[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio5ab02f10":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio5ab02f10","为什么美股ALNY暴涨？","\u002Fdoc\u002Fdcio5ab02f10","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cdiv id=\"page-content\" class=\"rich_media_area_primary\">\n\u003Cdiv class=\"rich_media_area_primary_inner\">\n\u003Cdiv id=\"img-content\" class=\"rich_media_wrp\">\n\u003Cdiv id=\"js_content\" class=\"rich_media_content js_underline_content autoTypeSetting24psection fix_apple_default_style\">\n\u003Cp>RNAi 疗法领域的领军企业Alnylam宣布了其2025年第二季度的财务业绩，远超了华尔街的预期。其核心产品&nbsp;\u003Cspan class=\"wx_search_keyword_wrap\">Amvuttra\u003C\u002Fspan> 的亮眼表现，更是将Alnylam的市值推向了526亿美元大关，彰显了RNAi疗法的巨大潜力。\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FH6t4picSoOw6qDYVCwpPUb6WVhBpgQArd71HaV9kCm7TpwII3Zn7kAhld6j0ibdQQfgAkk8N4PXuwNJf3ibjyWPzg\u002F640?wx_fmt=png&amp;from=appmsg&amp;randomid=y5h3e94j&amp;wxfrom=13&amp;tp=wxpic\" data-imgfileid=\"100008638\" data-ratio=\"0.4\" data-s=\"300,640\" data-src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FH6t4picSoOw6qDYVCwpPUb6WVhBpgQArd71HaV9kCm7TpwII3Zn7kAhld6j0ibdQQfgAkk8N4PXuwNJf3ibjyWPzg\u002F640?wx_fmt=png&amp;from=appmsg&amp;randomid=y5h3e94j\" data-type=\"png\" data-w=\"1080\" data-original-style=\"null\" data-index=\"0\" data-sec-load-status=\"2\" data-report-img-idx=\"0\">\u003C\u002Fp>\n\u003Cp>\u003Cspan class=\"wx_search_keyword_wrap\">Alnylam\u003C\u002Fspan>的明星产品Amvuttra（vutrisiran）在治疗转甲状腺素蛋白淀粉样变性心肌病（\u003Cspan class=\"wx_search_keyword_wrap\">ATTR-CM\u003C\u002Fspan>）方面，于2025年3月20日获得了美国FDA的关键批准。这一批准意义重大，因为Amvuttra凭借其在2022年已获得的遗传性转甲状腺素蛋白淀粉样变性多发性神经病（hATTR-PN）适应症批准，成为美国首个同时获批治疗ATTR-CM和hATTR-PN的药物。\u003C\u002Fp>\n\u003Cp>与目前市场上由辉瑞的\u003Cspan class=\"wx_search_keyword_wrap\">Vyndaqel\u003C\u002Fspan>等TTR稳定剂主导的竞争格局不同，Amvuttra采用独特的RNA干扰（RNAi）机制，通过快速敲低TTR蛋白的产生，从根源上解决疾病问题。Alnylam认为，这种新作用机制的批准将显著扩大这种严重但诊断不足的疾病的治疗范围。在国际市场，Amvuttra治疗ATTR-CM的适应症也已在欧洲联盟、巴西、英国和日本获得批准。\u003C\u002Fp>\n\u003Cp>Amvuttra的成功基于其III期\u003Cspan class=\"wx_search_keyword_wrap\">HELIOS-B研究\u003C\u002Fspan>的卓越数据。研究显示，与安慰剂相比，Amvuttra在整体患者群体中将全因死亡率和复发性心血管事件的风险降低了28%（双盲治疗期最长达36个月），并在42个月的开放标签扩展期内将死亡率进一步降低了36%。\u003C\u002Fp>\n\u003Cp>截至2025年6月30日，全球约有1,400名ATTR-CM患者已开始接受Amvuttra治疗，这为其带来了约1.5亿美元的收入。公司已将其外展工作从部分心脏病治疗中心扩展到100%的覆盖率。几乎所有约170家重点医疗系统（覆盖约80%的ATTR-CM患者量）都已将Amvuttra列入处方集。\u003C\u002Fp>\n\u003Cp>在定价方面，Amvuttra在心肌病适应症的年费用约为45万美元（折扣前），与hATTR-PN的价格相当。Alnylam预计在ATTR-CM适应症中也能实现与hATTR-PN相似的广泛保险覆盖率和极低的患者自付费用，因为其hATTR-PN适应症的患者保险覆盖率约为99%。\u003C\u002Fp>\n\u003Cp>2025年第二季度，Alnylam的总净产品收入达到6.72亿美元，比2024年第二季度增长了64%。其中，TTR产品的总收入为5.44亿美元，同比增长77%，主要得益于Amvuttra销售额的显著增长。罕见病产品的总净收入（GIVLAARI和OXLUMO）也达到1.28亿美元，增长了24%。\u003C\u002Fp>\n\u003Cp>截至2025年6月30日，公司的现金、现金等价物和有价证券为28.6亿美元，财务状况\u003Cspan data-pm-slice=\"1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{},&quot;namespaceURI&quot;:&quot;http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml&quot;}]\">稳健\u003C\u002Fspan>。得益于此，Alnylam已将其2025年TTR系列产品的净收入指导范围上调至21.75亿美元至22.75亿美元，总净产品收入指导范围上调至26.50亿美元至28.00亿美元，中点提升了27%。\u003C\u002Fp>\n\u003Cp>这些亮眼的财务数据促使分析师上调了Amvuttra的近期和峰值销售预期，预测到2035年，该药物在ATTR-CM和hATTR-PN领域的销售额将达到90亿美元，远超辉瑞当前产品（2024年销售额超过54亿美元的Vyndaqel）的销售表现。\u003C\u002Fp>\n\u003Cp>除了已上市产品的成功，Alnylam的研发管线也充满活力。\u003C\u002Fp>\n\u003Cp>目前，针对ATTR-CM的nucresiran的TRITON-CM III期试验正在进行中，该药还获得了FDA的快速通道认定。2025年还将启动两项III期试验：nucresiran针对hATTR-PN的TRITON-PN试验，以及zilebesiran针对高血压的心血管结局试验。\u003C\u002Fp>\n\u003Cp>在阿尔茨海默病领域，mivelsiran的I期数据在2025年第二季度的阿尔茨海默病协会国际会议(AAIC)上表现出色，预计将在2025年下半年启动II期试验。\u003C\u002Fp>\n\u003Cp>用于治疗2型糖尿病的ALN-4324和治疗真性红细胞增多症（PV）的AG-236（与Agios Pharmaceuticals合作）也已进入临床试验。\u003C\u002Fp>\n\u003Cp>凭借其自2002年成立以来在RNAi领域的深厚积累和持续创新，Alnylam不仅在财务上取得了巨大成功，更在为全球患者带来改变生活的创新疗法方面展现了领导力。目前在整个制药领域排名23（公司市值）。\u003C\u002Fp>\n\u003Cp>\u003Cimg class=\"rich_pages wxw-img\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FH6t4picSoOw6qDYVCwpPUb6WVhBpgQArd7l38dgyej15J0c3d1aL3clwcrvCC2ERgwYh7uoXXb228enfDGeJ1Hw\u002F640?wx_fmt=png&amp;from=appmsg&amp;randomid=yhiy34i4&amp;tp=wxpic&amp;wxfrom=5&amp;wx_lazy=1\" alt=\"图片\" data-imgfileid=\"100008639\" data-ratio=\"0.3388888888888889\" data-s=\"300,640\" data-src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fmmbiz_png\u002FH6t4picSoOw6qDYVCwpPUb6WVhBpgQArd7l38dgyej15J0c3d1aL3clwcrvCC2ERgwYh7uoXXb228enfDGeJ1Hw\u002F640?wx_fmt=png&amp;from=appmsg&amp;randomid=yhiy34i4\" data-type=\"png\" data-w=\"1080\" data-original-style=\"null\" data-index=\"1\" data-before-load-time=\"1754111637411\" data-report-img-idx=\"1\" data-fail=\"0\">\u003C\u002Fp>\n\u003C\u002Fdiv>\n\u003C\u002Fdiv>\n\u003Cdiv 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]