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Jun 30, 2024

Ionis Q2 2024 Earnings Report

Ionis reported an increase in revenue driven by R&D, progress in WAINUA launch and pipeline advancements.

Key Takeaways

Ionis Pharmaceuticals reported a 20% increase in revenue for Q2 2024, driven by R&D revenue and commercial launch of WAINUA. The company is advancing its pipeline with regulatory milestones for Olezarsen and Donidalorsen, and reaffirmed its 2024 financial guidance.

Revenue increased by 20% driven by R&D revenue growth.

WAINUA launch is progressing well with royalty revenue of $4 million.

Olezarsen FDA's decision is expected in December 2024 for FCS.

Donidalorsen is preparing for U.S. and EU regulatory submissions.

Total Revenue
$225M
Previous year: $188M
+19.7%
EPS
-$0.24
Previous year: -$0.41
-41.5%
Gross Profit
$216M
Previous year: $185M
+16.5%
Cash and Equivalents
$2.08B
Previous year: $2.39B
-12.8%
Free Cash Flow
-$126M
Previous year: -$109M
+15.3%
Total Assets
$2.69B
Previous year: $2.97B
-9.4%

Ionis

Ionis

Ionis Revenue by Segment

Forward Guidance

Ionis is focused on strategically investing capital to unlock the potential of its portfolio, with investments focused on go-to-market preparations for Olezarsen and Donidalorsen launches. Additional investments are planned to scale capabilities for WAINUA and Olezarsen, along with investments in the next wave of medicines, including ION582 for Angelman syndrome.

Positive Outlook

  • Strategic investment in late-stage programs.
  • Focus on wholly-owned assets.
  • Advancing next-wave innovative medicines.
  • Go-to-market preparations for Olezarsen and Donidalorsen.
  • Scaling capabilities for WAINUA and Olezarsen.

Revenue & Expenses

Visualization of income flow from segment revenue to net income