IONIS PHARMACEUTICALS INC
Ionis Pharmaceuticals (IONS) shares fell about 30% YTD after Ark Genomic Revolution ETF bought $15.3M of IONS shares following late-stage eplontersen failure. Q2 revenue was $268M, down 41% but up 56% excluding a $280M Ono upfront. FDA approved Tryngolza for severe hypertriglyceridemia; label expanded to over 3M patients. Guidance reiterated $875M to $900M; William Blair sees $3B peak sales.
Morningstar says 55% of US-listed stocks it covers beat FactSet earnings by at least 5% as of Aug. 11. It screened for six undervalued “earnings crushers” with 10%+ EPS beats and 5%+ revenue beats, including Albemarle, Atlassian, Baxter International, CarMax, Ionis Pharmaceuticals, and Sanofi, citing EPS, revenue, Morningstar ratings, and discounts to fair value.
Ionis Pharmaceuticals (IONS) shares fell about 30% YTD after its heart drug eplontersen failed to show efficacy, following concerns raised in its Q2 2026 report. Q2 revenue was $268M, down from $452M, but excluding a $280M one-time Ono payment, revenue rose ~56%. Ionis reported a $115M net loss. FDA approved Tryngolza (June 24) and Dawnzera sales rose 63% sequentially; management reiterated 2026 revenue guidance of $875M to $900M. Analysts maintain a strong buy and a $115 target.
Over the past 7 days, alphai's AI scored 4 news stories mentioning IONS (IONIS PHARMACEUTICALS INC). Coverage has skewed bullish: 1 bullish, 3 neutral, and 0 bearish.
Recent IONS coverage spans sector analysis, financial news and market movers.
In the last 30 days, IONS insiders filed 2 SEC Form 4 transactions — 2 purchases ($1.1M) and no sales. The most active reporter was Hayden Michael R with 2 filings.
The stock move is framed around a mixed quarter plus a key FDA label expansion for Tryngolza, while the eplontersen miss removes potential ATTR-CM economics.
Revenue growth and maintained guidance support the valuation case, but the EPS miss and prior trial miss keep risk elevated.
The stock drawdown is tied to a clinical setback, but the text highlights ongoing commercial ramp and maintained 2026 revenue guidance, creating a two-sided risk setup.
The article provides mechanistic validation for an Ionis-developed KRAS-targeting ASO, plus a potential combination lever (ISRIB) to improve endosomal escape.
Reiterates Ionis’ ASO platform validation in ALS, but provides no new Ionis-specific financial or trial milestone in this text.
alphai scores every news story that mentions IONS with an AI model for sentiment and relevance, and aggregates insider trades from IONIS PHARMACEUTICALS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Ionis Pharmaceuticals (IONS) shares fell about 30% YTD after Ark Genomic Revolution ETF bought $15.3M of IONS shares following late-stage eplontersen failure. Q2 revenue was $268M, down 41% but up 56% excluding a $280M Ono upfront. FDA approved Tryngolza for severe hypertriglyceridemia; label expanded to over 3M patients. Guidance reiterated $875M to $900M; William Blair sees $3B peak sales.
6 min readMorningstar says 55% of US-listed stocks it covers beat FactSet earnings by at least 5% as of Aug. 11. It screened for six undervalued “earnings crushers” with 10%+ EPS beats and 5%+ revenue beats, including Albemarle, Atlassian, Baxter International, CarMax, Ionis Pharmaceuticals, and Sanofi, citing EPS, revenue, Morningstar ratings, and discounts to fair value.
7 min readIonis Pharmaceuticals (IONS) shares fell about 30% YTD after its heart drug eplontersen failed to show efficacy, following concerns raised in its Q2 2026 report. Q2 revenue was $268M, down from $452M, but excluding a $280M one-time Ono payment, revenue rose ~56%. Ionis reported a $115M net loss. FDA approved Tryngolza (June 24) and Dawnzera sales rose 63% sequentially; management reiterated 2026 revenue guidance of $875M to $900M. Analysts maintain a strong buy and a $115 target.
6 min readA study in the Journal of Cell Biology, led by Cancer Research UK Scotland Institute and University of Glasgow researchers, describes how Ionis Pharmaceuticals’ antisense oligonucleotide cET-ASOKRas enters pancreatic cancer cells via CD44, activates EPHA2, and is delivered near the nucleus. Blocking CD44 or EPHA2 reduced KRAS suppression and tumor growth; inhibiting stress granules with ISRIB enhanced effects.
3 min readBiogen and Ionis’ tofersen (Qalsody) for SOD1-ALS is linked to stabilization or improvement in some patients, including a reported case of reversal after dose escalation. Qalsody was FDA approved in April 2023 based on biomarker data and is marketed in the US and Canada. AL-S Pharma’s AP-101 is also in trials.
7 min readIonis Pharmaceuticals (IONS) reported Q2 2026 total revenue of $268 million, up 56% excluding a one-time Sapablursen payment. Commercial revenue was $119 million, driven by DAWNZERA sales of $26 million (+63% QoQ). 2026 guidance: $875 million to $900 million revenue and non-GAAP operating loss of $425 million to $475 million. Cash was $2.1 billion.
7 min readIonis Pharmaceuticals director Michael R. Hayden bought 20,000 shares of IONS on July 30-31, 2026 at a weighted average $52.94 per share, totaling about $1.1 million, per an SEC Form 4. Holdings rose from 58,298 to 78,298 shares. Ionis reported trailing-twelve-month revenue of $873.8 million and a net loss of $564.8 million, per the article.
6 min readAstraZeneca and Ionis’ Wainua failed to show significant cardiovascular benefit in a Phase 3 trial in ATTR-CM, an outcome analysts said likely reduces odds of filing for that indication. The article reviews other ATTR-CM programs: AstraZeneca’s cliramitug (DepleTTR-CM, ~1,200 patients), Novo Nordisk’s coramitug (CLEOPATTRA, recruiting), Alnylam’s nucresiran (TRITON-CM, completion 2030), and Intellia’s nex-z (MAGNITUDE).
7 min readIonis Pharmaceuticals said Frank Bennett, its executive VP and chief scientific officer, will retire effective February 2027 and remain as a strategic consultant during the transition. Ionis credited him with work on antisense oligonucleotides and discovery of drug candidates, including SPINRAZA and QALSODY. Eric Swayze will assume Bennett’s research responsibilities.
2 min readHayden Michael R purchased 20,000 indirectly-held shares of IONIS PHARMACEUTICALS INC (IONS) at an average of $52.94 ($51.60–$53.38, $1.06M total) across 2 trades over 2026-07-30 to 2026-07-31.
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