Alnylam Pharmaceuticals Inc
- 거래소
- 미국
- 국가 / 지역
- USA
- 상장일
- 2004년 5월 28일
- 직원 수
- 2,500
- 웹사이트
- www.alnylam.com
종합 밸류에이션 구간 · 보수적 $180–$230 / 적정 $250–$330 / 낙관적 $360–$450. $278.4 기준, 적정 내재가치 구간 내.
보고서 발행 시 $298.64（2026년 5월 21일）
데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.
Alnylam Pharmaceuticals, Inc. discovers, develops, manufactures, and commercializes therapeutics based on ribonucleic acid interference in the United States, Europe, and internationally. The company offers ONPATTRO for hereditary transthyretin-mediated (hATTR) amyloidosis; AMVUTTRA for ATTR and hATTR amyloidosis; Leqvio for hypercholesterolemia; Qfitlia for hemophilia A or B; GIVLAARI for acute hepatic porphyria; and OXLUMO for primary hyperoxaluria type 1. It also develops a range of products in Phase 3 trial, such as Nucresiran for ATTR amyloidosis; Zilebesiran for hypertension; Cemdisiran for myasthenia gravis, paroxysmal nocturnal hemoglobinuria, and geographic atrophy; and Elebsiran for hepatitis D virus infections. In addition, the company is developing various products in Phase 2 trial, including Rapirosiran for metabolic dysfunction-associated steatohepatitis; ALN-ANG3 for diabetic kidney disease; ALN-4324 for type 2 diabetes mellitus; Mivelsiran for cerebral amyloid angiopathy, as well as in Phase 1 trial for Alzheimer's disease; and ALN-6400 for bleeding disorders. Further, it develops a range of products in Phase 1 trial, such as ALN-2232 for obesity and weight management; ALN-PNP for non-alcoholic fatty liver disease; ALN-APOC3 for dyslipidemia; ALN-CIDEB for metabolic dysfunction-associated steatohepatitis; ALN-HTT02 for Huntington's disease; ALN-5288 for Alzheimer's disease; ALN-SOD for SOD1 amyotrophic lateral sclerosis; ALN-SNCA for Parkinson's disease; AG-236 for polycythemia vera; ALN-CFB for paroxysmal nocturnal hemoglobinuria; ALN-BCAT for hepatocellular carcinoma; and ALN-4285, ALN-4915, and ALN-F1202 for healthy volunteers. The company has collaborations with Regeneron Pharmaceuticals, Inc.; Roche Holding AG; Sanofi S.A.; Novartis AG; PeptiDream, Inc; Dicerna Pharmaceuticals, Inc.; and Ionis Pharmaceuticals, Inc. Alnylam Pharmaceuticals, Inc. was founded in 2002 and is headquartered in Cambridge, Massachusetts.
연혁
Alnylam Pharmaceuticals was founded in 2002 and is headquartered in Cambridge, Massachusetts, and went public on May 28, 2004; it now employs roughly 2,500 people. The company discovers, develops, manufactures, and commercializes therapeutics based on RNA interference (RNAi). It evolved from a development-stage platform company into a global commercial-stage biopharmaceutical company, and by the end of 2025 had six marketed products: AMVUTTRA, ONPATTRO, GIVLAARI, and OXLUMO, for which Alnylam recognizes product revenue itself, plus Leqvio (commercialized by Novartis) and Qfitlia (commercialized by Sanofi). Financially the company crossed a key inflection point: after consecutive losses from 2021 to 2024, it achieved its first full-year GAAP net income in 2025, with total revenue of 3.714 billion U.S. dollars and product revenue of 2.987 billion U.S. dollars; AMVUTTRA alone contributed 2.314 billion U.S. dollars in 2025. In the first quarter of 2026, quarterly product revenue exceeded 1 billion U.S. dollars for the first time. To support this growth it also reshaped its financing structure, issuing 661.3 million U.S. dollars of 0% 2028 convertible notes in 2025 and establishing a 500 million U.S. dollar revolving credit facility.
업계 내 위치
Alnylam operates in the nucleic-acid drug and commercial-stage innovative-medicine arena, built on an RNAi technology platform and spanning multiple specialty disease markets, with its most important current profit pool in the ATTR-related market. AMVUTTRA was approved in the United States for ATTR-CM in March 2025; it competes against Pfizer's Vyndaqel/Vyndamax, approved for ATTR-CM back in 2019, and BridgeBio's Attruby, approved for ATTR-CM in November 2024, and on other indications OXLUMO faces Novo Nordisk's RIVFLOZA, so Alnylam competes indication by indication rather than at a single point. The company's competitive foundations rest on RNAi delivery and platform know-how built across GalNAc, ESC/ESC+, and IKARIA, and on intellectual property covering siRNA structure and use, chemical modifications, targets, delivery technologies, and specific drug candidates, alongside regulatory and orphan-drug barriers such as GIVLAARI's U.S. orphan exclusivity running to November 2026 and EU exclusivity to March 2030. It has also built a global commercial team, market-access and distribution capabilities, and collaborates on earlier ATTR-CM diagnosis through partners such as Viz.ai and the AHA. Alnylam maintains collaborations with Regeneron Pharmaceuticals, Roche Holding AG, Sanofi S.A., Novartis AG, PeptiDream, Dicerna Pharmaceuticals, and Ionis Pharmaceuticals. It continues to rely on a limited number of third-party CMOs, as the number of manufacturers with siRNA production capability is limited worldwide.
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