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James Sheehan

Research Analyst at Goldman Sachs

James Sheehan is an Equity Research Analyst at Goldman Sachs, specializing in the basic materials sector with additional coverage in computer and technology. He covers 13 companies including Micron Technology (MU), Western Digital (WDC), GlobalFoundries (GFS), and others in specialty chemicals and diversified chemicals, delivering a strong track record with an 80.77% success rate and average return of 32.31% according to Stock Analysis, alongside 36% buy and 64% hold recommendations over 25 total ratings per MarketBeat. Sheehan has issued recent neutral ratings and price target adjustments, such as boosting MU to $205 in December 2025 and initiating coverage on GFS, WDC, and MU in July 2025. His career at Goldman Sachs includes detailed ratings history over the last 9 years, though specific prior firms and credentials like FINRA licenses are not detailed in available sources.

James Sheehan's questions to ALNYLAM PHARMACEUTICALS (ALNY) leadership

Question · Q4 2025

James Sheehan inquired about the company's confidence in the 2026 TTR franchise guidance, specifically addressing the observed choppiness in Q1 2026 scripts and the anticipated pricing dynamics, including potential new market entries and growth in Europe.

Answer

Chief Commercial Officer Tolga Tanguler affirmed strong access positioning for 2026, with most patients having first-line access and minimal out-of-pocket costs. He stated that a mid-single-digit net price decline, similar to 2025, is assumed for 2026 and is fully integrated into the outlook, while 2027 pricing guidance is premature.

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Question · Q4 2025

James Sheehan inquired about the company's confidence in the TTR franchise guidance for the year, addressing the observed choppiness in Q1 scripts, pricing dynamics, and potential impacts from new market entries and European growth trends.

Answer

Tolga Tanguler, Chief Commercial Officer, stated the company is well-positioned regarding access, with most patients having first-line access and zero out-of-pocket costs, supported by value-based agreements. He noted a mid-single-digit net price decline in 2025, with a similar decline assumed for 2026, and that 2027 guidance is premature. Yvonne Greenstreet, CEO, added that the 2030 CAGR growth of 25% incorporates these dynamics.

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