The Motley Fool
16 Aug 2026, 09:41 UTC · 2h ago
Why the Alnylam Sell-Off Looks Overdone -- and What Investors Are Missing
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
16 Aug 2026, 09:41 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Alnylam Pharmaceuticals lowered its full-year sales guidance for TTR products, including Amvuttra, by $200 million. — A significant downward revision in revenue guidance typically triggers immediate negative sentiment and price pressure.
-0.60BridgeBio's rival drug Attruby saw Q2 sales more than triple year-over-year to $222.4 million, exceeding analyst expectations. — Strong growth from a direct competitor suggests Alnylam is losing market share in the ATTR-CM indication.
-0.40Amvuttra's Q2 sales more than doubled year-over-year to reach $1.01 billion for the first time. — Hitting the $1 billion quarterly milestone demonstrates that the drug is still a blockbuster despite the guidance cut.
+0.30Continue reading
6 related stories
Search tags
AstraZeneca and Ionis Pharmaceuticals' experimental drug eplontersen failed to meet its primary endpoint in a Phase 3 study. — This failure creates uncertainty and perceived risk regarding the success probability of Alnylam's own next-gen therapy, nucresiran.
-0.20Which stocks this story touches
The company's drug Attruby is gaining momentum with sales more than tripling year over year and beating analyst expectations.
The company's experimental drug eplontersen failed to meet the primary endpoint in a Phase 3 study.
The company's experimental drug eplontersen failed to meet the primary endpoint in a Phase 3 study.
Despite recent sales guidance cuts and stock price drops, the author argues the sell-off is overdone and the drug Amvuttra remains a robust blockbuster.
[mutual] Alnylam's Amvuttra and BridgeBio's Attruby compete in the ATTR-CM market.
[mutual] AstraZeneca and Ionis Pharmaceuticals are co-developing the experimental drug eplontersen.
[mutual] Alnylam's nucresiran is compared to the experimental ATTR-CM drug developed by AstraZeneca.
[mutual] Alnylam's nucresiran is compared to the experimental ATTR-CM drug developed by Ionis Pharmaceuticals.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Seeking Alpha
3h ago
