Alnylam Secures 90%+ AMVUTTRA Access, Confirms $4.4–$4.7B 2026 Guidance
AMVUTTRA has secured first-line access for over 90% of patients, achieves an ~80% Medicare mix and mid-to-high-20s share, and Alnylam reiterates 2026 TTR revenue guidance of $4.4–$4.7 billion. Phase 3 TRITON enrollment for next-gen nucresiran is on track, targeting ~95% TTR knockdown with launches expected in 2028 and 2030.
1. AMVUTTRA Commercial Performance
Alnylam's AMVUTTRA launch has secured first-line access for over 90% of patients, with an approximately 80% Medicare mix evenly split between fee-for-service and Medicare Advantage. The therapy holds a mid-to-high-20s first-line share, supported by 26 established payer policies and minimal step edits for most patients.
2. Next-Generation Nucresiran TRITON Enrollment
Enrollment in the phase 3 TRITON studies for next-generation nucresiran is on track, aiming for roughly 95% TTR knockdown versus mid-80s levels of existing therapies. The program targets a 2028 polyneuropathy launch and a 2030 cardiomyopathy outcomes study readout and launch.
3. 2026 Guidance and Upcoming Pipeline Readouts
Alnylam reiterates 2026 TTR franchise revenue guidance of $4.4–$4.7 billion under its Alnylam 2030 plan targeting a 25% total revenue CAGR through 2030. Upcoming non-TTR catalysts by year-end include phase 2 data for diabetes candidate REV-14, plasminogen in HHT, and phase 1b safety and knockdown results in Huntington’s disease.