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Alnylam jumps as rival ATTR-CM setback appears to strengthen Amvuttra outlook

Alnylam Pharmaceuticals (ALNY) is up 11.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a readthrough from a late-stage setback for a rival transthyretin amyloid cardiomyopathy therapy, which appears to improve the competitive backdrop for Alnylam’s Amvuttra franchise. The move also builds on Alnylam’s already strong commercial momentum in ATTR-CM and broader investor confidence in its RNAi platform.

Details:

  • A competing eplontersen study in ATTR-CM appears to have missed its main goal, a result that would reduce near-term competitive pressure in one of Alnylam’s most important markets.
  • Alnylam’s lead growth product, AMVUTTRA, has been central to the company’s recent expansion, and management said in its first-quarter 2026 earnings release that quarterly product revenue topped $1 billion for the first time.
  • That same earnings update highlighted one year since the U.S. launch of AMVUTTRA for ATTR-CM, reinforcing that investors were already watching this franchise as the company’s main value driver.
  • Alnylam also added another positive strategic signal in June through a collaboration with Inceptive that could be worth up to $2 billion, supporting the view that its platform remains attractive beyond current commercial products.

    • Sources:

    Alnylam, SEC, Stock Analysis

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $ALNY Insider Trading Activity

    ALNY Insider Trades

    $ALNY insiders have traded $ALNY stock on the open market 247 times in the past 6 months. Of those trades, 0 have been purchases and 247 have been sales.

    Here’s a breakdown of recent trading of $ALNY stock by insiders over the last 6 months:

    • YVONNE GREENSTREET (Chief Executive Officer) has made 0 purchases and 40 sales selling 26,267 shares for an estimated $8,807,978.
    • PUSHKAL GARG (EVP Chief R&D) has made 0 purchases and 53 sales selling 16,584 shares for an estimated $5,431,156.
    • KEVIN JOSEPH FITZGERALD (CSO & EVP, Head of Research) has made 0 purchases and 55 sales selling 12,341 shares for an estimated $4,150,430.
    • JEFFREY V. POULTON (EVP, Chief Financial Officer) has made 0 purchases and 40 sales selling 9,696 shares for an estimated $3,224,118.
    • TOLGA TANGULER (EVP, Chief Commercial Officer) has made 0 purchases and 40 sales selling 7,376 shares for an estimated $2,424,943.
    • MELISSA MCLAUGHLIN (Chief Human Resources Officer) has made 0 purchases and 14 sales selling 3,910 shares for an estimated $1,274,342.
    • DAVID E I PYOTT has made 0 purchases and 5 sales selling 3,830 shares for an estimated $1,145,852.

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

    $ALNY Hedge Fund Activity

    We have seen 350 institutional investors add shares of $ALNY stock to their portfolio, and 384 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

    $ALNY Analyst Ratings

    Wall Street analysts have issued reports on $ALNY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • HC Wainwright & Co. issued a "Buy" rating on 06/29/2026
    • B of A Securities issued a "Buy" rating on 01/30/2026
    • Barclays issued a "Overweight" rating on 01/28/2026
    • Needham issued a "Buy" rating on 01/12/2026

    To track analyst ratings and price targets for $ALNY, check out Quiver Quantitative's $ALNY forecast page.

    $ALNY Price Targets

    Multiple analysts have issued price targets for $ALNY recently. We have seen 13 analysts offer price targets for $ALNY in the last 6 months, with a median target of $429.0.

    Here are some recent targets:

    • Patrick R. Trucchio from HC Wainwright & Co. set a target price of $470.0 on 06/29/2026
    • Eric Joseph from Citigroup set a target price of $380.0 on 05/19/2026
    • Luca Issi from RBC Capital set a target price of $445.0 on 05/01/2026
    • Derek Archila from Wells Fargo set a target price of $377.0 on 05/01/2026
    • Danielle Brill from Truist Securities set a target price of $505.0 on 04/13/2026
    • Keay Nakae from Chardan Capital set a target price of $425.0 on 03/25/2026
    • Faisal Khurshid from Jefferies set a target price of $330.0 on 03/16/2026

    This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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