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Ionis Pharmaceuticals, Inc. IONS

Ionis Pharmaceuticals, Inc., a commercial-stage biotechnology company, provides RNA-targeted medicines in the United States. The company offers TRYNGOLZA reduces triglyceride levels in adults with familial chylomicronemia syndrome (FCS) and acute pancreatitis; DAWNZERA for prophylaxis to prevent attacks of hereditary angioedema in adults; WAINUA for the treatment of the polyneuropathy of hereditary transthyretin-medicated amyloidosis (ATTRv-PN) in adults; and SPINRAZA for pediatric and adult patients with spinal muscular atrophy (SMA).

Company profile

Business mix

  • The company offers TRYNGOLZA reduces triglyceride levels in adults with familial chylomicronemia syndrome (FCS) and acute pancreatitis.
  • It also provides QALSODY for the treatment of Amyotrophic Lateral Sclerosis (ALS); TEGSEDI for the treatment of ATTRv-PN in adults; and WAYLIVRA for treatment for FCS and familial partial lipodystrophy.
  • It also develops products under Phase 3 clinical trials, such as Olezarsen for patients with hypertriglyceridemia (SHTG) and cardiovascular disease (CVD).
  • In addition, the company develops Eplontersen to degrade mutant and wild-type TTR mRNA through binding to the TTR mRNA.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within biotechnology?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Tweedy, Browne Company 13.6% $170.9M 2026-03-31
Baker Bros. Advisors 0.9% $153.8M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $153.8M Estimated from net added shares
Reduction amount $46.3M Estimated from net reduced shares
Net share change / base shares +49.5% +1,431,404 / 2,891,948
Baker Bros. Advisors 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$37.1M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 216.1% 13F value change +$104.7M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 14.3% 13F value change +$12.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +2,047,727 (New) Total shares 2,047,727 Value $153.8M
Tweedy, Browne Company 3 filing periods
13F 2025-09-30 Filed 2025-11-20
Minor increase Shares 0.3% 13F value change +$75.5M
13F 2025-12-31 Filed 2026-02-03
Major reduction Shares -15.0% 13F value change +$5.2M
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -7.7% 13F value change -$24.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 2,891,948 Last 3 periods -616,323 (-21.3%) Total shares 2,275,625 Value $170.9M

Recent mentions

No public mentions.