johnnygogogo Posted - 4 days ago

$ALNY must be nice to be made of Teflon and wear a halo all the time 😇

Capitulation_0 Posted - 4 days ago

$BBIO The rhetoric coming out of all 3 companies: It's fun space! $BBIO Neil Kumar says that, even though his company is small, the relatively tight-knit group of doctors specializing in this indication means BridgeBio can go up against a goliath like Pfizer. He says the company's rare-disease background means it has the experience to market a product to a small patient and physician pool. $PFE unfazed by the competition. A spokeswoman said that Vyndamax's clinical evidence, "including five- year follow up clinical trial data and real-world evidence, will support its position as the standard of care and the company's ability to effectively drive ATTR-CM awareness." $ALNY Vutrisiran has the potential to be utilized as a first line treatment for this rapidly progressing and fatal disease, which affects 200-300K patients around the world."

Volpinacci Posted - 4 days ago

Looking @ the $BBIO <~> $ALNY rivalry: $ALNY slowly climbing inside a 1SD Regression Channel, after a spectacular drop... It should reach the bottom of the GAP:

Volpinacci Posted - 4 days ago

Looking @ the $BBIO <~> $ALNY rivalry: $BBIO = still STRONG ... but a recent drop is worth considering. However, STOP ~> REVERSAL @ technical support = ok!

Capitulation_0 Posted - 4 days ago

$BBIO WSJ: Vyndaqel and Vyndamax: $6 billion in sales next year (PFE) $ALNY 36 months, the drug looked highly effective, decreasing the odds of death and heart complications at impressive rates compared to placebo. But a slide of an analysis by a cardiologist at the European Society of Cardiology showed that the drug's benefit at the 30-month mark wasn't as impressive. The company sought to argue that the slide was actually a typo, an assertion that was later dismissed by various analysts in what became known as typo-gate by some in the industry. "It's very different to say you're going to compete for standard of care and to argue that you're going to replace the standard of care," explains Myles Minter , an analyst at William Blair. "Before the data came out, expectations were a bit too high." Other analysts continued to argue that the drug had bested competitors. "We continue to think Vutrisiran has first line/best in class potential, " wrote Eliana Merle , an analyst at UBS .

Capitulation_0 Posted - 5 days ago

$BBIO I don't think anyone, I mean anyone, including analyst who have access to management, kols and data have any idea why there's this huuuuggge gap in valuation from $ALNY and $BBIO . I'm truly baffled.

Capitulation_0 Posted - 6 days ago

$BBIO $ALNY CEO Yvonne Greenstreet acknowledges the 13% ACM RRR at 30 months No error: https://www.biotechtv.com/post/alnylam-august-31-2024

Capitulation_0 Posted - 1 week ago

$BBIO Is $ALNY hiding something?

GeneInvestingTwitter Posted - 1 week ago

$NTLA 2001 CM continued… Unknowns ? 1️⃣ Could see already built up protein start to naturally remove itself in small subset of patients with biggest knockdown or earliest treatment etc. 2️⃣ Could outperform vs. $BBIO in the most severe patients (need better than 25% improvement at month 30). Keys 🔑 1️⃣ Need to show some benefit over $BBIO 2️⃣ Likely need to get creative on payment, but clear superiority to $ALNY will help. 3️⃣ Will have 1 year lead over next gen $ALNY, but will be interesting if ALNY is able to catch up due to FDA potentially allowing smaller patient pool. This might be the biggest key of all to stay ahead and get PDUFA before this next gen ALNY drug!

GeneInvestingTwitter Posted - 1 week ago

@ntlaguy sadly $ALNY has a much more powerful next gen program going to Ph. 3 by year end.

Capitulation_0 Posted - 1 week ago

$BBIO $ALNY Tide is turning.

piano91 Posted - 1 week ago

$BBIO Goldman 50$ PT lets squeeze those shorts out $ALNY $XBI

GuerillaStockTrading Posted - 1 week ago

From groundbreaking clinical trials to potential standard of care – meet the new drug that could change everything for heart patients! 💪🫀 $ALNY #PharmaRevolution #HeartWarriors http://dlvr.it/TClzVY

GeneInvestingTwitter Posted - 2 weeks ago

$NTLA 💪 $ALNY definitely does not want people to see this… I had to search for nearly an hour to find it. At Month 30: 79-83% ~81% KD NTLA at Day 28: 88-94% ~91% KD It is clear why they are not discussing their knockdown figures anymore!

GuerillaStockTrading Posted - 2 weeks ago

Alnylam's new drug is making waves in cardiology. Is it the future of heart disease treatment? 🏥💥 $ALNY #Cardiology #HealthcareInnovation http://dlvr.it/TCjLkk

Manipulation13F Posted - 2 weeks ago

$ALNY 🩸🩸🩸

Pianomemo Posted - 2 weeks ago

$BBIO Boom goldman Sachs 50$ Target $ALNY $XBI

Volpinacci Posted - 2 weeks ago

More on that $ALNY <~> $BBIO topic: $BBIO displayed a strong breakout on a 7LB chart. LONG:

Volpinacci Posted - 2 weeks ago

$ALNY <~> $BBIO is an overplayed topic... since curing Amyloidosis is not as easy as WS would "hope"... Without getting too specific... some progress is made by both groups. $BBIO offered opportunities for "pyramiding UP". LONG:

Volpinacci Posted - 2 weeks ago

$ALNY <~> $BBIO is an overplayed topic... since curing Amyloidosis is not as easy as WS would "hope"... Without getting too specific... some progress is made by both groups. $ALNY LONG entry on exaggerated LOW opening:

GuerillaStockTrading Posted - 2 weeks ago

A new hope for those with transthyretin amyloidosis cardiomyopathy! Full study findings are finally out, and the results are jaw-dropping. 📊❤️ $ALNY #HeartCondition #PharmaNews http://dlvr.it/TCfdsl

TheDayTradingAcademy Posted - 08/31/24

$ALNY stock fell -8.47% on Friday at $262.69, despite the U.S. based company reporting positive Phase 3 results for its heart disease drug vutrisiran, which is sold under the name Amvuttra. However, the results were disappointing to investors. In a note, Cantor Fitzgerald wrote that the data does not appear as an unequivocal win compared to treatments from competitors such as BridgeBio Pharma’s acoramidis. Shares of BridgeBio rose over +13% following the results. Shares are up +76.98% in the past 3 months, +37.24% in 2024 & +30.58% y/y, with a market cap of $33.72B.

PEROG Posted - 08/31/24

$ALNY looks like the 13% vs 31% RRR data in the slides was not a typo. 13% comes from calculations from the discussant at 30m RRR since Alny didn't provide it. Alny provided 36m RRR data only. My guess bc 30m data does not look good compared to bbio acora. Basically experts say acora is similar but faster effect.

GuerillaStockTrading Posted - 08/31/24

28% lower risk of death. 33% risk reduction. Could this be the new standard of care for a deadly heart condition? 🤔💊 $ALNY #GameChangingMedicine #ClinicalTrialResults http://dlvr.it/TCbxq6

jParkz Posted - 08/30/24

$ALNY News Alnylam Presents Detailed Results from the Positive HELIOS-B Phase 3 Study of Vutrisiran? in Patients with ATTR Amyloidosis with Cardiomyopathy at the European Society of Cardiology Congress https://marketwirenews.com/news-releases/alnylam-presents-detailed-results-from-the-positive--7134066399082660.html $ALNY

Monkey_Banana_Genius Posted - 08/30/24

$ALNY if i had to take a position, i would short. Stock has gotten way ahead of itself with their drug not even being clear favorite in context of competitor data. But staying away for now. O position

michael23 Posted - 08/30/24

$ALNY sold some 26 higher bought back 24 lower

Quantumup Posted - 08/30/24

BofA reit $BBIO Buy42, says "Outlook still cloudy: competitor data leaves door open for acoramidis" @#ESC, $ALNY(covered by Tazeen) presented HELIOS-B data4its rival ATTR-CM asset silencer vutrisiran. BofA thot $ALNY data was mixed, w/ clear +VE read-thrus4 $BBIO acoramidis: $pfe

piano91 Posted - 08/30/24

$BBIO Bank of America PT 42$ $ALNY $SPY $XBI

piano91 Posted - 08/30/24

$BBIO Increased TTR Levels: Patients who were treated with acoramidis had a significant increase in their TTR levels over 30 months, which is a positive outcome. Higher TTR levels are associated with a better prognosis for patients with ATTR-CM. Comparison with Other Treatment: Patients who were treated with another drug called tafamidis in combination with a placebo didn’t see the same increase in TTR levels as those treated with acoramidis alone. Switching Treatments: Patients who switched from the combination of placebo + tafamidis to acoramidis also experienced a significant increase in their TTR levels. Way better then $ALNY $PFE