Added to YB: 2026-07-20
Pitch date: 2026-07-16
IONS [bullish]
Ionis Pharmaceuticals, Inc.
Author Info
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Company Info
Ionis Pharmaceuticals, Inc., a commercial-stage biotechnology company, provides RNA-targeted medicines in the United States.
Market Cap
$9.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-31.66
P/E
-27.00
EV/Sales
9.13
Sector
Biotechnology
Category
value
Show full summary:
Buy the Dip: Our Biotech Analys... $IONS
IONS: Fell after Phase 3 ATTR partnership w/ AZN failed, cutting ~$600M peak royalties (~$3B fair value hit), but market erased $4.63B — $1.63B gap = ~17% upside. Still expects ~$6.35B total peak rev/royalties, zero net debt. Trades ~3x peak sales vs 6x for acquisition. Analyst pounding table at $54; sees eventual buyout at three-digit price.
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