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Emmanuel Walter

Research Analyst at Leerink Partners

Emmanuel Walter is an analyst at Leerink Partners, specializing in equity research within the biotechnology and pharmaceutical sectors. He covers innovative life sciences companies such as Arrowhead Pharmaceuticals, regularly participating in earnings calls and providing detailed investment insights. Walter joined Leerink Partners in the early 2020s after previous experience in life sciences finance, and he has established a strong reputation for his analytical rigor, although specific public metrics on his ranking or returns are not readily available. He holds professional securities credentials including FINRA registration and is known for his actionable investment recommendations and deep sector expertise.

Emmanuel Walter's questions to ARROWHEAD PHARMACEUTICALS (ARWR) leadership

Question · Q4 2025

Emmanuel Walter inquired about Arrowhead's strategy for ArrowDimer applications, including pursuing CBOTs and identifying the right targets for this technology given the company's strengthened balance sheet. He also asked about the implications of upcoming Horizon/LPA data and combining LPA with other lipid-modifying approaches.

Answer

Bruce Given, Chief Medical Officer, highlighted the significant opportunity of ArrowDiamond PA for mixed hyperlipidemia, a large and poorly treated population for triglycerides, noting its potential to address both LDL and TGs with a single quarterly injection. James Hamilton, Chief Medical Officer and Head of R&D, added that Redemplo is now a pure-play pancreatitis drug, and the dimer platform offers a more complete treatment for mixed hyperlipidemia. He also mentioned that the siRNA targeting LPA is partnered with Amgen, and other dimer applications beyond PCSK9/ApoC3 are being explored in the CV space.

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Question · Q4 2025

Emmanuel Walter from Leerink Partners asked about the broader applications of ArrowDimer technology, identifying the right targets for its use, and how Arrowhead is considering the potential Horizon data and combining a validated LPA target with other lipid profile approaches.

Answer

Bruce Given, Chief Medical Officer for Arrowhead Pharmaceuticals, emphasized the significant opportunity of ArrowDimer in mixed hyperlipidemia, a large, poorly treated population where it can address both LDL and triglycerides with a single quarterly injection, potentially alongside statins. James Hamilton, Chief Medical Officer and Head of R&D, added that while their LPA siRNA is partnered with Amgen, Arrowhead is exploring other dimer applications in the CV space, targeting both hepatocytes and extrahepatic cell types, indicating that ArrowDiamond PA is likely not their only dimer program.

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