Alnylam Pipeline

Should Amgen, Inc., Regeneron Pharmaceuticals, Sanofi SA Worry About Alnylam Pharmaceuticals Cholesterol Drug?

Alnylam reported positive early-stage trial data for its cholesterol drug candidate, ALN-PCSsc, which was found to be long-lasting than all available therapies

http://www.bidnessetc.com/51440-should-amgen-inc-regeneron-pharmaceuticals-sanofi-sa-worry-about-alnylam-ph/

Alnylam’s drug candidate definitely has an edge over all available cholesterol treatments, however, it will still take larger, advanced trials to establish its efficacy and could take up to five years to reach markets. The Medicines Company (NASDAQ:MDCO) in-licensed Alnylam’s cholesterol program in 2013 for $205 million – a fairly cheap deal, given the drug’s potential worth. It will begin a Phase 2 trial of the drug by the end of 2015, and a Phase 3 trial by the end of 2017.

Mr. Maraganore boasts a very optimistic view on the drug’s future. He believes “the fact that we're 5 years behind is actually going to be very good for us," since this will allow time for other entrants to grow the cholesterol drug market to maturity until Medicine Co can swoop in with a drug that "could be very disruptive." Alnylam will be eligible to receive royalties of as much as 20% on the drug’s sales.

Jefferies analysts have estimated peak sales for ALN-PCSsc at $980 million, after a 50% risk discount as the drug is still early-stage. According to Medicine Co. CEO Clive Meanwell, ALN-PCSsc will be cheaper to develop than PCSK9 inhibitors, however, its eventual price tag is yet to be seen. PCSK9 inhibitors are due to be priced over $14,000 a year, before discounts, which has already attracted much criticism from health insurers and pharmacy-benefit managers (PBMs), as standard statins cost no more than $50 per month. Chances are PBMs will cover the cholesterol drug that offers the lowest price, in a bid to initiate a price war in the cholesterol market similar to the one initiated in hepatitis C space earlier.


The Medicines Company

The Medicines Company (NASDAQ:MDCO) stock rose more than 20% in the pre-market today, following the positive preliminary results of ongoing phase 1 clinical trial, presented in an ESC Congress 2015 on Sunday [August 30 2015]. The trial was conducted in collaboration between MDCO and Alnylam Pharmaceuticals (NASDAQ:ALNY).

http://www.bidnessetc.com/51483-premarket-gainers-sunedison-inc-sune-the-medicines-company-mdco-and-biolife/

The Medicines Company and Alnylam Rise on Positive Phase 1 Results
http://247wallst.com/healthcare-business/2015/08/31/the-medicines-company-and-alnylam-rise-on-positive-phase-1-results

Why Alnylam Pharmaceuticals, Inc. Is Down 37.3% This Year
Despite pretty good news for the company, the stock remains depressed. Here's what could lift it.
Cory Renauer
(TMFang4apples)
http://www.fool.com/investing/2016/07/05/why-alnylam-pharmaceuticals-inc-is-down-373-this-y.aspx