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Ionis Pharmaceuticals, Inc.NasdaqGS:IONS 주식 보고서

시가총액 US$12.2b
주가
US$75.06
US$96.73
22.4% 저평가 내재 할인율
1Y124.1%
7D-3.3%
포트폴리오 가치
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Ionis Pharmaceuticals, Inc.

NasdaqGS:IONS 주식 리포트

시가총액: US$12.2b

Ionis Pharmaceuticals (IONS) 주식 개요

상업화 단계에 있는 생명공학 회사인 아이오니스 파마슈티컬스는 미국에서 RNA 표적 의약품을 공급하고 있습니다. 자세히 보기

IONS 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장6/6
과거 실적0/6
재무 건전성3/6
배당0/6

강점

위험 분석

우리의 위험 점검에서 IONS에 대한 위험이 감지되지 않았습니다.

IONS Community Fair Values

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Ionis Pharmaceuticals, Inc. 경쟁사

가격 이력 및 성과

Ionis Pharmaceuticals 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$75.06
52주 최고가US$86.74
52주 최저가US$32.00
베타0.38
1개월 변동0.25%
3개월 변동-9.72%
1년 변동124.06%
3년 변동81.83%
5년 변동111.32%
IPO 이후 변동650.60%

최근 뉴스 및 업데이트

분석 기사 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...
내러티브 업데이트 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

분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
User avatar
새로운 내러티브 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.

주주 수익률

IONSUS BiotechsUS 시장
7D-3.3%-3.0%-0.3%
1Y124.1%32.9%26.7%

수익률 대 산업: IONS은 지난 1년 동안 32.9%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: IONS은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is IONS's price volatile compared to industry and market?
IONS volatility
IONS Average Weekly Movement4.3%
Biotechs Industry Average Movement10.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: IONS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: IONS의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19891,402Brett Moniawww.ionis.com

상업화 단계의 생명공학 회사인 이오니스 파마슈티컬스는 미국에서 RNA 표적 의약품을 공급하고 있습니다. 이 회사는 가족성 킬로미크론혈증 증후군(FCS) 및 급성 췌장염 성인 환자의 중성지방 수치를 낮추는 트린골자, 성인 유전성 혈관부종 발작 예방을 위한 예방 치료제 던제라, 성인 유전성 트랜스티레틴 약물성 아밀로이드증(ATTRv-PN)의 다신경증 치료제 와이누아, 소아 및 성인 척수성 근위축증(SMA) 환자를 위한 스핀라자 등을 공급하고 있습니다. 또한 근위축성 측색 경화증(ALS) 치료제인 칼소디(QALSODY), 성인 ATTRv-PN 치료제인 테그세디(TEGSEDI), FCS 및 가족성 부분 지방 이영양증 치료제인 웨이리브라(WAYLIVRA)를 공급하고 있습니다.

Ionis Pharmaceuticals, Inc. 기초 지표 요약

Ionis Pharmaceuticals의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
IONS 기초 통계
시가총액US$12.20b
순이익 (TTM)-US$326.98m
매출 (TTM)US$1.06b
11.7x
주가매출비율(P/S)
-37.9x
주가수익비율(P/E)

IONS는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
IONS 손익계산서 (TTM)
매출US$1.06b
매출원가US$942.46m
총이익US$115.73m
기타 비용US$442.71m
순이익-US$326.98m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)-1.98
총이익률10.94%
순이익률-30.90%
부채/자본 비율478.3%

IONS의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 17:04
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Ionis Pharmaceuticals, Inc.는 44명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James BirchenoughBarclays
Eliana MerleBarclays
Huidong WangBarclays