Stifel maintains hold on Ionis stock with $38 target

Published 27/05/2025, 15:38
Stifel maintains hold on Ionis stock with $38 target

On Tuesday, Stifel analysts maintained a Hold rating on Ionis Pharmaceuticals (NASDAQ:IONS), with a price target of $38.00. According to InvestingPro data, the stock currently trades at $33.51, with analyst targets ranging from $37 to $83. The company commands a market capitalization of $5.3 billion, though it currently operates at a loss with negative earnings per share of $3.00. During a recent Biotech Bus Tour, discussions with Ionis executives revealed several key insights into the company’s pipeline and strategy. The successful pivotal trial of Olezarsen for patients with moderately high triglycerides has bolstered management’s confidence in the drug’s commercial potential, even though a statistically significant reduction in pancreatitis events would be an added benefit. InvestingPro analysis shows the company maintains strong liquidity with a current ratio of 9.66, providing ample resources for its development programs.

Ionis is also looking forward to the cardiovascular outcomes trial (CVOT) for eplontersen, which is expected to produce results in the second half of 2026. Additionally, the company’s partnership with Biogen (NASDAQ:BIIB) on an anti-tau ASO for Alzheimer’s disease is showing promise, with phase 2b data anticipated in 2026. Ionis is actively investing in blood-brain barrier (BBB) technology, specifically through TfR1 approaches, and may acquire more wholly owned targets through this partnership.

The launch of donidalorsen and the pivotal readout for the LP(a) program are slated for significant events in the fourth quarter of 2025 and the first half of 2026, respectively. Lastly, Ionis views its alpha-synuclein program as a potential surprise in its pipeline, with proof-of-concept data expected by the end of 2025. InvestingPro subscribers can access detailed financial health scores and additional analyst insights to better evaluate the company’s pipeline potential. The platform offers comprehensive Pro Research Reports covering over 1,400 US stocks, including deep-dive analysis of Ionis’s development programs and financial outlook.

In other recent news, Ionis Pharmaceuticals reported its first-quarter 2025 earnings, surpassing analyst expectations with an earnings per share (EPS) of -0.93 compared to the forecasted -1.08. The company achieved revenues of $132 million, slightly below the forecast of $136.69 million, but still marking a 10% year-over-year increase. Ionis also announced positive results from a Phase 3 trial of olezarsen, showing significant reductions in triglyceride levels, which could support a supplemental New Drug Application filing. Additionally, the company revealed the successful launch of its drug Tryngolza for familial chylomicronemia syndrome, contributing to robust sales and prompting H.C. Wainwright to raise Ionis’ stock price target to $50.00. Analysts at H.C. Wainwright are optimistic about Tryngolza’s potential approval for severe hypertriglyceridemia, which could further boost Ionis’ financial performance. Ionis’ management noted that they are not facing resistance from payers regarding Tryngolza’s pricing, which bodes well for future revenue prospects. The company increased its 2025 revenue guidance by over 20%, projecting between $650 million and $750 million, driven by strong product performance and recent licensing transactions. Ionis continues to focus on expanding its market presence with upcoming product launches anticipated to drive further growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.