10-QPeriod: Q2 FY2014

ALNYLAM PHARMACEUTICALS, INC. Quarterly Report for Q2 Ended Jun 30, 2014

Filed August 8, 2014For Securities:ALNY

Summary

Alnylam Pharmaceuticals, Inc. (ALNY) reported its financial results for the quarter and six months ended June 30, 2014. The company significantly increased its cash position, primarily driven by a substantial $700 million cash infusion from Genzyme as part of a strategic collaboration. This collaboration also involves Genzyme acquiring a significant equity stake in Alnylam. Financially, Alnylam continues to operate at a loss, with a net loss of $44.1 million for the quarter and $295.0 million for the six-month period, reflecting ongoing investments in research and development. A notable item impacting expenses was a substantial charge of $220.8 million recognized as in-process research and development related to the acquisition of Sirna Therapeutics' RNAi assets from Merck. Despite the net loss, the company's balance sheet strengthened considerably, ending the period with over $955 million in cash, cash equivalents, and marketable securities, providing ample runway for its development programs.

Financial Statements
Beta
R&D Expenses$44.67M
Operating Expenses$52.30M
Operating Income-$45.01M
Net Income-$44.07M
EPS (Basic)$-0.58
Shares Outstanding (Basic)75.83M

Key Highlights

  • 1Significant cash increase to $80.7 million in cash and cash equivalents and over $955 million in total cash, cash equivalents, and marketable securities by June 30, 2014, largely due to a $700 million collaboration payment from Genzyme.
  • 2The company recognized a significant $220.8 million charge for in-process research and development related to the acquisition of Sirna Therapeutics' RNAi assets from Merck.
  • 3Net revenues from collaborators decreased to $7.3 million for the quarter and $15.6 million for the six months, primarily due to the recognition of remaining deferred revenue from the terminated Cubist agreement.
  • 4Research and development expenses more than doubled year-over-year for the six-month period, reaching $88.4 million, driven by advancements in clinical and pre-clinical programs, including increased clinical trial and manufacturing costs.
  • 5General and administrative expenses increased substantially, particularly due to a one-time charge for the modification of certain stock options and increased consulting and professional services related to business development.
  • 6Alnylam entered into a comprehensive global strategic collaboration with Genzyme for the development and commercialization of RNAi therapeutics as genetic medicines, including an equity investment by Genzyme.
  • 7The company continues to advance its 'Alnylam 5x15' product strategy, with multiple programs in clinical and pre-clinical development, including patisiran (ALN-TTR02) in Phase 3 and ALN-AT3 (targeting antithrombin) in Phase 1.

Frequently Asked Questions

The primary driver was a $700 million cash payment received from Genzyme Corporation as part of a strategic global collaboration agreement. This payment significantly bolstered Alnylam's liquidity.

A significant charge of $220.8 million was recognized as in-process research and development (IPR&D) expense. This charge relates to the acquisition of Sirna Therapeutics' RNAi assets from Merck Sharp & Dohme Corp.

Alnylam has a strong cash position exceeding $955 million in cash, cash equivalents, and marketable securities as of June 30, 2014. This provides substantial financial runway to fund its ongoing research and development initiatives, including advancing its 'Alnylam 5x15' product strategy with multiple programs in clinical and pre-clinical stages.

The global strategic collaboration with Genzyme focuses on discovering, developing, and commercializing RNAi therapeutics as genetic medicines. This partnership includes Genzyme making a significant equity investment in Alnylam and involves collaboration on Alnylam's current and future genetic medicine programs, with Alnylam retaining rights in North America and Western Europe and Genzyme gaining rights in other territories, alongside co-development and co-promotion options for certain assets.