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ALNY or BMY or INSM
Which Stock Would AI Choose? Alnylam Pharmaceuticals (ALNY) vs. Bristol-Myers Squibb (BMY) vs. Insmed (INSM) Stock Comparison
Key Takeaways
- ALNY achieved strong 2025 revenue growth of 81% to $2.99B, driven by TTR franchise, but shares down ~20% YTD amid post-earnings pullback.
- BMY offers stability with diversified portfolio, YTD gains of ~13%, and recent FDA approval for Sotyktu in psoriatic arthritis, though faces legacy drug pressures.
- INSM posted robust revenue growth with ARIKAYCE up 19% and BRINSUPRI launch at $173M in 2025, projecting $1B+ for BRINSUPRI in 2026, but YTD down ~19%.
- Market caps: ALNY ~$42.5B, INSM ~$30B, BMY ~$123B; biotech focus contrasts BMY's pharma scale.
- Recent momentum favors growth biotechs despite volatility, with ALNY and INSM showing pipeline catalysts over BMY's steady approvals.
- All three trade in healthcare/biotech, but ALNY and INSM exhibit higher growth potential amid recent market positioning shifts.
Introduction
This comparison examines ALNY, BMY, and INSM in the evolving biotech and pharmaceutical landscape. These stocks represent a mix of innovative RNAi therapeutics, diversified big pharma stability, and rare disease specialists. Traders seeking momentum from pipeline catalysts and revenue ramps may eye the biotechs, while long-term investors value BMY's scale and dividend. Recent earnings, approvals, and guidance highlight relative performance in a sector sensitive to clinical data and market sentiment, aiding decisions on stock comparison and positioning.
ALNY Overview and Recent Performance
Alnylam Pharmaceuticals (ALNY) pioneers RNA interference (RNAi) therapeutics for rare diseases, with key products like AMVUTTRA and ONPATTRO targeting hATTR amyloidosis. In recent market activity, shares traded around $320, reflecting a YTD decline of about 19% but 29% one-year gains, amid a 52-week range of $206-$496. Strong 2025 results showed full-year net product revenues of $2.99B, up 81%, with TTR franchise at $2.49B (103% growth), and 2026 guidance of $4.9B-$5.3B. Q4 revenues hit $995M (121% growth), turning profitable, boosted by AMVUTTRA demand and Leqvio royalties. Sentiment shifted post-earnings with analyst target cuts due to Amvuttra sales slightly missing estimates, yet HELIOS-B data reinforced efficacy, and new partnerships like Tenaya for cardiovascular targets support pipeline momentum. Volatility stems from high expectations in RNAi expansion.
BMY Overview and Recent Performance
Bristol-Myers Squibb (BMY) is a global biopharma leader with a broad portfolio in oncology, immunology, and cardiovascular, including Opdivo and Eliquis. Shares hovered near $60, up ~13% YTD and ~5% over one year, within a 52-week range of $43-$63. Recent weeks saw FDA approval for Sotyktu in psoriatic arthritis, enhancing immunology growth amid legacy drug declines. Positive Phase 2 Reblozyl data aids revenue stabilization. The company's scale provides resilience, with diversified exposure reducing biotech volatility risks. Sentiment remains steady, supported by pipeline progress, though earnings pressures from competition temper upside. Market positioning reflects value in established franchises versus pure growth plays.
INSM Overview and Recent Performance
Insmed (INSM) focuses on rare pulmonary diseases, with ARIKAYCE for NTM lung infections and BRINSUPRI launch for bronchiectasis. Trading around $140, shares down ~19% YTD but up 87% one-year, in a 52-week range of $60-$213. 2025 total revenue reached $606M, with ARIKAYCE at $434M (19% growth) and BRINSUPRI $173M; 2026 guidance projects BRINSUPRI over $1B and ARIKAYCE $450M-$470M. Cash position ~$1.4B supports pipeline. Recent sentiment mixed post-Q4 EPS miss, but strong launch uptake and upcoming readouts drive optimism. Performance reflects high growth potential balanced by clinical and execution risks in rare diseases.
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Head-to-Head Comparison
ALNY and INSM emphasize high-growth biotech models in RNAi and rare pulmonary therapies, contrasting BMY's diversified pharma stability across oncology and immunology. Growth drivers favor biotechs: ALNY's 81% revenue surge and 71% 2026 guidance midpoint versus INSM's BRINSUPRI ramp to $1B+, while BMY relies on approvals like Sotyktu amid patent cliffs. Recent momentum shows ALNY/INSM YTD declines (-19%) lagging BMY's +13%, but one-year gains (ALNY +29%, INSM +87%, BMY +5%) highlight biotech upside. Risks: ALNY/INSM face clinical volatility and losses; BMY offers lower beta but slower growth. Sector exposure is biotech-heavy for all, with ALNY/INSM sensitive to trial data. Valuations reflect growth: ALNY P/E ~137, BMY lower at ~17-20 implied, INSM N/A (unprofitable); trade-offs pit biotech catalysts against BMY's scale and sentiment steadiness.
Tickeron AI Verdict
Tickeron's AI currently leans toward INSM based on trend consistency in revenue ramps, strong BRINSUPRI launch momentum, and relative positioning with $1B+ 2026 guidance amid pipeline catalysts. ALNY shows robust TTR growth but post-earnings softness; BMY provides stability yet lags growth metrics. Probabilistic edge favors INSM's rare disease focus in recent market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ALNY’s FA Score shows that 1 FA rating(s) are green whileBMY’s FA Score has 2 green FA rating(s), and INSM’s FA Score reflects 0 green FA rating(s).
- ALNY’s FA Score: 1 green, 4 red.
- BMY’s FA Score: 2 green, 3 red.
- INSM’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ALNY’s TA Score shows that 3 TA indicator(s) are bullish while BMY’s TA Score has 4 bullish TA indicator(s), and INSM’s TA Score reflects 3 bullish TA indicator(s).
- ALNY’s TA Score: 3 bullish, 6 bearish.
- BMY’s TA Score: 4 bullish, 6 bearish.
- INSM’s TA Score: 3 bullish, 7 bearish.
Price Growth
ALNY (@Biotechnology) experienced а -6.62% price change this week, while BMY (@Pharmaceuticals: Major) price change was +1.84% , and INSM (@Biotechnology) price fluctuated -5.51% for the same time period.
The average weekly price growth across all stocks in the @Biotechnology industry was +2.89%. For the same industry, the average monthly price growth was +10.38%, and the average quarterly price growth was +10.27%.
The average weekly price growth across all stocks in the @Pharmaceuticals: Major industry was +1.13%. For the same industry, the average monthly price growth was +4.02%, and the average quarterly price growth was +7.13%.
Reported Earning Dates
ALNY is expected to report earnings on Apr 30, 2026.
BMY is expected to report earnings on Apr 30, 2026.
INSM is expected to report earnings on Apr 30, 2026.
Industries' Descriptions
@Biotechnology (+2.89% weekly)Biotechnology involves genetic or protein engineering to produce medicines/therapies for treating and preventing ailments. The industry also provides crucial ingredients for diagnostics. This multi-billion-dollar industry is heavily focused on research and development, as companies attempt to continually come up with cutting-edge solutions for health. New discoveries for the treatment of diseases provide opportunities for growth for a company in this industry. Discoveries, however, must pass the regulatory approval from the U.S. Food and Drug Administration (FDA) before they can make it to markets. Amgen Inc., Gilead Sciences, Inc. and Celgene Corporation are examples of companies in this industry.
@Pharmaceuticals: Major (+1.13% weekly)The Major Pharmaceuticals industry includes companies that are involved in various processes of creating drugs to treat/prevent diseases. These companies engage in research, testing and manufacturing, as well as the distribution of pharmaceuticals into markets. Johnson & Johnson, Merck & Co., Inc., Pfizer Inc. and Novartis are among the largest companies in this category.
| ALNY | BMY | INSM | |
| Capitalization | 41.5B | 121B | 30.8B |
| EBITDA | 631M | 15.2B | -1.18B |
| Gain YTD | -21.806 | 12.061 | -17.944 |
| P/E Ratio | 133.45 | 17.09 | N/A |
| Revenue | 3.71B | 48.2B | 606M |
| Total Cash | 2.91B | N/A | 1.43B |
| Total Debt | 1.28B | 47.1B | 587M |
ALNY | BMY | INSM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 11 | 6 | 64 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 39 Fair valued | 76 Overvalued | |
PROFIT vs RISK RATING 1..100 | 52 | 82 | 37 | |
SMR RATING 1..100 | 15 | 23 | 100 | |
PRICE GROWTH RATING 1..100 | 62 | 21 | 49 | |
P/E GROWTH RATING 1..100 | 100 | 70 | 100 | |
SEASONALITY SCORE 1..100 | 50 | n/a | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BMY's Valuation (39) in the Pharmaceuticals Major industry is somewhat better than the same rating for INSM (76) in the Biotechnology industry, and is somewhat better than the same rating for ALNY (94) in the Biotechnology industry. This means that BMY's stock grew somewhat faster than INSM’s and somewhat faster than ALNY’s over the last 12 months.
INSM's Profit vs Risk Rating (37) in the Biotechnology industry is in the same range as ALNY (52) in the Biotechnology industry, and is somewhat better than the same rating for BMY (82) in the Pharmaceuticals Major industry. This means that INSM's stock grew similarly to ALNY’s and somewhat faster than BMY’s over the last 12 months.
ALNY's SMR Rating (15) in the Biotechnology industry is in the same range as BMY (23) in the Pharmaceuticals Major industry, and is significantly better than the same rating for INSM (100) in the Biotechnology industry. This means that ALNY's stock grew similarly to BMY’s and significantly faster than INSM’s over the last 12 months.
BMY's Price Growth Rating (21) in the Pharmaceuticals Major industry is in the same range as INSM (49) in the Biotechnology industry, and is somewhat better than the same rating for ALNY (62) in the Biotechnology industry. This means that BMY's stock grew similarly to INSM’s and somewhat faster than ALNY’s over the last 12 months.
BMY's P/E Growth Rating (70) in the Pharmaceuticals Major industry is in the same range as INSM (100) in the Biotechnology industry, and is in the same range as ALNY (100) in the Biotechnology industry. This means that BMY's stock grew similarly to INSM’s and similarly to ALNY’s over the last 12 months.
| ALNY | BMY | INSM | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 48% | N/A |
| Stochastic ODDS (%) | 1 day ago 75% | 1 day ago 50% | 1 day ago 72% |
| Momentum ODDS (%) | 1 day ago 63% | 1 day ago 53% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 68% | 1 day ago 47% | 1 day ago 70% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 52% | 1 day ago 72% |
| TrendMonth ODDS (%) | 1 day ago 70% | 1 day ago 54% | 1 day ago 74% |
| Advances ODDS (%) | 8 days ago 76% | 5 days ago 54% | 21 days ago 71% |
| Declines ODDS (%) | 5 days ago 66% | 9 days ago 53% | 6 days ago 73% |
| BollingerBands ODDS (%) | 1 day ago 73% | 1 day ago 45% | 1 day ago 70% |
| Aroon ODDS (%) | 1 day ago 70% | 1 day ago 55% | 1 day ago 82% |
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