Alnylam第三季度总收入14.58亿美元增17%：AMVUTTRA收入增65%、产品收入增52%
总部位于马萨诸塞州 Cambridge 的 RNAi 疗法公司 Alnylam Pharmaceuticals（Nasdaq: ALNY）10月29日公布2026年第三季度业绩：总收入14.58086亿美元，同比增长17%；全球净产品收入12.91946亿美元，同比增长52%。
增长主要由 TTR 业务带动：AMVUTTRA 收入11.30363亿美元、同比增长65%，ONPATTRO 收入1,959.6万美元，TTR 产品收入合计11.49959亿美元、同比增长59%，主要来自美国 ATTR-CM 患者需求增长。罕见病产品收入合计1.41987亿美元、增长12%，其中 GIVLAARI 收入8,948.7万美元、OXLUMO 收入5,250万美元。合作收入为7,147.6万美元，特许权收入9,466.4万美元、同比增长105%，来自诺华 Leqvio 销售的特许权使用费增加。
利润方面，公司 GAAP 净利为21.67335亿美元，其中包含约19亿美元的一次性所得税收益，主要来自递延所得税资产估值备抵的释放；GAAP 摊薄每股收益为15.72美元，非 GAAP 净利22.4191亿美元、非 GAAP 摊薄每股收益16.26美元。GAAP 经营利润为3.45798亿美元。
管线方面，公司宣布将下一代 RNAi 疗法 nucresiran 治疗 ATTR-CM 的 TRITON-CM 三期研究目标入组人数由1,750人扩大至约2,250人，并继续预期该药有望在2030年上市；亨廷顿病疗法 brezosiran 的一期初步数据显示脑脊液突变亨廷顿蛋白呈剂量依赖性下降，公司计划在与监管机构对齐后于2027年启动安慰剂对照关键研究。首席执行官 Yvonne Greenstreet 表示，三季度业绩反映了 TTR 业务的持续增长与关键项目的推进，公司将继续扩大处方医生基础、支持患者可及性，把 AMVUTTRA 带给更多 ATTR 淀粉样变性患者。
Alnylam Pharmaceuticals Third Quarter Total Revenues Rise 17% to $1.458 Billion as AMVUTTRA Revenues Grow 65%
Alnylam Pharmaceuticals, Inc. (Nasdaq: ALNY), the Cambridge, Massachusetts-based RNAi therapeutics company, on October 29 reported third quarter 2026 total revenues of $1,458.086 million, up 17% from a year earlier, and global net product revenues of $1,291.946 million, up 52%.
Growth was led by the TTR franchise: AMVUTTRA revenues were $1,130.363 million, up 65%, and ONPATTRO revenues were $19.596 million, for total TTR net product revenues of $1,149.959 million, up 59%, driven primarily by increased patient demand in ATTR-CM in the United States. Total Rare net product revenues were $141.987 million, up 12%, with GIVLAARI at $89.487 million and OXLUMO at $52.5 million. Net revenues from collaborations were $71.476 million, and royalty revenue rose 105% to $94.664 million on higher Leqvio royalties from Novartis.
GAAP net income was $2,167.335 million, including a non-cash income tax benefit of approximately $1.9 billion primarily from the release of valuation allowances on deferred tax assets; GAAP diluted earnings per share were $15.72, and non-GAAP net income was $2,241.91 million, or $16.26 per diluted share. GAAP income from operations was $345.798 million.
On the pipeline, the company is expanding target enrollment in the TRITON-CM Phase 3 study of nucresiran, a next-generation RNAi therapeutic for ATTR-CM, from 1,750 to approximately 2,250 patients, while continuing to expect a potential launch by 2030. Initial Phase 1 data for brezosiran in Huntington's disease showed dose-dependent reductions in cerebrospinal fluid mutant huntingtin protein, and the company expects to initiate a placebo-controlled pivotal study in 2027, pending regulatory alignment. 'Our third quarter results reflect the continued growth of our TTR franchise and advancement of key programs with the potential for transformative patient impact,' said Yvonne Greenstreet, M.D., chief executive officer of Alnylam.
来源：GSM·美国（原文链接）
图片来源：图：Alnylam总部所在地Cambridge的Charles River河畔（资料图）。Daderot摄，公共领域，经Wikimedia Commons。 / The Charles River in Cambridge, Massachusetts, where Alnylam is headquartered (file photo). Photo by Daderot, public domain, via Wikimedia Commons.
