Ionis Pharma | 8-K: FY2025 Q2 Revenue Beats Estimate at USD 452 M

LB filings
2025.07.30 15:17
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Revenue: As of FY2025 Q2, the actual value is USD 452 M, beating the estimate of USD 298.99 M.

EPS: As of FY2025 Q2, the actual value is USD 0.7, beating the estimate of USD -0.0908.

EBIT: As of FY2025 Q2, the actual value is USD 140 M, beating the estimate of USD -14.86 M.

Segment Revenue

  • TRYNGOLZA Sales: $19 million in net product sales in the second quarter of 2025 and $26 million in the first half of 2025.
  • Total Revenue: $452 million for the second quarter of 2025, compared to $225 million in the same period of 2024; $584 million for the first half of 2025, compared to $345 million in the same period of 2024.

Operational Metrics

  • Operating Expenses: $312 million for the second quarter of 2025, compared to $291 million in the same period of 2024; $591 million for the first half of 2025, compared to $560 million in the same period of 2024.
  • Income (Loss) from Operations: $140 million for the second quarter of 2025, compared to -$66 million in the same period of 2024; -$7 million for the first half of 2025, compared to -$215 million in the same period of 2024.
  • Net Income (Loss): $124 million for the second quarter of 2025, compared to -$66 million in the same period of 2024; -$23 million for the first half of 2025, compared to -$209 million in the same period of 2024.

Cash Flow

  • Cash, Cash Equivalents, and Short-term Investments: $2.3 billion as of June 30, 2025, consistent with December 31, 2024.

Unique Metrics

  • Royalty Revenue: $70 million for the second quarter of 2025, compared to $64 million in the same period of 2024; $134 million for the first half of 2025, compared to $113 million in the same period of 2024.

Outlook / Guidance

  • Ionis Pharmaceuticals, Inc. has increased its 2025 financial guidance, projecting total revenue between $825-850 million, up from the previous guidance of $725-750 million, driven by strong performance and improved outlook. TRYNGOLZA product sales are expected to reach $75-80 million. The company anticipates achieving sustained growth and positive cash flow in the next few years, supported by multiple independent launches and increasing royalty revenue.
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