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Dec 31, 2023

Ionis Q4 2023 Earnings Report

Ionis Pharmaceuticals reported financial results for Q4 and full year 2023, with revenue more than doubled for the quarter and increased 34% for the full year, driven by pipeline and technology success. WAINUA was approved in the U.S., and positive Phase 3 data were reported for olezarsen and donidalorsen.

Key Takeaways

Ionis Pharmaceuticals reported strong Q4 2023 financial results, with revenue more than doubling compared to the same period in the prior year. The company achieved several milestones, including the approval of WAINUA in the U.S. and positive Phase 3 data readouts for olezarsen and donidalorsen. Ionis is preparing regulatory submissions for FCS and HAE.

Revenue more than doubled for the fourth quarter of 2023 compared to the same period in the prior year.

WAINUA approved in the U.S., resulting in a $50 million milestone payment from AstraZeneca.

Positive Phase 3 olezarsen and donidalorsen data, preparing regulatory submissions for FCS and HAE, respectively

Cash and short-term investments of $2.3 billion as of December 31, 2023.

Total Revenue
$325M
Previous year: $152M
+113.8%
EPS
-$0.06
Previous year: -$1.18
-94.9%
Gross Profit
$321M
Previous year: $148M
+117.2%
Cash and Equivalents
$2.33B
Previous year: $1.99B
+17.3%
Free Cash Flow
$33.7M
Previous year: -$204M
-116.5%
Total Assets
$2.99B
Previous year: $2.53B
+18.0%

Ionis

Ionis

Ionis Revenue by Segment

Forward Guidance

The Company’s 2024 guidance reflects its plan to deploy its capital resources toward growth opportunities, including continued investments in its near-term commercial opportunities, expanding its wholly owned pipeline and advancing its technology platform. Additionally, the Company expects to continue earning substantial revenue from its commercial portfolio and partnered programs.

Positive Outlook

  • Continued investments in near-term commercial opportunities
  • Expanding its wholly owned pipeline
  • Advancing its technology platform
  • Continue earning substantial revenue from its commercial portfolio
  • Continue earning substantial revenue from partnered programs

Revenue & Expenses

Visualization of income flow from segment revenue to net income