Insider Trading February 2, 2026

Ionis Executive Sells $513,047 of Stock After Recent Vesting; Company Hits 52-Week High

EVP Brian Birchler sold 6,179 shares as Ionis stock trades near a yearlong peak amid product approvals and positive trial readouts

By Derek Hwang IONS
Ionis Executive Sells $513,047 of Stock After Recent Vesting; Company Hits 52-Week High
IONS

Brian Birchler, Executive Vice President, Corporate and Development Operations at Ionis Pharmaceuticals, sold 6,179 shares on January 30, 2026, for about $513,047, while having acquired 11,991 shares the day prior through vesting of performance-based restricted stock units. The transaction occurred as IONS traded close to its 52-week high of $86.15, with notable recent corporate developments including European approval for Dawnzera and positive Phase 3 results tied to partnered programs.

Key Points

  • Brian Birchler sold 6,179 Ionis shares on January 30, 2026, for approximately $513,047 at prices between $83.00 and $83.08.
  • Birchler acquired 11,991 shares on January 29, 2026, upon the vesting of performance-based restricted stock units at a $0 cost; he now directly owns 66,247 shares.
  • Ionis is trading near a 52-week high of $86.15, with the stock up 158.54% year-over-year and 93.05% over the past six months; market capitalization is about $13.45 billion.
  • Recent corporate developments include European Commission approval for Dawnzera, positive Phase 3 results for a partnered hepatitis B program with GSK, and FDA Breakthrough Therapy designation for zilganersen; analysts’ price targets range from $47 to $116.76.

Transaction overview

On January 30, 2026, Brian Birchler, Executive Vice President, Corporate and Development Operations at Ionis Pharmaceuticals (NASDAQ: IONS), sold 6,179 shares of the company’s common stock for a total of approximately $513,047. The sale executed at prices between $83.00 and $83.08 per share, according to a Form 4 filing with the Securities and Exchange Commission.

Concurrent acquisition from vesting

The filing also indicates that Birchler acquired 11,991 shares of Ionis common stock on January 29, 2026. Those shares were received upon the vesting of performance-based restricted stock units and were recorded with a $0 purchase price for the recipient.

Post-transaction holdings and market context

Following the sale, Birchler is reported to directly own 66,247 shares of Ionis Pharmaceuticals. The stock has been trading near its 52-week high of $86.15, having risen 158.54% over the past year and 93.05% in the last six months. The company’s market capitalization is approximately $13.45 billion.

Analyst landscape and valuation notes

Analyst price targets for IONS span a wide range, from $47 to $116.76. InvestingPro analysis cited in the filing notes that the company appears overvalued. The article references additional analyst activity, including an upgrade from RBC Capital - which raised its price target to $95 and cited Ionis’ transition to a fully integrated commercial entity - and TD Cowen’s maintained Buy rating, which projects robust sales growth through 2026 driven by multiple products.

Recent corporate and clinical developments

Several program-level updates for Ionis are noted alongside the insider transaction. The European Commission approved Dawnzera for the prevention of hereditary angioedema attacks in patients aged 12 and older, a decision that follows successful Phase 3 clinical trials showing a significant reduction in attack rates. In a partnered program, GSK’s hepatitis B drug developed with Ionis reported positive Phase 3 results, achieving statistically significant cure rates. Separately, the FDA granted Breakthrough Therapy designation to Ionis’ drug zilganersen for the treatment of Alexander disease after promising study outcomes.

Ownership, coverage and resources

The article notes that comprehensive research resources, including a Pro Research Report for IONS among more than 1,400 US equities covered by InvestingPro, are available for investors seeking deeper analysis. Those resources provide detailed financial health metrics and expert commentary for users evaluating the company and its stock.


Contextual note

The transactions reported in the Form 4 reflect both liquidity-taking by an executive and the simultaneous vesting of long-term incentive shares. The public disclosures also coincide with regulatory approvals, favorable clinical readouts and active analyst coverage that together form the near-term public narrative around Ionis’ commercial and clinical progress.

Risks

  • InvestingPro analysis indicates the company appears overvalued, presenting valuation risk for equity investors in the healthcare and biotech sectors.
  • Wide dispersion in analyst price targets - from $47 to $116.76 - signals uncertainty about future valuation and expectations among market analysts, affecting investment decisions in biotech and capital markets.

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