Ionis Pharmaceuticals, Inc. Common Stock(IONS)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

IONS iron condor setups IONS expected move IONS IV rank history

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Snapshot
$73.75
52-Week Range
$34.77 – $86.74
YTD
-7.43%
IV Rank (30D)
26.88
Straddle Price
$6.58
P/C Vol Ratio
0.19
Market Cap
$12.1B
Fair Value
-5.5% vs price
Confidence: 47% Alpha Score: 0.04

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 0.5% and dividend payments are stable.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.53%
Beta vs SPY1.00
Cost of Equity (CAPM)10.03% (VRP-adj)
WACC9.50%
Volatility Risk Premium+35.5pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-10.0%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$-1.0B
Return on Equity (TTM)-66.5%
Book / Price4.0%
Gross Margin (TTM)98.4%
FCF Margin (TTM)-91.8%
Debt / Equity2.69
Quality Score1/6 — cyclical/struggling (5y DCF)
SMA 50$74.98 (Market Anchor value)
SMA 20 / Bollinger Mid$74.80
Bollinger Width / SMA209.1% (drives anchor stability)
Net Debt$1.1B
Market Cap$12B
Peers used for multiples: BEAM, CRSP, GH, NTLA, NTRA, PSNL, TWST, VCYT
Blended Fair Value
$69.21
Current Price
$73.28
Deviation
-5.5%
Forward-Return Rank SHORT gated
?
Horizon Expected α z Pred Blended z Rank % Active?
21d -1.4% +0.45 -0.44 90.1% —
42d -1.0% +0.83 -0.44 90.1% —
63d -4.2% +0.09 -0.44 90.1% —
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon). For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference. ⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0%
Peer EV/EBITDA n/a 0%
Peer P/B $8.43 14% median 2.9× · 7 peers
Peer P/S $100.40 14% median 15.8× · 8 peers
Market Anchor (SMA50) $74.98 72% stability 100% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
Industry (SIC)
PHARMACEUTICAL PREPARATIONS (2834)
Exchange
XNAS
Market Cap
$12.1B

Ionis Pharmaceuticals 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. Ionis and Biogen brought Spinraza to market in 2016 as a treatment for spinal muscular atrophy, and Biogen launched ALS drug Qalsody in 2023. Ionis brought two additional drugs to market via its cardiovascular-focused subsidiary Akcea, including ATTR amyloidosis drug Tegsedi (2018) and cardiology drug Waylivra (Europe, 2019). Ioni…

Price History
Seasonality
MonthAvg ReturnYears of Data
Jan -2.05% 11
Feb -1.70% 11
Mar -3.21% 11
Apr +2.12% 11
May -5.33% 11
Jun +4.58% 11
Jul +4.05% 10
Aug -0.54% 10
Sep -0.19% 10
Oct -2.51% 10
Nov +8.93% 10
Dec +0.54% 11
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators
SMA 20: $74.68
SMA 50: $74.95
SMA 200: $74.45
Current: $73.28
EMA 12: $74.25
EMA 26: $74.66
MACD: -0.4103 | Signal: -0.2132
BEARISH
ADX (14): 11.59
RANGE
+DI: 16.87
−DI: 19.58
Momentum Oscillators
RSI (14): 44.31
NEUTRAL
Stoch %K: 23.87
Stoch %D: 28.16
Williams %R: -79.36
Volume & Volatility
BB Upper: $77.27
BB Lower: $72.10
NEUTRAL
OBV: 78,499,699
Vol SMA 20: 1,740,556
Vol ROC: 17.26%
ATR: $2.17
True Range: $1.78
HV 20: 24.2%
HV 30: 23.4%
HV 60: 25.5%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:40.445000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
AI Analysis

Here is the LLM Stock Analysis Report for IONS:

Executive Summary

Overall assessment: NEUTRAL with confidence level (7/10) Key drivers: Recent positive news headlines, low volatility, and strong technical support Primary risks: Low volume and high IV premium Investment thesis: IONS has a solid foundation with a growing protein synthesis research market and expanding oligonucleotides clinical trial pipeline. However, the stock is trading in a range, and investors should be cautious due to the high implied volatility. Recent news sentiment impact: Positive headlines have contributed to the recent price action, but further catalysts are needed to break out of the current range.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Range-bound; Medium-term (1-3 months): Uptrend; Long-term (3-12 months): Uptrend

Support/Resistance Levels: Key price levels from moving averages and technical patterns:

  • Upper: $77.27 (Bollinger Bands' upper band)
  • Middle: $74.68 (SMA 20)
  • Lower: $72.10 (Bollinger Bands' lower band)

Momentum Signals:

  • RSI interpretation: Neutral (44.31), indicating a lack of momentum
  • MACD signal: Bearish, as the histogram is below the zero line
  • Bollinger Bands position: Neutral, with the price trading within the bands

Volume Analysis: Volume trends and institutional interest signals:

  • Volume SMA 20: 1740556.00 (indicating low volume)
  • On-Balance Volume (OBV): 78499699.98 (suggesting a lack of momentum)
  • Volume Rate of Change: 17.26% (indicating a slow increase in volume)

News & Sentiment Analysis

Recent Headlines Summary: Key themes from last 10 news articles: + Protein synthesis research market growth and expansion of oligonucleotides clinical trial pipeline

Sentiment Assessment: Aggregate news sentiment: Positive (75%)

Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes: + No specific catalysts identified, but continued positive headlines could drive price action

Risk & Volatility Assessment

Beta Interpretation: Risk relative to market (beta 0.41 = low risk)

Volatility Regime: Current vs historical volatility levels: High (IV premium 59.5% and IV rank 26.9%)

Options Market Signals:

  • IV rank: Medium-high (26.9%)
  • Put/call ratios: Bullish sentiment (993 calls vs 188 puts)
  • Unusual activity: None identified

Market Context & Positioning

Sector Performance: Relative strength vs sector/market: Strong performance in the biotech sector

Institutional Activity: Volume patterns suggesting institutional interest: Low volume, but increasing on-balance volume

Correlation Analysis: How stock moves relative to market (R-squared interpretation): Low correlation (0.11)

Key Levels & Action Items

Critical Price Levels: Support/resistance to monitor: + Upper: $77.27 (Bollinger Bands' upper band) + Middle: $74.68 (SMA 20) + Lower: $72.10 (Bollinger Bands' lower band)

Breakout/Breakdown Levels: Technical levels that could trigger significant moves: + None identified

Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches: + No specific catalysts identified, but continued positive headlines could drive price action

Risk Management: Stop-loss levels and position sizing considerations: + Use stop-loss orders at $72.10 (Bollinger Bands' lower band) and consider reducing position size due to high IV premium.

Please note that this report is for illustration purposes only and should not be used as actual investment advice.

Generated 2026-06-14 05:00 UTC
Earnings History
7 of 8 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-08-01 Pre-Market 5.22% 6.10% 1.17x Exceeded
2024-11-06 Pre-Market 9.90% 1.67% 0.17x Within
2025-02-19 Pre-Market 9.03% 0.57% 0.06x Within
2025-04-30 Pre-Market 10.43% 3.91% 0.37x Within
2025-07-30 Pre-Market 12.30% 4.56% 0.37x Within
2025-10-29 Pre-Market 11.32% 2.30% 0.20x Within
2026-02-25 Pre-Market 11.14% 4.81% 0.43x Within
2026-04-29 Pre-Market 7.31% 4.25% 0.58x Within
Options Activity
IV Rank (30D)
26.88
IV Rank (7D)
86.25
Avg IV
59.5%
Straddle (30D)
$6.58
Straddle (7D)
$2.10
P/C Volume
0.19
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
14 DTE / 10d —
— pts
ATM — / Wing —
30 DTE / 10d —
— pts
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.41
Correlation (SPY)
10.7%
R²
0.01
Ann. Volatility
46.8%
SPY Volatility
12.3%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
Diluted shares outstanding: 166,745,000 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

516 filers717,685,882 shares$13.06B value430.41% of float
# Filer Shares Value % of Total % of Float Period
1 FMR LLC Custodian 31,545,637 $1.85B 14.20% 18.92% 2026-03-31
2 Capital World Investors 21,186,369 $1.59B 12.18% 12.71% 2026-03-31
3 VANGUARD GROUP INC Custodian 16,440,459 $1.30B 9.96% 9.86% 2025-12-31
4 BlackRock, Inc. Custodian 29,632,476 $813.03M 6.23% 17.77% 2026-03-31
5 WELLINGTON MANAGEMENT GROUP LLP Custodian 20,254,816 $500.97M 3.84% 12.15% 2026-03-31
6 TWO SIGMA INVESTMENTS, LP 5,857,629 $439.85M 3.37% 3.51% 2026-03-31
7 STATE STREET CORP 15,895,564 $318.08M 2.44% 9.53% 2026-03-31
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 3,984,332 $305.20M 2.34% 2.39% 2026-03-31
9 ROYAL BANK OF CANADA Custodian 5,961,815 $288.74M 2.21% 3.58% 2026-03-31
10 DEERFIELD MANAGEMENT COMPANY, L.P. 61,979,669 $239.27M 1.83% 37.17% 2026-03-31
11 JPMORGAN CHASE & CO Custodian 7,680,567 $179.23M 1.37% 4.61% 2026-03-31
12 Tweedy, Browne Co LLC 2,275,625 $170.88M 1.31% 1.36% 2026-03-31
13 CITADEL ADVISORS LLC Custodian 58,942,534 $158.39M 1.21% 35.35% 2026-03-31
14 Artisan Partners Limited Partnership 2,058,308 $154.56M 1.18% 1.23% 2026-03-31
15 BAKER BROS. ADVISORS LP 2,047,727 $153.76M 1.18% 1.23% 2026-03-31
16 Deep Track Capital, LP 1,950,000 $146.43M 1.12% 1.17% 2026-03-31
17 Bellevue Group AG 1,818,665 $136.56M 1.05% 1.09% 2026-03-31
18 VOYA INVESTMENT MANAGEMENT LLC 85,319,136 $133.81M 1.02% 51.17% 2026-03-31
19 GOLDMAN SACHS GROUP INC Custodian 4,159,847 $131.35M 1.01% 2.49% 2026-03-31
20 AMERICAN CENTURY COMPANIES INC 1,663,803 $124.94M 0.96% 1.00% 2026-03-31
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,583,266 $118.89M 0.91% 0.95% 2026-03-31
22 FRANKLIN RESOURCES INC Custodian 1,575,023 $118.27M 0.91% 0.94% 2026-03-31
23 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 1,475,632 $110.81M 0.85% 0.89% 2026-03-31
24 Pictet Asset Management Holding SA 1,434,995 $107.08M 0.82% 0.86% 2026-03-31
25 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1,404,033 $105.43M 0.81% 0.84% 2026-03-31
22 filers$142.95M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $56.75M 39.70% 2026-03-31
2 JANE STREET GROUP, LLC Custodian $21.68M 15.16% 2026-03-31
3 JPMORGAN CHASE & CO Custodian $11.97M 8.37% 2026-03-31
4 CITADEL ADVISORS LLC Custodian $8.66M 6.06% 2026-03-31
5 Ikarian Capital, LLC $8.42M 5.89% 2026-03-31
6 CITIGROUP INC Custodian $7.39M 5.17% 2026-03-31
7 NOMURA HOLDINGS INC $4.46M 3.12% 2026-03-31
8 SIG BROKERAGE, LP $4.13M 2.89% 2026-03-31
9 IMC-Chicago, LLC Custodian $3.81M 2.67% 2026-03-31
10 BOOTHBAY FUND MANAGEMENT, LLC $2.37M 1.66% 2026-03-31
11 GROUP ONE TRADING LLC Custodian $2.25M 1.57% 2026-03-31
12 SIMPLEX TRADING, LLC Custodian $1.67M 1.17% 2026-03-31
13 TUDOR INVESTMENT CORP ET AL $1.56M 1.09% 2026-03-31
14 WOLVERINE TRADING, LLC Custodian $1.55M 1.09% 2025-09-30
15 Point72 Asset Management, L.P. $1.50M 1.05% 2026-03-31
16 J. Goldman & Co LP $1.50M 1.05% 2026-03-31
17 Walleye Capital LLC $1.31M 0.91% 2026-03-31
18 VELA Investment Management, LLC $938.62K 0.66% 2026-03-31
19 WOLVERINE ASSET MANAGEMENT LLC $750.90K 0.53% 2026-03-31
20 Raiffeisen Bank International AG $131.71K 0.09% 2026-03-31
21 TOCQUEVILLE ASSET MANAGEMENT L.P. $75.09K 0.05% 2026-03-31
22 PEAK6 LLC $75.09K 0.05% 2026-03-31
18 filers$144.98M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $34.11M 23.53% 2026-03-31
2 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC $33.79M 23.31% 2026-03-31
3 JANE STREET GROUP, LLC Custodian $21.01M 14.49% 2026-03-31
4 CITADEL ADVISORS LLC Custodian $18.64M 12.86% 2026-03-31
5 JPMORGAN CHASE & CO Custodian $11.97M 8.25% 2026-03-31
6 SIMPLEX TRADING, LLC Custodian $4.80M 3.31% 2026-03-31
7 LMR Partners LLP $3.86M 2.66% 2026-03-31
8 BARCLAYS PLC Custodian $3.75M 2.59% 2026-03-31
9 WOLVERINE ASSET MANAGEMENT LLC $2.63M 1.81% 2026-03-31
10 SIG BROKERAGE, LP $2.25M 1.55% 2026-03-31
11 IMC-Chicago, LLC Custodian $2.06M 1.42% 2026-03-31
12 PEAK6 LLC $1.52M 1.05% 2026-03-31
13 CITIGROUP INC Custodian $1.35M 0.93% 2026-03-31
14 Point72 Asset Management, L.P. $1.28M 0.89% 2026-03-31
15 GROUP ONE TRADING LLC Custodian $991.19K 0.68% 2026-03-31
16 WOLVERINE TRADING, LLC Custodian $686.40K 0.47% 2025-09-30
17 CSS LLC/IL $150.18K 0.10% 2026-03-31
18 Walleye Capital LLC $112.64K 0.08% 2026-03-31
Insider Activity
Latest: 2026-06-08
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-06-08 LUDWIG HANTSON Director Grant (A) +10,753 opt — EDGAR
2026-06-08 Peter N Reikes Director Grant (A) +10,753 opt — EDGAR
2026-06-03 SPENCER R BERTHELSEN Director Mixed — $50.05 -$410.0K EDGAR
2026-05-15 Brett P Monia Chief Executive Officer Mixed — $55.54 -$208.1K EDGAR
2026-05-06 JOSEPH LOSCALZO Director Mixed — $61.90 -$2.03M EDGAR
2026-05-05 JOSEPH III KLEIN Director Mixed — $60.31 -$266.9K EDGAR
2026-04-30 Joseph Baroldi EVP, Chief Business Officer Sell (S) −1,626 $71.79 -$116.7K EDGAR
2026-04-17 Joseph Baroldi EVP, Chief Business Officer Mixed +5,218 $74.56 -$419.0K EDGAR
2026-04-17 Brian Birchler EVP, Corp and Development Ops Mixed +902 $75.04 -$73.0K EDGAR
2026-04-17 Kyle Jenne EVP, Chf GL Pdt Str Ofcr Mixed +7,324 $75.17 -$368.5K EDGAR
2026-04-17 B LYNNE PARSHALL Director Sell (S) −5,000 $76.27 -$381.4K EDGAR
2026-04-02 Shannon L. Devers EVP, Chief Human Resources Ofc Sell (S) −6,193 $74.05 -$458.6K EDGAR
2026-04-02 JOSEPH III KLEIN Director Mixed — $57.50 -$805.6K EDGAR
2026-03-23 Eugene Schneider EVP, Chf Clinical Develop Ofcr Sell (S) −5,812 $70.97 -$412.5K EDGAR
2026-03-18 ELIZABETH L HOUGEN EVP, Finance & CFO Mixed −50,221 $63.22 -$7.32M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
28 insiders · @ $73.28
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 STANLEY T CROOKE Exec Chairman of the Board 496,412 $36.37M -$50.31M 51 2021-01-28
2 ELIZABETH L HOUGEN EVP, Finance & CFO 254,221 $18.63M -$27.72M 58 2026-03-18
3 Brett P Monia Chief Executive Officer 242,662 $17.78M -$55.69M 74 2026-05-15
4 C FRANK BENNETT EVP, Chief Scientific Officer 165,643 $12.14M -$29.96M 70 2026-03-05
5 SPENCER R BERTHELSEN Director 156,083 $11.44M -$4.29M 25 2026-06-03
6 Richard S Geary EVP, Chief Development Officer 77,957 $5.71M -$23.74M 60 2025-11-07
7 Brian Birchler EVP, Corp and Development Ops 68,473 $5.02M -$4.04M 20 2026-04-17
8 Eugene Schneider EVP, Chf Clinical Develop Ofcr 63,890 $4.68M -$5.94M 26 2026-03-23
9 PATRICK R. O'NEIL EVP CLO & General Counsel 62,211 $4.56M -$30.73M 83 2026-03-11
10 FREDERICK T MUTO Director 58,432 $4.28M -$3.65M 16 2022-07-19
11 Michael R Hayden Director 56,298 $4.13M $659.0K 19 2025-07-17
12 JOSEPH H WENDER Director 52,035 $3.81M -$10.14M 26 2025-12-03
13 B LYNNE PARSHALL Director 51,344 $3.76M -$17.94M 43 2026-04-17
14 Joseph Baroldi EVP, Chief Business Officer 49,256 $3.61M -$6.64M 25 2026-04-30
15 JOSEPH LOSCALZO Director 47,298 $3.47M -$8.56M 23 2026-05-06
16 JOAN E HERMAN Director 46,086 $3.38M -$3.17M 19 2025-11-20
17 Onaiza Cadoret-Manier EVP,Chf GL Pdt Str & Oper Ofc 35,788 $2.62M -$794.6K 22 2024-09-04
18 Eric Swayze EVP Research 32,679 $2.39M -$10.32M 45 2026-03-03
19 Kyle Jenne EVP, Chf GL Pdt Str Ofcr 28,615 $2.10M -$3.42M 8 2026-04-17
20 Allene M. Diaz Director 19,424 $1.42M -$4.52M 13 2026-03-05
21 Holly B. Kordasiewicz EVP, Chief Development Officer 18,859 $1.38M -$313.3K 3 2026-01-20
22 Breaux Castleman Director 18,516 $1.36M -$600.0K 6 2020-07-06
23 Shannon L. Devers EVP, Chief Human Resources Ofc 16,348 $1.20M -$8.99M 13 2026-04-02
24 Peter N Reikes Director 14,222 $1.04M $0 10 2026-06-08
25 Sarah Boyce Chief Business Officer 11,127 $815.3K -$212.8K 8 2018-01-17
26 JOSEPH III KLEIN Director 11,114 $814.4K -$11.41M 42 2026-05-05
27 MICHAEL J. YANG Director 7,940 $581.8K $0 8 2026-01-20
28 Damien McDevitt Chief Business Officer 2,573 $188.5K $0 6 2019-07-17
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Recent SEC Filings
Latest: 2026-05-28
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-28 0001140361-26-023093 EDGAR
2026-04-29 0001140361-26-017637 EDGAR
2026-04-21 0001140361-26-015801 EDGAR
2026-03-09 0001140361-26-008340 EDGAR
2026-02-25 0001140361-26-006718 EDGAR
2026-01-12 0001140361-26-000893 EDGAR
2026-01-07 0001140361-26-000435 EDGAR
2025-11-17 0001193125-25-284609 EDGAR
2025-11-10 0001140361-25-041225 EDGAR
2025-10-29 0001140361-25-039650 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-26 0000874015-26-000115 EDGAR
2025-02-19 0000874015-25-000089 EDGAR
2024-02-21 0000874015-24-000116 EDGAR
2023-02-22 0000874015-23-000105 EDGAR
2022-02-25 0000874015-22-000079 EDGAR
2021-02-24 0000874015-21-000056 EDGAR
2020-03-02 0001140361-20-004500 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-29 0000874015-26-000177 EDGAR
2025-10-29 0000874015-25-000266 EDGAR
2025-07-30 0000874015-25-000167 EDGAR
2025-04-30 0000874015-25-000123 EDGAR
2024-11-06 0000874015-24-000232 EDGAR
2024-08-01 0000874015-24-000187 EDGAR
2024-05-07 0000874015-24-000142 EDGAR
2023-11-02 0000874015-23-000209 EDGAR
2023-08-09 0000874015-23-000186 EDGAR
2023-05-03 0000874015-23-000136 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/B Ratio24.8
P/S Ratio11.5
EV/EBITDA-40.4
TTM Revenue$1.1B
TTM Net Income$-0.3B
TTM EPS$-2.09
ROE-66.5%
Debt/Equity3.57