earnings
confidence high
sentiment neutral
materiality 0.75
Alnylam Q3 net product revenue $232M (+39% YoY); AMVUTTRA Q3 sales $25M; reiterates FY product revenue guide $870-930M
ALNYLAM PHARMACEUTICALS, INC.
2022-Q3 EPS reported
-$7.62
revenue$702,383,000
- Q3 2022 GAAP net loss $405.9M ($3.32/sh) vs $204.5M ($1.72/sh) YoY; non-GAAP net loss $193.4M ($1.58/sh) vs $189.8M ($1.59/sh).
- Combined net product revenue $232M: TTR $170M (ONPATTRO $145M, AMVUTTRA $25M), GIVLAARI $46M, OXLUMO $16M.
- Reiterated FY 2022 product revenue guidance $870-$930M; lowered collaboration/royalty guidance to $100-$150M from $175-$225M.
- AMVUTTRA U.S. launch strong: $25M net rev in first full quarter, 475 Start Forms, 46% new patients, 54% switches from ONPATTRO.
- Positive APOLLO-B Phase 3 results for patisiran in ATTR cardiomyopathy; sNDA submission on track for late 2022.