US · Healthcare · Biotechnology
EPS came in at -0.70 against a street estimate of -1.09 — a beat of 35.8%.
Analysts rate Ionis Pharmaceuticals Inc a buy (19 buy, 5 hold, 0 sell out of 24) with an average price target of $83.64.
CONFIDENT Ionis delivered strong Q2 revenue growth (56% YoY), launched TRYNGOLZA for SHTG with encouraging early traction, and achieved FDA approval for first independent multibillion-dollar medicine. Confidence in 2026 guidance and 2028 cash-flow breakeven remains intact despite eplantersen disappointment. Q2 2026 U.S. dominates near-term revenue. EU and Japan filings underway for bepirovirsen, Zilganerse (via Recordati); TRYNGOLZA FCS established in EU with SHTG launch next year expected. Analysts focused on TRYNGOLZA payer coverage speed, differentiation vs. competitors (Arrowhead), and primary care uptake. Management fielded questions on ION-775 Phase III timing (too early) and eplantersen regulatory path (AstraZeneca reviewing). Multiple questions on Angelman Syndrome (ION-582) vs. Ultragenyx GTX-102 placebo effect; management emphasized ION-582 dosing potency parity and willingness…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 14.82% |
| Capital World Investors | 13.04% |
| BlackRock Inc | 6.44% |
| Vanguard Portfolio Management, LLC | 4.73% |
| Wellington Management Company LLP | 4.60% |
| Vanguard Capital Management, LLC | 4.34% |
| Two Sigma Investments LLC | 3.76% |
| Royal Bank of Canada | 3.72% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 IONIS PHARMACEUTICALS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Drug candidate: Sefaxersen (investigational, once-monthly subcutaneous injection) | 2026-09-23 |
| Reg FD disclosure · Q3 2026 IONIS PHARMACEUTICALS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Key Drug Failure: Partner Novartis reported that pelacarsen Phase 3 Lp(a)HORIZON s | 2026-09-04 |
| Reg FD disclosure · Q3 2026 IONIS PHARMACEUTICALS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • FDA approved ZANVASTRO™ (zilganersen) on September 3, 2026, for treatment of Alexa | 2026-09-04 |
| Quarterly report · Q2 2026 IONIS PHARMACEUTICALS, INC. – FORM 10-Q SUMMARY For the Quarterly Period Ended June 30, 2026 --- HEADLINE NUMBERS • Total Revenue (6 months ended J | 2026-07-29 |
| Results announced · Q3 2026 IONIS PHARMACEUTICALS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total revenue Q2 2026: $268 million (down 41% vs Q2 2025's $452 million) • Total | 2026-07-29 |
| Reg FD disclosure · Q3 2026 IONIS PHARMACEUTICALS, INC. - FORM 8-K SUMMARY GUIDANCE & OUTLOOK • Company reaffirmed its previously announced financial guidance for fiscal year e | 2026-07-10 |
| Quarterly report · Q1 2026 IONIS PHARMACEUTICALS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash and short-term investments: $173.4M cash + $1,745.7M short-term investmen | 2026-04-29 |
| Proxy statement · Q2 2026 IONIS PHARMACEUTICALS, INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 – Election of Directors: Vote to elect Spenc | 2026-04-23 |
Readable in the app.
| Announcement | Date |
|---|---|
| FDA approves ZANVASTRO for Alexander disease treatment in pediatric and adult patients Ionis Pharmaceuticals announced FDA approval of ZANVASTRO (zilganersen) for Alexander disease (AxD) on September 3, 2026. This is a significant milestone as ZANVASTRO is the first and only d | 2026-09-04 |
| Reaffirms 2026 financial guidance unchanged from Q1 earnings release Ionis Pharmaceuticals reaffirmed its full-year 2026 financial guidance without changes. The company confirmed that its earnings and revenue projections announced on April 29, 2026 in their Q | 2026-07-10 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.