Ionis Pharmaceuticals(IONS) ZACKS·2025-04-30 14:35Core Insights - Ionis Pharmaceuticals reported revenue of $132 million for the quarter ended March 2025, reflecting a year-over-year increase of 10.9% and surpassing the Zacks Consensus Estimate of $120.16 million by 9.86% [1] - The company's EPS was -$0.75, an improvement from -$0.98 in the same quarter last year, with an EPS surprise of 32.43% against a consensus estimate of -$1.11 [1] Revenue Breakdown - Commercial revenue from SPINRAZA royalties was $48 million, exceeding the average estimate of $43.02 million by nine analysts, marking a 26.3% increase year over year [4] - Total commercial revenue reached $76 million, surpassing the average estimate of $66.61 million based on eight analysts, representing a 28.8% year-over-year change [4] - Total research and development revenue was $56 million, compared to the average estimate of $50.44 million [4] - WAINUA royalties generated $9 million, slightly below the average estimate of $9.89 million [4] - Other commercial revenue from TEGSEDI and WAYLIVRA was $6 million, falling short of the average estimate of $6.93 million, indicating a 33.3% decline year over year [4] - Collaborative agreement revenue within research and development was $46 million, exceeding the average estimate of $37.10 million, but reflecting a 6.1% decrease year over year [4] Stock Performance - Ionis Pharmaceuticals' shares have returned +9.4% over the past month, contrasting with a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]