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IOIONS

Ionis Pharmaceuticals, Inc.

$IONS·$14B·Biotechnology·Healthcare
$53.39+0.8%YTD-33.2%1Y+28.5%
Mentions · last 7 days
2026-07-14: 34 posts2026-07-15: 18 posts2026-07-16: 12 posts2026-07-17: 7 posts2026-07-18: 2 posts2026-07-19: 3 posts2026-07-20: 8 posts84-27%
Price updated 52m ago·X counts updated 1d ago
IOIONS
$IONSIonis Pharmaceuticals, Inc.
$53.39+0.83%84 posts-27%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $IONS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-21

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Ionis down 34% YTD reports Q2 July 29 — RNA-therapy pipeline with insider selling into the print.

Ionis Pharmaceuticals is the RNA-targeted-therapy biotech (SPINRAZA, TEGSEDI, WAYLIVRA commercial plus Eplontersen/Olezarsen/Donidalorsen Phase 3 pipeline) — a name that has broken down on multi-quarter EPS volatility, and now sits at 28% of 52-week range going into Q2 earnings.

  • Growth is real and accelerating: Q1 2026 revenue of $246M was up 87% YoY after Q4 was -10.4% — partnership revenue timing (Biogen SPINRAZA, AstraZeneca, Novartis) creates lumpy but genuinely growing revenue.
  • Beat cadence is remarkable: EPS surprises of +34.1%, -14.0%, +47.0%, +218.5% — reliable outperformance driving the multiple expansion cycle, though the -34% YTD reflects tape breakdown after the run.
  • Insider selling has been coordinated: Bennett $1.7M (July 7), Diaz $864K, Klein $920K at $79-85 — routine 10b5-1 but sized enough to note into the July 29 print.
  • The FY26 EPS -$3.69 consensus versus FY28 breakeven is the pipeline optionality: 2028 is the year monetization has to convert.

Path forward is the July 29 Q2 print — need FY26 revenue $889M holding plus Donidalorsen/Olezarsen commercial-launch commentary. What extends the move: a beat-plus-raise plus explicit hereditary-angioedema or hypertriglyceridemia commercial ramp; what invalidates: any Phase 3 pipeline delay or a walked-back FY28 breakeven trajectory.

What to watch: July 29 Q2 print — FY26 revenue $889M holding and Donidalorsen/Olezarsen commercial-launch commentary matter most. A beat-plus-raise plus explicit hereditary-angioedema or hypertriglyceridemia commercial ramp is the specific extension catalyst.

On the calendar: 2026-07-29 — Q2 earnings

sentiment missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment10 posts analyzed · as of 2026-07-20

Ionis is trading through the fallout of a Phase 3 ATTR failure in the AZN partnership, wiping an estimated $600M from projected peak royalties. Contrarian posters pound the table citing zero net debt, pipeline peak sales of $6B+ and roughly 3x sales, framing the five-day selloff as overreactive and floating acquisition speculation. Skeptics flag the CEO repeatedly dismissing competition from Arrowhead's Redemplo and note upcoming pelacarsen Lp(a) readouts and the July 29 Q2 call as next catalysts.

Read the AI verdict + X sentiment for $IONS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pioneer in RNA-targeted antisense therapies with approved drugs for spinal muscular atrophy and hereditary transthyretin amyloidosis, and a broad Phase 3 pipeline.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $IONS.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $IONS

Neutral — Pioneer in RNA-targeted antisense therapies with approved drugs for spinal muscular atrophy and hereditary transthyretin amyloidosis, and a broad Phase 3 pipeline; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.6%YTD
+46.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-39.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-11.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-33.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-7.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
12.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-58.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
98.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$-0.56$-0.85+34.1%
Q4 2025Feb 25, 2026$-1.41$-1.24-14.0%
Q3 2025Oct 29, 2025$-0.61$-1.15+47.0%
Q2 2025Jul 30, 2025$0.86$0.27+218.5%
Next earningsWed, Jul 29·consensus EPS $-1.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$246.1M+87.0%98.8%-47.7%$-0.56$-814.6M
Q4 FY25$203.0M-10.4%96.1%-106%$-1.41$-159.0M
Q3 FY25$156.7M+17.1%98.5%-102%$-0.80$-134.7M
Q2 FY25$452.0M+100.7%99.1%30.9%$0.78$137.1M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$889.0M$882.0M – $897.6M-$3.69-$3.77 – -$3.5717
FY27$1.4B$1.2B – $1.6B-$1.85-$2.45 – -$0.7617
FY28$2.0B$2.0B – $2.0B$0.75-$3.54 – $4.1015
FY29$2.7B$2.4B – $3.2B$3.87$3.41 – $4.8111
FY30$3.3B$3.0B – $3.9B$6.81$6.00 – $8.477

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-27.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 164.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 7Allene M. DiazDirector10.1K sh$864KSellJul 7Holly B. KordasiewiczEVP, Chief Development Officer362 sh$31KSellJul 7Bennett C FrankEVP, Chief Scientific Officer20.5K sh$1.7MSellJul 1Klein Joseph IiiDirector11.5K sh$910KSellJun 26Joseph BaroldiEVP, Chief Business Officer5.6K sh$452KSellJun 26Patrick R. O'neilEVP CLO & General Counsel3.1K sh$246KSellJun 26Eugene SchneiderEVP, Chf Clinical Develop Ofcr26.0K sh$2.1MSellJun 26Brett P MoniaCEO50.0K sh$4.0MSellJun 25Eric SwayzeEVP Research10.6K sh$839KSellJun 25Brett P MoniaCEO21.1K sh$1.7M
1–10 of 16
+ 27 other (15 exempts · 11 awards · 1 other) in window

See when $IONS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 108-K — Item 7.01: Press release / Reg FD
AI summary

Ionis Pharmaceuticals, Inc. reaffirmed its previously announced full-year 2026 financial guidance, unchanged from the guidance provided on April 29, 2026 in the Q1 2026 earnings release. The disclosure was filed under Regulation FD as a non-filed informational update. This is a routine guidance reaffirmation — no change in business outlook, signaling steady operational performance from Ionis heading into Q2.

8-KPress release / Reg FDJul 98-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Ionis Pharmaceuticals disclosed that its CARDIO-TTRansform Phase 3 clinical trial evaluating eplontersen for ATTR cardiomyopathy (ATTR-CM) failed to meet its primary endpoint. This is a significant negative clinical outcome as ATTR-CM represents a large potential market, and eplontersen was seen as a key pipeline asset for Ionis and its partner AstraZeneca. The failure eliminates a major revenue opportunity for the partnership, though eplontersen remains approved in the polyneuropathy indication under the brand name Wainua. Shares would be expected to react sharply negative on this news.

8-KPress release / Reg FDJun 248-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

The FDA approved Ionis's TRYNGOLZA (olezarsen) as an adjunct to diet to reduce triglycerides and acute pancreatitis risk in adults with severe hypertriglyceridemia (triglycerides 500 mg/dL or higher) on June 24, 2026. Major FDA approval for olezarsen in a rare lipid disorder; adds a commercial product to Ionis's portfolio.

3New insider — initial holdingsJun 83
AI summary

Peter N. Reikes (director, Carlsbad CA) filed a Form 3 initial beneficial ownership statement for Ionis Pharmaceuticals as of June 4, 2026. Administrative disclosure for a newly appointed Ionis director.

3New insider — initial holdingsJun 83
AI summary

Ludwig Hantson (director, Carlsbad CA) filed a Form 3 initial beneficial ownership statement for Ionis Pharmaceuticals as of June 4, 2026. Administrative disclosure for a newly appointed Ionis director.

8-KOfficer or director changeJun 88-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

Ionis appointed Ludwig Hantson (former Alexion CEO 2017-2021; prior Baxter Bioscience president who led the Baxalta spin-off) as independent director effective June 4, 2026, immediately following the 2026 Annual Meeting. Strong board addition with rare disease and large-cap biopharma leadership experience directly relevant to Ionis's pipeline.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Ionis issued a Reg FD disclosure announcing that its partner GSK reported positive pivotal data for bepirovirsen, an investigational antisense oligonucleotide (ASO) for the treatment of chronic hepatitis B (CHB), on May 28, 2026 (press release in Exhibit 99.1). Positive partner clinical trial data for a key Ionis-partnered ASO in hepatitis B; potential commercial milestone.

8-KPress release / Reg FDApr 218-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 14 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ionis Pharmaceuticals: The Heartbreak Is Priced Inseekingalpha.com·5d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Ionis Pharmaceuticals, Inc. - IONSprnewswire.com·6d agoIonis Pharmaceuticals, Inc. (IONS) Faces Investor Scrutiny After Surprise Trial Failure Drives Stock Down 23% – HBSSglobenewswire.com·6d agoBiogen Shares Decline After Detailed Diranersen Alzheimer's Study Datazacks.com·6d agoIonis to hold second quarter 2026 financial results webcastbusinesswire.com·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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