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Tuesday, February 21, 2023

Ionis' Additional Hereditary Angioedema Data Backs 'Highly Competitive Profile': Blair

 

  • Ionis Pharmaceuticals Inc (NASDAQ: IONS) announced additional interim data from a Phase 2 open-label extension (OLE) study of donidalorsen for hereditary angioedema.

  • Interim data presented in November 2022 showed that treatment with donidalorsen resulted in an overall sustained mean reduction in HAE attack rates of 95% from baseline.

  • In the latest update, patients treated for one year with donidalorsen showed a clinically meaningful 24-point mean improvement in their Angioedema Quality of Life (AE-QoL) total score relative to baseline, with improvements observed in all domains.

  • An improvement of 6 points or more is considered clinically meaningful.

  • William Blair notes donidalorsen showed improvements in all domains, which include functioning, fatigue/mood, fears/shame, and food.

  • The analyst views these additional interim results as highly encouraging for donidalorsen, and believes they continue to support a highly competitive profile in an increasingly crowded space.

  • It reiterates Outperform rating.

  • The analyst says that donidalorsen is a potentially differentiated and wholly-owned growth driver for Ionis if the Phase 2 dataset can be replicated in the larger OASIS studies expected to read out in 2024.

  • Ionis continues to advance a robust mid- and late-stage pipeline while generating significant non-dilutive funds through research collaborations to support internal efforts, which limits capital risk in this uncertain macro environment.

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