Ionis revenue surges 87% on DAWNZERA launch, bepirovirsen Phase 3 win; new ERP system deployed

Filed April 29, 2026 · Period ending March 31, 2026 · Compared to 10-Q Apr 30, 2025 · ~1 min read

Key Changes

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  Q1 2026 revenue jumped 87% YoY to $246M driven by DAWNZERA's commercial debut ($15.9M), TRYNGOLZA growth to $27.1M (4x YoY), and $80M in regulatory milestones from Roche and GSK partnerships.

  MD&A: Revenue verify on EDGAR →
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  Bepirovirsen (chronic hepatitis B) achieved positive Phase 3 results and entered regulatory review in U.S. (Priority Review, October 2026 PDUFA), EU, China, and Japan—major milestone for partnered pipeline.

  MD&A: Pipeline verify on EDGAR →
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  Olezarsen under FDA Priority Review for severe hypertriglyceridemia (June 2026 PDUFA), expanding addressable market beyond FCS; zilganersen in Priority Review for Alexander disease (September 2026 PDUFA).

  MD&A: Regulatory verify on EDGAR →