earnings
confidence high
sentiment neutral
materiality 0.75
Alnylam Q2 product rev $1.17B (+74% YoY); cuts FY TTR guidance to $4.2-4.5B
ALNYLAM PHARMACEUTICALS, INC.
- Q2 2026 net product revenues $1,172M (+74% YoY); TTR franchise $1,030M (+89% YoY).
- GAAP net income $164.5M ($1.23 diluted EPS) vs loss of $72.2M in Q2 2025.
- Full-year 2026 TTR revenue guidance revised down to $4.2-4.5B from $4.4-4.7B (75% growth at midpoint).
- Rare disease revenues $142M (+11% YoY) from GIVLAARI and OXLUMO.
- Initiated Phase 2 trials for ALN-6400 (von Willebrand) and mivelsiran (Down syndrome Alzheimer's).