NASDAQ$ALNY

Alnylam Pharmaceuticals Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Alnylam reported strong Q4 2021 results, marked by substantial product revenue growth and pipeline advancements.

Alnylam Pharmaceuticals reported a strong fourth quarter and full-year 2021, achieving global net product revenues of $199 million for the quarter and $662 million for the year, representing an 83% annual growth. The company is guiding for $900 million to $1 billion in combined net product revenues for 2022. Key milestones include the expected launch of vutrisiran and multiple clinical data readouts.

  • Achieved Q4 2021 global net product revenues of $199 million, reflecting significant annual growth.
  • Reported positive results from the HELIOS-A Phase 3 study of Vutrisiran.
  • Novartis received FDA approval for Leqvio, triggering a $25 million milestone payment to Alnylam.
  • Provided 2022 combined net product revenue guidance of $900 million to $1 billion.

Headline financials

Total Revenue

$259M

Previous: $164M+58.1%
EPS (adj)

-$1.69

Previous: -$1.60-5.6%
Capital Expenditures

$21.9M

Previous: $21.7M+1.0%
Free Cash Flow

-$172M

Previous: -$145M-18.8%
Net Income

-$258M

Previous: -$244M-6.1%
Operating Income

-$195M

Previous: -$194M-0.2%
Gross Profit

$221M

Previous: $141M+57.2%
Cash & Equivalents

$2.44B

Previous: $1.87B+29.9%
Total Assets

$3.64B

Previous: $3.41B+6.9%
Stock-Based Comp

$44.6M

Previous: $34.3M+30.1%

Revenue & EPS history

Alnylam · Revenue · Quarterly

$259M

Q4 2021+58.1%vs Q4 2020
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Alnylam · $199M total across 3 segments · Q4 2021

  • ONPATTRO
    $139M+53.4%
  • GIVLAARI
    $40.7M+83.7%
  • OXLUMO
    $19.2M+5667.3%

Forward guidance

Alnylam provided full year 2022 financial guidance, including combined net product revenues for ONPATTRO, GIVLAARI, OXLUMO and vutrisiran of $900 million - $1,000 million, net revenues from collaborations and royalties of $175 million – $225 million, GAAP R&D and SG&A expenses of $1,630 million – $1,750 million and Non-GAAP R&D and SG&A expenses of $1,400 million – $1,500 million.

Tailwinds

  • Combined net product revenues for ONPATTRO, GIVLAARI, OXLUMO and vutrisiran are expected to be $900 million – $1,000 million.
  • Net revenues from collaborations and royalties are projected to be $175 million – $225 million.
  • Launch vutrisiran in the U.S., assuming successful review and approval from the FDA, for the treatment of hATTR amyloidosis patients with polyneuropathy.
  • Report results from the Phase 2 monotherapy study of cemdisiran in patients with IgA nephropathy.
  • Vir Biotechnology plans to report results from its Phase 2 combination trials evaluating ALN-HBV02 (VIR-2218), an investigational RNAi therapeutic for the treatment of chronic hepatitis B virus (HBV) infection.

Headwinds

  • GAAP R&D and SG&A expenses are projected to be $1,630 million – $1,750 million.
  • Non-GAAP R&D and SG&A expenses are expected to be $1,400 million – $1,500 million.
  • Guidance is based upon January 31, 2022 FX rates
  • Primarily excludes $230-$250 million of stock-based compensation expense from estimated GAAP R&D and SG&A expenses.
  • There is no guarantee that any investigational therapeutics or expanded uses of commercial products will successfully complete clinical development or gain health authority approval.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

-1.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+3.5%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+15.4%

Q2 2025

Best reaction

-16.9%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.3%-0.0%+0.2%
Q4 2025-4.3%+3.2%-2.8%
Q3 2025-6.7%-12.1%-6.3%
Q2 2025+15.4%+23.3%+31.4%
Q1 2025-3.1%+2.5%+15.7%
Q4 2024-0.4%-6.0%-9.1%
Q3 2024-2.7%-5.8%-10.1%
Q2 2024+14.6%+10.6%+10.6%
Q1 2024+1.6%+2.9%-1.0%
Q4 2023-10.4%-8.8%-9.1%
Q3 2023+6.6%+8.4%+9.2%
Q2 2023-0.8%-1.2%+7.6%
Q1 2023+6.3%+4.2%-2.9%
Q4 2022-5.6%-4.8%-5.5%
Q3 2022+1.7%+6.0%+5.8%
Q2 2022+0.0%+0.0%+48.6%
Q1 2022-13.9%-7.8%-17.5%
Q4 2021-0.4%+1.3%+2.4%
Q3 2021-16.5%-12.3%-1.4%
Q2 2021+3.1%+9.7%+12.5%
Q1 2021-2.0%-8.3%-1.1%
Q4 2020-3.8%-6.3%-13.4%
Q3 2020-6.3%-10.4%-7.1%
Q2 2020-4.6%-9.2%-18.4%
Q1 2020+0.2%+0.8%-9.7%
Q4 2019+3.2%+6.5%-6.7%
Q3 2019+4.3%+5.5%+34.2%
Q2 2019+12.7%+13.1%+16.4%
Q1 2019-7.6%-17.1%-24.4%
Q4 2018-5.0%+2.5%+1.8%
Q3 2018-15.3%-21.3%-13.8%
Q2 2018-3.0%-0.6%+29.8%
Q1 2018+2.6%+6.8%+11.8%
Q4 2017-5.1%-2.3%+9.0%
Q3 2017+1.4%+7.3%-1.4%
Q2 2017-6.8%-2.2%-9.5%
Q1 2017-4.1%+1.5%+31.2%
Q4 2016+11.1%+12.7%+25.4%
Q3 2016-15.1%-2.0%+12.4%
Q2 2016+9.9%+7.1%-3.1%
Q1 2016-9.3%
Q4 2015+4.5%
Q3 2015+5.6%
Q2 2015-16.9%
Q1 2015+6.7%
Q4 2014+2.3%
Q3 2014+3.2%
Q2 2014+1.5%
Q1 2014+5.3%
Q4 2013-2.1%
Q3 2013-11.2%
Q2 2013+3.7%
Q1 2013+3.5%
Q4 2012-0.7%
Q3 2012+0.7%
Q2 2012-1.5%
Q1 2012-9.0%
Q4 2011-9.6%
Q3 2011+1.5%
Q2 2011-14.9%
Q1 2011+2.3%
Q4 2010+13.2%
Q3 2010+2.4%
Q2 2010-0.9%
Q1 2010-5.3%

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