NASDAQ$IONS

Ionis Pharmaceuticals · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Ionis reported an increase in revenue driven by R&D, progress in WAINUA launch and pipeline advancements.

Ionis Pharmaceuticals reported a 20% increase in revenue for Q2 2024, driven by R&D revenue and commercial launch of WAINUA. The company is advancing its pipeline with regulatory milestones for Olezarsen and Donidalorsen, and reaffirmed its 2024 financial guidance.

  • Revenue increased by 20% driven by R&D revenue growth.
  • WAINUA launch is progressing well with royalty revenue of $4 million.
  • Olezarsen FDA's decision is expected in December 2024 for FCS.
  • Donidalorsen is preparing for U.S. and EU regulatory submissions.

Headline financials

Total Revenue

$225M

Previous: $188M+19.6%
EPS

-$0.45

Previous: -$0.41-9.8%
Non-GAAP Operating Expenses

$260M

No prior period
Capital Expenditures

-$10.7M

Previous: -$22.5M+52.3%
Free Cash Flow

-$77M

Previous: -$108M+28.6%
Net Income

-$66.3M

Previous: -$85.3M+22.3%
Operating Income

-$66.1M

Previous: -$90.2M+26.7%
Gross Profit

$221M

Previous: $186M+18.9%
Cash & Equivalents

$294M

Previous: $2.39B-87.7%
Total Assets

$2.69B

Previous: $2.97B-9.4%
R&D Expense

$222M

No prior period
Stock-Based Comp

$30.7M

Previous: $26.6M+15.7%

Revenue & EPS history

Ionis · Revenue · Quarterly

$225M

Q2 2024+19.6%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Ionis · $151M total across 2 segments · Q2 2023

  • Collaborative Agreement Rev
    $90M+130.8%
  • SPINRAZA Royalties
    $61M+1.7%

Forward guidance

Ionis is focused on strategically investing capital to unlock the potential of its portfolio, with investments focused on go-to-market preparations for Olezarsen and Donidalorsen launches. Additional investments are planned to scale capabilities for WAINUA and Olezarsen, along with investments in the next wave of medicines, including ION582 for Angelman syndrome.

Tailwinds

  • Strategic investment in late-stage programs.
  • Focus on wholly-owned assets.
  • Advancing next-wave innovative medicines.
  • Go-to-market preparations for Olezarsen and Donidalorsen.
  • Scaling capabilities for WAINUA and Olezarsen.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.2%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+1.2%

Avg return

30 days after

51%

35 / 68 earnings

Positive

+30.2%

Q3 2016

Best reaction

-13.5%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.2%+5.1%+6.6%
Q4 2025-5.3%-4.1%-15.6%
Q3 2025-2.3%+0.1%+12.5%
Q1 2025+3.0%+12.9%+12.4%
Q4 2024-0.4%-0.2%+3.0%
Q3 2024-0.9%+0.2%-1.8%
Q2 2024-0.7%-4.9%-3.6%
Q1 2024-5.0%-7.6%-5.7%
Q4 2023-0.8%+3.9%-3.7%
Q3 2023+4.3%+5.4%+14.1%
Q2 2023+0.7%+0.8%+4.2%
Q1 2023+1.3%-1.0%+17.5%
Q4 2022-4.0%-5.3%-11.2%
Q3 2022+7.6%+4.2%-11.2%
Q2 2022+0.9%-3.5%-3.2%
Q1 2022-1.2%-17.6%-6.1%
Q4 2021+3.4%+10.9%+19.3%
Q3 2021+5.0%+5.8%-20.0%
Q2 2021+4.2%+2.0%+4.5%
Q1 2021-11.1%-13.7%-17.7%
Q4 2020-4.7%-3.6%-23.4%
Q3 2020+3.7%+6.6%+9.0%
Q2 2020-4.6%-8.7%-6.1%
Q1 2020-7.7%-2.7%-0.3%
Q4 2019-3.6%-5.4%-10.7%
Q3 2019+1.8%+4.2%+18.8%
Q2 2019+6.6%+6.2%-3.6%
Q1 2019+0.9%-2.8%-7.2%
Q4 2018+15.2%+14.4%+31.7%
Q3 2018+5.4%-0.0%+8.8%
Q2 2018+4.4%+11.6%+1.9%
Q1 2018+7.4%+3.7%+12.9%
Q4 2017+2.8%-4.7%-14.2%
Q3 2017+0.9%+3.0%-0.6%
Q2 2017-8.6%-11.0%+7.4%
Q1 2017-2.6%+3.9%+10.3%
Q4 2016+5.4%+16.6%-13.8%
Q3 2016+30.2%+51.0%+44.9%
Q2 2016+0.1%-2.5%-14.1%
Q1 2016-8.7%
Q4 2015-4.6%
Q3 2015+14.8%
Q2 2015+1.0%
Q1 2015+1.2%
Q4 2014-0.8%
Q3 2014+4.4%
Q2 2014+6.3%
Q1 2014-6.5%
Q4 2013-9.7%
Q3 2013-6.1%
Q2 2013-4.2%
Q1 2013-12.4%
Q4 2012+7.6%
Q3 2012-7.0%
Q2 2012+3.9%
Q1 2012+7.6%
Q4 2011+2.8%
Q3 2011-13.5%
Q2 2011-8.2%
Q1 2010-2.7%
Q1 2011+2.8%
Q4 2008-1.6%
Q4 2010-1.6%
Q3 2009+2.5%
Q3 2010+2.5%
Q4 2009-3.8%
Q2 2010-3.8%
Q2 2009-3.8%

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