Key Takeaways IONS posted Q2 EPS of $0.86 and revenue of $452M, both beating estimates and doubling year over year.Tryngolza and Wainua drove a 43% rise in commercial revenues, reaching $103M for the quarter.IONS raised its 2025 revenue outlook to $825-$850M, citing strong Tryngolza uptake and market expansion plans.Ionis Pharmaceuticals (IONS) reported second-quarter 2025 adjusted earnings per share (EPS) of 86 cents, significantly beating the Zacks Consensus Estimate of 27 cents. In the year-ago period, t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number 000-19125 Ionis Pharmaceuticals, Inc. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of in ...

Ionis Pharmaceuticals (IONS) Q2 2025 Earnings Call July 30, 2025 11:30 AM ET Company ParticipantsWade Walke - SVP - Investor RelationsBrett Monia - CEO & DirectorKyle Jenne - Executive VP & Chief Global Product Strategy OfficerRichard S. Geary - EVP & Chief Development OfficerElizabeth Hougen - EVP - Finance & CFOEugene Schneider - Executive VP & Chief Clinical Development OfficerMichael Ulz - Executive DirectorGena Huidong Wang - Managing Director, Biotech Equity ResearchZaki Molvi - Senior Associate - Bio ...

Ionis Pharmaceuticals (IONS) Q2 2025 Earnings Call July 30, 2025 11:30 AM ET Speaker0Good morning, and welcome to Ionis second quarter twenty twenty five financial results conference call. As a reminder, this call is being recorded. At this time, I would like to turn the call over to Wade Walke, senior vice president of investor relations, to lead off the call. Please go ahead.Speaker1Thanks, Steve. Before we begin, I encourage everyone to go to the investors section of the Ionis website to view the press r ...

Q2:2025 Business Update and Financial Results July 30, 2025 Nasdaq: IONS 1 On Today's Earnings Call Eugene Schneider, M.D. Chief Clinical Development Officer Eric Swayze, Ph.D. Executive Vice President, Research 2 Brett Monia, Ph.D. Chief Executive Officer Kyle Jenne Chief Global Product Strategy Officer In this presentation, unless the context requires otherwise, "Ionis," "Company," "we," "our," and "us" refers to Ionis Pharmaceuticals and its subsidiaries. Ionis Pharmaceuticals® is a registered trademark ...

Exhibit 99.1 Ionis reports second quarter 2025 financial results and highlights progress on key programs - TRYNGOLZATM delivers $19 million in net product sales in the second quarter 2025 - - Donidalorsen approval in hereditary angioedema (HAE) anticipated next month; Ionis' second independent launch - - Phase 3 data from the pivotal CORE and CORE2 studies in severe hypertriglyceridemia (sHTG) expected in September 2025 - - Increasing 2025 financial guidance based on strong performance and improved outlook ...

Core Insights - The report maintains a positive outlook on small molecule drug conjugates (SMDCs) and related companies, highlighting their potential in cancer treatment due to their ability to enhance efficacy while reducing toxicity [1][5][17] - The report emphasizes the clinical advantages of SMDCs, including better tumor penetration, reduced toxicity to normal cells, and easier control over synthesis and costs compared to antibody-drug conjugates (ADCs) [5][11][12] - The report identifies domestic biopharmaceutical companies, particularly Affinivax, as leaders in the SMDC space, showcasing significant advancements in innovative cancer drug development [5][12][17] Industry Overview - The pharmaceutical and biotechnology sector has shown a relative price-to-earnings (P/E) ratio of 51.14 as of July 25, 2025, which is significantly higher than its historical low of 24.38, indicating a premium valuation compared to the broader market [19] - The report notes that the healthcare sector's valuation is 279% higher than the Shanghai Composite Index, reflecting strong investor interest and confidence in the industry [19] - Recent market performance indicates a 1.90% increase in the pharmaceutical and biotechnology sector from July 21 to July 25, 2025, ranking it 16th among 27 sub-industries [26][29] Company Focus - The report suggests monitoring companies involved in the SMDC space, including Affinivax, and those collaborating with them, such as Innovent Biologics and others, which are expected to benefit from the growing interest in innovative cancer therapies [5][17][18] - Specific companies highlighted for their innovative drug development capabilities include Innovent Biologics, Shunyi Pharmaceutical, and others, which are positioned to capitalize on the advancements in SMDC technology [5][18]

After reaching an important support level, Ionis Pharmaceuticals, Inc. (IONS) could be a good stock pick from a technical perspective. IONS recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most com ...

Core Viewpoint - Ionis Pharmaceuticals (IONS) experienced a significant stock price increase of 9.1% to $43.59, driven by investor optimism regarding its drug portfolio and pipeline expansion [1][2]. Company Performance - The company is expected to report quarterly earnings of $0.19 per share, reflecting a year-over-year increase of 142.2%. Revenue is anticipated to be $246.31 million, up 9.5% from the same quarter last year [3]. - However, the consensus EPS estimate has been revised 5.5% lower over the past 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [4]. Industry Context - Ionis Pharmaceuticals is part of the Zacks Medical - Drugs industry, where another company, Crinetics Pharmaceuticals, Inc. (CRNX), saw a 3.6% increase in its stock price but has returned -11.4% over the past month [5]. - Crinetics Pharmaceuticals has an unchanged consensus EPS estimate of -$1.13, representing a year-over-year change of -20.2% [6].

Core Insights - The article provides an analysis of a specific company, focusing on its financial performance and market position, but does not offer exhaustive details or personalized investment advice [2][3] Financial Performance - The company has shown significant growth in revenue, with a reported increase of 15% year-over-year, reaching $1.5 billion in the latest quarter [2] - Operating income has also improved, with a margin expansion of 3 percentage points, indicating better cost management and operational efficiency [2] Market Position - The company has strengthened its market share, now holding 25% of the market, up from 22% last year, reflecting its competitive advantage [2] - Recent product launches have contributed to a 10% increase in customer acquisition, showcasing the effectiveness of its marketing strategies [2] Future Outlook - Analysts project continued growth, with expected revenue reaching $1.8 billion in the next fiscal year, driven by expanding product lines and market penetration [2] - The company is investing in technology and innovation, which is anticipated to enhance its operational capabilities and customer experience [2]