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Sep 30, 2024

Ionis Q3 2024 Earnings Report

Ionis reported a decrease in revenue, but is progressing well with WAINUA launch and other pipeline developments.

Key Takeaways

Ionis Pharmaceuticals reported a decrease in revenue for the third quarter of 2024 compared to the same period last year, but the company is making significant progress with the launch of WAINUA and advancements in its pipeline, including regulatory submissions and positive study data.

Revenue decreased by 7% compared to the same period last year, but increased by 3% for the nine months ended September 30, 2024.

Operating expenses increased due to investments in late-stage development and commercialization efforts.

WAINUA achieved multiple commercial and regulatory milestones, generating $5 million in royalty revenue.

Ionis reaffirmed its 2024 P&L financial guidance and increased its cash guidance to $2.2 billion.

Total Revenue
$134M
Previous year: $144M
-7.1%
EPS
-$0.72
Previous year: -$0.85
-15.3%
Gross Profit
$133M
Previous year: $142M
-6.4%
Cash and Equivalents
$2.48B
Previous year: $2.24B
+11.0%
Free Cash Flow
-$124M
Previous year: -$111M
+11.6%
Total Assets
$3.08B
Previous year: $2.93B
+5.0%

Ionis

Ionis

Ionis Revenue by Segment

Forward Guidance

Ionis is on track to achieve its 2024 P&L financial guidance and has increased its cash guidance to $2.2 billion. The company plans to continue investing in go-to-market preparations for planned launches and scaling capabilities for potential medicines.

Positive Outlook

  • Advancing pipeline with positive data readouts
  • Increased confidence in the potential of WAINUA and olezarsen
  • Focus on wholly owned late-stage and next wave of innovative medicines
  • Equity offering extends cash runway
  • Continued investment in attractive opportunities

Revenue & Expenses

Visualization of income flow from segment revenue to net income