Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$8.5B
166M shares
52-week range
$46.72 – $86.74
1% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
P/S (TTM)
8.9
Ionis Pharmaceuticals is the leading developer of antisense technology to discover and develop novel drugs. Its broad clinical and preclinical pipeline targets a wide variety of diseases, with an emphasis on cardiovascular, metabolic, neurological, and rare diseases. Ionis and Biogen brought Spinraza to market in 2016 as a treatment for spinal muscular atrophy, and Biogen launched ALS drug Qalsody in 2023. Ionis brought two additional drugs to market via its cardiovascular-focused subsidiary Akcea, including ATTR amyloidosis drug Tegsedi (2018) and cardiology drug Waylivra (Europe, 2019). Ionis and AstraZeneca launched polyneuropathy drug Wainua in 2024. Ionis marked its first two independent launches in 2025 for Tryngolza (for FCS) and Dawnzera (for HAE).
www.ionis.comNo one on the platform currently holds IONS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 305,549 | $22.9M |
| Bridgewater Associatesas of 2025-12-31 | 67,706 | $5.4M |
No one on the platform has traded IONS yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 33.9% | 5.3% | ||||
| Profit Margin % | -40.4% | -40.1% | -20.7% | |||
| Free Cash Flow Margin % | -33.9% | -40.5% | -8.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $914M | +1.6% | $-3.65 | $-3.72–$-3.61 | — | 11 |
| 2027 | $1.3B | +45.0% | $-1.97 | $-2.89–$-1.24 | — | 11 |
| 2028 | $1.9B | +46.7% | $0.32 | $-3.00–$3.55 | 147.5× | 13 |
| 2029 | $2.5B | +28.1% | $2.68 | $2.09–$3.66 | 17.6× | 10 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $-1.09 | $-0.69 | +36.7% |
| 2026-04-29 | $-0.85 | $-0.56 | +34.1% |
| 2026-02-25 | $-1.24 | $-1.41 | -14.0% |
| 2025-10-29 | $-1.15 | $-0.61 | +47.0% |
| 2025-07-30 | $0.27 | $0.86 | +218.5% |
| 2025-04-30 | $-1.11 | $-0.75 | +32.4% |
| 2025-02-19 | $-1.09 | $-0.66 | +39.4% |
| 2024-11-06 | $-1.16 |
| $-0.95 |
| +18.1% |
| $14.1B |
| — |
| GHGuardant Health, Inc. | $167.84 | +6.65% | $22.5B | — |
| MDGLMadrigal Pharmaceuticals, Inc. | $540.06 | +1.04% | $12.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
$IONS needs to fill that gap from August 2025. I'll buy more at $42.82 for the bounce back.
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$IONS at least mustache lying Brett got out in time Cc @johnnygogogo
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A clinical start date only matters if the work behind it is moving forward. At $PPCB, it is. GMP manufacturing is underway, raw drug substance supply is secured, and PK method validation has commenced. Regulatory documentation is also advancing toward the planned November 2026 HREC submission. Across biotech, innovation is reaching patients through different approaches—from RNA-targeted medicines in neurological disease at $IONS to base editing for genetic disease at $BEAM. At $PPCB, this execution is advancing PRP toward its Phase 1b First-In-Human study beginning in February 2027. Different science. Different paths. Progress is measured by moving innovation toward patients. $PPCB $IONS $BEAM
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@MihalisB86 I'm 95% Biotech invested....accross 50 companies... most small cap (<3bn, some <$50M (I'm waiting on news any day from Poolbeg Pharma (AIM listed) that "MIGHT BE MASSIVE").... on an individual case-by-case there are NO certainties..... even when you think there is... just look at Pelacarsen ($NVS and $IONS ) recent Ph3, just probabilistic gains.... $ARCT are well priced given the probabilities and 2 readouts coming, $TENX are on the floor so "maybe" with the modified Ph3 will recover some but will still be a much small drug (gone is the M&A premium etc...).... ... and final thoughts... donlt take investing tips from random folks on Stocktwits - espically one who is enjoying wine on a Fri evening.. ME over here in Europe)..
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📊 Today's Trade Ideas 1️⃣ $VIAV Momentum Setup • 67% Entry: $38.56 - $39.33 Target: $41.08 Stop: $37.20 Risk: Low 2️⃣ $OGE Watchlist Setup • 44% Entry: $47.15 - $47.90 Target: $50.23 Stop: $45.49 Risk: Low 3️⃣ $IONS Watchlist Setup • 44% Entry: $56.43 - $56.86 Target: $60.11 Stop: $54.44 Risk: Medium Not financial advice.
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$IONS Because IONS has already received its money and its not a write off for it! please some basics at least!!!
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$IONS Thanx to all those motherfuckers who sold me cheap shares around 50.👋👋👋
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The first session after Labor Day brought six analyst actions on three healthcare names. Mitchell Kapoor of HC Wainwright cut $IONS to $100 from $115, after Novartis reported that the pelacarsen Phase 3 missed its primary endpoint. Gary Nachman of Canaccord Genuity lowered his to $85 from $95. Evan Seigerman of BMO Capital downgraded $AMGN to Market Perform and took $BNTX to $105 from $128. https://anachart.com/market-update/selected-stock-price-target-news-september-08-2026/
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$IONS (-10.3% pre) Novartis, Ionis' experimental heart drug misses key goal in closely watched trial https://ooc.bz/l/113484
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BMO cut $AMGN to Market Perform on valuation after a 34% YTD rally. $NVS, $IONS Lp(a) trial miss also raises questions for Amgen’s olpasiran. https://notreload.xyz/xy/amgen-slides-after-bmo-downgrade-rival-drug-miss/
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.