Ironwood Pharmaceuticals, Inc. (IRWD)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-05
$4.03+6.90%
Close 2026-11-05 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-05
QuarterlyIQ Insights · IRWD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -59.0% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 22.9% |
Growth built into the price is above our model estimate.
The price assumes 81.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 12 industry peers · Company calendar date is not available
IRWD — CEO transition
Dated 2026-10-16
CEO — Thomas McCourt: The CEO is retiring after 17 years with a named internal successor (SVP CCO) already appointed, indicating an orderly succession rather than a sudden loss of leadership.
Why it matters: Recent sales gains partly came from higher net prices and rebate timing. Prescription demand gives a clearer read on customer use.
Watch forQ3 LINZESS prescriptions grow from last year. This keeps the mid-single-digit growth pace that management cited.
Also watch forQ3 LINZESS prescription demand is flat or down year over year.
Why it matters: Ironwood raised its 2026 LINZESS sales range to $1.15–$1.20 billion. Q3 results will show whether sales stay on pace.
Watch forQ3 LINZESS U.S. sales and updated guidance support full-year sales of $1.15 billion or more.
Also watch forQ3 sales fall short of the pace needed for $1.15 billion, or Ironwood cuts its 2026 sales range.
Why it matters: Tammi Gaskins is set to take over as CEO while Ironwood works to grow LINZESS and advance STARS-2.
Watch forAs announced, Gaskins becomes CEO on January 1, 2027. The company reports no change to its stated priorities.
Also watch forThe handoff date changes, or Ironwood announces a change in its LINZESS or STARS-2 plans during the transition.
Why it matters: STARS-2 tests apraglutide in people with short bowel syndrome. The main measure is change in weekly parenteral support volume.
Watch forIronwood reports active STARS-2 enrollment and gives a clear update on trial progress or timing.
Also watch forIronwood reports a pause, delay, or other setback in STARS-2 enrollment or trial timing.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$262 on $10,000 · ±2.6% | How much price usually moves either way. |
| Bad day | $700 loss on $10,000 · 7.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,360 loss on $10,000 · 43.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.