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Dec 31, 2019

Ionis Q4 2019 Earnings Report

Ionis's revenue increased significantly, driven by SPINRAZA royalties and R&D revenue, which led to improved operating and net income.

Key Takeaways

Ionis Pharmaceuticals reported strong fourth-quarter and full-year 2019 financial results, with revenues nearly doubling due to SPINRAZA's performance and increased R&D revenue. The company achieved profitability, increased its cash position, and invested in its pipeline and technology.

Ionis's 2019 revenues nearly doubled, exceeding guidance.

SPINRAZA royalties increased by more than 20 percent.

Operating and net income significantly improved on a GAAP basis.

Ionis increased its cash position to $2.5 billion.

Total Revenue
$494M
Previous year: $192M
+157.1%
EPS
$1.33
Previous year: $0.19
+600.0%
Gross Profit
$493M
Previous year: $191M
+157.7%
Cash and Equivalents
$2.5B
Previous year: $279M
+796.6%
Free Cash Flow
$270M
Previous year: $114M
+136.8%
Total Assets
$3.23B
Previous year: $2.67B
+21.2%

Ionis

Ionis

Ionis Revenue by Segment

Forward Guidance

The Company’s full year 2020 financial guidance consists of the following components (on a non-GAAP basis):

Positive Outlook

  • Revenue >$700 million
  • Meaningfully Profitable

Challenges Ahead

  • Operating Expenses ~$650 million to $690 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income