Alnylam Pharmaceuticals: Challenges In The TTR Space And Few Late-Stage Catalysts Are A Concern
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Stephen Simpson20.54K FollowersFollow5ShareSavePlay(11min)Comment(1)SummaryAlnylam Pharmaceuticals (ALNY) faces near-term headwinds from TTR franchise momentum concerns and limited late-stage clinical catalysts in 2026.ALNY's TTR franchise outperformed rivals in Q3, but prescription growth and competitive pricing dynamics remain key investor watchpoints.Competition is intensifying, yet none have demonstrated superior efficacy to Amvuttra; market expansion and underdiagnosis offer long-term growth runway.Valuation appears attractive near $500/share sum-of-parts, making ALNY a potential 'buy the dip' candidate if share price weakness continues. nopparit/E+ via Getty Images The last three months have been a little more challenging for Alnylam Pharmaceuticals (ALNY), with slowing sales at a key rival raising concerns about the overall health of the critical transthyretin amyloidosis (or TTR) space, particularly withThis article was written byStephen Simpson20.54K FollowersFollowStephen Simpson is a freelance financial writer and investor.Spent close to 15 years on the Street (sell-side, buy-side, equities, bonds).Analyst’s Disclosure:I/we have a beneficial long position in the shares of ALNY, RHHBY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You