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Arrowhead Pharmaceuticals (NasdaqGS:ARWR) Earnings Call Presentation
2026-01-06 16:30
ARO-INHBE Clinical Data - ARO-INHBE achieved a mean maximum reduction of 85% in serum Activin E after a single 400 mg dose, with a maximum observed reduction of 94%[80, 147] - ARO-INHBE monotherapy reduced visceral fat by 9.9% after a single dose at week 16 and 15.6% after two doses at week 24[82, 85, 147] - In obese diabetic patients, ARO-INHBE combined with tirzepatide doubled weight loss compared to tirzepatide alone, showing a 9.4% weight loss at week 16 versus 4.8% with tirzepatide alone[103, 105, 147] - Combination therapy with ARO-INHBE and tirzepatide in obese diabetic patients resulted in a 23.2% reduction in visceral fat, a 15.4% reduction in total fat, and a 76.7% reduction in liver fat, approximately a 3-fold improvement compared to tirzepatide alone across these measures[106, 107, 148] ARO-ALK7 Clinical Data - ARO-ALK7 demonstrated a mean reduction of 88% in ALK7 mRNA, confirming the TRiM platform's ability to silence adipocyte gene expression, with a maximum reduction of 94%[135, 148] - ARO-ALK7 showed a rapid dose-dependent reduction in visceral fat of up to 14% (placebo-adjusted) after a single dose[137, 148] General Summary - Both ARO-INHBE and ARO-ALK7 demonstrated favorable safety profiles in their respective monotherapy and combination therapy trials[113, 139] - The company plans to initiate Phase 2b studies as soon as possible and expand the obesity pipeline with new targets, including dimers[151] - Arrowhead's growth drivers in 2026 and beyond include potential multi-billion-dollar opportunity from Phase 3 studies of plozasiran in severe hypertriglyceridemia, first clinical readout of ARO-DIMER-PA targeting PCSK9 and APOC3 in 2H 2026, and emerging CNS pipeline with systemic delivery via SC administration[155]
Zepbound Boost Gets a Lift From Arrowhead's Drug. The Question Is Whether Patients Will Pay.
Barrons· 2026-01-06 16:26
Arrowhead's experimental therapy helped patients on Lilly's Zepbound lose more weight and visceral fat—but cost and convenience could limit demand. ...
Arrowhead Obesity Drugs Show Significant Fat Loss In Early Human Trials
Benzinga· 2026-01-06 15:32
, Inc. (NASDAQ:ARWR) on Tuesday shared interim results from two Phase 1/2a trials of ARO-INHBE and ARO-ALK7, the company’s investigational RNA interference (RNAi) therapeutics for obesity.Preliminary results showed meaningful reductions in multiple key measures, including visceral fat, total fat, and liver fat.What Is ARO-INHBE and ARO-ALK7 Therapy?Unlike current GLP-1 drugs (like Wegovy or Zepbound) that primarily reduce appetite, these candidates aim to change how the body stores and burns fat by silencin ...
Arrowhead Pharmaceuticals Announces Interim Clinical Data on RNAi-based Obesity Candidates Showing Weight Loss in Obese Patients with Diabetes and Improved Measures of Body Composition
Businesswire· 2026-01-06 12:30
Core Viewpoint - Arrowhead Pharmaceuticals, Inc. announced interim results from two Phase 1/2a clinical trials for ARO-INHBE and ARO-ALK7, investigational RNA interference therapeutics aimed at treating obesity, showing significant reductions in key health measures [1] Group 1: Clinical Trial Results - The preliminary results indicate meaningful reductions in visceral fat, total fat, and liver measurements, highlighting the potential effectiveness of Arrowhead's new approach to obesity treatment [1]
Arrowhead Pharma Unusual Options Activity For January 05 - Arrowhead Pharma (NASDAQ:ARWR)
Benzinga· 2026-01-05 18:01
Financial giants have made a conspicuous bearish move on Arrowhead Pharma. Our analysis of options history for Arrowhead Pharma (NASDAQ:ARWR) revealed 8 unusual trades.Delving into the details, we found 37% of traders were bullish, while 50% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $175,050, and 3 were calls, valued at $257,150.Projected Price TargetsAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing ...
Arrowhead Pharmaceuticals Announces Health Canada Approval of REDEMPLO™ (plozasiran) to Reduce Triglycerides in Adults with Familial Chylomicronemia Syndrome (FCS)
Businesswire· 2026-01-05 12:30
PASADENA, Calif.-(BUSINESS WIRE)---- Sarwr--Arrowhead Pharmaceuticals, Inc. (NASDAQ: ARWR) today announced that Health Canada has issued a Notice of Compliance (NOC) authorizing REDEMPLOâ, ¢ (plozasiran), a small interfering RNA (siRNA) medicine, as an adjunct to diet to reduce triglycerides in adults with familial chylomicronemia syndrome (FCS) for whom standard triglyceride lowering therapies have been inadequate. FCS is a severe, rare disease characterized by triglyceride levels that can be 10 to 100 ti. ...
美国医疗2026 年展望:核心观点、潜力标的、并购动态及关键催化因素-2026 Outlook -- Top Ideas, Hidden Gems, M&A, & Key Catalysts
2025-12-26 02:18
Summary of Key Points from Biotechnology Equity Research Conference Call Industry Overview - The report focuses on the biotechnology sector, specifically highlighting companies with significant potential for growth and upcoming catalysts in 2026. Key Companies and Their Outlook 1. **Dianthus Therapeutics, Inc. (DNTH)** - Market Cap: $1.82 billion - Price Target: $66 - Key catalysts include: - CIDP Phase III interim analysis in Q2 2026 - Initiation of gMG Phase III study in mid-2026 - Phase II MMN topline data in 2H26 - Potential for significant upside based on peak revenue estimates of ~$2 billion across neuromuscular diseases [19][20][24] 2. **Taysha Gene Therapies, Inc. (TSHA)** - Market Cap: $1.50 billion - Price Target: $11 - Focus on pivotal study for TSHA-102 in Rett syndrome with potential for a 6-month interim readout by YE26/1Q27 [26][27] 3. **Tyra Biosciences (TYRA)** - Market Cap: $1.36 billion - Price Target: $32 - Major catalysts include: - Phase III data for achondroplasia in early 2026 - Initial data for IR-NMIBC in 1H26 - Potential to disrupt the market with oral FGFR3 inhibitors [31][35] 4. **Tango Therapeutics, Inc. (TNGX)** - Market Cap: $1.15 billion - Price Target: $14 - Expected to show de-risking data for vopimetostat in combination with RVMD's RAS inhibitors in 2026 [37][40] 5. **ORIC Pharmaceuticals (ORIC)** - Market Cap: $783 million - Price Target: $23 - Key catalysts include dose-optimization data for prostate cancer and validating data from PFE's MEVPRO-1 trial [42][48] 6. **Solid Biosciences (SLDB)** - Market Cap: $463 million - Price Target: $15 - Focus on DMD program with key regulatory feedback expected in 1H26 [49][53] Major Catalysts and Events - **Upcoming Catalysts:** - RARE and MREO Phase III ORBIT final analysis expected in Dec'25/Jan'26 with potential stock movements of +100%/-30% [2] - ALNY, CRSP, and others expected to provide revenue guidance and business plans early in 2026 [1] - Regulatory events including FDA's Rare Disease Day on 2/23/26 [12] - **Drug Launches:** - Expected launches in 2026 include drugs from ALNY, ARWR, KALV, and others targeting various conditions [3] Financial Updates - **Price Target Changes:** - ARWR raised from $67 to $90 - KOD raised from $24 to $39 [6][10] Market Dynamics - **Pricing Stability:** - 2026 net pricing expected to remain stable with current Medicare contracts influencing high gross-to-net (GTN) guidance [12] - **Strategic Interest:** - Potential for M&A activity as companies like ORIC attract interest due to their prostate cancer programs [43] Conclusion - The biotechnology sector is poised for significant developments in 2026, with multiple companies presenting strong investment opportunities based on upcoming catalysts, drug launches, and strategic positioning in the market.
2026美股生物科技板块怎么投资?杰富瑞:关注这6大首选股、7大潜力标的和5大并购目标
智通财经网· 2025-12-24 09:43
Core Insights - Jefferies has released a report on the outlook for the U.S. biotech industry in 2026, highlighting key clinical trial data disclosures, new drug approvals, and policy dynamics that could lead to value re-evaluation for companies in the sector [1] Six Preferred Stocks - Jefferies identified six companies as core recommendations for 2026 based on market catalysts and valuation potential: - Dianthus Therapeutics (DNTH.US), target price $66: Focused on claseprubart for various neuromuscular diseases, with peak revenue estimated at $2 billion [2] - Taysha Gene Therapies (TSHA.US), target price $11: TSHA-102 for Rett syndrome, with peak revenue potential of $2 billion and a key trial data disclosure expected by the end of 2026 [2] - Tyra Biosciences (TYRA.US), target price $32: Dabogratinib for bladder cancer and achondroplasia, with critical data expected next year [3] - Tango Therapeutics (TNGX.US), target price $14: Collaboration with Revolution Medicines for a pancreatic cancer treatment, with data expected in mid-2026 [3] - ORIC Pharmaceuticals (ORIC.US), target price $23: Two potential assets targeting prostate cancer and lung cancer, with key data expected next year [4] - Solid Biosciences (SLDB.US), target price $15: Focused on gene therapy for Duchenne muscular dystrophy, with critical meetings with the FDA planned for 2026 [4] Seven Undervalued Companies - The report also highlighted seven undervalued companies with significant catalysts: - Ultragenyx Pharmaceutical (RARE.US), target price $114: Expected key catalysts in 2026, including data for treatments for osteogenesis imperfecta and Angelman syndrome [5] - Beam Therapeutics (BEAM.US), target price $41: Updates on AATD therapy and SCD therapy expected in 2026, showcasing strong potential [5] - Aurinia Pharmaceuticals (AUPH.US), target price $21: Steady growth in lupus nephritis treatment, with new drug development paths expected to expand growth [6] - Kodiak Sciences (KOD.US), target price $39: Anticipated data from three pivotal trials in 2026, with significant potential for stock volatility [7] - Intellia Therapeutics (NTLA.US), target price $45: Key data for hereditary angioedema therapy expected in mid-2026, with sufficient cash reserves to support operations [7] - Compass Therapeutics (CMPX.US), target price $8: Data for cholangiocarcinoma therapy expected in early 2026, with a significant market opportunity [8] - KalVista Pharmaceuticals (KALV.US), target price $38: First oral treatment for hereditary angioedema expected to see rapid growth in 2026 [8] Five Potential Acquisition Targets - Jefferies identified five companies that may become acquisition targets in 2026 due to their unique assets or market positions: - Arrowhead Pharmaceuticals (ARWR.US): Strong RNAi product line for cardiovascular and metabolic diseases [9] - Celcuity (CELC.US): Unique efficacy of gedatolisib in breast cancer [9] - ORIC Pharmaceuticals: High-value prostate and lung cancer projects [9] - Travere Therapeutics (TVTX.US): Potential for significant market expansion in rare kidney diseases [9] - KalVista Pharmaceuticals: First-mover advantage in oral HAE treatment [9]
Arrowhead Pharmaceuticals to Participate in Upcoming January 2026 Events
Businesswire· 2025-12-23 12:30
PASADENA, Calif.--(BUSINESS WIRE)---- $arwr--Arrowhead Pharmaceuticals, Inc. (NASDAQ: ARWR) today announced that it is scheduled to participate in the following upcoming events: Obesity KOL Webinar – ARO-INHBE and ARO-ALK7 Interim Clinical Data – January 6, 2026 Type: Company KOL Webinar Date/Time: January 6, 2026, 11:30 a.m. EST J.P. Morgan 2026 Healthcare Conference – January 12-15, 2026 Type: Corporate Presentation Date/Time: January 12, 2026, 10:30 a.m. EST Presentation materials and webcast links, i. ...
Arrowhead Pharmaceuticals Reports Inducement Grants under NASDAQ Listing Rule 5635(c)(4)
Businesswire· 2025-12-15 21:30
PASADENA, Calif.--(BUSINESS WIRE)---- $arwr--Arrowhead Pharmaceuticals, Inc. (NASDAQ: ARWR) today announced that as an inducement to entering into employment with the Company, on December 12, 2025, the Company's Board of Directors approved "inducement†grants to 78 new employees under Rule 5635(c)(4) of the NASDAQ Listing Rules. The grants entitle employees, in aggregate, to receive up to 141,310 restricted stock units. The grants are outside the Company's stockholder-approved equity incentive plans and. ...