Ionis Pharmaceuticals（IONS）株式概要
商業段階のバイオテクノロジー企業であるイオニス・ファーマスーティカルズ社は、米国でRNA標的医薬品を提供している。 詳細
IONS Community Fair Values
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Analyst Price Targets
Ionis Pharmaceuticals, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$75.78 |
| 52週高値 | US$86.74 |
| 52週安値 | US$32.00 |
| ベータ | 0.38 |
| 1ヶ月の変化 | 1.34% |
| 3ヶ月変化 | -8.86% |
| 1年変化 | 127.84% |
| 3年間の変化 | 93.46% |
| 5年間の変化 | 105.64% |
| IPOからの変化 | 657.80% |
最新ニュース
分析記事 • May 11
Need To Know: Analysts Are Much More Bullish On Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) Revenues
Shareholders in Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) may be thrilled to learn that the analysts have just...
ナラティブの更新 • May 02
IONS: Priority FDA Reviews In 2026 Will Support Stronger Earnings Power
Analysts have nudged the Ionis Pharmaceuticals fair value estimate higher to $130 from $120, citing a series of price target increases across the Street and updated assumptions around growth, profitability, and future P/E levels. Analyst Commentary Recent Street research around Ionis Pharmaceuticals has leaned constructive, with a cluster of bullish analysts lifting price targets and reinforcing a positive view on execution and long term growth potential, even as one firm trimmed its target.Recent updates
分析記事 • May 11
Need To Know: Analysts Are Much More Bullish On Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) Revenues
Shareholders in Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) may be thrilled to learn that the analysts have just...ナラティブの更新 • May 02
IONS: Priority FDA Reviews In 2026 Will Support Stronger Earnings Power
Analysts have nudged the Ionis Pharmaceuticals fair value estimate higher to $130 from $120, citing a series of price target increases across the Street and updated assumptions around growth, profitability, and future P/E levels. Analyst Commentary Recent Street research around Ionis Pharmaceuticals has leaned constructive, with a cluster of bullish analysts lifting price targets and reinforcing a positive view on execution and long term growth potential, even as one firm trimmed its target.分析記事 • May 01
Earnings Beat: Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their Forecasts
Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) just released its first-quarter report and things are looking bullish. The...
ナラティブの更新 • Apr 18
IONS: Priority Review For Severe Triglycerides Will Reframe 2026 Risk Reward Profile
Analysts have raised their fair value estimate for Ionis Pharmaceuticals by about $3 to $96.73, citing updated assumptions for higher revenue growth, a wider profit margin, and a lower future P/E multiple, along with a series of recent price target increases and positive ratings resets from major firms. Analyst Commentary Recent research updates on Ionis Pharmaceuticals have leaned constructive, with several firms lifting price targets and reiterating positive ratings following the latest quarterly results and pipeline updates.ナラティブの更新 • Apr 04
IONS: Priority FDA Reviews In 2026 Will Support Stronger Profitability Profile
Analysts have lifted the Ionis Pharmaceuticals fair value estimate by $3.24 to $120.00, as they factor in updated assumptions around revenue growth, profit margins, and future P/E multiples following recent price target increases across the Street. Analyst Commentary Bullish analysts have been lifting Ionis Pharmaceuticals price targets across several research updates, which feeds directly into the higher fair value estimate.ナラティブの更新 • Mar 20
IONS: Priority Review For Severe Triglycerides Will Shape 2026 Outlook
Ionis Pharmaceuticals' updated analyst price target moves higher to $93.90 from $90.67. Analysts point to recent target hikes, Q4 results commentary and upcoming 2026 catalysts as key supports for this shift.Seeking Alpha • Mar 20
Ionis Pharmaceuticals' Peak Olezarsen Revenues Are Likely Very Conservative
Summary Ionis Pharmaceuticals (IONS) projects $2B+ peak revenue for Olezarsen, but I believe this is highly conservative given the U.S. addressable market. Olezarsen demonstrated a 72% reduction in triglycerides and 85% reduction in acute pancreatitis events, with no comparable competition in efficacy. Current guidance assumes reaching only 10% of the 1M high-risk U.S. sHTG patients, with pricing likely near $20,000 per patient annually. U.S.-only projections, limited initial rollout, and a robust pipeline suggest significant upside potential beyond current market expectations. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 06
IONS: 2026 Regulatory Event Risk Will Test Elevated Expectations
Ionis Pharmaceuticals' fair value estimate has been raised from $43.00 to about $62.78 as analysts factor in higher long term revenue growth assumptions, updated margin expectations, and recent price target increases following Q4 results, olezarsen progress, and a busy 2026 catalyst calendar. Analyst Commentary Recent Street research on Ionis Pharmaceuticals points to a more constructive stance on the story overall, but there are still threads of caution that matter if you are thinking about risk, valuation, and execution over the next couple of years.ナラティブの更新 • Feb 19
IONS: Late-Stage RNA Programs Will Support Stronger Future Profitability Profile
Analysts have lifted their price target on Ionis Pharmaceuticals by $10, citing updated expectations around revenue growth, profit margins and a lower future P/E assumption, as reflected in recent research from firms covering the stock. Analyst Commentary Recent Street research points to a generally constructive tone on Ionis Pharmaceuticals, with bullish analysts highlighting both valuation and execution angles in their updated work.ナラティブの更新 • Feb 05
IONS: Triglyceride Market Shift And SHTG Launch Progress Will Shape Outlook
Analysts nudged their fair value target for Ionis Pharmaceuticals slightly higher to about US$90.67 from roughly US$90.63, citing updated assumptions around discount rates, revenue growth, profit margins and a higher future P/E, along with recent Street research that highlights evolving expectations for the triglyceride lowering market where Ionis and Arrowhead both participate. Analyst Commentary Bullish Takeaways Bullish analysts view the refreshed fair value near US$90.67 as consistent with a company that could justify a higher future P/E, reflecting confidence in execution rather than only near term trading sentiment.ナラティブの更新 • Jan 22
IONS: Upcoming SHTG Data And Launch Execution Will Support Bullish Thesis
Analysts have lifted their fair value estimate for Ionis Pharmaceuticals to about US$90.63 from roughly US$89.40, citing updated models that reflect recent Q3 performance, higher assumed revenue growth and profit margins, as well as a lower future P/E. This comes alongside Street price target increases to US$94 and US$99 following Tryngolza driven strength and expectations around upcoming SHTG data.ナラティブの更新 • Jan 08
IONS: Late-Stage Data And New Launches Will Shape Balanced Risk Profile
Analysts nudged their fair value estimate for Ionis Pharmaceuticals higher from about $85.95 to roughly $89.40. They pointed to updated models that reflect recent price target increases, added expectations for Tryngolza in FCS and severe hypertriglyceridemia, and revised long term margin and P/E assumptions.ナラティブの更新 • Dec 24
IONS: Late-Stage RNA Pipeline Will Drive Stronger Profitability Outlook
Analysts have raised their fair value estimate for Ionis Pharmaceuticals from approximately $96 to about $117 per share, citing strong Q3 outperformance led by Tryngolza, expanded peak sales assumptions for key lipid programs, and growing confidence in the late-stage pipeline and path to profitability. Analyst Commentary Bullish analysts are increasingly constructive on Ionis Pharmaceuticals following a series of positive catalysts, including strong Q3 performance from Tryngolza, encouraging late-stage data, and visible progress toward breakeven and long term profitability.ナラティブの更新 • Dec 10
IONS: Late-Stage Data And Multiple Launches Will Shape Balanced Long-Term Outlook
Analysts have modestly raised their fair value estimate for Ionis Pharmaceuticals to approximately $86 per share. This reflects higher peak sales assumptions for Tryngolza and other late stage programs, a slightly richer pricing outlook in severe hypertriglyceridemia, and growing confidence in the company reaching multi billion dollar revenue and profitability in the early 2030s.ナラティブの更新 • Nov 26
IONS: Upcoming Late-Stage Data and Recent Regulatory Progress Will Shape Balanced Outlook
Ionis Pharmaceuticals’ analyst price target has been raised from approximately $82 to $85 per share. This reflects analyst optimism following strong Phase 3 trial results, upward sales guidance, and an improved clinical and commercial outlook across multiple pipeline programs.ナラティブの更新 • Nov 05
IONS: Continued Clinical Success Will Drive Meaningful Upside After Recent Regulatory Wins
The consensus analyst price target for Ionis Pharmaceuticals has increased significantly, rising from approximately $77 to over $82. Analysts cite robust clinical trial results, new product milestones, and a strengthened commercial outlook as key drivers behind their upward revisions.分析記事 • Nov 01
Earnings Update: Here's Why Analysts Just Lifted Their Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) Price Target To US$81.91
Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) defied analyst predictions to release its third-quarter results, which were...ナラティブの更新 • Oct 22
Analyst Commentary Highlights Ionis Pharmaceuticals’ Upward Price Target and Valuation Amid Key Clinical Wins
Ionis Pharmaceuticals’ analyst price target has been raised from approximately $73 to $77. Analysts cite stronger-than-expected clinical and commercial progress across key late-stage programs, as well as expanded opportunities in rare disease markets.ナラティブの更新 • Oct 08
Pipeline Milestones And Expanding Patient Pools Will Broaden Market Reach
Ionis Pharmaceuticals’ analyst price target has been raised from approximately $69.48 to $73.03, as analysts cite strong Phase 3 results across multiple programs and expanded opportunities in ultra-rare indications, which support increased sales and profit expectations. Analyst Commentary Recent analyst updates on Ionis Pharmaceuticals reveal a nuanced outlook as the company benefits from significant clinical milestones and expanding commercial prospects, but also faces some areas of uncertainty.ナラティブの更新 • Sep 23
Pipeline Milestones And Expanding Patient Pools Will Broaden Market Reach
Analysts increased their price targets for Ionis Pharmaceuticals following "groundbreaking" Phase 3 data for olezarsen, blockbuster expectations, and a major regulatory win for Dawnzera, resulting in a modest consensus target rise from $68.35 to $69.48. Analyst Commentary Bullish analysts significantly raised price targets after Phase 3 trial data for olezarsen/Tryngolza in severe hypertriglyceridemia showed "groundbreaking" or "highly statistically significant" triglyceride reductions and, notably, the first proven benefit in reducing acute pancreatitis.分析記事 • Sep 03
Ionis Pharmaceuticals, Inc.'s (NASDAQ:IONS) 34% Share Price Surge Not Quite Adding Up
Despite an already strong run, Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) shares have been powering on, with a gain of...ナラティブの更新 • Aug 27
Pipeline Milestones And Expanding Patient Pools Will Broaden Market Reach
Ionis Pharmaceuticals’ consensus price target edged up to $59.19 as analysts cited favorable FDA approval and label for Dawnzera in hereditary angioedema, strong initial launches, and growing pipeline confidence as key drivers, outweighing modest concerns on Wainua revenues. Analyst Commentary FDA approval of Dawnzera with a favorable, broad label (including both every four and eight week dosing) and absence of major safety warnings, positioning it competitively against Takhzyro and Andembry in hereditary angioedema.分析記事 • Aug 01
Analysts Just Published A Bright New Outlook For Ionis Pharmaceuticals, Inc.'s (NASDAQ:IONS)
Celebrations may be in order for Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) shareholders, with the analysts delivering...分析記事 • Jul 30
Is Ionis Pharmaceuticals (NASDAQ:IONS) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jul 03
Ionis Pharmaceuticals, Inc.'s (NASDAQ:IONS) Shares Climb 28% But Its Business Is Yet to Catch Up
Despite an already strong run, Ionis Pharmaceuticals, Inc. ( NASDAQ:IONS ) shares have been powering on, with a gain of...分析記事 • May 30
We Discuss Why Ionis Pharmaceuticals, Inc.'s (NASDAQ:IONS) CEO Compensation May Be Closely Reviewed
Key Insights Ionis Pharmaceuticals will host its Annual General Meeting on 5th of June Salary of US$1.01m is part of...Seeking Alpha • Apr 22
Ionis: Potentially A Great Time To Buy Ahead Of Q1 Earnings (Upgrade)
Summary Ionis will announce its Q1 earnings on April 30th - in my view, the company is in a strong position and its current valuation of $4.5bn is far too low. The company recently secured approval for olezarsen in FCS, and looks odds on for a follow-up approval in SHTG - a "blockbuster" indication. Management believes >$3bn revenues and >$2bn royalties + milestones may be achieveable long-term, with multiple new product launches for wholly-owned and partnered assets. Rival Alnylam enjoys a >$30bn market cap valuation, suggesting Ionis, whose share price may have been artificially depressed by "tariff-gate", may be significantly undervalued. My research suggests Ionis could represent a "strong buy" opportunity as its share price continue to build momentum after hitting a 30-month low of <$25 per share earlier this month. Read the full article on Seeking Alpha
新しいナラティブ • Mar 20
Anticipated Drug Launches Will Shift Biotech Company To Commercial Stage
Ionis is set to boost revenue through first-mover advantage with TRYNGOLZA and other product launches targeting unmet medical needs.株主還元
| IONS | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 0.1% | -3.0% | -0.3% |
| 1Y | 127.8% | 32.9% | 26.7% |
業界別リターン: IONS過去 1 年間で32.9 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: IONS過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| IONS volatility | |
|---|---|
| IONS Average Weekly Movement | 4.3% |
| Biotechs Industry Average Movement | 10.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: IONS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: IONSの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1989 | 1,402 | Brett Monia | www.ionis.com |
商業段階のバイオテクノロジー企業であるイオニス・ファーマスーティカルズ社は、米国でRNA標的医薬品を提供している。同社は、家族性カイロミクロン血症症候群（FCS）および急性膵炎の成人患者におけるトリグリセリド値を低下させるTRYNGOLZA、成人における遺伝性血管性浮腫の発作を予防するDAWNZERA、成人における遺伝性トランスサイレチン病アミロイドーシス（ATTRv-PN）の多発性神経障害の治療薬WAINUA、脊髄性筋萎縮症（SMA）の小児および成人患者に対するSPINRAZAを提供している。また、筋萎縮性側索硬化症（ALS）治療薬としてQALSODY、成人のATTRv-PN治療薬としてTEGSEDI、FCSおよび家族性部分的リポジストロフィー治療薬としてWAYLIVRAを提供している。また、高トリグリセリド血症（SHTG）および心血管疾患（CVD）患者を対象としたOlezarsen、遺伝的にアレキサンダー病が確認された患者に対する治療薬となる可能性のあるZilganerse、希少な遺伝性神経疾患であるASの治療薬となる可能性のある第3相臨床試験中のION582など、第3相臨床試験中の製品も開発している。さらに、TTR mRNAに結合して変異型および野生型TTR mRNAを分解するエプロンターセン、肝臓でのアポリポ蛋白(a)の産生を阻害してリポ蛋白(a)を減少させる直接的なアプローチを提供するペラカルセンも開発している；B型肝炎ウイルスに関連するウイルス性タンパク質の産生を抑制するベピロビルセン、補体因子Bの産生を抑制し、代替補体経路の活性化を低下させるセファクサーセン、肉腫の融合体の産生を抑制するウレフナーセン、その他中期のパイプラインの治験薬。バイオジェン社とは神経疾患治療で戦略的提携、GSK社、アストラゼネカ社、ノバルティス社、ロシュ社、メタゲノミ社とは提携およびライセンス契約を結んでいる。同社は1989年に設立され、カリフォルニア州カールスバッドに本社を置いている。
Ionis Pharmaceuticals, Inc. 基礎のまとめ
| IONS 基礎統計学 | |
|---|---|
| 時価総額 | US$12.40b |
| 収益（TTM） | -US$326.98m |
| 売上高(TTM) | US$1.06b |
11.8x
P/Sレシオ-38.3x
PER（株価収益率IONS は割高か？
公正価値と評価分析を参照収益と収入
| IONS 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.06b |
| 売上原価 | US$942.46m |
| 売上総利益 | US$115.73m |
| その他の費用 | US$442.71m |
| 収益 | -US$326.98m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -1.98 |
| グロス・マージン | 10.94% |
| 純利益率 | -30.90% |
| 有利子負債／自己資本比率 | 478.3% |
IONS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 22:15 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ionis Pharmaceuticals, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44
| アナリスト | 機関 |
|---|---|
| James Birchenough | Barclays |
| Eliana Merle | Barclays |
| Huidong Wang | Barclays |