Needham raises Alnylam price target on bullish Amvuttra outlook

Published 26/06/2025, 13:02
Needham raises Alnylam price target on bullish Amvuttra outlook

Investing.com - Needham raised its price target on Alnylam Pharmaceuticals (NASDAQ:ALNY) stock to $377.00 from $320.00 on Thursday, while maintaining a Buy rating following a meeting with the company at its Cambridge, Massachusetts offices. The stock, currently trading near its 52-week high at $321.94, has shown remarkable strength with a 32.76% return over the past six months. According to InvestingPro analysis, the stock appears overvalued relative to its Fair Value.

The research firm expressed increased optimism about Alnylam’s business prospects, particularly regarding the launch of Amvuttra for ATTR-CM, a form of cardiac amyloidosis. Needham updated its Amvuttra revenue model and raised its out-year ATTR revenue estimates as a result of the meeting. The company’s overall revenue growth stands at 17.21%, with InvestingPro data showing strong financial health metrics and multiple additional insights available to subscribers.

Alnylam reiterated its 2025 total product revenue guidance of $2.05-2.25 billion during the meeting, which was part of a Bus Tour hosted by Needham this week. No new financial guidance was provided beyond this confirmation of existing targets. The $42 billion market cap company maintains a solid financial position, with analysts expecting profitability this year, according to InvestingPro data.

The price target increase represents a 17.8% boost from Needham’s previous valuation of $320.00, reflecting stronger confidence in Alnylam’s commercial prospects, particularly for its Amvuttra franchise.

Alnylam Pharmaceuticals specializes in RNA interference therapeutics, with Amvuttra being one of its key products targeting transthyretin-mediated amyloidosis, a rare and often fatal disease that can affect the heart and nervous system.

In other recent news, Alnylam Pharmaceuticals has announced the European Commission’s approval of its RNAi therapeutic, AMVUTTRA, for treating transthyretin amyloidosis with cardiomyopathy (ATTR-CM). This approval is based on the HELIOS-B Phase 3 study, which demonstrated significant reductions in all-cause mortality and cardiovascular events. RBC Capital has maintained its Outperform rating on Alnylam, citing positive survey data on AMVUTTRA’s launch and projecting strong quarterly results due to increased prescriptions. H.C. Wainwright analysts have reaffirmed their Buy rating and a $500 price target, noting promising initial results from AMVUTTRA’s launch and the company’s expanding pipeline. Additionally, Alnylam has appointed Pushkal Garg as Chief Research and Development Officer to lead a newly integrated R&D organization. The company aims to accelerate pipeline progress and achieve its "Alnylam P5x25" strategy goals. Alnylam continues to expand its site-of-care network, enhancing treatment uptake and formulary access. The firm is also preparing for pivotal readouts and new trials in its broader pipeline, which includes treatments for central nervous system disorders and cardiometabolic diseases.

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