← Arrowhead Pharmaceuticals overview

Arrowhead Pharmaceuticals vs Alnylam Pharmaceuticals: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Arrowhead Pharmaceuticals Inc (ARWR)

Q3 2026
▲3

Arrowhead's RNAi pipeline advances with EU launch and Phase 3 wins

  • EU approval of REDEMPLO opens first market Arrowhead won European Commission approval for REDEMPLO, the first siRNA treatment for familial chylomicronemia syndrome. This opens a new revenue stream and validates its RNAi platform, lifting investor expectations for future drug approvals and sales.

    First regulatory approval in a major market is a key catalyst for ARWR's commercial future.

  • Plozasiran Phase 3 success pressures rival Ionis Plozasiran met all endpoints in two Phase 3 trials for severe hypertriglyceridemia, cutting triglycerides by ~80% and pancreatitis events by 78%. This positions ARWR ahead of Ionis's competing drug, boosting confidence in a large market opportunity.

    Late-stage win with best-in-class potential directly boosts ARWR's competitive position and future sales outlook.

  • Zodasiran enrollment complete for HoFH Arrowhead finished enrolling 70 patients in the Phase 3 YOSEMITE trial of zodasiran for homozygous familial hypercholesterolemia, ahead of schedule. This keeps another pipeline drug on track for a 2027 readout, adding long-term value.

    Pipeline progress reduces reliance on a single drug and supports future growth.

  • Q3 loss widens but revenue beats and cash remains strong Arrowhead reported a $194 million quarterly loss and spent $215 million on a priority review voucher, but revenue jumped 171% to $75 million and cash stands at $1.6 billion. The voucher could speed FDA review of plozasiran, while the loss highlights heavy spending.

    Financials show both growing commercial traction and ongoing cash burn, a key tension for investors.

July 2026
▲3

Arrowhead's RNAi pipeline advances with EU launch and Phase 3 wins

  • EU approval of REDEMPLO opens first market Arrowhead won European Commission approval for REDEMPLO, the first siRNA treatment for familial chylomicronemia syndrome. This opens a new revenue stream and validates its RNAi platform, lifting investor expectations for future drug approvals and sales.

    First regulatory approval in a major market is a key catalyst for ARWR's commercial future.

  • Plozasiran Phase 3 success pressures rival Ionis Plozasiran met all endpoints in two Phase 3 trials for severe hypertriglyceridemia, cutting triglycerides by ~80% and pancreatitis events by 78%. This positions ARWR ahead of Ionis's competing drug, boosting confidence in a large market opportunity.

    Late-stage win with best-in-class potential directly boosts ARWR's competitive position and future sales outlook.

  • Zodasiran enrollment complete for HoFH Arrowhead finished enrolling 70 patients in the Phase 3 YOSEMITE trial of zodasiran for homozygous familial hypercholesterolemia, ahead of schedule. This keeps another pipeline drug on track for a 2027 readout, adding long-term value.

    Pipeline progress reduces reliance on a single drug and supports future growth.

  • Q3 loss widens but revenue beats and cash remains strong Arrowhead reported a $194 million quarterly loss and spent $215 million on a priority review voucher, but revenue jumped 171% to $75 million and cash stands at $1.6 billion. The voucher could speed FDA review of plozasiran, while the loss highlights heavy spending.

    Financials show both growing commercial traction and ongoing cash burn, a key tension for investors.

Latest
▲3

Arrowhead's RNAi pipeline advances with EU launch and Phase 3 wins

  • EU approval of REDEMPLO opens first market Arrowhead won European Commission approval for REDEMPLO, the first siRNA treatment for familial chylomicronemia syndrome. This opens a new revenue stream and validates its RNAi platform, lifting investor expectations for future drug approvals and sales.

    First regulatory approval in a major market is a key catalyst for ARWR's commercial future.

  • Plozasiran Phase 3 success pressures rival Ionis Plozasiran met all endpoints in two Phase 3 trials for severe hypertriglyceridemia, cutting triglycerides by ~80% and pancreatitis events by 78%. This positions ARWR ahead of Ionis's competing drug, boosting confidence in a large market opportunity.

    Late-stage win with best-in-class potential directly boosts ARWR's competitive position and future sales outlook.

  • Zodasiran enrollment complete for HoFH Arrowhead finished enrolling 70 patients in the Phase 3 YOSEMITE trial of zodasiran for homozygous familial hypercholesterolemia, ahead of schedule. This keeps another pipeline drug on track for a 2027 readout, adding long-term value.

    Pipeline progress reduces reliance on a single drug and supports future growth.

  • Q3 loss widens but revenue beats and cash remains strong Arrowhead reported a $194 million quarterly loss and spent $215 million on a priority review voucher, but revenue jumped 171% to $75 million and cash stands at $1.6 billion. The voucher could speed FDA review of plozasiran, while the loss highlights heavy spending.

    Financials show both growing commercial traction and ongoing cash burn, a key tension for investors.

Alnylam Pharmaceuticals Inc (ALNY)

Q3 2026
▲2▼2

Alnylam's TTR Guidance Cut Triggers 29% Plunge Despite Record Quarter

  • TTR Guidance Cut Sends Shares Down 29% Alnylam lowered its 2026 TTR revenue guidance to $4.2–4.5 billion from $4.4–4.7 billion, citing slower second-line demand for Amvuttra. The stock plunged 29% as investors feared the flagship franchise's growth is decelerating, overshadowing strong Q2 results.

    This is the single biggest new event of the period and the main reason ALNY is moving right now.

  • Amvuttra Tops $1 Billion in a Quarter for First Time Amvuttra exceeded $1 billion in quarterly sales, with total product revenue up 74% and non-GAAP operating income tripling to $318 million. This shows the drug is still growing strongly, but the guidance cut signals the pace will slow.

    It is the key new financial result that contrasts with the guidance cut and explains the mixed market reaction.

  • Rival ATTR-CM Drug Fails, Boosting Alnylam's Competitive Edge AstraZeneca and Ionis's Wainua failed a Phase 3 ATTR-CM trial, removing a potential competitor. Alnylam shares initially rose 18% as its Amvuttra faces less competition in the cardiomyopathy market, though the later guidance cut reversed those gains.

    This is a major new competitive development that initially drove the stock up and remains a positive force.

  • Securities Fraud Investigation Adds Legal Uncertainty Kirby McInerney launched an investigation into potential securities law violations following the guidance cut. While no lawsuit has been filed, the probe adds uncertainty and could pressure the stock as investors weigh legal risks.

    It is a new negative development that could affect investor sentiment and is directly tied to the guidance cut.

July 2026
▲2▼2

Alnylam's TTR Guidance Cut Triggers 29% Plunge Despite Record Quarter

  • TTR Guidance Cut Sends Shares Down 29% Alnylam lowered its 2026 TTR revenue guidance to $4.2–4.5 billion from $4.4–4.7 billion, citing slower second-line demand for Amvuttra. The stock plunged 29% as investors feared the flagship franchise's growth is decelerating, overshadowing strong Q2 results.

    This is the single biggest new event of the period and the main reason ALNY is moving right now.

  • Amvuttra Tops $1 Billion in a Quarter for First Time Amvuttra exceeded $1 billion in quarterly sales, with total product revenue up 74% and non-GAAP operating income tripling to $318 million. This shows the drug is still growing strongly, but the guidance cut signals the pace will slow.

    It is the key new financial result that contrasts with the guidance cut and explains the mixed market reaction.

  • Rival ATTR-CM Drug Fails, Boosting Alnylam's Competitive Edge AstraZeneca and Ionis's Wainua failed a Phase 3 ATTR-CM trial, removing a potential competitor. Alnylam shares initially rose 18% as its Amvuttra faces less competition in the cardiomyopathy market, though the later guidance cut reversed those gains.

    This is a major new competitive development that initially drove the stock up and remains a positive force.

  • Securities Fraud Investigation Adds Legal Uncertainty Kirby McInerney launched an investigation into potential securities law violations following the guidance cut. While no lawsuit has been filed, the probe adds uncertainty and could pressure the stock as investors weigh legal risks.

    It is a new negative development that could affect investor sentiment and is directly tied to the guidance cut.

Latest
▲2▼2

Alnylam's TTR Guidance Cut Triggers 29% Plunge Despite Record Quarter

  • TTR Guidance Cut Sends Shares Down 29% Alnylam lowered its 2026 TTR revenue guidance to $4.2–4.5 billion from $4.4–4.7 billion, citing slower second-line demand for Amvuttra. The stock plunged 29% as investors feared the flagship franchise's growth is decelerating, overshadowing strong Q2 results.

    This is the single biggest new event of the period and the main reason ALNY is moving right now.

  • Amvuttra Tops $1 Billion in a Quarter for First Time Amvuttra exceeded $1 billion in quarterly sales, with total product revenue up 74% and non-GAAP operating income tripling to $318 million. This shows the drug is still growing strongly, but the guidance cut signals the pace will slow.

    It is the key new financial result that contrasts with the guidance cut and explains the mixed market reaction.

  • Rival ATTR-CM Drug Fails, Boosting Alnylam's Competitive Edge AstraZeneca and Ionis's Wainua failed a Phase 3 ATTR-CM trial, removing a potential competitor. Alnylam shares initially rose 18% as its Amvuttra faces less competition in the cardiomyopathy market, though the later guidance cut reversed those gains.

    This is a major new competitive development that initially drove the stock up and remains a positive force.

  • Securities Fraud Investigation Adds Legal Uncertainty Kirby McInerney launched an investigation into potential securities law violations following the guidance cut. While no lawsuit has been filed, the probe adds uncertainty and could pressure the stock as investors weigh legal risks.

    It is a new negative development that could affect investor sentiment and is directly tied to the guidance cut.

Q2 2026
▲4

Alnylam's RNAi Engine Roars: AI Deals, Regulatory Wins, and a 121% Revenue Surge

  • Amvuttra's 187% sales jump powers 121% total revenue growth Amvuttra sales soared 187% to $889.9 million, driving total Q1 product revenue up 121% to $1.04 billion. This blockbuster growth is the core reason Alnylam's stock can rebound, as it proves the company's flagship drug is winning in the cardiomyopathy market.

    This is the fundamental growth engine behind the stock's potential recovery and analyst optimism.

  • AI partnerships with Inceptive and Komodo aim to speed drug discovery and commercialization Alnylam formed a $2 billion AI collaboration with Inceptive Nucleics to accelerate RNAi drug discovery and expanded its Komodo Health partnership to scale AI analytics. These deals could shorten development timelines and boost pipeline productivity, supporting long-term growth.

    These new AI initiatives signal future pipeline expansion and operational efficiency, key for a biotech's valuation.

  • Cemdisiran accepted for FDA and EMA review in myasthenia gravis Regulators accepted marketing applications for cemdisiran, with FDA priority review and a November decision date. This milestone brings a potential new rare-disease therapy closer to market, diversifying revenue beyond Amvuttra and adding a near-term catalyst.

    A regulatory acceptance is a concrete step toward a new product approval, directly impacting future revenue.

  • Analysts see 45% upside as Brown Advisory initiates a position Wall Street's average price target is $436, about 45% above the recent close, and Brown Advisory initiated a stake citing an attractive entry point. These votes of confidence suggest the market may be undervaluing Alnylam's growth prospects.

    Institutional buying and analyst targets reflect external validation of the company's value after a steep selloff.

June 2026
▲4

Alnylam's RNAi Engine Roars: AI Deals, Regulatory Wins, and a 121% Revenue Surge

  • Amvuttra's 187% sales jump powers 121% total revenue growth Amvuttra sales soared 187% to $889.9 million, driving total Q1 product revenue up 121% to $1.04 billion. This blockbuster growth is the core reason Alnylam's stock can rebound, as it proves the company's flagship drug is winning in the cardiomyopathy market.

    This is the fundamental growth engine behind the stock's potential recovery and analyst optimism.

  • AI partnerships with Inceptive and Komodo aim to speed drug discovery and commercialization Alnylam formed a $2 billion AI collaboration with Inceptive Nucleics to accelerate RNAi drug discovery and expanded its Komodo Health partnership to scale AI analytics. These deals could shorten development timelines and boost pipeline productivity, supporting long-term growth.

    These new AI initiatives signal future pipeline expansion and operational efficiency, key for a biotech's valuation.

  • Cemdisiran accepted for FDA and EMA review in myasthenia gravis Regulators accepted marketing applications for cemdisiran, with FDA priority review and a November decision date. This milestone brings a potential new rare-disease therapy closer to market, diversifying revenue beyond Amvuttra and adding a near-term catalyst.

    A regulatory acceptance is a concrete step toward a new product approval, directly impacting future revenue.

  • Analysts see 45% upside as Brown Advisory initiates a position Wall Street's average price target is $436, about 45% above the recent close, and Brown Advisory initiated a stake citing an attractive entry point. These votes of confidence suggest the market may be undervaluing Alnylam's growth prospects.

    Institutional buying and analyst targets reflect external validation of the company's value after a steep selloff.

▲4

Alnylam's RNAi Engine Roars: AI Deals, Regulatory Wins, and a 121% Revenue Surge

  • Amvuttra's 187% sales jump powers 121% total revenue growth Amvuttra sales soared 187% to $889.9 million, driving total Q1 product revenue up 121% to $1.04 billion. This blockbuster growth is the core reason Alnylam's stock can rebound, as it proves the company's flagship drug is winning in the cardiomyopathy market.

    This is the fundamental growth engine behind the stock's potential recovery and analyst optimism.

  • AI partnerships with Inceptive and Komodo aim to speed drug discovery and commercialization Alnylam formed a $2 billion AI collaboration with Inceptive Nucleics to accelerate RNAi drug discovery and expanded its Komodo Health partnership to scale AI analytics. These deals could shorten development timelines and boost pipeline productivity, supporting long-term growth.

    These new AI initiatives signal future pipeline expansion and operational efficiency, key for a biotech's valuation.

  • Cemdisiran accepted for FDA and EMA review in myasthenia gravis Regulators accepted marketing applications for cemdisiran, with FDA priority review and a November decision date. This milestone brings a potential new rare-disease therapy closer to market, diversifying revenue beyond Amvuttra and adding a near-term catalyst.

    A regulatory acceptance is a concrete step toward a new product approval, directly impacting future revenue.

  • Analysts see 45% upside as Brown Advisory initiates a position Wall Street's average price target is $436, about 45% above the recent close, and Brown Advisory initiated a stake citing an attractive entry point. These votes of confidence suggest the market may be undervaluing Alnylam's growth prospects.

    Institutional buying and analyst targets reflect external validation of the company's value after a steep selloff.

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