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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tazeen Ahmad | Bank of America | 6 | 0% |
| Ritu Baral | TD Cowen | 6 | 0% |
| Paul Matteis | Stifel | 5 | 0% |
| Ellie Merle | Barclays | 5 | 0% |
| Salveen Richter | Goldman Sachs | 5 | 0% |
| Luca Issi | RBC Capital Markets | 5 | 40% |
| Jessica Fye | JPMorgan | 5 | 0% |
| Kostas Biliouris | Oppenheimer | 5 | 20% |
| Maury Raycroft | Jefferies | 4 | 0% |
| Gena Wang | Barclays | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 2 | 9 | 0% |
| Bank of America | 1 | 6 | 0% |
| Stifel | 2 | 6 | 0% |
| TD Cowen | 1 |
| 6 |
| 0% |
| Goldman Sachs | 1 | 5 | 0% |
| RBC Capital Markets | 1 | 5 | 40% |
| JPMorgan | 1 | 5 | 0% |
| Oppenheimer | 1 | 5 | 20% |
Alnylam surpassed $1 billion in quarterly product revenue for the first time with Q1 sales growing 121% year-over-year, as TTR franchise revenue reached $910 million driven by strengthening first-line AMVUTTRA adoption in ATTR-CM. The company delivered its third consecutive quarter of both GAAP and non-GAAP profitability, confirming the sustainable economics of the RNAi platform at scale. Management reiterated 2026 guidance as presented at the prior earnings call.
Competitive Dynamics | Demand | Pricing | Product Launch | Revenue Growth | Regulation Policy | Innovation & R&D | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 2 | 5 | 6 | 1 | 2 | 1 | 2 |
| 2025Q1 | 5 | 6 | 2 | 5 | 2 | 2 | ||
| 2025Q2 | 2 | 7 | 3 | 2 | 3 | 2 | 1 | |
| 2025Q3 | 4 | 5 | 2 | 3 | 1 | |||
| 2025Q4 | 3 | 2 | 3 | 1 | 4 | 1 | ||
| 2026Q1 | 7 | 4 | 2 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 5 | 5 | 2 | 4 | 3 | 7 |
| Demand | 2 | 6 | 7 | 5 | 2 | 4 |
| Pricing | 5 | 2 | 3 | 2 | 3 | 2 |
| Product Launch | 6 | 5 | 2 | |||
| Revenue Growth | 1 | 2 | 3 | 3 | 1 | 2 |
| Regulation Policy | 2 | 2 | 2 | 1 | 1 | |
| Innovation & R&D | 1 | 4 | 2 | |||
| Margin | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ALNY Alnylam Pharmaceuticals | 9 | +96.4% | |
| INCY Incyte | 9 | +20.9% | |
| INSM Insmed Incorporated | 8 | +229.6% | |
| MRNA Moderna | 8 | +263.6% | |
| REGN Regeneron Pharmaceuticals | 7 | +19.0% | |
| TECH Bio-Techne | 4 | -1.5% | |
| VRTX Vertex Pharmaceuticals | 6 | +7.8% |