TKMR is a great backside play on ALNY's mega drug TTR
Though ALNY will benefit greatly from the approval TTR drugs, the most bang for the buck will be TKMR, imo. This drug could do 1 - 3B in sales if approved. No doubt ALNY will go up 2 or 3 fold, but if you assume 3% royalties to tkmr, and no costs. That likely would equate to $2 - $5/share in eps to tkmr, which would translate into a 10 - 20 fold increase in TKMR's stock price, imo. This does not include anything else in their pipeline or royalties on other drugs.
We should know more on the future of TTR when ALNY releases data mid-year.