WEBULL

Will Board Overhaul And CEO Stock Moves Reshape Alnylam Pharmaceuticals' (ALNY) RNAi Investment Narrative

Simply Wall St · 1d ago
  • Alnylam Pharmaceuticals recently reshaped its Board of Directors, with long-serving members Mike Bonney and Carolyn Bertozzi, Ph.D., stepping down and industry veteran Stuart Arbuckle set to join as an independent director in early 2026.
  • The leadership shift, combined with CEO Yvonne Greenstreet’s exercise of US$1.72 million in stock options, highlights both governance evolution and continued executive alignment with the company’s RNAi-focused trajectory.
  • We’ll now explore how Arbuckle’s commercialization background and these board changes may influence Alnylam’s existing investment narrative and growth priorities.

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Alnylam Pharmaceuticals Investment Narrative Recap

To own Alnylam, you need to believe RNAi therapies can keep scaling commercially while the TTR franchise funds broader pipeline success. The latest board refresh does not materially change the near term focus on executing AMVUTTRA’s rollout and managing payer and pricing pressures, which remain the key catalyst and a central risk.

The recent HELIOS B post hoc data on AMVUTTRA is especially relevant here, as it reinforces the clinical backbone of Alnylam’s TTR franchise at a time when revenue concentration, pricing pressure and payer dynamics are front of mind.

Yet beneath the strong TTR momentum, investors should still be aware of how rising gross to net adjustments and payer pressure could...

Read the full narrative on Alnylam Pharmaceuticals (it's free!)

Alnylam Pharmaceuticals' narrative projects $7.0 billion revenue and $1.9 billion earnings by 2028. This requires 41.8% yearly revenue growth and about a $2.2 billion earnings increase from -$319.1 million today.

Uncover how Alnylam Pharmaceuticals' forecasts yield a $489.09 fair value, a 7% upside to its current price.

Exploring Other Perspectives

ALNY Community Fair Values as at Dec 2025
ALNY Community Fair Values as at Dec 2025

Five fair value estimates from the Simply Wall St Community span roughly US$260 to US$603 per share, underscoring how far opinions can stretch. You can weigh these against Alnylam’s reliance on AMVUTTRA pricing and payer support to judge potential outcomes for the business.

Explore 5 other fair value estimates on Alnylam Pharmaceuticals - why the stock might be worth 43% less than the current price!

Build Your Own Alnylam Pharmaceuticals Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.