Alnylam Pharmaceuticals (ALNY) vs. IONS and ARWR: Can Pipeline Growth Restore Confidence After the Guidance Cut?

Is ALNY a good stock to buy? We came across a bullish thesis on Alnylam Pharmaceuticals, Inc. on Astute Optics – US’s Substack. The thesis was published on September 11th, when the stock was trading at $248.68, and ALNY lost 8.70% since then. The decline appears to reflect lingering concerns about slower AMVUTTRA demand growth following the earlier sales outlook reduction, alongside uncertainty ahead of upcoming pipeline data. In this article, we will summarize the bulls’ thesis on...