Commercialization ChallengesSubstantial commercial headwinds remain – including a route of administration poorly suited to cardiology practices outside of major academic centers and lack of H2H data to differentiate vs. deeply entrenched tafamidis.
Market Valuation ConcernsSignificant 1L use is priced in at current ALNY valuation – and this blue-sky commercial case is a tougher sell given today's data.
Product SalesOnpattro sales were $50M, missing consensus by 22%, indicating a decrease in QoQ sales.