Alnylam Pharmaceuticals: Takeaways from our KOL call on ATTR-CM post-CARDIO-TTRansform

研报英文原文证据摘录

Alnylam Pharmaceuticals: Takeaways from our KOL call on ATTR-CM post-CARDIO-TTRansform

Accessible version

Alnylam Pharmaceuticals

Takeaways from our KOL call on ATTR-CM

post-CARDIO-TTRansform

Maintain Rating: BUY | PO: 460.00 USD | Price: 298.76 USD

KOL views largely unchanged post-CARDIO-TTRansform 10 July 2026

We hosted Dr. Liviu Klein to discuss his updated views on the ATTR-CM landscape Equity

following the recent results of the CARDIO-TTRansform trial. He highlighted that in his

Tazeen Ahmad

practice with ~340 ATTR-CM patients the current split of treatment options is 50% Research Analyst

tafamidis, 30% Attruby and 20% Amvuttra. For newly diagnosed patients, the split is BofAS tazeen.ahmad@bofa.com

~60% for Attruby and ~40% for Amvuttra highlighting younger patients tend to prefer

Daniel Giraldo

Amvuttra. He noted CARDIO-TTRansform highlighted risks for contemporary ATTR-CM Research Analyst

trials and suggests combination therapy will likely be more limited, but doesn’t expect it BofASdaniel.giraldoperez@bofa.com

to impact his prescribing pattern. We remain bullish on the large commercial opportunity

Jeremiah Lorentz

for Amvuttra and expect meaningful growth in the near-term but think these results Research Analyst

could have some impact over the long-term. We maintain our Buy with $460 PO. BofASjeremiah.lorentz@bofa.com

High background therapy probably drove miss WesleyResearchYonAnalyst

On CARDIO-TTRansform, he was surprised by the high background use of stabilizers as BofASwesley.yon@bofa.com

well as SGLT2i. He thinks that that combined with treating a healthier population Amy Qian

contributed to the miss on the primary endpoint. However, he noted the results of the Research Analyst