Arrowhead Pharmaceuticals(US:ARWR) Zhi Tong Cai Jing·2026-01-12 04:22Core Viewpoint - Arrowhead Pharmaceuticals, Inc. has shown a remarkable stock performance in 2025, with a cumulative increase of 253%, outperforming major players like Nvidia and Micron, leading to a target price increase from $70 to $100 by Piper Sandler, indicating a potential upside of 55% from its current price of $64.56 [1] Company Overview - Arrowhead Pharmaceuticals is a California-based biopharmaceutical company focused on developing therapies using RNA interference (RNAi) technology to treat various significant diseases, including cardiovascular metabolic diseases, liver diseases, and viral diseases [1][2] - The company has transitioned from being a purely clinical-stage biotech firm to a commercialized entity with the approval of its first drug, Redemplo, marking a significant milestone in its development [2][3] Product Development - Redemplo is a novel siRNA drug targeting the APOC3 gene, designed to significantly lower triglyceride levels in patients with familial chylomicronemia syndrome (FCS), and has received FDA approval for this indication [3][4] - The approval of Redemplo signifies Arrowhead's shift towards commercialization, with expectations of steady revenue growth and potential expansion into global markets and broader indications [3][4] Market Expectations - Piper Sandler projects that Redemplo will generate sales of at least $625,000 in the U.S. market by Q4 2025, with significant growth anticipated to approximately $12.3 million by 2026 [4] - Morgan Stanley has also raised its target price for Arrowhead from $48 to $81, highlighting the promising clinical data for other treatments in development, which could further enhance the company's value [5] Future Potential - If Redemplo successfully commercializes in the severe hypertriglyceridemia (sHTG) space, its global peak sales could exceed $2 billion, with projections indicating that sales potential could far surpass that of FCS alone by 2031 or beyond [6]