Insider Trading February 11, 2026

Ionis CEO Sells $2.52M in Shares as Stock Climbs Near 52-Week High

Brett P. Monia disposed of 29,430 Ionis shares under a pre-existing trading plan while the company posts regulatory and clinical milestones

By Priya Menon IONS
Ionis CEO Sells $2.52M in Shares as Stock Climbs Near 52-Week High
IONS

Ionis Pharmaceuticals CEO Brett P. Monia sold 29,430 shares on February 6, 2026, for a total of $2.52 million under a Rule 10b5-1 plan. The sale occurred as the stock traded close to its 52-week high and follows a series of clinical, regulatory and commercial developments for the company. InvestingPro flags the shares as overvalued based on Fair Value, while analysts have adjusted price targets amid positive product progress.

Key Points

  • CEO Brett P. Monia sold 29,430 Ionis shares on February 6, 2026, for $2.52 million at a weighted average price of $85.7907.
  • Ionis shares trade near a 52-week high of $86.74, with a 12-month return of 166.91% and a six-month gain of 106.39%; market capitalization stands at $13.65 billion.
  • Recent clinical and regulatory progress includes EC approval for Dawnzera, positive Phase 3 results for bepirovirsen with GSK, RBC and TD Cowen price target actions, and FDA Breakthrough Therapy designation for zilganersen.

Ionis Pharmaceuticals reported an insider sale on February 6, 2026, when Chief Executive Officer Brett P. Monia sold 29,430 shares of common stock, according to a Form 4 filing with the Securities and Exchange Commission.

The disposed shares carried a weighted average sale price of $85.7907, producing proceeds of approximately $2.52 million. Reported transaction prices for the block ranged from $85.22 to $86.055 per share.

Following the transaction, Monia retains direct ownership of 254,497 shares of Ionis. The filing notes the sale was executed under a Rule 10b5-1 trading plan that Monia adopted on August 13, 2024.

Ionis’ stock has traded near its 52-week peak of $86.74 as the company’s equity performance has been notably strong over the past year. The shares have returned 166.91% over the last 12 months and have more than doubled over the past six months, rising 106.39%.

The company carries a market capitalization of $13.65 billion. InvestingPro data included with the filing indicates the stock appears overvalued when compared to its Fair Value assessment. The same service highlights Ionis’ low price volatility and moderate debt levels as material characteristics of the company’s financial profile.

Investors have an upcoming catalyst to consider: Ionis is scheduled to report its next quarterly earnings on February 25, 2026.


Recent clinical, regulatory and commercial developments

Several operational and clinical updates are listed alongside the insider activity:

  • The European Commission has granted approval for Dawnzera, a treatment for hereditary angioedema, following Phase 3 trials that demonstrated a significant reduction in attack rates. The approval covers patients aged 12 and older.
  • In a collaboration with GSK, Ionis reported positive Phase 3 results for bepirovirsen, an investigational therapy for chronic hepatitis B that met its primary endpoint.
  • RBC Capital has raised its price target for Ionis to $95, citing the company’s transition toward a fully integrated commercial entity and noting strong performance of Tryngolza in the familial chylomicronemia syndrome (FCS) market.
  • TD Cowen has maintained a Buy rating with a $99 price objective, pointing to expected growth from multiple products, including Dawnzera and Tryngolza.
  • The FDA has granted Breakthrough Therapy designation to zilganersen for Alexander disease after promising study results.

These developments underline ongoing expansion across clinical, regulatory and commercial dimensions for Ionis, as the company advances a portfolio of products and collaborations.


Context for investors

The insider sale was carried out under a pre-established 10b5-1 plan, a common mechanism executives use to schedule trades. At the same time, market metrics cited by InvestingPro indicate a valuation disconnect versus the service’s Fair Value estimate, while other measures such as price volatility and debt levels are characterized as low and moderate, respectively.

Shareholders and prospective investors will likely watch the company’s February 25, 2026 earnings report as the next scheduled disclosure point for financial performance and additional operational commentary.

All transaction details above are drawn from the company’s filed Form 4 and associated market and analyst notes referenced in public data.

Risks

  • InvestingPro assesses Ionis as overvalued relative to its Fair Value, which could influence investor expectations - impacts equity and biotech sectors.
  • The company faces an upcoming earnings report on February 25, 2026, creating short-term uncertainty for market reaction - impacts investors and financial markets.
  • Corporate financing characteristics include moderate debt levels, a financial profile that investors may weigh against growth prospects - impacts credit and healthcare capital markets.

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