Ionis Pharmaceuticals/$IONS

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About Ionis Pharmaceuticals

Ionis Pharmaceuticals is the leading developer of antisense technology to discover and develop novel drugs. Its broad clinical and preclinical pipeline targets a wide variety of diseases, with an emphasis on cardiovascular, metabolic, neurological, and rare diseases. Ionis and Biogen brought Spinraza to market in 2016 as a treatment for spinal muscular atrophy, and Biogen launched ALS drug Qalsody in 2023. Ionis brought two additional drugs to market via its cardiovascular-focused subsidiary Akcea, including ATTR amyloidosis drug Tegsedi (2018) and cardiology drug Waylivra (Europe, 2019). Ionis and AstraZeneca launched polyneuropathy drug Wainua in 2024. Ionis received FDA approval in 2024 for Tryngolza for a rare high-triglyceride syndrome, marking its first independent launch.

Ticker

$IONS
Sector
Primary listing

Employees

1,069

IONS Metrics

BasicAdvanced
$9.2B
-
-$1.73
0.25
-

What the Analysts think about IONS

Analyst ratings (Buy, Hold, Sell) for Ionis Pharmaceuticals stock.

Bulls say / Bears say

The U.S. FDA approved Dawnzera (donidalorsen) on August 21, 2025 as the first RNA-targeted prophylactic for hereditary angioedema, marking Ionis’ second independent commercial launch and expanding its direct revenue portfolio (Reuters).
Ionis’ Q2 2025 revenue doubled year-over-year to $452 million, beating consensus, driven by strong TRYNGOLZA uptake and R&D collaborations, prompting management to raise full-year 2025 guidance to $825–850 million (Investing.com).
Biogen is advancing salanersen (ION306/BIIB115) into registrational Phase 3 studies based on positive interim Phase 1 data demonstrating a 70% reduction in neurofilament and meaningful motor function gains in SMA patients, underscoring the pipeline’s high-impact potential (Ionis).
R&D revenue in Q2 2025 surged 128% year-over-year to $349 million was driven by a one-time $280 million upfront license payment from Ono for sapablursen, highlighting collaboration revenue volatility that may not recur in future quarters (Nasdaq).
SG&A expenses jumped 42% year-over-year in Q2 2025 to support the launches of TRYNGOLZA and WAINUA, contributing to an 8% rise in adjusted operating costs and pressuring margins absent sustained top-line growth (Nasdaq).
Excluding one-off milestones, R&D revenues declined 7% to $56 million in Q1 2025, indicating potential contraction in underlying collaboration income once upfront payments taper off (Zacks).
Data summarised monthly by Lightyear AI. Last updated on 30 Aug 2025.

IONS Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

IONS Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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