Arrowhead Pharmaceuticals, Inc. (ARWR)

Arrowhead Pharmaceuticals' stock has been impacted by several key events in the past six months. The company reported mixed Q3 2025 results, with revenue surpassing estimates but EPS falling short, leading to a stock decline. Revenue was boosted by milestone payments from Sarepta Therapeutics and Sanofi. A significant upcoming event is the U.S. PDUFA date for plozasiran. There have been updates on the ARO-DM1, ARO-INHBE, and ARO-ATXN2 studies, and a request for regulatory clearance was filed for ARO-DIMER-PA. Analyst ratings have been reiterated with Buy ratings and price targets. The stock reached a 52-week high on September 30, 2025, and October 22, 2025. Sarepta's restructuring had a negative impact on Arrowhead's stock price.

Arrowhead Pharmaceuticals' revenue is primarily derived from collaboration and licensing agreements, as well as milestone payments, rather than direct product sales. Therefore, traditional demand seasonality is not directly applicable to ARWR. The company's financial performance is more closely tied to the progress of its clinical pipeline, regulatory approvals, and the achievement of development milestones.

Arrowhead Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company based in Pasadena, California, specializing in RNAi therapeutics. The company focuses on therapies for serious diseases by silencing specific genes and its revenue is generated through collaborations and licensing agreements. Key programs include plozasiran for hypertriglyceridemia, olpasiran for cardiovascular disease, fazirsiran for liver disease, and zodasiran for Homozygous Familial Hypercholesterolemia, among others.

Arrowhead Pharmaceuticals is based in Pasadena, California, and develops medicines for intractable diseases in the United States. Its geographic reach extends through collaborations and licensing agreements with companies like Janssen, Amgen, Sanofi (Greater China), and GSK (outside Greater China).

Arrowhead Pharmaceuticals has maintained a generally positive brand reputation in the past year, particularly within the biotechnology sector. Analyst sentiment is a "Moderate Buy" with a target upside of 13.60%, and crowd wisdom indicates a "Very Positive" sentiment. The mixed Q3 2025 earnings report and positive clinical trial updates and strategic partnerships have affected investor perception. The company's "20 in 25" initiative reflects a strong commitment to growth and innovation.

Major owners of Arrowhead Pharmaceuticals include public companies and individual investors (52.45%), State Street Corp. (5.05%), individuals (4.85%), and other institutional investors (0.34%). Western Financial Corp/CA initiated a new position as of September 30, 2025. Currently, no hedge funds are holding shares in ARWR.