🚀 RNAi Jackpot: $492M! 💸

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Anthony Ao
August 06, 2025

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  • The launch lifted total Q2 revenue to $773.7 million, well above analysts’ $651 million consensus, and the share price closed >15 % higher on the day.

  • Management raised full‑year 2025 guidance: product sales are now expected at $2.65–$2.8 billion (vs. $2.05–$2.25 billion previously) and growth at 59–68 % versus 26–39 % prior.

  • Analysts at Stifel and BMO called the performance “very impressive,” citing strong demand, broad prescriber uptake and no need for price concessions.

  • Competitive backdrop: Pfizer’s tafamidis franchise logged $5.45 billion in 2024 sales, and BridgeBio’s newly approved Attruby is also gaining traction, underscoring a tightening ATTR‑CM market.

Why it matters:
The blow‑out quarter demonstrates the commercial muscle of RNAi therapeutics beyond rare neuropathy and positions Amvuttra as the first real challenger to Pfizer’s blockbuster tafamidis.

Alnylam’s sharply higher guidance signals sustained growth potential and could influence valuations across the RNA‑based drug space.

Intense competition may drive earlier diagnosis and treatment for ATTR‑CM, a once‑overlooked, life‑threatening heart disease.

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Stay curious,
Anthony Ao
The PhDLevel Team
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