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ARROWHEAD PHARMACEUTICALS (ARWR)

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Earnings summaries and quarterly performance for ARROWHEAD PHARMACEUTICALS.

Research analysts who have asked questions during ARROWHEAD PHARMACEUTICALS earnings calls.

LI

Luca Issi

RBC Capital Markets

6 questions for ARWR

Also covers: ADVM, ALLO, ALNY +12 more
ET

Edward Tenthoff

Piper Sandler Companies

5 questions for ARWR

Also covers: ARVN, CAPR, CLRB +14 more
AN

Andrea Newkirk

Goldman Sachs

4 questions for ARWR

Also covers: ABCL, ALKS, DAWN +9 more
Jason Gerberry

Jason Gerberry

Bank of America Merrill Lynch

4 questions for ARWR

Also covers: ALKS, AMPH, AXSM +21 more
Prakhar Agrawal

Prakhar Agrawal

Cantor Fitzgerald

4 questions for ARWR

Also covers: ARDX, MDGL, ROIV +4 more
BS

Brendan Smith

Stifel, Nicolaus & Company, Incorporated

3 questions for ARWR

Also covers: ABCL, ABSI, AZTA +19 more
Joseph Thome

Joseph Thome

TD Cowen

3 questions for ARWR

Also covers: ALKS, AMLX, ARDX +12 more
MR

Maurice Raycroft

Jefferies Financial Group

3 questions for ARWR

Also covers: ABEO, AFMD, ALNY +14 more
Mayank Mamtani

Mayank Mamtani

B. Riley Securities

3 questions for ARWR

Also covers: AGEN, ALT, CGTX +18 more
Patrick Trucchio

Patrick Trucchio

H.C. Wainwright & Co.

3 questions for ARWR

Also covers: ALT, ATAI, CMPS +13 more
EW

Emmanuel Walter

Leerink Partners

2 questions for ARWR

GA

Gina Ahn

Bank of America

2 questions for ARWR

ME

Madison El-Saadi

B. Riley

2 questions for ARWR

MF

Mani Foroohar

Leerink Partners

2 questions for ARWR

Also covers: ADVM, ALNY, BBIO +9 more
MR

Maury Raycroft

Jefferies

2 questions for ARWR

Also covers: ABEO, ALNY, BCRX +11 more
MU

Michael Ulz

Morgan Stanley

2 questions for ARWR

Also covers: ALNY, FATE, GUTS +8 more
MU

Mike Ulz

Morgan Stanley

2 questions for ARWR

Also covers: IONS, YMAB
PT

Patrick Trujillo

H.C. Wainwright

2 questions for ARWR

WP

William Pickering

Sanford C. Bernstein & Co.

2 questions for ARWR

Also covers: ALLO, NTLA, REGN +1 more
AT

Andrea Tan

Goldman Sachs

1 question for ARWR

Also covers: ABCL, DAWN, INSM +3 more
BS

Brian Swanson

Leerink Partners

1 question for ARWR

DL

David Lebowitz

Citigroup Inc.

1 question for ARWR

Also covers: ALNY, ASND, BPMC +11 more
ET

Edward Tenthof

Piper Sandler

1 question for ARWR

EM

Eliana Merle

UBS

1 question for ARWR

Also covers: ALNY, APLS, ARVN +17 more
EM

Eliana Merrill

UBS

1 question for ARWR

EM

Ellie Merle

UBS Group AG

1 question for ARWR

Also covers: ALNY, ALT, ARVN +12 more
Farzin Haque

Farzin Haque

Jefferies

1 question for ARWR

Also covers: ABEO, AUPH, NTLA +3 more
JF

Jasmine Fels

UBS

1 question for ARWR

Also covers: ALT, APLS, BMRN
ME

Madison Elsaadi

B. Riley Securities

1 question for ARWR

Also covers: ETON
MF

Mani Furuhar

Leerink Partners

1 question for ARWR

MK

Mary Kate Davis

Bank of America

1 question for ARWR

Also covers: EDIT

Recent press releases and 8-K filings for ARWR.

Arrowhead Pharmaceuticals Presents TRIM™ BBB Platform for CNS Delivery
ARWR
New Projects/Investments
  • Arrowhead Pharmaceuticals presented its TRIM™ BBB platform, designed for systemic delivery of RNAi therapeutics to the Central Nervous System (CNS) via subcutaneous administration , ,.
  • The platform has demonstrated effective and durable reduction in therapeutically relevant gene targets, including 70-80% MAPT mRNA reduction and 50-60% total-Tau reduction in NHP CNS regions for ARO-MAPT ,.
  • It also achieved >75% Htt protein reduction throughout NHP brain regions for ARO-HTT.
  • The platform supports a convenient subcutaneous dosing regimen with potential for monthly to quarterly administration and has shown a favorable safety profile in preclinical studies ,.
  • A CTA has been filed for ARO-MAPT.
Dec 10, 2025, 2:30 PM
Arrowhead Pharmaceuticals Initiates Phase 1/2a Trial for Alzheimer's RNAi Therapy
ARWR
New Projects/Investments
  • Arrowhead Pharmaceuticals has dosed the first subjects in its Phase 1/2a clinical trial for ARO-MAPT, an investigational RNA interference therapy targeting tau protein in Alzheimer's disease and other tauopathies. This therapy utilizes the company's TRiM™ RNAi platform with a proprietary delivery system designed to cross the blood-brain barrier via subcutaneous injection.
  • The announcement led to a significant market reaction, with the company's stock reaching a new 52-week high around $69, representing a year-to-date return near 270% and pushing its market capitalization close to $9 billion.
  • The company demonstrates strong liquidity, with both current and quick ratios around 4.8–4.9, although its beta of approximately 1.45 indicates higher volatility compared to the overall market.
Dec 8, 2025, 12:39 PM
Arrowhead Pharmaceuticals Discusses Recent Drug Launch and 2026 Pipeline Milestones
ARWR
Product Launch
New Projects/Investments
Guidance Update
  • Arrowhead Pharmaceuticals recently launched Redemplo (Plozasiran) in November 2025 for the treatment of FCS, marking its first independent drug launch after almost two decades.
  • Key pipeline readouts expected in Q3 2026 include Phase 3 SHASTA studies for Plozasiran in SHTG, initial data for the PCSK9 ApoC3 dimer program, and the first readout for the MAPT program targeting Alzheimer's.
  • Initial data for the Inhibin E and ALK7 programs are anticipated in the first week of January 2026, with more mature data to follow several months later.
Dec 4, 2025, 3:00 PM
Arrowhead Pharmaceuticals Launches Redemplo and Provides 2026 Pipeline Updates
ARWR
Product Launch
New Projects/Investments
  • Arrowhead Pharmaceuticals launched Redemplo (Plozasiran) last month (November 2025) to treat FCS, marking its first independent drug launch after nearly two decades.
  • The company anticipates Phase 3 study readouts for Plozasiran in SHTG (SHASTA-3 and SHASTA-4) in Q3 2026, with a planned SNDA filing by the end of 2026 and launch in SHTG in 2027.
  • Initial data for the INHBE and ALK7 programs (obesity) is expected in the first week of January 2026, with more mature data for both programs anticipated a few months later.
  • A Phase 1/2 study for the dual PCSK9 ApoC-III candidate will begin patient dosing in early 2026, with an initial readout expected around Q3 2026.
  • The MAPT program (Alzheimer's) is also expected to have its first readout in Q3 2026.
Dec 4, 2025, 3:00 PM
Arrowhead Pharmaceuticals Updates on Plozasiran, Pipeline, and Financial Runway
ARWR
Product Launch
New Projects/Investments
  • Plozasiran, Arrowhead's first approved drug, is priced at $60,000 per year for Redemplo, targeting the 10,000 FCS patients and the broader 3.5 million-person Severe Hypertriglyceridemia (SHTG) market.
  • The company is developing a PCSK9 ApoC3 dimer, its first RNAi bispecific, and ARO-INHBE/ARO-ALK7 for obesity, with initial obesity data expected in early January and a fuller dataset in the first half of 2026.
  • Arrowhead is expanding its pipeline into the CNS with ARO-MAPT for tauopathies and Alzheimer's, with initial data anticipated in summer next year, alongside partnerships for Huntington's and Parkinson's.
  • Recent partnerships, including a $200 million milestone from Sarepta and a $200 million upfront payment from Novartis, have bolstered the company's financial position.
  • With over $1.2 billion in cash, including $782 million at fiscal year-end, Arrowhead Pharmaceuticals is funded to advance its core programs into 2028.
Dec 3, 2025, 3:30 PM
Arrowhead Discusses Plozasiran Launch, Pipeline Expansion, and Financial Strength
ARWR
Product Launch
New Projects/Investments
  • Arrowhead received approval for its first drug, Plozasiran, targeting Familial Chylomicronemia Syndrome (FCS) and Severe Hypertriglyceridemia (SHTG), with a pricing strategy of $60,000 per year per patient.
  • The company is actively expanding its cardiometabolic pipeline, including a PCSK9 ApoC3 dimer for mixed hyperlipidemia, and ARO-INHBE and ARO-ALK7 for obesity, with initial data for the obesity programs expected in January and fuller data in H1 2026.
  • Arrowhead is also advancing its CNS platform with ARO-MAPT for Alzheimer's and tauopathies, with data expected in mid-next year to validate its TRiM shuttle platform.
  • Strategic partnerships with Sarepta and Novartis have significantly bolstered Arrowhead's financial position, including $800 million upfront and a recent $200 million milestone from Sarepta, and $200 million upfront from Novartis, bringing total cash to over $1.2 billion. This funding provides a runway into 2028 for core programs.
Dec 3, 2025, 3:30 PM
Arrowhead Pharmaceuticals Discusses Plozasiran Launch, Pipeline Expansion, and Strategic Partnerships
ARWR
Product Launch
New Projects/Investments
  • Arrowhead Pharmaceuticals has received approval for its first drug, Plozasiran, which targets Familial Chylomicronemia Syndrome (FCS) and Severe Hypertriglyceridemia (SHTG), with a pricing strategy of $60,000 per year per patient.
  • The company is advancing a diverse pipeline, including a novel PCSK9 ApoC3 dimer for cardiovascular disease, ARO-INHBE and ARO-ALK7 in Phase 1/2 studies for obesity with initial data expected in early January and a fuller dataset in the first half of 2026, and ARO-MAPT for Alzheimer's and tauopathies.
  • Arrowhead has secured significant partnerships, including a recent $200 million milestone payment from Sarepta and a $200 million upfront payment from Novartis for a Parkinson's disease drug. These, combined with its fiscal year-end cash of $782 million, provide over $1.2 billion in cash, funding operations into 2028.
Dec 3, 2025, 3:30 PM
Arrowhead Pharmaceuticals Gains FDA Breakthrough Therapy Designation for Plozasiran
ARWR
Product Launch
New Projects/Investments
  • Arrowhead Pharmaceuticals has received FDA Breakthrough Therapy designation for its investigational drug, plozasiran, which is designed to treat adults with severe hypertriglyceridemia by reducing triglyceride levels.
  • Plozasiran works by blocking apoC-III, a protein that slows fat breakdown, addressing a condition that significantly increases the risk of acute pancreatitis and has limited current treatment options.
  • The company anticipates completing Phase 3 clinical trials by mid-2026 and aims for an FDA approval filing by the end of 2026.
  • While Arrowhead Pharmaceuticals demonstrates strong revenue growth, it continues to face challenges with profitability.
Dec 2, 2025, 12:40 PM
Arrowhead Pharmaceuticals Announces First FDA Approval, Strong FY2025 Financials, and Key Collaborations
ARWR
Product Launch
Earnings
New Projects/Investments
  • Arrowhead Pharmaceuticals achieved a significant milestone with the FDA approval of Redemplo on November 18, 2025, its first approved medicine, indicated for familial chylomicronemia syndrome (FCS). The annual wholesale acquisition cost (WAC) for Redemplo is $60,000.
  • For fiscal year 2025, the company reported $829 million in revenue, driven entirely by license and collaboration agreements, and concluded the year with a strong balance sheet, holding $919 million in cash and investments as of September 30, 2025.
  • The company announced a new global licensing collaboration with Novartis for ArrowSNCA, including a $200 million upfront payment and eligibility for up to $2 billion in future milestone payments. Additionally, a $200 million milestone payment from Sarepta for ARO-DM1 is anticipated in Q1 fiscal year 2026.
  • Pipeline advancements include the initiation of the Phase III Yosemite clinical trial for Zodasiran and the filing of a CTA for a Phase I/II clinical trial of ArrowMapT, Arrowhead's first therapy utilizing a new proprietary CNS delivery system.
Nov 25, 2025, 9:30 PM
Arrowhead Pharmaceuticals Announces Redemplo FDA Approval, Strong FY2025 Financials, and Pipeline Progress
ARWR
Product Launch
Earnings
New Projects/Investments
  • Arrowhead Pharmaceuticals announced the FDA approval of Redemplo on November 18, 2025, for familial chylomicronemia syndrome (FCS), marking its first FDA-approved medicine and transition into a commercial stage. The drug, priced at an annual WAC of $60,000, was commercially launched a week post-approval.
  • For fiscal year 2025, Arrowhead reported $829 million in revenue and a net loss of $2 million. The company's cash and investments stood at $919 million as of September 30, 2025, with a cash runway projected into fiscal year 2028.
  • The company secured a $200 million upfront payment from Novartis for a new ARO-SNCA collaboration and earned a $200 million milestone payment from Sarepta for ARO-DM1. Arrowhead anticipates top-line data for Plozasiran (SHTG) in Q3 2026 and early data for its obesity programs in early January 2026.
  • Bruce Given, Chief Medical Officer, is retiring from day-to-day operations after nearly 15 years, with James Hamilton having already assumed many of his responsibilities.
Nov 25, 2025, 9:30 PM