종목/ALNY
Alnylam Pharmaceuticals, Inc.
Total TTR net product revenues (AMVUTTRA, ONPATTRO): $4,400 million - $4,700 million
Total Rare net product revenues (GIVLAARI, OXLUMO): $500 million - $600 million
Total net product revenues: $4,900 million - $5,300 million
Net revenues from collaborations and royalties: $400 million - $500 million
Non‑GAAP R&D and SG&A expenses: $2,700 million - $2,800 million
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Alnylam Pharmaceuticals, Inc. discovers, develops, manufactures, and commercializes therapeutics based on ribonucleic acid interference in the United States, Europe, and internationally. The company offers ONPATTRO for hereditary transthyretin-mediated (hATTR) amyloidosis; AMVUTTRA for ATTR and hATTR amyloidosis; Leqvio for hypercholesterolemia; Qfitlia for hemophilia A or B; GIVLAARI for acute hepatic porphyria; and OXLUMO for primary hyperoxaluria type 1. It also develops a range of products in Phase 3 trial, such as Nucresiran for ATTR amyloidosis; Zilebesiran for hypertension; Cemdisiran for myasthenia gravis, paroxysmal nocturnal hemoglobinuria, and geographic atrophy; and Elebsiran for hepatitis D virus infections. In addition, the company is developing various products in Phase 2 trial, including Rapirosiran for metabolic dysfunction-associated steatohepatitis; ALN-ANG3 for diabetic kidney disease; ALN-4324 for type 2 diabetes mellitus; Mivelsiran for cerebral amyloid angiopathy, as well as in Phase 1 trial for Alzheimer's disease; and ALN-6400 for bleeding disorders. Further, it develops a range of products in Phase 1 trial, such as ALN-2232 for obesity and weight management; ALN-PNP for non-alcoholic fatty liver disease; ALN-APOC3 for dyslipidemia; ALN-CIDEB for metabolic dysfunction-associated steatohepatitis; ALN-HTT02 for Huntington's disease; ALN-5288 for Alzheimer's disease; ALN-SOD for SOD1 amyotrophic lateral sclerosis; ALN-SNCA for Parkinson's disease; AG-236 for polycythemia vera; ALN-CFB for paroxysmal nocturnal hemoglobinuria; ALN-BCAT for hepatocellular carcinoma; and ALN-4285, ALN-4915, and ALN-F1202 for healthy volunteers. The company has collaborations with Regeneron Pharmaceuticals, Inc.; Roche Holding AG; Sanofi S.A.; Novartis AG; PeptiDream, Inc; Dicerna Pharmaceuticals, Inc.; and Ionis Pharmaceuticals, Inc. Alnylam Pharmaceuticals, Inc. was founded in 2002 and is headquartered in Cambridge, Massachusetts.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 30일 (목) | 2026 Q1 | $0.96 | $1.51 | +56.5% | $1.17B | — |
| 12월 1일 (월) | 2025 Q4 | $1.50 | $1.25 | −16.5% | $1.25B | — |
| UNH | 유나이티드헬스 | 364B | +8.9% | 75% (3/4) |
| MRK | 머크 | 281B | +16.0% | 100% (4/4) |
결과는 AMVUTTRA 중심의 실적 '비트(beat)'로 해석될 가능성이 크며, 분기 매출이 처음으로 $1B를 넘긴 점과 높은 TTR 성장(153%)이 긍정적 톤을 만들 것임. 리스크는 ONPATTRO의 감소, COGS 비중 상승(royalty 영향)과 R&D/SG&A 증가로 인한 마진 압박이며, 향후 성장 지속은 TRITON‑CM 등 후기 임상 결과와 상업적 지속성에 달려 있음.
| 9월 1일 (월) | 2025 Q3 | $1.75 | $2.90 | +66.1% | $774M | — |
| 6월 1일 (일) | 2025 Q2 | $0.15 | $0.32 | +119.6% | $594M | — |
| 3월 1일 (토) | 2025 Q1 | $-0.37 | $-0.01 | +97.3% | — | — |