IONS · IONIS PHARMACEUT Q2 FY2026 earnings call record财报电话会记录

“with sHTG, including approximately 1 million people with high-risk sHTG who have triglycerides above 880 milligrams per deciliter, or triglycerides above 500 and a history of acute pancreatitis or other comorbidities.”

“As the first to market therapy with a novel mechanism proven to reduce the risk of painful, costly, and potentially fatal acute pancreatitis attacks, TRYNGOLZA is well positioned to serve patients across both segments.”

“With this early sHTG launch momentum, TRYNGOLZA is on track to meet our full year 2026 revenue guidance and positioned to achieve our projections for more than $3 billion in peak annual revenue.”

“This growth is driven by increasing adoption across all patient segments, including patients switching from existing prophylactic therapies, patients who were previously only using on-demand treatment, and treatment-naive patients.”

“with sHTG, including approximately 1 million people with high-risk sHTG who have triglycerides above 880 milligrams per deciliter, or triglycerides above 500 and a history of acute pancreatitis or other comorbidities.”

“With this early sHTG launch momentum, TRYNGOLZA is on track to meet our full year 2026 revenue guidance and positioned to achieve our projections for more than $3 billion in peak annual revenue.”

“Revenues in the second quarter and first half of this year were $268 million and $514 million respectively, representing significant year-over-year growth of 56% and 69% compared to the same period last year, excluding the $280 million one-time payment we received from Ono in the first half of last year for sapablursen.”

“Commercial revenue increased to $119 million in the second quarter and $226 million in the first half, up 15% and 27% respectively from the same period last year.”

“We ended the second quarter with $2.1 billion in cash equivalents, and short-term investments, enabling us to continue investing in our commercial medicines and wholly-owned pipeline.”

“This includes full year TRYNGOLZA product sales of $100 million-$110 million, with TRYNGOLZA expected to return to revenue growth in the second half of this year as the sHTG launch gains momentum, and full year DAWNZERA product sales of $110 million-$120 million, with continued growth forecasted in the second half of this year.”

“On the WAINUA side, demand continues to be strong for the hereditary polyneuropathy patient.”

“2027 is where we will really see the launch begin to build and pick up as HCPs gain more experience and more patients begin to come in and be treated for sHTG.”