Alnylam在RTI管道上首次超越BMO

2026-08-20 00:02

BMO Capital Markets initiated Alnylam Pharmaceuticals (ALNY) with an outperform rating, citing its RNAi pipeline and growth in its ATTR franchise.
The firm has a price target of $318 (~39% upside based on August 18 close).
"We believe silencing will eventually emerge as a principal therapeutic modality, approaching the significance of small molecules and antibodies, with RNAi the most proven approach and Alnylam being the most important player," analyst David Lebowitz wrote, noting that the company's success with cholesterol drug Leqvio (inclisiran)—partnered with Novartis (NVS)—as a prime example.
Rather than serving rare diseases, Alnylam is moving into larger indications as evidenced by zilebesiran, its phase 3 asset for hypertension.
While the company recently lowered its guidance for revenue from its ATTR therapies, Lebowitz sees phase 3 ATTR asset nucresiran as eventually extending the franchise.

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