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Ionis Pharmaceuticals Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | -$1.15 |
| EPS actual | -$0.610 |
| EPS Surprise | 46.96% |
| Revenue estimate | 152.567M |
| Revenue actual | 157M |
| Revenue Surprise | 2.91% |
| Release date | Jul 30, 2025 |
| EPS estimate | - |
| EPS actual | $0.678 |
| Revenue estimate | - |
| Revenue actual | 452.049M |
| Release date | Apr 30, 2025 |
| EPS estimate | -$1.11 |
| EPS actual | -$0.750 |
| EPS Surprise | 32.43% |
| Revenue estimate | 150.586M |
| Revenue actual | 131.612M |
| Revenue Surprise | -12.60% |
| Release date | Feb 19, 2025 |
| EPS estimate | -$1.09 |
| EPS actual | -$0.660 |
| EPS Surprise | 39.45% |
| Revenue estimate | 131.138M |
| Revenue actual | 226.576M |
| Revenue Surprise | 72.78% |
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 | Feb 19, 2025 |
| Price on release | $31.81 |
| EPS estimate | -$1.09 |
| EPS actual | -$0.660 |
| EPS surprise | 39.45% |
| Date | Price |
|---|---|
| Feb 12, 2025 | $30.84 |
| Feb 13, 2025 | $30.35 |
| Feb 14, 2025 | $31.04 |
| Feb 18, 2025 | $31.95 |
| Feb 19, 2025 | $31.81 |
| Feb 20, 2025 | $32.69 |
| Feb 21, 2025 | $32.32 |
| Feb 24, 2025 | $31.89 |
| Feb 25, 2025 | $31.85 |
| 4 days before | 3.15% |
| 4 days after | 0.126% |
| On release day | 2.79% |
| Change in period | 3.27% |
| Release date | Apr 30, 2025 |
| Price on release | $30.71 |
| EPS estimate | -$1.11 |
| EPS actual | -$0.750 |
| EPS surprise | 32.43% |
| Date | Price |
|---|---|
| Apr 24, 2025 | $29.57 |
| Apr 25, 2025 | $29.70 |
| Apr 28, 2025 | $29.74 |
| Apr 29, 2025 | $29.81 |
| Apr 30, 2025 | $30.71 |
| May 01, 2025 | $31.71 |
| May 02, 2025 | $32.78 |
| May 05, 2025 | $33.65 |
| May 06, 2025 | $31.86 |
| 4 days before | 3.86% |
| 4 days after | 3.74% |
| On release day | 3.26% |
| Change in period | 7.74% |
| Release date | Jul 30, 2025 |
| Price on release | $43.37 |
| EPS estimate | - |
| EPS actual | $0.678 |
| 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% |
Ionis Pharmaceuticals Earnings Call Transcript Summary of Q3 2025
Key points for investors:
- Commercial momentum: Two independent launches are underway — Tringolza (FCS) and Donzara (HAE). Tringolza reported $32M in Q3 net product sales (≈70% QoQ growth); company expects TRINGOZA full-year product sales of $85–$95M. Early uptake for Donzara is encouraging with switching and newly diagnosed patients and supportive patient-assistance programs.
- Breakthrough Phase III data: Olezarsen (SHTG) showed up to 72% placebo-adjusted triglyceride reductions and an 85% reduction in adjudicated acute pancreatitis events in CORE/CORE II. Company plans to present detailed data Nov 8 and to submit an sNDA in the US by year-end with global filings next year. Zilgarnersen (Alexander disease) showed statistically significant, clinically meaningful stabilization in gait speed and is on track for an independent launch with an expected NDA submission in 2026.
- Commercial preparedness: Ionis plans to scale the field team (Trangolza force to ~200 reps ahead of SHTG launch), target ~20,000 HCPs for SHTG, and engage payers early. Pricing work for olesarsen is ongoing with final pricing to be announced upon approval.
- Financials & guidance: Q3 revenue $157M (+17% YoY); 9M revenue $740M (+55% YoY). Ionis raised 2025 revenue guidance to $875–$900M (third increase this year) and expects an operating loss of $275–$300M for 2025. Cash balance expected >$2.1B year-end. Company reiterates goal of cash-flow breakeven by 2028.
- Pipeline & partners: Wholly owned late-stage pipeline advancing (also ION-582 for Angelman syndrome with Breakthrough Therapy designation; REVEAL enrollment on track). Partnered pipeline expects four key launches by 2027, which should further expand revenue. Overall emphasis on multiple near-term regulatory and commercial milestones that could materially accelerate growth.
