Ionis Pharmaceuticals, Inc.
NASDAQ•IONS
CEO: Dr. Brett P. Monia Ph.D.
セクター: Healthcare
業種: Biotechnology
上場日: 1991-05-17
Ionis Pharmaceuticals, Inc. discovers and develops RNA-targeted therapeutics in the United States. The company offers SPINRAZA for spinal muscular atrophy (SMA) in pediatric and adult patients; TEGSEDI, an antisense injection for the treatment of polyneuropathy caused by hereditary transthyretin amyloidosis in adults; and WAYLIVRA, an antisense medicine for treatment for familial chylomicronemia syndrome (FCS) and familial partial lipodystrophy. It also develops medicines for various indications that are in phase 3 study, including Eplontersen as a monthly self-administered subcutaneous injection to treat all types of ATTR; Olezarsen for patients with FCS and severe hypertriglyceridemia (SHTG); Donidalorsen for patients with hereditary angioedema; ION363 for patients with amyotrophic lateral sclerosis; Tofersen to inhibit the production of superoxide dismutase 1; Pelacarsen for patients with established cardiovascular disease and elevated lipoprotein(a); and Bepirovirsen to inhibit the production of viral proteins associated with hepatitis B virus. In addition, the company develops IONIS-FB-LRx to inhibit the production of complement factor B and the alternative complement pathway; and ION224 to reduce the production of diacylglycerol acyltransferase 2. It has a strategic collaboration with Biogen for the treatment of neurological disorders; and collaboration and license agreement with Metagenomi, Inc, AstraZeneca, Bayer AG, GlaxoSmithKline plc, Novartis, Roche, Swedish Orphan Biovitrum AB, and PTC Therapeutics. The company was incorporated in 1989 and is based in Carlsbad, California.
連絡先情報
時価総額
$11.76B
PER (TTM)
-30.3
17.9
配当利回り
--
52週高値
$86.74
52週安値
$23.95
52週レンジ
順位52Top 73.5%
2.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$203.00M+0.00%
直近4四半期の推移
EPS
-$1.41+0.00%
直近4四半期の推移
フリーCF
-$159.00M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Revenue Growth Strong Commercial Sales Total revenue reached $943.7M, up 33.8% from $705.1M in 2024, driven by new product sales.
Net Loss Significantly Reduced Net loss narrowed to $381.4M, an improvement of $72.5M compared to the $453.9M loss reported in 2024.
Commercial Revenue Surges Commercial revenue grew 49% to $435.8M, primarily fueled by $107.5M in TRYNGOLZA net product sales.
Strong Cash Position Maintained Cash and short-term investments ended 2025 at $2.7B, providing strong funding for wholly owned pipeline advancement.
リスク要因
Limited Commercialization Experience Company has limited experience commercializing medicines; infrastructure buildout failure risks revenue generation potential.
Market Acceptance and Reimbursement Success depends on payer acceptance; inadequate coverage or reimbursement rates limit ability to sell medicines profitably.
Partner Performance Dependency Reliance on partners like Biogen and AstraZeneca; partner failure to fund or perform development obligations causes delays.
Intellectual Property Litigation Risk Ongoing patent infringement dispute with Arrowhead requires significant expense and distracts management resources.
見通し
Two Independent Launches Planned Positioned to launch Olezarsen (sHTG) and Zilganersen (AxD) independently in 2026, assuming regulatory approval.
Pipeline Advancement Continues Advanced Obudanersen into Phase 3 study for Angelman syndrome during 2025, supporting late-stage pipeline.
Next-Generation Technology Progress Advanced first program using MsPA backbone into clinical development, leveraging new technology enhancements.
Commercial Platform Expansion Continuing to refine portfolio strategy and build field sales teams to support upcoming independent commercial launches.
同業比較
売上高 (TTM)
$11.24B
$3.25B
$3.22B
粗利益率 (最新四半期)
96.1%
95.6%
92.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| MRNA | $20.76B | -7.3 | -30.1% | 15.5% |
| ROIV | $20.08B | -24.2 | -18.3% | 4.0% |
| EXAS | $19.77B | -94.5 | -8.5% | 43.0% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
15.5%
高成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
25%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年4月28日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし