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    Is Alnylam (ALNY) Using Nasdaq 100 Inclusion To Quietly Redefine Its Capital Allocation Playbook?

    Simply Wall St·12/16/2025 05:13:49
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    • Alnylam Pharmaceuticals recently reshaped its governance and capital structure, with two long-serving directors stepping down, a new independent director appointed, and a partial repurchase of US$34.4 million of its 1.00% convertible senior notes due 2027 at a total cost of US$51.9 million.
    • The company’s upcoming inclusion in the Nasdaq 100 Index on December 22, alongside evolving board expertise and debt reduction, could broaden its investor base and refine its long-term growth profile in RNA interference therapeutics.
    • We’ll now examine how Alnylam’s addition to the Nasdaq 100 could influence its investment narrative and future growth expectations.

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    Alnylam Pharmaceuticals Investment Narrative Recap

    To own Alnylam today, you need to believe RNA interference can keep scaling commercially, with AMVUTTRA and follow‑on programs offsetting pricing pressure and heavy R&D. The upcoming Nasdaq 100 inclusion and modest debt reduction do not materially change the key near term catalyst in TTR amyloidosis or the main risk from intense competition and potential payer pushback on AMVUTTRA’s net pricing.

    The most relevant recent move here is Alnylam’s pending addition to the Nasdaq 100 Index, which could increase visibility with large index funds and broaden the shareholder base. That higher profile sits alongside ongoing concerns about AMVUTTRA gross to net pressure and TTR concentration, which remain central to how the market frames both upside and downside around upcoming data and commercial execution.

    Yet behind the index inclusion, investors should be aware that AMVUTTRA’s revenue concentration and pricing pressures 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.

    Uncover how Alnylam Pharmaceuticals' forecasts yield a $492.71 fair value, a 26% upside to its current price.

    Exploring Other Perspectives

    ALNY 1-Year Stock Price Chart
    ALNY 1-Year Stock Price Chart

    Five members of the Simply Wall St Community value Alnylam between US$259.89 and US$595.39 per share, underscoring how far opinions can spread. You can weigh those against the risk that AMVUTTRA’s heavy revenue concentration and possible net price pressure could constrain the very growth many of these forecasts rely on, and explore several alternative viewpoints before deciding where you stand.

    Explore 5 other fair value estimates on Alnylam Pharmaceuticals - why the stock might be worth as much as 52% more than the current price!

    Build Your Own Alnylam Pharmaceuticals Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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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.