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Wire

Alnylam's Zilebesiran Sees Commercial Opportunity From Baxfendy Launch, Oppenheimer Says

Alnylam Pharmaceuticals' (ALNY) zilebesiran product candidate could see a "significant commercial opportunity" from the solid launch of rival hypertension treatment Baxfendy, Oppenheimer said in a Thursday note.AstraZeneca's (AZN) Baxfendy was approved in May and its sales jumped about 3,000% at week 12 after the approval, reaching about $1.6 million per week, the brokerage said.Oppenheimer said zilebesiran's potential cardiovascular benefit, effective blood-pressure reduction, infrequent dosing and favorable safety profile could support strong launch prospects and differentiate it from competing therapies.Zilebesiran's Q6M dosing could also improve treatment adherence and reduce treatment burden, particularly given that about 73% of patients in Baxfendy's phase 3 trial were taking three or more antihypertensive medications. The investment firm noted zilebesiran's lower rate of elevated potassium in Kardia-3 compared with Baxfendy.Oppenheimer has an outperform rating and a $350 price target on Alnylam Pharmaceuticals.Price: $264.61, Change: $+0.11, Percent Change: +0.04%

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Wire

Alnylam's Latest Data Strengthen Outlook for Nucresiran, TRITON-CM, Oppenheimer Says

Alnylam Pharmaceuticals' (ALNY) latest data strengthen the case for Nucresiran and TRITON-CM success, while supporting near-term upside for the stock, Oppenheimer said in a note Sunday.The analysts said that following the CARDIO-TTRansform presentation at the European Society of Cardiology meeting and feedback from key opinion leaders, the main question was whether Wainua's weaker reduction in transthyretin, or TTR, levels was the reason CARDIO-TTRansform failed.On Sunday, the company presented modeling based on the HELIOS-B study, showing a strong correlation between TTR knockdown and patient outcomes. This supports the potential for success in the TRITON-CM study, the analysts said.The analysts added that while these results rely on certain assumptions that may bias the results, they view the ESC updates as a positive sign for Nucresiran's probability of success."Independently of TRITON-CM outcome in three-plus years, we think Alnylam remains undervalued and anticipate ESC updates and removal of ESC overhang to drive upside in Alnylam tomorrow/near term," the analysts said.Oppenheimer has an outperform rating and a $350 price target on Alnylam Pharmaceuticals.Price: $239.59, Change: $+2.49, Percent Change: +1.05%

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Wire

Alnylam Pharmaceuticals Share Price Weakness Looks 'Overdone' Despite Softer Quarter, RBC Says

Alnylam Pharmaceuticals (ALNY) share price weakness appears overdone despite a softer quarter, with Amvuttra growth and pipeline progress supporting upside, RBC Capital Markets said in a note emailed Friday.The analysts said Amvuttra revenue came in slightly below expectations, and the company lowered its full-year transthyretin revenue guidance after acknowledging that the early stages of the launch benefited from pent-up demand, particularly from patients who had stopped responding to tafamidis.The company reaffirmed its goal of delivering more than 25% total revenue compound annual growth rate through 2030, "but our read is that the company sounded a bit more measured on that goal as they referred to it as an ambition more than a formal guide," the analysts said.The analysts said, overall, the update was disappointing, but the recent share price weakness appears "overdone." The stock now trades at less than 2.5 times guided 2030 revenue, which still offers attractive upside if execution remains strong.RBC lowered its price target on Alnylam Pharmaceuticals from $445 to $350 and has an outperform rating on the stock.Price: $205.69, Change: $+0.21, Percent Change: +0.10%

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Wire

Oppenheimer Adjusts Price Target on Alnylam Pharmaceuticals to $350 From $500, Maintains Outperform Rating

Alnylam Pharmaceuticals (ALNY) has an average rating of overweight and mean price target of $391.83, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $203.92, Change: $-1.57, Percent Change: -0.76%

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Japan

US Equity Markets End Higher on Microsoft's Cloud Gains, Semiconductor Rebound

US equity indexes ended higher Thursday after Microsoft (MSFT) posted AI-backed gains and semiconductor stocks rebounded.* Microsoft's intelligent-cloud segment's revenue increased 32% to $39.31 billion, buoyed by 43% growth in Azure and other cloud services.* The personal consumption expenditures price index fell 0.1% in June, as expected, cutting the year-over-year rate to 3.7% from 4.1%.* US initial jobless claims last week rose sequentially to 197,000 from an upwardly revised 188,000, versus expectations for an increase to 200,000 in a Bloomberg poll.* September West Texas Intermediate crude oil fell $0.74 to settle at $83.70 per barrel, while September Brent crude, the global benchmark, was last seen down $1.56 at $89.18.* Chip-related stocks jumped with Sandisk (SNDK) up 26%, the top performer on the S&P 500. Micron Technology (MU), Advanced Micro Devices (AMD) and Intel (INTC) also advanced.* Alnylam Pharmaceuticals (ALNY) shares fell 28%, the biggest drop on the Nasdaq, after the company lowered its full-year 2026 net product revenue guidance.

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Wire

Top Midday Decliners

Coastal Financial (CCB) swung to a Q2 loss while revenue increased from a year ago, it said Thursday.Shares of the financial services firm slumped 42% as intraday trading volume jumped to over 1.08 million from a daily average of about 129,000.Alnylam Pharmaceuticals (ALNY) lowered its full-year 2026 net product revenue guidance, taking the shine off higher Q2 non-GAAP earnings and revenue reported Thursday.Shares of the pharma company sank nearly 29%, with intraday trading volume rising to over 6.1 million from a daily average of roughly 1.28 million.Meta Platforms (META) set out a soft Q3 revenue outlook following an unexpected year-over-year decline in quarterly earnings released overnight.Meta also raised the lower end of its capital expenditure guidance.Shares of the Facebook owner dropped 9% as intraday trading volume climbed to over 29.3 million from the stock's daily average of about 17.7 million.Price: $532.29, Change: $-53.33, Percent Change: -9.11%

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Wire

Alnylam Pharmaceuticals' Q2 Results to Determine 2026 Revenue Outlook, BofA Securities Says

Alnylam Pharmaceuticals' (ALNY) Q2 financial results will be important in determining where 2026 revenue will fall within the guidance range and whether management would further refine that guidance, BofA Securities said in a note Tuesday.The investment firm said it remains bullish on the large commercial opportunity in transthyretin amyloid cardiomyopathy, but is taking a more conservative stance on the long-term opportunity pending details on the competitive dynamics.The firm's survey of cardiologists treating ATTR-CM patients has consistently shown that Amvuttra will continue to gain market share, though there has been variability in estimates of its share relative to stabilizers, according to the note.Analysts said they now expect longer Amvuttra net price erosion through 2031 as competitive and payor dynamics continue to impact price, and estimate potential peak sales in ATTR-CM across Amvuttra and nucresiran of $11.8 billion, down from $14.6 billion previously.BofA Securities kept its buy rating on Alnylam and lowered its price target to $410 from $460.Shares of Alnylam Pharmaceuticals were down 2.7% in Tuesday trading.Price: $280.17, Change: $-7.89, Percent Change: -2.74%

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Wire

Raymond James Adjusts Price Target on Alnylam Pharmaceuticals to $468 From $420, Maintains Outperform Rating

Alnylam Pharmaceuticals (ALNY) has an average rating of overweight and mean price target of $444.35, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $338.14, Change: $+14.64, Percent Change: +4.52%

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Research

Research Alert: CFRA Maintains Hold Opinion On Shares Of Alnylam Pharmaceuticals, Inc

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $319 from $340 based on our NPV analysis. We raise our 2026 EPS forecast to $9.32 from $8.02, and maintain our 2027 EPS estimate at $11.97. Alnylam (ALNY) reported a strong first quarter for 2026, exceeding both earnings and revenue estimates. The company achieved a significant milestone, in our view, surpassing $1B in quarterly product revenue for the first time in its history. This performance was largely due to the successful commercial launch and uptake of AMVUTTRA for ATTR-CM. While international TTR revenue grew 35% year-over-year in Q1, it declined by $7 million from the previous quarter. This was mainly due to a previously announced price adjustment in Germany following the ATTR-CM launch. We think a significant portion of ALNY's revenue is concentrated in its TTR franchise, which could be a vulnerability if new competitors or unforeseen challenges emerge.

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Research

Research Alert: Alny Posts Record Q1 Sales Driven By Ttr Franchise And Solid Pipeline Progress

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Alnylam delivered exceptional Q1 2026 results, achieving a historic milestone of over $1B in quarterly product revenues for the first time in its 23-year history. The company reported non-GAAP EPS of $2.05 vs. $0.29 in the prior year, significantly ahead of the $1.47 consensus, while total revenues reached $1,167M (+96% Y/Y), driven by outstanding net product revenue performance of $1,036M (+121% Y/Y). The TTR franchise continued its remarkable growth trajectory, generating $910M (+153% Y/Y), with AMVUTTRA contributing $890M (+187% Y/Y) as the therapy maintained exceptional commercial momentum one year after its U.S. launch for ATTR-CM. The company reiterated its 2026 financial guidance, projecting total net product revenues of $4.9B-$5.3B and TTR net product revenues of $4.4B-$4.7B. Management highlighted significant pipeline progress, including faster-than-anticipated enrollment in the TRITON-CM Phase 3 study of nucresiran, with multiple clinical readouts expected in 2H 2026.

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Sectors

Sector Update: Health Care Stocks Rise Premarket Thursday

Health care stocks were rising premarket Thursday, with the State Street Health Care Select Sector SPDR ETF (XLV) 1% higher and the iShares Biotechnology ETF (IBB) up 0.6%.Eli Lilly (LLY) shares were up more than 5% after the company reported higher Q1 non-GAAP earnings and revenue, and raised its 2026 outlook.Merck (MRK) stock was down more than 1% after the company said it swung to a Q1 adjusted loss.Alnylam Pharmaceuticals (ALNY) shares were up more than 2% after the company posted higher Q1 adjusted net income and revenue.

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