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IONS

IONIS PHARMACEUTICALS, INC.

In the published model solve dated 2026-Q2, anchored at $55.18, IONIS PHARMACEUTICALS, INC. (IONS) is priced for +17.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.

Published model solve
+17.0% growth
Priced In
within-range

Key Takeaways

• Ionis is the pioneer of antisense medicine, drugs that silence a disease-causing gene rather than block a protein, and it has just shifted from a royalty-and-partnership model to launching its own commercial products. • The single decisive metric is the launch curve of its wholly-owned drugs: TRYNGOLZA generated $108 million in its first year, and management raised its U.S. peak-sales estimate for the drug to greater than $3 billion [Source: Ionis Q1 2026 earnings call]. • The defining risk is

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Institutional ownership

478 institutional managers reported holding IONS in 13F filings for the quarter ended 2026-03-31. 61 opened new positions that quarter. Held by FMR (Fidelity), Capital Group (American Funds), Vanguard Group, among others. On the short side, 17.8M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (10.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

IONS's share count grew 17% over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at IONS over the trailing three years: 2024: 2 buys totaling $181k; 2025: 1 buy totaling $478k. 21 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

IONS's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-10+0.7%+15.8%
2023-11-03+4.3%+7.4%
2024-02-22-0.8%-4.9%
2024-05-08-5.0%+19.1%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

IONS's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-07-10 (items 7.01, 9.01); 2026-07-09 (items 7.01, 8.01, 9.01); 2026-06-24 (items 7.01, 8.01, 9.01); 2026-06-12 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.