Mar 31

Alnylam Q1 2025 Earnings Report

Alnylam reported strong Q1 performance with record product revenue growth and two FDA approvals.

Key Takeaways

Alnylam posted $594M in total revenue in Q1 2025, supported by robust growth in AMVUTTRA and new regulatory approvals. The company reported a narrower net loss and strong commercial momentum for its ATTR-CM therapy.

Achieved total revenue of $594.2M, driven by 28% growth in net product sales

FDA approved AMVUTTRA for ATTR-CM and Qfitlia for hemophilia, both launched in Q1

Net loss narrowed to $57.5M from $65.9M year-over-year

Reaffirmed 2025 guidance with $2.05B–$2.25B net product revenue outlook

Total Revenue
$594M
Previous year: $494M
+20.2%
EPS
-$0.01
Previous year: -$0.16
-93.8%
TTR net product revenue
$359M
Previous year: $264M
+35.9%
Rare disease revenue
$109M
Previous year: $101M
+8.3%
GAAP R&D expenses
$265M
Previous year: $261M
+1.6%
Cash and Equivalents
$1.02B
Previous year: $2.37B
-57.0%
Total Assets
$4.21B
Previous year: $3.82B
+10.2%

Alnylam

Alnylam

Alnylam Revenue by Segment

Forward Guidance

Alnylam reaffirmed its FY25 guidance, projecting continued momentum from recent drug approvals and product expansion in global markets.

Positive Outlook

  • FY25 total net product revenues expected between $2.05B–$2.25B
  • TTR franchise forecasted to deliver $1.6B–$1.725B
  • Rare disease products expected to bring in $450M–$525M
  • Anticipates up to $750M from collaborations and royalties
  • Targeting non-GAAP profitability for the full year

Challenges Ahead

  • Lower collaboration revenue YoY due to non-recurring milestone from Roche in 2024
  • Net loss continues, albeit narrowed
  • High R&D spend to support clinical expansion
  • Ongoing cash burn with $118M used in operations in Q1
  • Potential dependency on regulatory approvals for future revenue growth