10-QPeriod: Q2 FY2024

ALNYLAM PHARMACEUTICALS, INC. Quarterly Report for Q2 Ended Jun 30, 2024

Filed August 1, 2024For Securities:ALNY

Summary

Alnylam Pharmaceuticals, Inc. reported robust top-line growth in its second quarter of 2024, with total revenues increasing by 107% year-over-year to $659.8 million. This surge was primarily driven by a significant increase in net product revenues, which rose by 34% to $410.1 million, led by strong performance from AMVUTTRA. Collaboration revenues also saw a substantial increase, growing from $5.8 million in the prior year period to $227.3 million, largely due to the amended collaboration agreement with Regeneron Pharmaceuticals and milestone achievements with Roche. Despite the strong revenue growth, the company reported a net loss of $16.9 million for the quarter, an improvement from the $276.0 million net loss in the second quarter of 2023. This improved net loss reflects the significant increase in revenue and a more favorable cost of goods sold as a percentage of net product revenues. Research and development expenses increased by 18% year-over-year, reflecting ongoing investments in pipeline expansion, particularly for zilebesiran and mivelsiran. The company maintains a strong liquidity position with $971.2 million in cash, cash equivalents, and restricted cash as of June 30, 2024, which management believes is sufficient to meet operating needs for at least the next 12 months.

Financial Statements
Beta

Key Highlights

  • 1Total revenues increased by 107% year-over-year to $659.8 million in Q2 2024.
  • 2Net product revenues grew 34% to $410.1 million, driven by AMVUTTRA.
  • 3Collaboration revenues surged by over 3700% to $227.3 million, primarily due to Regeneron and Roche agreements.
  • 4Net loss improved significantly to $16.9 million from $276.0 million in the prior year period.
  • 5Research and development expenses increased by 18% to $294.1 million, indicating continued investment in pipeline development.
  • 6Cash, cash equivalents, and restricted cash stood at $971.2 million as of June 30, 2024, providing ample liquidity.
  • 7Positive topline results were reported for the HELIOS-B Phase 3 study of vutrisiran and the KARDIA-2 Phase 2 study of zilebesiran.

Frequently Asked Questions

Alnylam's total revenues increased by 107% year-over-year to $659.8 million, primarily driven by a 34% increase in net product revenues to $410.1 million, led by strong performance from AMVUTTRA. Additionally, collaboration revenues saw a substantial jump from $5.8 million to $227.3 million, largely due to revenue recognized from the amended Regeneron collaboration and milestone achievements with Roche.

Alnylam reported an improved net loss of $16.9 million for the second quarter of 2024, compared to a net loss of $276.0 million in the same period of 2023. This improvement is attributed to the significant revenue growth and a more favorable cost of goods sold as a percentage of net product revenues.

As of June 30, 2024, Alnylam had $971.2 million in cash, cash equivalents, and restricted cash. Management believes this liquidity is sufficient to meet its operating needs for at least the next 12 months. The company continues to invest in research and development, with R&D expenses increasing by 18% year-over-year.

Yes, Alnylam reported positive topline results from the HELIOS-B Phase 3 study of vutrisiran for ATTR amyloidosis with cardiomyopathy and positive results from the KARDIA-2 Phase 2 study of zilebesiran for hypertension. Additionally, their collaborator Sanofi submitted regulatory filings for fitusiran in hemophilia.