- Alnylam has posted improving sales figures for Onpattro and positive pivotal data from the HELIOS-A study, but the hATTR program needs positive outcomes from ongoing cardiomyopathy studies in 2022/23.
- This year may be light on thesis-changing data, as most of the bigger data outcomes will be in 2022+, but Alnylam continues to build a deep pipeline of early-stage candidates.
- A lack of stock-moving data could hurt near-term performance, but Alnylam's valuation is such that I think patience can be well-rewarded.
For further details see:
Alnylam Executing To Plan, But Catalysts Could Be Harder To Find In The Near Future