Alnylam vs. Ionis: Here's the Better Bad-News Buy

Impact · against what's priced in

The article contains no new catalysts for Alnylam or Ionis, as the market has already factored in the clinical failures and revenue guidance cuts discussed. The current stock prices reflect the recent negative developments, leaving the long-term valuation dependent on upcoming trials and commercial volume data not provided here.

ALNY+0.00

Already priced in

The price assumes

A $200 million cut to 2026 TTR product revenue guidance