filecrux
Oct 16, 11:16 AM
$IONS Ionis Pharmaceuticals, an RNA-drug maker: the EU CHMP nod for TRYNGOLZA in severe hypertriglyceridemia covers only adults with triglycerides ≥880 mg/dL, about 700,000 of ~2 million EU5 patients, narrower than its US label at ≥500. Partner Sobi sells it in the EU; Ionis gets milestones and tiered royalties up to the mid-20% range on net sales. No amounts or EU sales forecasts are given to size vs a ~
$7.33B market value (
$44.12, 16:00 ET Oct 15, 2026). Upside: the opinion came ahead of schedule. European Commission decision expected in Q4 2026.
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