
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
$13.06B
PER (TTM)
-50.5
34.3
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
Q3 2025 データ
売上高
$156.72M+17.12%
直近4四半期の推移
EPS
-$0.80-15.79%
直近4四半期の推移
フリーCF
-$134.74M+8.62%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Revenue Surges 42% Nine-month total revenue reached $740.4M, up 42% driven by commercial sales and R&D collaboration milestones.
Net Loss Significantly Reduced Nine-month net loss narrowed substantially to $152.0M, compared to $349.5M loss reported in prior period.
Major R&D Revenue Recognized R&D revenue hit $445.9M for nine months, boosted by $278M upfront payment recognized from Ono deal.
Commercial Sales Gaining Traction Commercial revenue grew to $294.5M for nine months, primarily fueled by TRYNGOLZA and DAWNZERA launches.
リスク要因
Partner Performance Dependency Success relies heavily on partners like Biogen and AstraZeneca; failure to perform impacts development and commercialization timelines.
Regulatory and Pricing Headwinds Revenue limited if government payers fail to provide adequate coverage or impose pricing restrictions on marketed medicines.
Independent Commercialization Hurdles Limited experience in commercializing two independently launched medicines, TRYNGOLZA and DAWNZERA, poses execution risk.
Intellectual Property Litigation Exposure Ongoing patent disputes, like the Arrowhead lawsuit, risk expensive litigation and potential adverse impact on key assets.
見通し
Advancing Late-Stage Pipeline ION582 advanced to Phase 3 study; Olezarsen development continues for sHTG indication targeting 2026 launch.
Manufacturing Scale-Up Focus Need to optimize and expand large-scale commercial manufacturing capabilities, likely requiring substantial future capital expenditures.
Continued Commercial Investment Expect SG&A expenses to increase as company invests in independent commercial launches for TRYNGOLZA and DAWNZERA.
Future Financing Strategy Future capital needs may require public or private financing, potentially leading to stockholder dilution if equity issued.
同業比較
売上高 (TTM)
BAX$11.24B
EXAS$3.08B
MRNA$1.94B
粗利益率 (最新四半期)
IONS98.5%
BBIO94.6%
93.7%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| EXAS | $19.61B | -19.8 | -40.4% | 43.0% |
| ROIV | $18.93B | -22.8 | -18.3% | 4.0% |
| RVMD | $18.62B | -19.0 | -49.2% | 7.0% |
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
-11.6%
成長鈍化
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2月18日
EPS:-$1.21
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年10月29日|売上高: $156.72M+17.1%|EPS: $-0.80-15.8%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月30日|売上高: $452.05M+100.7%|EPS: $0.78-273.3%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年4月30日|売上高: $131.61M+10.1%|EPS: $-0.93-5.1%予想を上回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月19日|売上高: $705.14M-10.5%|EPS: $-3.04-18.8%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年11月6日|売上高: $133.81M-7.2%|EPS: $-0.95-7.8%予想を上回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年8月1日|売上高: $225.25M+19.6%|EPS: $-0.45-23.7%予想を上回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年5月7日|売上高: $119.50M-8.4%|EPS: $-0.98+12.6%予想通りForm 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年2月21日|売上高: $787.65M+34.1%|EPS: $-2.56-34.7%予想を上回る