10-QPeriod: Q1 FY2025

ALNYLAM PHARMACEUTICALS, INC. Quarterly Report for Q1 Ended Mar 31, 2025

Filed May 1, 2025For Securities:ALNY

Summary

Alnylam Pharmaceuticals, Inc. reported solid top-line growth for the first quarter of 2025, with total revenues increasing by 20% year-over-year to $594.2 million. This growth was primarily driven by a significant 28% increase in net product revenues, reaching $468.5 million, largely due to strong performance from AMVUTTRA, which saw a 59% increase in total sales across regions. ONPATTRO's sales declined by 29%, attributed to patient switching to AMVUTTRA. While collaboration revenues decreased by 16% mainly due to a large milestone payment received in the prior year from the Roche collaboration, royalty revenue saw a substantial 149% increase, driven by higher royalties from Leqvio. The company narrowed its net loss to $57.5 million from $65.9 million in the prior year's first quarter, indicating progress towards profitability, although significant R&D and SG&A expenses continue to weigh on the bottom line. The company ended the quarter with a robust cash and cash equivalents balance of over $1 billion, providing ample liquidity.

Financial Statements
Beta

Key Highlights

  • 1Total revenues grew 20% year-over-year to $594.2 million.
  • 2Net product revenues increased 28% to $468.5 million, led by strong AMVUTTRA growth.
  • 3AMVUTTRA sales surged 59%, while ONPATTRO sales decreased 29%.
  • 4Royalty revenue saw a significant 149% increase, primarily from Leqvio sales.
  • 5Net loss narrowed to $57.5 million from $65.9 million in the prior year's quarter.
  • 6Cash and cash equivalents stood at $1.02 billion as of March 31, 2025, indicating strong liquidity.
  • 7Research and development expenses increased 2% to $265.1 million, with SG&A expenses rising 14% to $240.0 million, reflecting continued investment in pipeline advancement and commercial infrastructure.

Frequently Asked Questions

The primary driver of revenue growth was a significant 28% increase in net product revenues, reaching $468.5 million. This was largely fueled by strong performance from AMVUTTRA, which experienced a 59% increase in sales across all regions.

Collaboration revenues decreased by 16% primarily due to the recognition of a $65.0 million milestone payment in the first quarter of 2024 related to the zilebesiran KARDIA-3 clinical trial with Roche. This was partially offset by increased activity in the Regeneron collaboration and a payment received from the amendment to the Vir Biotechnology agreement.

Alnylam Pharmaceuticals ended the first quarter of 2025 with a strong liquidity position, holding $1.02 billion in cash, cash equivalents, and restricted cash.

The company narrowed its net loss to $57.5 million in the first quarter of 2025, compared to a net loss of $65.9 million in the same period of 2024. This improvement reflects increased revenues and disciplined expense management, although substantial investments in R&D and SG&A continue.