Capricor Therapeutics vs Alnylam Pharmaceuticals: why the prices moved differently

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

Capricor Therapeutics Inc (CAPR)

Q3 202627 Jul – 31 Jul 2026

▼3

FDA Panel Rejects Capricor's Deramiocel; Securities Fraud Investigations Mount

FDA Briefing Document Questions Deramiocel Efficacy On July 27, the FDA released a briefing document stating that Capricor's Duchenne therapy Deramiocel lacked substantial evidence of effectiveness and had an unfavorable benefit-risk profile. This threatens the drug's approval and caused the stock to plunge 64.5% to $7.00.
This is the core event that triggered the stock crash and all subsequent fallout.
FDA Advisory Committee Votes Against Deramiocel On July 30, an FDA advisory committee voted 3 to 9 that Deramiocel is not effective for Duchenne cardiomyopathy. This raises serious doubts about approval ahead of the August 22 PDUFA date, pushing the stock down further.
The panel vote is a major new negative development that directly impacts the likelihood of FDA approval.
Multiple Securities Fraud Investigations Launched Several law firms (Kirby McInerney, Bragar Eagel & Squire, Hagens Berman, Lowey Dannenberg, Holzer & Holzer, Glancy Prongay) have opened investigations into whether Capricor misled investors about Deramiocel's trial results. These probes add legal uncertainty and could lead to lawsuits, weighing on the stock.
The investigations are a new consequence of the FDA news and create ongoing legal overhang for the stock.

July 202627 Jul – 31 Jul 2026

▼3

FDA Panel Rejects Capricor's Deramiocel; Securities Fraud Investigations Mount

FDA Briefing Document Questions Deramiocel Efficacy On July 27, the FDA released a briefing document stating that Capricor's Duchenne therapy Deramiocel lacked substantial evidence of effectiveness and had an unfavorable benefit-risk profile. This threatens the drug's approval and caused the stock to plunge 64.5% to $7.00.
This is the core event that triggered the stock crash and all subsequent fallout.
FDA Advisory Committee Votes Against Deramiocel On July 30, an FDA advisory committee voted 3 to 9 that Deramiocel is not effective for Duchenne cardiomyopathy. This raises serious doubts about approval ahead of the August 22 PDUFA date, pushing the stock down further.
The panel vote is a major new negative development that directly impacts the likelihood of FDA approval.
Multiple Securities Fraud Investigations Launched Several law firms (Kirby McInerney, Bragar Eagel & Squire, Hagens Berman, Lowey Dannenberg, Holzer & Holzer, Glancy Prongay) have opened investigations into whether Capricor misled investors about Deramiocel's trial results. These probes add legal uncertainty and could lead to lawsuits, weighing on the stock.
The investigations are a new consequence of the FDA news and create ongoing legal overhang for the stock.

Latest27 Jul – 31 Jul 2026

▼3

FDA Panel Rejects Capricor's Deramiocel; Securities Fraud Investigations Mount

FDA Briefing Document Questions Deramiocel Efficacy On July 27, the FDA released a briefing document stating that Capricor's Duchenne therapy Deramiocel lacked substantial evidence of effectiveness and had an unfavorable benefit-risk profile. This threatens the drug's approval and caused the stock to plunge 64.5% to $7.00.
This is the core event that triggered the stock crash and all subsequent fallout.
FDA Advisory Committee Votes Against Deramiocel On July 30, an FDA advisory committee voted 3 to 9 that Deramiocel is not effective for Duchenne cardiomyopathy. This raises serious doubts about approval ahead of the August 22 PDUFA date, pushing the stock down further.
The panel vote is a major new negative development that directly impacts the likelihood of FDA approval.
Multiple Securities Fraud Investigations Launched Several law firms (Kirby McInerney, Bragar Eagel & Squire, Hagens Berman, Lowey Dannenberg, Holzer & Holzer, Glancy Prongay) have opened investigations into whether Capricor misled investors about Deramiocel's trial results. These probes add legal uncertainty and could lead to lawsuits, weighing on the stock.
The investigations are a new consequence of the FDA news and create ongoing legal overhang for the stock.

Alnylam Pharmaceuticals Inc (ALNY)

Q3 20269 Jul – 31 Jul 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 20269 Jul – 31 Jul 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.

Latest9 Jul – 31 Jul 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.

Q2 202622 Jun – 3 Jul 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 202622 Jun – 3 Jul 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.

22 Jun – 3 Jul 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.