Ionis rated #1 technology disruptor by Morningstar | IONS Message Board Posts


Ionis Pharmaceuticals, Inc.

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Msg  61604 of 61611  at  6/18/2021 7:05:01 AM  by

Steve_382

The following message was updated on 6/18/2021 7:06:27 AM.

 In response to msg 61603 by  arthurs1
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Re: Ionis rated #1 technology disruptor by Morningstar

  
 I couldn't get that link to work. Is this the article?
 
 
 

For example, Ionis Pharmaceuticals (IONS) is the leading developer of antisense technology to discover and develop novel drugs. Its broad clinical and preclinical pipeline targets a wide variety of diseases, with an emphasis on cardiovascular, metabolic, neurological, and rare diseases.

  • Themes: Ionis is exposed to medicine and neuroscience, nano technology, and big data and analytics.
  • Fair Value Estimate: We assign Ionis a fair value of estimate of $62 per share, implying a 2021 enterprise value/sales multiple of 12 times.
  • Growth Forecast: Ionis relies on up-front payments and licensing fees from partners, as well as Spinraza royalties, to drive revenue today, but its pipeline should help diversify revenue by the mid-2020s. In our base case, we assume Ionis sees revenue growing to $3.1 billion by 2030 from under $1.0 billion last year, with operating margins approaching 50%.
  • Morningstar Economic Moat Rating: We assign Ionis a narrow economic moat based on its proprietary antisense oligonucleotide technology, which has led to three approved RNA-based drugs and a steadily growing pipeline.
 


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