Earnings summaries and quarterly performance for IONIS PHARMACEUTICALS.
Executive leadership at IONIS PHARMACEUTICALS.
Brett P. Monia
Chief Executive Officer
Elizabeth L. Hougen
Executive Vice President, Chief Financial Officer
Frank Bennett
Executive Vice President, Chief Scientific Officer
Holly Kordasiewicz
Executive Vice President, Chief Development Officer
Kyle Jenne
Executive Vice President, Chief Global Product Strategy Officer
Patrick R. O’Neil
Executive Vice President, Chief Legal Officer and General Counsel
Richard S. Geary
Executive Vice President, Chief Development Officer
Board of directors at IONIS PHARMACEUTICALS.
Allene M. Diaz
Director
B. Lynne Parshall
Director
Joan E. Herman
Director
Joseph H. Wender
Lead Independent Director
Joseph Klein, III
Director
Joseph Loscalzo
Chairman of the Board
Michael Hayden
Director
Michael Yang
Director
Spencer R. Berthelsen
Director
Research analysts who have asked questions during IONIS PHARMACEUTICALS earnings calls.
Gary Nachman
Raymond James
6 questions for IONS
Jay Olson
Oppenheimer & Co. Inc.
6 questions for IONS
Jessica Fye
JPMorgan Chase & Co.
5 questions for IONS
Yanan Zhu
Wells Fargo Securities
5 questions for IONS
Luca Issi
RBC Capital Markets
4 questions for IONS
David Lebowitz
Citigroup Inc.
3 questions for IONS
Michael Ulz
Morgan Stanley
3 questions for IONS
Yaron Werber
TD Cowen
3 questions for IONS
Akash Tewari
Jefferies
2 questions for IONS
Andy Chen
Wolfe Research, LLC
2 questions for IONS
Chi Meng Fong
BofA Securities
2 questions for IONS
Jason Gerberry
Bank of America Merrill Lynch
2 questions for IONS
Mike Ulz
Morgan Stanley
2 questions for IONS
Mitchell Kapoor
H.C. Wainwright & Co.
2 questions for IONS
Myles Minter
William Blair & Company
2 questions for IONS
Avi Nova
Morgan Stanley
1 question for IONS
Cassie Chen
RBC Capital Markets
1 question for IONS
Debjit Chattopadhyay
Guggenheim Securities
1 question for IONS
Gena Wang
Barclays
1 question for IONS
Gina Wang
Barclays PLC
1 question for IONS
Huidong Wang
Barclays
1 question for IONS
Jacob Roberge
William Blair
1 question for IONS
Jason Gerbery
Bank of America
1 question for IONS
Jeroen Werber
TD Cowen Inc.
1 question for IONS
Lily Young
Leerink Partners
1 question for IONS
Mani Foroohar
Leerink Partners
1 question for IONS
Steven Eynav
TD Cowen
1 question for IONS
Zaki Molvi
Jefferies
1 question for IONS
Recent press releases and 8-K filings for IONS.
- Ionis Pharmaceuticals, Inc. and Otsuka Pharmaceutical Co., Ltd. announced that the European Commission (EC) has approved DAWNZERA™ (donidalorsen) in the European Union (EU) for the routine prevention of recurrent attacks of hereditary angioedema (HAE) in adults and adolescents aged 12 years and older.
- The approval is based on positive results from Phase 3 studies, which demonstrated a 94% overall mean monthly HAE attack rate reduction at one year in the OASISplus open-label extension study.
- Ionis is eligible for a $15 million milestone payment and tiered royalties of up to 30% on net product sales, as Otsuka holds exclusive rights to bring DAWNZERA to patients across Europe and Asia Pacific.
- DAWNZERA was previously approved by the U.S. Food and Drug Administration in August 2025 for the same indication.
- TRYNGOLZA generated $105 million in U.S. product sales in 2025, with $48 million in Q4 2025.
- The annual peak product revenue opportunity for Olezarsen in severe hypertriglyceridemia (sHTG) has been increased to >$2 billion, with a U.S. launch expected in 2026 following SNDA submission to the FDA.
- DAWNZERA received FDA approval on August 21, 2025, for hereditary angioedema (HAE) and is expected to receive EMA approval and launch in Q1 2026.
- Ionis anticipates three product launches in 2026 for Olezarsen (U.S. for sHTG), Zilganersen (U.S. for Alexander disease), and Bepirovirsen (U.S. & Japan for CHB).
- The company projects a clear path to sustained positive cash flow, with 2028 cash flow breakeven and potential annual peak product revenue of >$4 billion from Ionis-owned medicines and >$2 billion from partner medicines.
- Ionis launched its first two independent commercial products, Tringulza and Donzera, in 2025, with Tringulza generating $105 million in U.S. net product sales for the year.
- The company upgraded its peak net product revenue guidance for Olezarsen in severe hypertriglyceridemia (SHTG) to greater than $2 billion, driven by strong Phase 3 data showing an 85% reduction in acute pancreatitis event rate, with an sNDA filed late in 2025 and launch expected in 2026.
- Ionis is on a clear path to sustained positive cash flow, aiming for cash flow break-even in 2028, and projects over $6 billion in total annual peak revenue from its wholly-owned pipeline and partner royalties.
- For 2026, Ionis anticipates five Phase 3 data readouts, four NDA submissions, and three commercial launches, including independent launches for Olezarsen (SHTG) and Zolexarsen (Alexander disease).
- Ionis launched its first two independent commercial products, Tringulza and Donzera, in 2025, with Tringulza generating $105 million in U.S. net product sales in 2025.
- The company upgraded its peak product revenue guidance for Olezarsen (for SHTG) from over $1 billion to over $2 billion, with a supplemental NDA filed in late 2025 and launch expected in 2026.
- Ionis anticipates achieving over $6 billion in total annual peak revenue from its wholly-owned pipeline and partner royalties, and expects to reach cash flow break-even in 2028.
- By the end of 2026, Ionis plans to have four independent commercial launches, including Olezarsen for SHTG and Zolexarsen for Alexander disease.
- Ionis Pharmaceuticals reported $105 million in net U.S. product sales for Tringulza in 2025 and successfully launched its first two independent commercial products, Tringulza and Donzera, in 2025.
- The company upgraded its peak net product revenue guidance for Olezarsen in severe hypertriglyceridemia (SHTG) to greater than $2 billion, based on strong Phase III results, with a supplemental NDA filed in late 2025 and launch expected in 2026.
- Ionis anticipates three commercial launches in 2026, including Olezarsen for SHTG and Zolexarsen for Alexander disease, along with five Phase III data readouts this year.
- The company is on track to achieve cash flow break-even in 2028.
- Metagenomi Therapeutics, Inc. (formerly Metagenomi) has completed its corporate name change, reflecting a strategic evolution focused on later-stage preclinical assets.
- The company's lead program, MGX-001 for hemophilia A, demonstrated curative FVIII activity in non-human primates and is on track for IND/CTA submissions in 4Q 2026 to initiate first-in-human studies in 2027.
- The company anticipates its cash runway will extend through 4Q 2027.
- Jian Irish, Ph.D., M.B.A., was appointed as Chief Executive Officer in conjunction with the strategic evolution.
- Ionis Pharmaceuticals, Inc. reported preliminary U.S. net product sales of $105 million for TRYNGOLZA® (olezarsen) in 2025.
- The company increased its annual TRYNGOLZA peak net sales guidance to >$2 billion for severe hypertriglyceridemia (sHTG).
- Ionis anticipates two additional independent launches in 2026: olezarsen for sHTG and zilganersen for Alexander disease.
- The company expects five Phase 3 readouts and four NDA submissions in 2026 from its owned and partnered programs.
- Ionis is well-positioned to achieve cash flow breakeven in 2028.
- Ionis Pharmaceuticals reported preliminary 2025 U.S. net product sales of $105 million for TRYNGOLZA® (olezarsen) and increased its annual olezarsen peak net sales guidance to >$2 billion for severe hypertriglyceridemia (sHTG). The company anticipates two new independent product launches in 2026 (olezarsen for sHTG and zilganersen for Alexander disease) and the European launch of DAWNZERA™ in Q1 2026.
- The company expects five Phase 3 readouts and four NDA submissions in 2026, including results for pelacarsen in H1 2026 and eplontersen in H2 2026.
- Ionis aims to achieve cash flow breakeven in 2028 through accelerating revenue growth.
- Ionis Pharmaceuticals' partner GSK announced positive topline results from two pivotal Phase 3 studies (B-Well 1 and B-Well 2) for bepirovirsen, an investigational treatment for chronic hepatitis B (CHB).
- The studies met their primary endpoint, demonstrating a statistically significant and clinically meaningful functional cure rate for bepirovirsen.
- Global regulatory filings for bepirovirsen are planned from Q1 2026.
- Ionis is eligible to receive an additional $150 million in regulatory and sales milestone payments, along with tiered royalties of 10-12% on net sales of bepirovirsen.
- JAMA Neurology has published final results from the Phase 3 VALOR study and its open-label extension (OLE) for QALSODY (tofersen) in SOD1-ALS, with over 3.5 years of follow-up.
- Early initiation of QALSODY was associated with a numerically slower decline in clinical function, breathing, and strength, and a reduced risk of death or permanent ventilation.
- Over three years, a subset of QALSODY-treated participants regained previously lost function and strength, an outcome not previously reported in the natural history of SOD1-ALS.
- For faster-progressing participants, initiating QALSODY just six months earlier was associated with a 3.4-year extension of event-free-survival.
- QALSODY, an antisense oligonucleotide (ASO) discovered by Ionis, is approved in 44 countries, including accelerated approval in the US, for adults with a SOD1 gene mutation.
Quarterly earnings call transcripts for IONIS PHARMACEUTICALS.
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