Key Points – Alnylam set new 2030 goals targeting 25% annual revenue growth and a 30% non-GAAP operating margin, with management saying the plan is meant to clarify priorities for investors and employees. – AMVUTTRA remains the key TTR driver through 2030, while nucresiran is…
pected to contribute later, with potential launches around 2028 for polyneuropathy and around 2030 for cardiomyopathy. – The company is investing heavily in its pipeline, aiming to reinvest about 30% of revenue into R&D while advancing roughly 25 drugs in development, with several near-term readouts in obesity, Huntington’s disease, bleeding disorders and CNS programs. – Alnylam Stock Soars 65%: Find Out What’s Behind the Gains Alnylam Pharmaceuticals (NASDAQ:ALNY) executives outlined the company’s 2030 financial targets, TTR franchise strategy and near-term pipeline priorities during a Goldman Sachs event hosted by analyst Salveen Richter. Jeff Poulton, Alnylam’s chief financial officer, said the company’s “Alnylam 2030” plan is its fourth set of five-year goals and is intended to clarify priorities for both investors and employees
The plan calls for a 25% compound annual growth rate in total revenue, including product sales, collaboration revenue and royalty revenue, as well as a 30% non-GAAP operating margin across the period. – 3 biotech powerhouses poised to thrive amid sector rebound Poulton said Alnylam is defining leadership in TTR by both peak franchise revenue in 2030 and cumulative revenue over the five-year period. He said AMVUTTRA is expected to be the primary TTR revenue driver through 2030, given the timing of nucresiran’s phase 3 studies. Poulton said Alnylam expects the nucresiran polyneuropathy study could support market entry around 2028, while cardiomyopathy is more likely around 2030. “For 2030, that’s primarily going to be AMVUTTRA,” Poulton said, referring to the company’s TTR revenue contribution.
He added that nucresiran could become a more important growth and…