Held by 6 specialist biotech funds
High Convergence# Signal Note: OrbiMed Initiates $114.8M Position in Alnylam **OrbiMed's entry suggests conviction in Alnylam's RNAi pipeline expansion and near-term catalysts.** Key drivers likely include anticipated label expansions (vutrisiran for hATTR amyloidosis and givosiran for acute intermittent porphyria) and sustained revenue growth from existing franchises (lumasiran for primary hyperoxaluria).
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**Signal Note: Rock Springs Capital Initiates $28.3M ALNY Position** Rock Springs' entry into ALNY likely reflects confidence in the company's RNAi pipeline momentum, particularly givoxertinib (lumasiran) for primary hyperoxaluria and vutrisiran for transthyretin amyloidosis, both showing strong Phase 3 data and near-term label expansion potential. The $28.3M position sizing suggests conviction around near-term catalysts, possibly including upcoming regulatory decisions or commercial ramp expectations in 2024-2025. As a concentrated healthcare specialist, Rock Springs' thesis likely hinges on revenue acceleration from its rare disease portfolio offsetting prior setbacks in the broader RNAi market.
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