pick to buy at its current price of around $280. We believe there are some minor concerns with ALNY stock, which makes it relatively expensive given that its current valuation looks extremely high. We arrive at our conclusion by comparing the current valuation of ALNY stock with its operating performance over the recent years as well as its current and historical financial condition. Our analysis of Alnylam Pharmaceuticals along key parameters of Growth, Profitability, Financial Stability, and Downturn Resilience shows that the company has a strong operating performance and financial condition, as detailed below. That said, if you seek upside with lower volatility than individual stocks, the Trefis High-Quality portfolio presents an alternative - having outperformed the S&P 500 and generated returns exceeding 91% since its inception. Going by what you pay per dollar of sales or profit, ALNY stock looks very expensive compared to the broader market. • Alnylam Pharmaceuticals has a price-to-sales (P/S) ratio of 16 vs. a figure of 3.2 for the S&P 500 Alnylam Pharmaceuticals' Revenues have grown considerably over recent years. • Alnylam Pharmaceuticals has seen its top line grow at an average rate of 40.7% over the last 3 years (vs. increase of 6.3% for S&P 500) • Its revenues have grown 23.0% from $1.8 Bil to $2.2 Bil in the last 12 months (vs. growth of 5.2% for S&P 500) • Also, its quarterly revenues grew 34.9% to $593 Mil in the most recent quarter from $440 Mil a year ago (vs. 5.0% improvement for S&P 500) Alnylam Pharmaceuticals' profit margins are considerably worse than most companies in the Trefis coverage universe. • Alnylam Pharmaceuticals' Operating Income over the last four quarters was $-177 Mil, which represents a very poor Operating Margin of -7.9% (vs. 13.0% for S&P 500) • Alnylam Pharmaceuticals' Operating Cash Flow (OCF) over this period was $-8.3 Mil, pointing to a very poor OCF-to-Sales Ratio of -0.4% (vs. 15.7% for S&P 500) Alnylam Pharmaceuticals' balance sheet looks very strong. • Alnylam Pharmaceuticals' Debt figure was $1.3 Bil at the end of the most recent quarter, while its market capitalization is $37 Bil (as of 3/21/2025). This implies a very strong Debt-to-Equity Ratio of 4% (vs. 19% for S&P 500). [Note: A lower Debt-to-Equity Ratio is desirable] • Cash (including cash equivalents) makes up $2.7 Bil of the $4.2 Bil in Total Assets for Alnylam Pharmaceuticals. This yields a very strong Cash-to-Assets Ratio of 63.5% (vs. 14.8% for S&P 500) ALNY stock has seen an impact that was slightly better than the benchmark S&P 500 index during some of the recent downturns. Worried about the impact of a market crash on ALNY stock? Our dashboard How Low Can Stocks Go During A Market Crash captures how key stocks fared during and after the last six market crashes. • ALNY stock fell 30.8% from a high of $173.91 on 3 January 2022 to $120.42 on 11 May 2022, vs. a peak-to-trough decline of 25.4% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 3 August 2022 • Since then, the stock has increased to a high of $300.55 on 16 October 2024 and currently trades at around $280 • ALNY stock fell 30.0% from a high of $133.12 on 20 February 2020 to $93.12 on 12 March 2020, vs. a peak-to-trough decline of 33.9% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 17 April 2020 • ALNY stock fell 58.6% from a high of $36.55 on 9 October 2007 to $15.14 on 9 March 2009, vs. a peak-to-trough decline of 56.8% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 3 July 2013 In summary, Alnylam Pharmaceuticals' performance across the parameters detailed above are as follows: • Growth: Extremely Strong • Profitability: Extremely Weak • Financial Stability: Extremely Strong • Downturn Resilience: Neutral • Overall: Strong Despite Alnylam's current elevated valuation making the stock appear costly, which supports the assessment that ALNY represents an expensive investment opportunity, potential investors should consider the company's shifting trajectory. After years focused primarily on drug development, Alnylam is now entering a phase where it can capitalize on these efforts. While the current valuation might seem steep at first glance, projected sales growth averaging approximately 25% annually over the next three years, coupled with potentially much stronger earnings growth, suggests the premium may be justified by the company's improving financial outlook. Worried about the rich valuation of ALNY stock? As an alternative, consider the Trefis Reinforced Value (RV) Portfolio, which has outperformed its all-cap stocks benchmark (combination of the S&P 500, S&P mid-cap, and Russell 2000 benchmark indices) to produce strong returns for investors. Why is that? The quarterly rebalanced mix of large-, mid- and small-cap RV Portfolio stocks provided a responsive way to make the most of upbeat market conditions while limiting losses when markets head south, as detailed in RV Portfolio performance metrics. 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