Steven Eynav's questions to Ionis Pharmaceuticals Inc (IONS) leadership • Q2 2025
Question
Steven Eynav of TD Cowen, on behalf of Yaron Werber, asked about the competitive landscape for Donadolorsen in HAE, referencing competitors like TAKHZYRO and Orlodayo, and what insights their performance offers for the upcoming launch.
Answer
CGO Kyle Jenne addressed the question, emphasizing the high rate of patient dissatisfaction with existing HAE therapies, with over 90% willing to switch for an improved option. He highlighted Donadolorsen's strong profile, including its convenient dosing interval and positive switch study data, and noted the company has hired an experienced sales team ready to compete effectively upon launch.