Morgan Stanley lowered the firm’s price target on Arrowhead (ARWR) to $78 from $81 and keeps an Equal Weight rating on the shares. Broad pipeline execution continues with multiple readouts expected later this year, including key Phase 3 SHTG data in Q3, the analyst tells investors in a research note. the firm added that while early familial chylomicronemia syndrome launch trends are promising, meaningful sales are not expected in 2026. Published first on TheFly – the ultimate source for real-time, market ...

Arrowhead Pharmaceuticals (NasdaqGS:ARWR) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAndrea Newkirk - SVP of Biotechnology Equity ResearchAndy Davis - SVP and Head of Global Cardiometabolic FranchiseChris Anzalone - President and CEODan Apel - CFOEdward Tenthoff - Managing DirectorJames Hamilton - Chief Medical Officer and Head of R&DJason Gerberry - Managing DirectorJoseph Thome - Managing DirectorMani Foroohar - Managing DirectorMike Ulz - Executive DirectorPatrick Trucchio - ...

Arrowhead Pharmaceuticals (NasdaqGS:ARWR) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAndrea Newkirk - SVP of Biotechnology Equity ResearchAndy Davis - SVP and Head of Global Cardiometabolic FranchiseChris Anzalone - President and CEODan Apel - CFOEdward Tenthoff - Managing DirectorJames Hamilton - Chief Medical Officer and Head of R&DJason Gerberry - Managing DirectorJoseph Thome - Managing DirectorMani Foroohar - Managing DirectorMike Ulz - Executive DirectorPatrick Trucchio - ...

Arrowhead Pharmaceuticals (NasdaqGS:ARWR) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Speaker5Ladies and gentlemen, welcome to the Arrowhead Pharmaceuticals conference call. Throughout today's recorded presentation, all participants will be in a listen-only mode. After the presentation, there will be an opportunity to ask questions. I want to hand the conference over to Vince Anzalone, Vice President of Investor Relations for Arrowhead. Please go ahead, Vince.Speaker8Thank you, Victor. Good afternoo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 _____________________________________ FORM 10-Q _____________________________________ (Mark One) For the quarterly period ended December 31, 2025 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38042 _____________________________________ ARROWHEAD PHARMACEUTICALS, INC. (Exact name of registrant as specified in its charter) _____________ ...

EXHIBIT 99.1 PRESS RELEASE February 5, 2026 Arrowhead Pharmaceuticals Reports Fiscal 2026 First Quarter Results Conference Call and Webcast Today, February 5, 2026 at 4:30 p.m. ET PASADENA, Calif., February 5, 2026 — Arrowhead Pharmaceuticals, Inc. (NASDAQ: ARWR) today announced financial results for its fiscal 2026 first quarter ended December 31, 2025. The Company is hosting a conference call today, February 5, 2026, at 4:30 p.m. ET to discuss the results. • Announced that on November 18, 2025, the U.S. F ...

Privium Fund Management reported a sale of 75,747 shares of Arrowhead Pharmaceuticals (NASDAQ:ARWR) in a February 2 SEC filing, with the estimated trade value at $3.71 million based on quarterly average pricing. What happened According to a SEC filing dated February 2, Privium Fund Management reduced its position in Arrowhead Pharmaceuticals by 75,747 shares in the fourth quarter. The estimated value of this share sale was $3.71 million, based on the mean unadjusted closing price during the quarter. Mean ...

Core Insights - The small nucleic acid drug sector is experiencing a significant surge, marking the beginning of a golden era driven by technological breakthroughs and capital enthusiasm [2][11][22] Industry Developments - On January 5, 2026, Sanofi's APOC3 siRNA drug Plozasiran was approved for domestic market use to treat hyperlipidemia [1] - On January 9, 2026, Rebio Biotech, known as "China's first small nucleic acid stock," successfully listed on the Hong Kong Stock Exchange, with its stock price soaring by 40% on the first day, leading to a market capitalization exceeding 13 billion HKD [1] - China National Pharmaceutical Group announced a 1.2 billion CNY acquisition of Hegia Biotech, securing the world's first clinically validated liver-targeted delivery platform capable of annual dosing [1] Market Trends - The global small nucleic acid drug market has seen nearly 100 business development (BD) collaborations in the past three years, with transaction numbers and amounts increasing annually, reaching over 30 BD deals in 2025 totaling nearly 30 billion USD [4][9] - Notable transactions in 2025 included Novartis acquiring Avidity Biosciences for 12 billion USD and multiple other significant deals involving RNA therapies [7][9] Clinical Advancements - Ionis's APOC3 ASO drug Olezarsen showed promising results in reducing triglyceride levels by up to 72% in patients with severe hypertriglyceridemia, leading to an increase in peak annual sales forecast from 1.5 billion USD to 2.5 billion USD [12] - GSK's ASO therapy Bepirovirsen is expected to be the first drug to achieve functional cure for chronic hepatitis B, with a peak annual sales potential of 2 billion USD [12] Emerging Opportunities - The small nucleic acid drugs are expanding into various therapeutic areas, including obesity and kidney diseases, with promising results from clinical trials demonstrating significant weight loss and metabolic health improvements [13][15] - The number of small nucleic acid drugs in development globally has surpassed 1,200, with siRNA and ASO therapies being the most prominent [17] Strategic Collaborations - Domestic companies are increasingly recognized for their innovative value in small nucleic acid drugs, with active BD transactions, including significant collaborations by Rebio Biotech and other firms [18][21] - Companies like Saintin Biotech are forming strategic partnerships with major pharmaceutical firms to advance their small nucleic acid drug pipelines [19] Conclusion - The convergence of technological advancements, capital influx, and successful clinical outcomes is propelling small nucleic acid drugs into a pivotal position within the pharmaceutical industry, with China poised to become a global innovation hub [22]

Company Overview - Arrowhead Pharmaceuticals, Inc. is a leading RNAi-focused biotechnology company, with its flagship candidate plozasiran targeting the ApoC3 gene to reduce plasma triglyceride levels [2] - The company utilizes its proprietary TRiM™ platform for low-dose, quarterly subcutaneous injections, which allows for the silencing of ApoC3 in liver cells [2] Pipeline and Development - A New Drug Application for plozasiran has been filed for Familial Chylomicronemia Syndrome (FCS), with a PDUFA action date set for November 18, 2025, while Phase 3 trials are ongoing for Severe Hypertriglyceridemia (sHTG) [3] - Arrowhead is also advancing other pipeline candidates, including fazirsiran for Alpha-1 antitrypsin deficiency and early-stage obesity programs ARO-INHBE and ARO-ALK7, demonstrating the versatility of its RNAi platform [3] Financial Position - The company has a robust balance sheet with approximately $900 million in cash and equivalents, providing sufficient funding for its clinical programs [4] - Revenue is primarily generated from partnerships, with recent payments from Sanofi and Sarepta helping to offset high R&D expenditures, which reached $162.4 million in Q3 FY2025 [4] Market Opportunity and Competitive Advantage - Arrowhead's market opportunity is significant, covering cardiometabolic, obesity, and emerging CNS indications, with the TRiM™ delivery platform offering low-frequency dosing and the ability to target novel genes [5] - Near-term catalysts include the PDUFA decision for plozasiran in FCS, sHTG trial readouts, milestone payments, and data from early obesity and CNS programs, positioning Arrowhead for potential value creation and long-term growth [5]

Company Overview - Arrowhead Pharmaceuticals is identified by the ticker symbol ARWR, with a stock price of $64.56 as of the last trading day [3] - The company has approximately 136 million shares outstanding, resulting in a market capitalization of around $9 billion [3] - As of the latest filing, Arrowhead has about $920 million in cash and investments, excluding $200 million from Sarepta that has been invoiced but not yet received, and $200 million from Novartis that has been received but not yet reflected in filings [3] Business Focus - The primary objective of Arrowhead Pharmaceuticals is to bring RNA interference technology to patients [4] - The company has achieved its first commercial launch with the product REDEMPLO, which has been approved in both the U.S. and Canada [4]