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Ionis Pharmaceuticals, Inc. (IONS) Presents at TD Cowen 46th Annual Health Care Conference Transcript

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⚡ Quantum Brief
Ionis Pharmaceuticals CEO Brett Monia highlighted 2026 as a transformational year, with five major data readouts expected by year-end, positioning the company for potential breakthroughs in its pipeline. The company reported Q4 2025 earnings with a narrower-than-expected loss ($-1.15 EPS vs. $-1.22 estimate) and revenue of $203M, beating forecasts despite a 10.6% year-over-year decline. Monia emphasized upcoming pipeline milestones, including key clinical trial results, as critical drivers for growth, signaling confidence in Ionis’ RNA-targeted therapeutic platform. Analyst Yaron Werber framed 2026 as Ionis’ "breakout year," citing accelerated momentum from 2025’s progress and multiple near-term catalysts. The discussion at TD Cowen’s Healthcare Conference underscored Ionis’ strategic focus on expanding commercial opportunities and advancing its proprietary antisense technology.
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SA Transcripts158.74K FollowersFollow5ShareSaveCommentsQ4: 2026-02-25 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of -$1.15 beats by $0.07 | Revenue of $203.00M (-10.57% Y/Y) beats by $46.87M Ionis Pharmaceuticals, Inc. (IONS) TD Cowen 46th Annual Health Care Conference March 2, 2026 10:30 AM EST Company Participants Brett Monia - Founder, CEO & Director Conference Call Participants Yaron Werber - TD Cowen, Research Division Presentation Yaron WerberTD Cowen, Research Division Good morning, everybody, and thank you for joining us for the 46th Annual TD Cowen Healthcare Conference. I'm Yaron Werber from the biotech team, and it's really a great pleasure to moderate the next fireside chat with Brett Monia, Chief Executive Officer of Ionis. Brett, good to see you. Brett MoniaFounder, CEO & Director Good to see you. Yaron, I forgot how cold it gets in Boston. Yaron WerberTD Cowen, Research Division It's about to get to 60, I believe, in a few days, but we avoided the snowstorm, which is what we were worried about. Next year, we'll do it in San Diego. Brett MoniaFounder, CEO & Director Yes. Sounds great... Question-and-Answer Session Yaron WerberTD Cowen, Research Division So lots to talk about. Last year was really, I would say, a breakout year for Ionis. You are a topic for this year. So we're actually thinking this is going to be the breakout year since there's so much going on with almost 5 sets of data coming by the end of this year. So maybe let me turn it over to you, maybe as you think about the business, what are the critical deliverables for you and things that you're mostly focused on? Brett MoniaFounder, CEO & Director Thanks, Yaron. Good morning, everybody. Thanks for being here. So indeed, 2026 is set up to be a really big year for Ionis with so many pipeline and commercial events coming. And of course, what makes this year so transformational for Ionis and there's so much opportunity to get involved with Ionis this

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