HIBSAGO should play a larger part in $IONS revenue. Per 10Q:
"In October 2026, we achieved a $30 million milestone payment when the FDA approved HIBSAGO for the treatment of CHB infection. We will achieve the next payment of up to $35 million if HIBSAGO is approved in China."
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$IONS is learning how to sell a new treatment for sHTG. Their sales estimate was too high for a new treatment. It is harder to change change physician behavior and patient selection. They should have learned from the slow launches from PCSK9, ATTR, and other rare diseases.
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$IONS $BIIB $NVS
Novartis Reports Previously Unknown Tumor Cases Possibly Linked to SMA Gene Therapy
trial.medpath.com/news/novar…
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$WVE Looking forward to Wave’s 2026 Virtual Research Day Nov 4, 2026 9:30 AM EST
$IONS $GSK Probably should keep an eye on the Japan market to see how well this drug is accepted by patients there.
fiercepharma.com/pharma/gsk-…
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$IONS Per BM on the recent MS webcast, the goal is to protect TRYNGOLZA franchise and he is shooting for ph3 for ION775 (siRNA) by end of 2027. Looks very optimistic! But should be interesting to see if the drug will have a 6mos or 1yr dosing.
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$IONS $PRAX should have a ph3 data readout by year end or early next yr for Elsunersen. Very confusing partnership!
clinicaltrials.gov/study/NCT…
ir.praxismedicines.com/news-…
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$IONS Good news keep on coming in one after another!
Looks like they are seeing something really good here to use words like "best-in-class potential"!
ir.ionis.com/news-releases/n…
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$IONS
Is this a misprint? Seems like a huge amount: $221 m in 2026 for Ionis on hep B!
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I've started to load up on $IONS again. Has been waiting for this moment!
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$IONS is now facing a hard question on whether to advance their siRNA for Lp(a) to CT or scrap the program and use the resource for other programs.
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$IONS
I could see them doing an annual for the moderate HTG patient population: approx. 25–35 million!
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