-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：基于净现值（NPV）分析，我们将目标价从340美元下调至319美元。我们将2026年每股收益（EPS）预期从8.02美元上调至9.32美元，并维持2027年每股收益预期为11.97美元不变。Alnylam（ALNY）公布了2026年第一季度强劲的业绩，盈利和营收均超出预期。我们认为，该公司实现了一个重要的里程碑，季度产品营收首次突破10亿美元大关。这一业绩主要归功于ATTR-CM产品AMVUTTRA的成功上市和市场推广。尽管第一季度国际TTR营收同比增长35%，但环比下降了700万美元。这主要是由于ATTR-CM上市后，此前宣布的德国市场价格调整所致。我们认为 ALNY 的大部分收入集中在其 TTR 特许经营权上，如果出现新的竞争对手或不可预见的挑战，这可能会成为一个弱点。
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