Alnylam's RNAi therapeutics business is virtually immune to AGI disruption - sick patients need physical drugs regardless of AI advancement, and AI actually accelerates Alnylam's R&D.
Alnylam Pharmaceuticals is a biopharmaceutical company that pioneered RNA interference (RNAi) therapeutics. The company discovers, develops, and commercializes medicines that silence specific genes to treat rare and prevalent diseases. Alnylam's platform uses small interfering RNA (siRNA) to target messenger RNA and prevent disease-causing proteins from being produced. The company has multiple approved drugs and a broad pipeline.
Alnylam's primary customers are specialty pharmacies, hospitals, and healthcare providers that administer its therapies to patients with rare diseases. The company also partners with large pharmaceutical companies (Novartis, Roche, Regeneron) for co-development and commercialization. Payers include insurance companies and government health systems globally.
Alnylam develops RNA interference (RNAi) therapeutics - actual pharmaceutical drugs that treat genetic diseases. AGI cannot replace physical drug molecules administered to patients. Drugs like Onpattro, Amvuttra, Givlaari, and Oxlumo treat real medical conditions with biological mechanisms that require physical manufacturing and clinical delivery. The regulatory moat (FDA approvals, clinical trials, patents) is extremely high and time-consuming regardless of AI capabilities. Alnylam's customers are patients with rare genetic diseases and the healthcare providers/hospitals that treat them. Sick patients will always need medicine - AGI cannot cure hATTR amyloidosis, acute hepatic porphyria, or primary hyperoxaluria through software.