Ionis Pharmaceuticals (NASDAQ: IONS) CEO Brett Monia participated in a fireside chat Thursday September 10, 2026 at the Wells Fargo 21st Annual Healthcare Conference in Boston, disclosing TRYNGALZA (olezarsen, an antisense oligonucleotide that reduces apolipoprotein C-III production and lowers triglycerides) H1 2026 U.S. net product sales of $32 million (Q2 alone was $5 million) with full-year 2026 guidance of $100-110 million. The severe hypertriglyceridemia (sHTG) launch followed June 2026 FDA approval and represents the first indication expansion from the initial familial chylomicronemia syndrome (FCS) indication. Ionis raised peak sales guidance in the sHTG indication from $1 billion-plus to $2 billion-plus. The sHTG marketing application is under review in the European Union with potential launch in 2027. Ionis is also commercializing the September 3, 2026 FDA-approved ZANVASTRO (zilganersen, an antisense oligonucleotide) for Alexander disease, a first-in-class disease-modifying therapy for a rare progressive neurodegenerative disorder with no other approved therapies. The company acknowledged parallel setbacks in cardiovascular studies including the Novartis pelacarsen Phase 3 Lp(a)HORIZON miss reported September 4.
Amgen (NASDAQ: AMGN) presented Thursday September 10, 2026 at the Wells Fargo 21st Annual Healthcare Conference in Boston, with Chief Medical Officer Paul Burton MD outlining a positioning for MariTide (maridebart cafraglutide, an antibody-peptide conjugate combining a GLP-1 receptor agonist peptide with a GIP receptor antagonist antibody scaffold) that could support 8-week or quarterly maintenance dosing (approximately 4-6 doses per year) after the induction phase. Phase 2 data showed about 20% weight loss at 52 weeks alongside lower triglycerides, lower high-sensitivity CRP, and an 11 mmHg drop in blood pressure. Two Phase 3 long-term extension studies (MARITIME-1 EXTENSION and MARITIME-2 EXTENSION) are examining lower maintenance dosing frequencies, plus a dedicated switch trial (MARITIME-SWITCH) testing conversion from weekly semaglutide or tirzepatide onto monthly MariTide. Six total Phase 3 MariTide trials enroll across obesity, obesity plus type 2 diabetes, obstructive sleep apnea, heart failure, and cardiovascular outcomes. Filing is planned late 2026 to early 2027 with anticipated launch 2027-2028. The 4% bone mineral density decline signal from Phase 1 remains a factor to watch in the Phase 3 dataset.
iBio Inc. (NYSE American: IBIO) announced at the Wells Fargo 21st Annual Healthcare Conference in Boston (Chief Executive Officer Martin Brenner DVM PhD in a Tuesday September 8, 2026 fireside chat) a broadening push into obesity and cardiometabolic disease anchored on long-acting antibody programs and a thesis that the market will shift toward combination treatment with durable maintenance. Lead program IBIO-610 is a long-acting Activin E antibody designed for infrequent dosing with strong target blockade, following a July 2026 disclosure that a single dose achieved near-complete active Activin E inhibition through 8 weeks in obese non-human primates. IBIO-600 (myostatin inhibitor) has completed single-ascending-dose enrollment and is headed toward Q1 2027 data readout. iBio also has an amylin program with four molecules differentiated by receptor selectivity profiles and a bispecific molecule for pulmonary hypertension with heart failure with preserved ejection fraction (PH-HFpEF). The strategy is deliberately positioned as antibody-based rather than peptide-based to compete against MariTide, berobenatide, and the injectable-peptide GLP-1 class on dosing frequency and target-engagement duration.
Neurocrine Biosciences (NASDAQ: NBIX) hosted a fireside chat at the Wells Fargo 21st Annual Healthcare Conference in Boston Wednesday September 9, 2026 at 12:45 p.m. ET, disclosing that CRENESSITY (crinecerfont, a first-in-class oral corticotropin-releasing factor type 1 (CRF1) receptor antagonist for classic congenital adrenal hyperplasia (CAH)) has reached approximately $750 million in quarterly run-rate revenue approximately 12 months after its FDA approval in December 2024 for pediatric patients aged 4 and older and adults with CAH. The company posted its first billion-dollar quarter in Q2 2026 and moved from a single-product company (Ingrezza for tardive dyskinesia) to three commercial products, with underlying Ingrezza volume growth of 17% and 2026 guidance at the $2.85 billion midpoint. CRF is a peptide hormone, and CRENESSITY blocks the CRF1 receptor to reduce excess ACTH secretion and androgen production in CAH — the mechanism replaces high-dose glucocorticoid therapy for many patients. Neurocrine reported zero debt and approximately $500 million in cash.