Latest news with #AlnylamPharma
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.
Business Insider
29-04-2025
- Business
- Business Insider
Analysts Offer Insights on Healthcare Companies: Telix Pharmaceuticals (OtherTLPPF) and Alnylam Pharma (ALNY)
There's a lot to be optimistic about in the Healthcare sector as 2 analysts just weighed in on Telix Pharmaceuticals (TLPPF – Research Report) and Alnylam Pharma (ALNY – Research Report) with bullish sentiments. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Telix Pharmaceuticals (TLPPF) Bell Potter analyst John Hester maintained a Buy rating on Telix Pharmaceuticals today and set a price target of A$34.00. The company's shares closed last Monday at $17.00. According to Hester is a 4-star analyst with an average return of 4.8% and a 50.6% success rate. Hester covers the Healthcare sector, focusing on stocks such as Paradigm Biopharmaceuticals, Pro Medicus Limited, and Nanosonics Limited. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Telix Pharmaceuticals with a $21.88 average price target, representing a 28.7% upside. In a report issued on April 22, TD Cowen also maintained a Buy rating on the stock with a A$35.00 price target. Alnylam Pharma (ALNY) TD Cowen analyst Ritu Baral maintained a Buy rating on Alnylam Pharma today and set a price target of $371.00. The company's shares closed last Monday at $254.85. According to Baral is a 3-star analyst with an average return of 2.0% and a 39.4% success rate. Baral covers the Healthcare sector, focusing on stocks such as Praxis Precision Medicines, Milestone Pharmaceuticals, and Sionna Therapeutics, Inc. Alnylam Pharma has an analyst consensus of Strong Buy, with a price target consensus of $312.95, a 23.8% upside from current levels. In a report issued on April 15, Evercore ISI also maintained a Buy rating on the stock with a $280.00 price target.
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
