Ionis Pharmaceuticals Beheer
Beheer criteriumcontroles 4/4
De CEO Ionis Pharmaceuticals is Brett Monia, benoemd in Jan2020, heeft een ambtstermijn van 6.42 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 13.35M, bestaande uit 7.9% salaris en 92.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.15% van de aandelen van het bedrijf, ter waarde $ 17.78M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6.4 jaar en 7.5 jaar.
Belangrijke informatie
Brett Monia
Algemeen directeur
US$13.4m
Totale compensatie
| Percentage CEO-salaris | 7.88% |
| Dienstverband CEO | 6.4yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 6.4yrs |
| Gemiddelde ambtstermijn bestuur | 7.5yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Jun 11
IONS: Priority Review In Severe Triglycerides Will Drive 2026 Risk Reward Repricing
Analysts have lifted their average price target on Ionis Pharmaceuticals toward $115, reflecting renewed focus on the $3.5b-plus Tryngloza opportunity in severe hypertriglyceridemia and upcoming partnered Phase 3 readouts in 2026, while leaving the modeled fair value at about $100.92 as the discount rate and margin assumptions are fine tuned. Analyst Commentary Street research around Ionis Pharmaceuticals has centered on how much value to ascribe to Tryngloza and the broader pipeline, with recent work fine tuning price targets and risk assumptions rather than radically changing the fundamental narrative.Narratiefupdate • May 28
IONS: Priority Review In Severe Triglycerides Will Reshape 2026 Risk Reward Profile
Ionis Pharmaceuticals' fair value estimate has moved from $96.73 to $100.92 as analysts factor in higher assumed revenue growth, a stronger profit margin profile, and a lower future P/E multiple, supported by a wave of higher price targets and fresh Buy initiations that highlight the potential of Tryngloza and upcoming partnered Phase 3 readouts. Analyst Commentary Recent Street research around Ionis Pharmaceuticals has been active, with multiple firms adjusting price targets and launching new coverage.Analyseartikel • 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...
Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...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
Nieuw narratief • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$327m |
| Dec 31 2025 | US$13m | US$1m | -US$381m |
| Sep 30 2025 | n/a | n/a | -US$256m |
| Jun 30 2025 | n/a | n/a | -US$268m |
| Mar 31 2025 | n/a | n/a | -US$458m |
| Dec 31 2024 | US$15m | US$1m | -US$454m |
| Sep 30 2024 | n/a | n/a | -US$359m |
| Jun 30 2024 | n/a | n/a | -US$366m |
| Mar 31 2024 | n/a | n/a | -US$385m |
| Dec 31 2023 | US$13m | US$961k | -US$366m |
| Sep 30 2023 | n/a | n/a | -US$409m |
| Jun 30 2023 | n/a | n/a | -US$309m |
| Mar 31 2023 | n/a | n/a | -US$329m |
| Dec 31 2022 | US$7m | US$825k | -US$270m |
| Sep 30 2022 | n/a | n/a | US$7m |
| Jun 30 2022 | n/a | n/a | -US$28m |
| Mar 31 2022 | n/a | n/a | -US$4m |
| Dec 31 2021 | US$13m | US$800k | -US$29m |
| Sep 30 2021 | n/a | n/a | -US$608m |
| Jun 30 2021 | n/a | n/a | -US$550m |
| Mar 31 2021 | n/a | n/a | -US$495m |
| Dec 31 2020 | US$11m | US$700k | -US$444m |
| Sep 30 2020 | n/a | n/a | US$94m |
| Jun 30 2020 | n/a | n/a | US$145m |
| Mar 31 2020 | n/a | n/a | US$169m |
| Dec 31 2019 | US$7m | US$528k | US$281m |
Compensatie versus markt: De totale vergoeding ($USD 13.35M ) Brett } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.63M ).
Compensatie versus inkomsten: De vergoeding van Brett is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Brett Monia (65 yo)
6.4yrs
Tenure
US$13,350,777
Compensatie
Dr. Brett P. Monia, Ph.D. is a Founder of Ionis Pharmaceuticals, Inc. in 1989 and has been Chief Executive Officer since January 2020. He has extensive experience across a range of therapeutic areas, inclu...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 6.4yrs | US$13.35m | 0.15% $ 17.8m | |
| Executive VP of Finance & CFO | 13.4yrs | US$4.42m | 0.050% $ 6.1m | |
| Executive VP | 13.4yrs | US$3.21m | 0.038% $ 4.6m | |
| Executive Vice President of Research | 6.4yrs | US$3.23m | 0.020% $ 2.4m | |
| Executive Vice President of Corporate & Development Operations | 6.4yrs | US$3.24m | 0.041% $ 4.9m | |
| Strategic Consultant | less than a year | US$3.33m | 0.036% $ 4.4m | |
| Executive VP | 2.8yrs | geen gegevens | 0.039% $ 4.7m | |
| Chief Accounting Officer & Senior VP | 6.3yrs | geen gegevens | geen gegevens | |
| Executive VP & Chief Scientific Officer | 6.4yrs | US$958.87k | 0.049% $ 5.9m | |
| Senior Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior VP and Chief Compliance & Quality Assurance Officer | no data | geen gegevens | geen gegevens | |
| Vice President of Corporate Communications | 2.4yrs | geen gegevens | geen gegevens |
6.4yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van IONS is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 7.3yrs | US$13.35m | 0.15% $ 17.8m | |
| Director | 25.8yrs | US$538.78k | 0.031% $ 3.8m | |
| Independent Director | 7yrs | US$541.28k | 0.028% $ 3.4m | |
| Independent Director | 20.5yrs | US$543.78k | 0.0067% $ 815.0k | |
| Lead Independent Director | 32.4yrs | US$598.78k | 0.031% $ 3.8m | |
| Independent Director | 7.8yrs | US$528.78k | 0.034% $ 4.1m | |
| Independent Director | 24.1yrs | US$548.78k | 0.094% $ 11.4m | |
| Independent Chairman of the Board | 12.3yrs | US$568.78k | 0.022% $ 2.7m | |
| Director | no data | geen gegevens | geen gegevens | |
| Director | no data | US$550.47k | geen gegevens | |
| Independent Director | 5yrs | US$531.28k | 0.0023% $ 279.7k | |
| Independent Director | 2.5yrs | US$518.78k | 0.0048% $ 581.3k |
7.5yrs
Gemiddelde duur
68.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van IONS wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.5 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/15 23:03 |
| Aandelenkoers aan het einde van de dag | 2026/06/15 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Ionis Pharmaceuticals, Inc. wordt gevolgd door 43 analisten. 23 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Birchenough | Barclays |
| Eliana Merle | Barclays |
| Huidong Wang | Barclays |