Oct 23, 2025 2:10 PM Eastern Daylight Time Ionis ranked #2 Top Employer by Science magazine, recognizing industry-leading scientific innovation and company culture Share CARLSBAD, Calif.--(BUSINESS WIRE)--Ionis Pharmaceuticals, Inc. (Nasdaq: IONS) today announced the company was named as a top employer to work for by Science magazine in its annual Top Employer survey of the biopharmaceutical and related industries. In its first year of eligibility for the award, Ionis was ranked second based on industry-lea ...

Core Points - Ionis Pharmaceuticals, Inc. will host a live webcast on October 29th at 11:30 a.m. Eastern Time to discuss its Q3 2025 financial results and progress on key programs [1] Company Information - Ionis Pharmaceuticals has been innovating in the field of medicine for three decades [1]

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JP Morgan upgraded Ionis Pharmaceuticals (NASDAQ:IONS) to overweight from neutral citing a potential label expansion for Tryngolza (olezarsen) and promising candidates in its pipeline. The bank raised its price target to $80 from $49 (~16% upside based on Oct. 7 close). ...

Core Insights - Ionis Pharmaceuticals (IONS) has guided for peak sales exceeding $5 billion for its current programs, with $2 billion expected from partnered drugs and $3 billion from unpartnered programs [1][2] - The unpartnered revenue is significantly reliant on the success of olezarsen for lowering high triglycerides and IONS582 for Angelman syndrome, a rare genetic disorder [2] - The company's stock has seen a price-target increase from Needham analyst Joseph Stringer, who raised it to $78 from $70, aligning with Ionis' sales forecast [2][3] Stock Performance - Ionis stock rose over 2% in premarket trading, reaching $70.43, marking its highest point since August 2019 [4] - The stock holds a strong IBD Digital Relative Strength Rating of 95, indicating it is in the top 5% of all stocks based on 12-month performance [4] Revenue Estimates - The peak royalty revenue estimates are based on peak revenue estimates disclosed by partner companies, suggesting potential upside if partners revise their estimates upward [3]

Upgrades - Seaport Research upgraded Constellation Energy (CEG) to Buy from Neutral with a price target of $407, anticipating more datacenter power deal announcements and positive earnings revisions for thermal IPPs before year-end [2] - Wolfe Research upgraded Otis Worldwide (OTIS) to Outperform from Peer Perform with a price target of $109, noting that downside risk to Q4 outlook is widely anticipated but offsetting positive developments could drive more bullish positioning [3] - JPMorgan upgraded Ionis Pharmaceuticals (IONS) to Overweight from Neutral with a price target of $80, up from $49, citing multiple launches that position the company on a path to breakeven [4] - Needham upgraded Penumbra (PEN) to Buy from Hold with a price target of $326, expecting significant growth acceleration in 2026 due to upcoming product launches and easing headwinds in China [4] - Deutsche Bank upgraded Northrop Grumman (NOC) to Buy from Hold with a price target of $700, up from $575, forecasting strong free cash flow post-2028 as key programs become cash profitable [5] Downgrades - HSBC downgraded Intel (INTC) to Reduce from Hold with a price target of $24, up from $21.25, indicating that while short-term deal announcements may drive stock higher, sustainable turnaround relies on fab execution [6] - JPMorgan downgraded FedEx (FDX) to Neutral from Overweight with a price target of $274, down from $284, based on recent channel checks suggesting a lower multiple for FedEx's freight segment [6] - Oppenheimer downgraded Edwards Lifesciences (EW) to Perform from Outperform with no price target, indicating a structural nature to the downgrade despite potential TAVR upside in Q3 [6] - BofA downgraded Freshpet (FRPT) to Neutral from Buy with a price target of $60, down from $81, citing deteriorating growth in the pet food category due to slowed pet adoptions and reduced consumer spending [6] - Oppenheimer downgraded Incyte (INCY) to Perform from Outperform with a price target of $82, up from $81, due to high expectations for several products and new management [6]

ConversationD. WalkeSenior Vice President of Investor Relations Good morning, and welcome, everyone, to Ionis Pharmaceuticals 2025 Innovation Day. I'm Wade Walke, Head of Investor Relations. And it's great to see so many of you here in the room with us today. We'd also like to welcome those who are joining us today online via our webcast. Every 2 years, we host this meeting in order to give you an update on the progress we're making on our goal to transform the lives of people with unmet -- severe unmet me ...

Summary of Ionis Pharmaceuticals 2025 Investor Day Company Overview - **Company**: Ionis Pharmaceuticals (NasdaqGS:IONS) - **Event**: 2025 Investor Day held on October 07, 2025 - **Objective**: To update stakeholders on the progress in transforming the lives of patients with severe unmet medical needs through innovative medicines and technology [1][2] Key Industry Insights - **Focus Areas**: Neurology and cardiometabolic diseases, both of which have high unmet medical needs [16] - **Pipeline**: Ionis has a robust pipeline with 10 medicines in late-stage development, aiming for continuous Phase III data readouts [14][18] Core Points and Arguments - **Commercial Strategy**: Ionis has transitioned to a fully integrated biotechnology company with its first two independent commercial launches, aiming for positive cash flow and growing revenue [6][10][20] - **Recent Achievements**: - Six positive Phase III data readouts in the last two years, leading to four approved medicines [14] - Launch of Trangolza for Familial Chylomicronemia Syndrome (FCS) and Donzera for hereditary angioedema [22][26] - **Future Launches**: Anticipation of three more FDA-approved medicines in the upcoming year, including olazarsen for severe hypertriglyceridemia [20][21] Financial Strategy - **Path to Cash Flow**: Ionis is focused on achieving positive cash flow in the near term through its independent launches and pipeline advancements [6][39] - **Investment in Research**: Successful launches will allow reinvestment into research and development, enhancing the pipeline further [38] Pipeline Highlights - **Neurology**: - SPINRAZA and CALSADI are breakthrough treatments for spinal muscular atrophy and ALS, respectively [16] - Eleven medicines in the neurology pipeline, including treatments for dementia and rare pediatric neurological diseases [17] - **Cardiometabolic**: - Olazarsen is positioned for FDA approval next year, targeting severe hypertriglyceridemia, with significant clinical data showing a 72% mean placebo-adjusted reduction in triglycerides [24][25] - Other candidates include pelicarcin for Lp-driven cardiovascular disease and eplontirsen for ATTR cardiomyopathy [17][38] Clinical Insights - **Triglyceride Disorders**: - FCS is a severe genetic disorder with high triglyceride levels leading to acute pancreatitis; Ionis's Trangolza is the first FDA-approved treatment for this condition [22][61] - Olazarsen has shown an 85% reduction in acute pancreatitis events, marking a significant breakthrough in treatment [25][66] - **Patient Impact**: Positive feedback from patients and healthcare providers regarding the efficacy and tolerability of new treatments [23][28] Research and Development - **Innovative Technologies**: Ionis is expanding its drug discovery capabilities, focusing on new platforms and targeted delivery systems to enhance treatment efficacy [40][41] - **Future Directions**: Plans to initiate new clinical studies in various therapeutic areas, including neuromuscular diseases and cardiac conditions [43][44] Conclusion - **Outlook**: Ionis Pharmaceuticals is well-positioned for future growth with a strong pipeline, innovative treatments, and a clear path to financial self-sufficiency, aiming to deliver transformative medicines for patients with severe diseases [45][46]

Ionis Pharmaceuticals CEO Brett Monia joins CNBC's 'Squawk Box' to discuss RNA-targeted therapeutics, the drugs the company is focusing on, and more ...

Core Insights - The company has shifted its business model from partnering with pharmaceutical companies to producing and commercializing its own drugs in-house, aiming to retain more value and control over its products [3][4][16] - The focus is on developing anti-sense drugs for severe rare diseases, with recent approvals for treatments targeting high triglyceride levels and related conditions [5][6][7][8] Company Strategy - The CEO emphasizes the importance of controlling the drug development process to ensure urgency in addressing patient needs and maximizing reinvestment into research and development [4][16] - The company has a history of successful drug development, with a strong pipeline that includes four FDA-approved medicines in the last two years and three more expected next year [16] Drug Development Focus - The company has recently received approval for a drug called olarsen, which significantly reduces triglyceride levels by 72% and lowers the risk of pancreatitis by 85% in patients with severe hypertriglyceridemia [7][8] - The company is also working on treatments for rare neurological diseases, having previously developed drugs like Spinraza for spinal muscular atrophy and a treatment for ALS in partnership with Biogen [12][13] Market Potential - The company believes that the prevalence of rare diseases will become better defined as new treatments become available, leading to increased diagnosis rates and market opportunities [14][15] - Investors are showing strong interest in the company's new business model and the potential for high rewards despite the inherent risks associated with rare disease treatments [4][16]