Ionis Pharmaceuticals(US:IONS)2025-10-29 15:30Business Momentum and Pipeline Achievements - Ionis' first independent launch is exceeding expectations, with a second underway[13] - Olezarsen demonstrated statistically significant reductions of up to 72% in placebo-adjusted fasting triglycerides in sHTG patients[14, 18] - Olezarsen showed a highly statistically significant 85% reduction in adjudicated acute pancreatitis events compared to placebo[14, 21] - Zilganersen demonstrated statistically significant stabilization on the primary endpoint of gait speed in AxD patients[14] - ION582 showed consistent and meaningful improvements in key areas at 6 months in Angelman Syndrome patients[36] Commercial Performance and Strategy - TRYNGOLZA Q3 2025 net sales reached $32 million, with approximately 70% growth[13, 48] - DAWNZERA U S launch is underway with early excitement from physicians and patients[13] - The company is targeting over 3,000 physicians to increase FCS awareness[53] - DAWNZERA has a peak sales potential of over $500 million[65] Financial Highlights and Guidance - Q3 2025 commercial revenue was $116 million and R&D revenue was $41 million, totaling $157 million[75] - The company increased its 2025 revenue guidance to $875-$900 million, including $85-$95 million from TRYNGOLZA net revenues[77]