10-QPeriod: Q2 FY2025

ALNYLAM PHARMACEUTICALS, INC. Quarterly Report for Q2 Ended Jun 30, 2025

Filed July 31, 2025For Securities:ALNY

Summary

Alnylam Pharmaceuticals, Inc. reported a significant increase in total revenues for the six months ended June 30, 2025, up 19% year-over-year to $1.37 billion. This growth was primarily driven by a substantial 47% increase in net product revenues, reaching $1.14 billion, largely attributable to the strong performance of AMVUTTRA, particularly in the treatment of ATTR amyloidosis with cardiomyopathy. ONPATTRO saw a decline in revenue, likely due to patient switching to AMVUTTRA. Conversely, collaboration revenues decreased by 54% to $160.7 million, mainly due to the recognition of a large milestone payment in the prior year's comparable period for the Regeneron collaboration, partially offset by a payment from Vir Biotechnology. Despite revenue growth, the company reported a net loss of $123.8 million for the six months, a widening from the $82.8 million loss in the same period of 2024. This increase in net loss, despite higher revenues, is due to a significant rise in operating costs and expenses, which grew by 19% to $1.37 billion, outpacing revenue growth. The company's balance sheet shows a healthy cash position of $1.11 billion as of June 30, 2025, providing sufficient liquidity for at least the next 12 months. The increase in cash is supported by strong net cash provided by operating activities, which, despite a decrease from the prior year, remains positive at $35.4 million. However, the company continues to incur substantial R&D and SG&A expenses, reflecting ongoing investments in pipeline development and commercialization efforts. The ongoing patent litigation with Moderna and Pfizer remains a notable contingent liability, with recent rulings unfavorable to Alnylam, although the financial impact is not yet quantifiable.

Financial Statements
Beta

Key Highlights

  • 1Total revenues increased 19% to $1.37 billion for the six months ended June 30, 2025.
  • 2Net product revenues grew significantly by 47% to $1.14 billion, driven by AMVUTTRA's strong performance.
  • 3Net loss widened to $123.8 million for the six months ended June 30, 2025, from $82.8 million in the prior year, due to increased operating costs.
  • 4Operating costs and expenses increased by 19% to $1.37 billion for the six months ended June 30, 2025.
  • 5Cash, cash equivalents, and marketable securities stood at $2.86 billion as of June 30, 2025, providing robust liquidity.
  • 6Collaboration revenues declined by 54% to $160.7 million, primarily due to the prior year's recognition of a large milestone payment from Regeneron.
  • 7The company is actively managing its ongoing patent litigation with Moderna and Pfizer, with recent unfavorable rulings impacting the cases.

Frequently Asked Questions

The primary driver of Alnylam's revenue growth in the first half of 2025 was the significant increase in net product revenues, which rose by 47% to $1.14 billion. This was largely due to the strong performance of AMVUTTRA, particularly its success in treating ATTR amyloidosis with cardiomyopathy.

Despite revenue growth, Alnylam's net loss widened to $123.8 million for the first six months of 2025, compared to $82.8 million in the same period of 2024. This increase in loss is primarily attributed to a 19% rise in operating costs and expenses, which grew to $1.37 billion, outpacing the revenue growth and impacting profitability.

Alnylam Pharmaceuticals maintained a strong liquidity position as of June 30, 2025, with cash, cash equivalents, and marketable securities totaling $2.86 billion. The company believes this level of liquidity is sufficient to meet its operating needs for at least the next 12 months.

Collaboration revenues decreased significantly by 54% to $160.7 million for the first six months of 2025. This decline was largely due to the prior year recognizing a substantial milestone payment from Regeneron related to a collaboration amendment. While other collaborations like the one with Roche are progressing, the overall collaboration revenue was impacted by the year-over-year comparison, particularly with Regeneron.