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For the quarter ended December 2024, Ionis Pharmaceuticals (IONS) reported revenue of $227 million, down 30.2% over the same period last year. EPS came in at -$0.66, compared to -$0.06 in the year-ago quarter.
The reported revenue represents a surprise of +65.19% over the Zacks Consensus Estimate of $137.42 million. With the consensus EPS estimate being -$1.12, the EPS surprise was +41.07%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Ionis Pharmaceuticals performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Revenue- Total commercial revenue: $86 million compared to the $80.55 million average estimate based on eight analysts. The reported number represents a change of +8.9% year over year.
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Revenue- Commercial revenue- SPINRAZA royalties: $64 million versus the eight-analyst average estimate of $60.73 million. The reported number represents a year-over-year change of +3.2%.
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Revenue- Commercial revenue- Other commercial revenue- Licensing and other royalty revenue: $4 million compared to the $5.23 million average estimate based on eight analysts. The reported number represents a change of -50% year over year.
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Revenue- Commercial revenue- Other commercial revenue- TEGSEDI and WAYLIVRA revenue, net: $8 million versus $7.06 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -11.1% change.
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Revenue- Total research and development revenue: $141 million compared to the $56.86 million average estimate based on seven analysts.
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Revenue- Commercial revenue- Other commercial revenue: $12 million versus $13.30 million estimated by six analysts on average.
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Revenue- Commercial revenue- WAINUA royalties: $10 million compared to the $7.94 million average estimate based on six analysts.
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Revenue- Research and development revenue- Collaborative agreement revenue: $97 million versus the five-analyst average estimate of $43.79 million. The reported number represents a year-over-year change of -45.8%.
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Revenue- Research and development revenue- WAINUA joint development revenue: $44 million versus $14.30 million estimated by four analysts on average.