NVS - Alnylam Pharmaceuticals Sheds Some Light On Its Expanding Early-Stage Opportunities
Although I hadn’t planned writing two articles on Alnylam Pharmaceuticals (ALNY) in close succession, the early approval of Givlaari and the subsequent R&D meeting both argued for a write-up, as both are significant to the long-term investment story.
Alnylam’s Nov 22 R&D Day was perhaps more evolutionary than revolutionary, but it confirmed what I believe are some key points to the story – management is attentive to the need to become a profitable enterprise, the company’s ongoing investments in basic chemistry continue to pay dividends, and the company has established a strong R&D