What smart money is saying about Alnylam Pharmaceuticals, Inc.
4 funds in our archive have pitched Alnylam Pharmaceuticals, Inc., most recently Brown Advisory Large-Cap Sustainable Growth Strategy in September 2026.
Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company primarily dedicated to the discovery, development, and commercialization of innovative therapeutic solutions leveraging ribonucleic acid interference (RNAi) technology. Its robust pipeline of RNAi-based treatments addresses a range of critical therapeutic areas, including inherited genetic disorders, cardio-metabolic conditions, hepatic infectious diseases, and central nervous system (CNS) and ocular disorders. Currently, Alnylam offers several approved therapies: ONPATTRO (patisiran) for adults suffering from polyneuropathy associated with hereditary transthyretin-mediated amyloidosis; GIVLAARI for adult patients with acute hepatic porphyria (AHP); and OXLUMO (lumasiran) for primary hyperoxaluria type 1 (PH1). Beyond its commercial portfolio, the company maintains an active development pipeline. Key investigational therapies include givosiran, aimed at adolescent patients with AHP; patisiran, being explored for transthyretin amyloidosis (ATTR) with cardiomyopathy; cemdisiran for complement-mediated disorders; ALN-AAT02 for AAT deficiency-associated liver disease; ALN-HBV02 for chronic hepatitis B virus infection; Zilebesiran for hypertension; and ALN-HSD for non-alcoholic steatohepatitis (NASH). Additionally, other candidates such as Fitusiran for hemophilia and bleeding disorders, Inclisiran for hypercholesterolemia, an expanded indication for lumasiran for advanced PH1 and recurrent kidney stones, and vutrisiran for ATTR amyloidosis (currently in Phase 3 clinical trials) are also progressing. Alnylam also engages in strategic alliances with other pharmaceutical leaders. Notable collaborations include those with Regeneron Pharmaceuticals, Inc., focused on discovering and developing RNAi therapeutics for ocular and CNS targets, and with Sanofi Genzyme for broader RNAi therapeutic development and commercialization efforts. Further licensing and partnership agreements are in place with entities such as Novartis AG, Vir Biotechnology, Inc., Dicerna Pharmaceuticals, Inc., Ionis Pharmaceuticals, Inc., and PeptiDream, Inc. Established in 2002, Alnylam Pharmaceuticals maintains its corporate headquarters in Cambridge, Massachusetts.
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Fund signal · last 12 months
5 lettersToo few moves on Alnylam Pharmaceuticals, Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2025 and Q3 2026, 6 fund letters reported a position in Alnylam Pharmaceuticals, Inc., with 2 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
| Q2 2026 | 2 | 0 | 1 | 1 |
| Q1 2026 | 1 | 1 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 5 moves
- September 2026
“Bottom line, we think there are better alternative investment opportunities, including Alnylam Pharmaceuticals, Inc. (ALNY), which is a new holding as of the third quarter.”
Alnylam Pharmaceuticals, Inc. - July 2026
“In July, Amalthea gained 6.54% net whilst the MSCI ACWI (in $A) fell by 1.55%. Performance in the long book was led by Regeneron, with DSM Firmenich, Amazon, Visa and Philip Morris also providing meaningful contributions. Alnylam Pharmaceuticals acted as the primary detractor while Murata and 5N Plus also weighed on performance.”
Alnylam Pharmaceuticals, Inc. - June 2026
“Following the launch of a novel drug last year to treat a serious heart disease, Alnylam, the pioneer of RNA interference (RNAi) therapies, reported year-over-year revenue growth of 121 percent. However, this was marginally below market expectations, which, combined with its continued investment in research and development (R&D) - we think a sensible move to support its future growth - has led to share price weakness. This company has been a long-term positive contributor, and we trimmed it three times last year following strong performance.”
Alnylam Pharmaceuticals, Inc. - June 2026
“Following the launch of a novel drug last year to treat a serious heart disease, Alnylam, the pioneer of RNA interference (RNAi) therapies, reported year-over-year revenue growth of 121 percent. However, this was marginally below market expectations, which, combined with its continued investment in research and development (R&D) – we think a sensible move to support its future growth – has led to share price weakness. This company has been a long-term positive contributor, and we trimmed it three times last year following strong performance.”
Alnylam Pharmaceuticals, Inc. - New positionLarge-Cap GrowthMarch 2026
“We initiated positions in Axon Enterprise Inc (AXON), Palo Alto Networks, Spotify Technology (SPOT), Alnylam Pharmaceuticals, Inc (ALNY), Arthur J. Gallagher & Co (AJG), and most recently HEICO Corporation Class A (HEI.A).”
Alnylam Pharmaceuticals, Inc. - ExitedTitan Wealth Global Blue ChipJune 2025
“Exits: We exited several healthcare and tech names that either faced deteriorating fundamentals or offered limited upside. Apple, as previously mentioned, was sold following an underwhelming WWDC and signs of strategic drift in AI. Adobe was sold due to uncertainty surrounding its AI monetisation roadmap and the erosion of its moat in the creative software space. LVMH was exited due to deteriorating sentiment in China and among middle- income consumers globally. Sanofi, Regeneron, Alnylam, and Johnson & Johnson were sold to reduce healthcare exposure in light of drug pricing politics, poor M&A execution, or pipeline concerns.”
Alnylam Pharmaceuticals, Inc.
Also mentioned · 1
These funds discuss Alnylam Pharmaceuticals, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- June 2026
“Other stocks in the recent idea hopper have included Kratos (weapon components), Alnylam (RNA-inference therapeutics) and Meesho (Indian discount online commerce).”
Alnylam Pharmaceuticals, Inc.
Fund coverage · 4 theses
- Brown Advisory Large-Cap Sustainable Growth StrategySeptember 2026
Alnylam is the leader in RNAi therapeutics, with a significant moat and the potential to become a diversified, multi-product biopharma compounder.
Read the full thesis Alnylam develops RNAi therapies and has strong growth prospects from its platform and pipeline, despite near-term share price weakness.
Read the full thesis- Large-Cap GrowthMarch 2026
Alnylam offers RNAi therapeutics with a differentiated platform, durable revenues, and a growing pipeline.
Read the full thesis - Orbis Global EquitySeptember 2025
Alnylam Pharmaceuticals is a leading innovator in RNA-interference therapeutics, recently achieving regulatory approval for its best-in-class ATTR-CM treatment, Amvuttra, which is exceeding market expectations and positioning the company for profitability.
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