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Ionis Pharmaceuticals Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | -$0.85 |
| EPS actual | -$0.560 |
| EPS Surprise | 34.12% |
| Revenue estimate | 195.565M |
| Revenue actual | 246M |
| Revenue Surprise | 25.79% |
| Release date | Feb 25, 2026 |
| EPS estimate | -$1.24 |
| EPS actual | -$1.41 |
| EPS Surprise | -14.02% |
| Revenue estimate | 156.065M |
| Revenue actual | 203M |
| Revenue Surprise | 30.07% |
| Release date | Oct 29, 2025 |
| EPS estimate | -$1.15 |
| EPS actual | -$0.610 |
| EPS Surprise | 46.96% |
| Revenue estimate | 153.57M |
| Revenue actual | 156.719M |
| Revenue Surprise | 2.05% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.270 |
| EPS actual | $0.86 |
| EPS Surprise | 218.52% |
| Revenue estimate | 131.748M |
| Revenue actual | 452.049M |
| Revenue Surprise | 243.12% |
Last 4 Quarters for Ionis Pharmaceuticals
Below you can see how IONS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $43.37 |
| EPS estimate | $0.270 |
| EPS actual | $0.86 |
| EPS surprise | 218.52% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $42.15 |
| Jul 25, 2025 | $42.25 |
| Jul 28, 2025 | $41.17 |
| Jul 29, 2025 | $41.48 |
| Jul 30, 2025 | $43.37 |
| Jul 31, 2025 | $42.98 |
| Aug 01, 2025 | $43.03 |
| Aug 04, 2025 | $43.45 |
| Aug 05, 2025 | $43.05 |
| 4 days before | 2.89% |
| 4 days after | -0.738% |
| On release day | -0.90% |
| Change in period | 2.14% |
| Release date | Oct 29, 2025 |
| Price on release | $71.88 |
| EPS estimate | -$1.15 |
| EPS actual | -$0.610 |
| EPS surprise | 46.96% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $71.50 |
| Oct 24, 2025 | $70.86 |
| Oct 27, 2025 | $72.99 |
| Oct 28, 2025 | $73.57 |
| Oct 29, 2025 | $71.88 |
| Oct 30, 2025 | $74.17 |
| Oct 31, 2025 | $74.30 |
| Nov 03, 2025 | $73.65 |
| Nov 04, 2025 | $72.88 |
| 4 days before | 0.531% |
| 4 days after | 1.39% |
| On release day | 3.19% |
| Change in period | 1.93% |
| Release date | Feb 25, 2026 |
| Price on release | $80.93 |
| EPS estimate | -$1.24 |
| EPS actual | -$1.41 |
| EPS surprise | -14.02% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $83.15 |
| Feb 20, 2026 | $83.15 |
| Feb 23, 2026 | $84.60 |
| Feb 24, 2026 | $85.45 |
| Feb 25, 2026 | $80.93 |
| Feb 26, 2026 | $80.60 |
| Feb 27, 2026 | $81.15 |
| Mar 02, 2026 | $81.96 |
| Mar 03, 2026 | $78.66 |
| 4 days before | -2.66% |
| 4 days after | -2.80% |
| On release day | -0.408% |
| Change in period | -5.39% |
| Release date | Apr 29, 2026 |
| Price on release | $74.83 |
| EPS estimate | -$0.85 |
| EPS actual | -$0.560 |
| EPS surprise | 34.12% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $74.09 |
| Apr 24, 2026 | $73.27 |
| Apr 27, 2026 | $72.23 |
| Apr 28, 2026 | $71.78 |
| Apr 29, 2026 | $74.83 |
| Apr 30, 2026 | $74.76 |
| May 01, 2026 | $75.28 |
| May 04, 2026 | $75.45 |
| May 05, 2026 | $75.25 |
| 4 days before | 1.00% |
| 4 days after | 0.561% |
| On release day | -0.0935% |
| Change in period | 1.57% |
Ionis Pharmaceuticals Earnings Call Transcript Summary of Q1 2026
Ionis reported strong Q1 2026 operational and financial momentum driven by commercial launches, advancing regulatory milestones and partner milestones. Key commercial updates: Tryngolza (FCS) continues to see accelerating demand and is launching in Europe with Sobi; DAWNZERA (HAE) launch is progressing well with growing switches from existing prophylactics and EU launch activity via Otsuka; olezarsen (SHTG) received FDA priority review with a June 30 PDUFA and Ionis raised peak annual U.S. sales expectations for olezarsen from >$2B to >$3B after HCP and payer research. Ionis set an annual WAC of $40,000 for olezarsen effective April 1 to align payer contracting ahead of anticipated approval. Zilganersen (Alexander disease) NDA accepted with priority review and a Sept. 22 PDUFA; expanded access is open and the company is preparing a neurology launch. Partner pipeline highlights include bepirovirsen (chronic HBV) on track for launches with GSK and pelacarsen and eplontersen outcome trials due this year. Financials: Q1 revenue $246M (up 87% y/y) driven by product sales (Tryngolza, DAWNZERA) and ~$95M in partnership milestones; cash balance ~$1.9B after repaying convertible notes. Company raised 2026 revenue guidance to $875M–$900M, provided product-level guidance (Tryngolza $100M–$110M; DAWNZERA $110M–$120M), expects non-GAAP operating loss of $425M–$475M (improved) and reiterated plan to reach cash-flow breakeven in 2028. Continued investment in sales/marketing for upcoming independent launches and ongoing potential partner milestones (e.g., $45M recognized in Q2 for salanersen initiation) underpin the outlook.
