NASDAQ$IONS

Ionis Pharmaceuticals · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Ionis reported a decrease in revenue, but is progressing well with WAINUA launch and other pipeline developments.

Ionis Pharmaceuticals reported a decrease in revenue for the third quarter of 2024 compared to the same period last year, but the company is making significant progress with the launch of WAINUA and advancements in its pipeline, including regulatory submissions and positive study data.

  • Revenue decreased by 7% compared to the same period last year, but increased by 3% for the nine months ended September 30, 2024.
  • Operating expenses increased due to investments in late-stage development and commercialization efforts.
  • WAINUA achieved multiple commercial and regulatory milestones, generating $5 million in royalty revenue.
  • Ionis reaffirmed its 2024 P&L financial guidance and increased its cash guidance to $2.2 billion.

Headline financials

Total Revenue

$134M

Previous: $144M-7.2%
EPS

-$0.95

Previous: -$0.85-11.8%
Non-GAAP Operating Expenses

$250M

No prior period
Non-GAAP Loss from Operations

-$116M

No prior period
Non-GAAP Net Loss

-$108M

No prior period
Capital Expenditures

-$19.8M

Previous: -$24.6M+19.7%
Free Cash Flow

-$160M

Previous: -$172M+6.8%
Net Income

-$140M

Previous: -$147M+4.7%
Operating Income

-$149M

Previous: -$143M-3.8%
Gross Profit

$133M

Previous: $142M-6.5%
Cash & Equivalents

$335M

Previous: $2.24B-85.0%
Total Assets

$3.08B

Previous: $2.93B+5.0%
R&D Expense

$220M

Previous: $215M+2.3%
Stock-Based Comp

$32M

Previous: $26M+23.2%

Revenue & EPS history

Ionis · Revenue · Quarterly

$134M

Q3 2024-7.2%vs Q3 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 on track to achieve its 2024 P&L financial guidance and has increased its cash guidance to $2.2 billion. The company plans to continue investing in go-to-market preparations for planned launches and scaling capabilities for potential medicines.

Tailwinds

  • Advancing pipeline with positive data readouts
  • Increased confidence in the potential of WAINUA and olezarsen
  • Focus on wholly owned late-stage and next wave of innovative medicines
  • Equity offering extends cash runway
  • Continued investment in attractive opportunities

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 Q3 2024

Historical avgQ3 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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