Peptide News Digest

#Ionis

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Industry · View digest

Alnylam Pharmaceuticals (NASDAQ: ALNY) Shares Extend a Roughly 30% Selloff Since Thursday July 30 Q2 2026 Earnings, Losing Approximately $12 Billion in Market Capitalization; The Selloff Reflects the July 30 Amvuttra (Vutrisiran) TTR Guidance Cut to $4.2-4.5 Billion Full-Year From Higher Prior Expectations on Normalized Second-Line Volume, Plus the July AstraZeneca-Ionis Eplontersen (Wainua) Phase 3 CARDIO-TTRansform Setback That Complicates the Broader ATTR-CM Competitive Landscape Where Amvuttra Has Been Positioned as the Primary siRNA Alternative; Alnylam Presents Full Eplontersen Study Data at a Late-August Medical Meeting

Alnylam Pharmaceuticals (NASDAQ: ALNY) shares extended a roughly 30% selloff since the Thursday July 30, 2026 Q2 2026 earnings report, losing approximately $12 billion in market capitalization over the intervening days. The selloff reflects two consecutive negative signals for the RNAi therapeutics leader: the July 30 Amvuttra (vutrisiran, the TTR-directed siRNA that crossed $1 billion in quarterly revenue for the first time at $1.012 billion) full-year 2026 TTR product sales guidance cut to $4.2-4.5 billion (down from prior higher expectations) to reflect normalized second-line volume after the initial pent-up demand from patients waiting for a new therapy, combined with the July AstraZeneca-Ionis eplontersen (Wainua, antisense oligonucleotide) Phase 3 CARDIO-TTRansform study setback that complicates the broader ATTR-CM competitive landscape. The Amvuttra franchise has been positioned as the primary siRNA alternative to Pfizer's Vyndaqel/Vyndamax (tafamidis, small-molecule TTR stabilizer) and BridgeBio's Attruby (acoramidis, next-generation TTR stabilizer). Alnylam presents full eplontersen study data at a late-August medical meeting; analysts flagged the timing as a continued overhang until the presentation clarifies the ATTR-CM segment dynamics. Analyst commentary described the combination as a 'one-two punch' for the company.

Clinical Trials · View digest

AstraZeneca and Ionis Announce Thursday July 9 That the Phase 3 CARDIO-TTRansform Trial of Wainua (Eplontersen, Antisense Oligonucleotide Nucleic-Acid Therapeutic) in Adults with Transthyretin-Mediated Amyloid Cardiomyopathy (ATTR-CM) Missed Its Primary Composite Efficacy Endpoint of Cardiovascular Mortality and Recurrent Cardiovascular Events Through 140 Weeks Compared With Placebo; Prespecified Monotherapy Subgroup Analysis Showed Nominally Significant Composite-Event Reduction; Full Results to Be Presented at ESC Congress in August 2026

AstraZeneca and Ionis Pharmaceuticals announced Thursday July 9, 2026 that the Phase 3 CARDIO-TTRansform trial of Wainua (eplontersen) did not meet its primary efficacy endpoint in adults with transthyretin-mediated amyloid cardiomyopathy (ATTR-CM). The trial enrolled over 1,400 patients and was the largest Phase 3 study conducted in the ATTR-CM population to date; the primary endpoint was a composite of cardiovascular mortality and recurrent CV clinical events through 140 weeks compared with placebo. Prespecified subgroup analyses showed nominally significant reductions in composite events with eplontersen monotherapy versus placebo, while patients also receiving a baseline TTR stabilizer showed no incremental effect. Eplontersen is an antisense oligonucleotide (a nucleic-acid therapeutic modality distinct from peptides but adjacent in the metabolic-and-cardiovascular therapeutic territory this site tracks); the drug is already FDA-approved as Wainua for hereditary transthyretin amyloidosis polyneuropathy. Full CARDIO-TTRansform results will be presented at the European Society of Cardiology (ESC) Congress in August 2026. AstraZeneca and Ionis shares fell on the readout.