阿尔尼拉姆制药公司（ALNY）今日盘中股价大幅下挫27.20%，引发市场高度关注。
消息面上，公司发布了第二季度财报，尽管调整后每股收益达到1.84美元，超出市场预期，但季度营收仅为12.91亿美元，低于市场一致预期的13.2亿美元。更为关键的是，公司将2026年全年产品净收入指引从此前的49亿至53亿美元下调至47亿至51亿美元，这一调整直接触发了市场的恐慌性抛售。
此外，美银证券此前已对核心产品Amvuttra的长期净价格侵蚀表达担忧，预计竞争压力将持续至2031年，并将目标价从460美元下调至410美元。营收不及预期与全年指引下调形成共振，进一步验证了市场对竞争格局恶化的担忧，导致股价承受显著抛压。
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