Arrowhead Pharmaceuticals, Inc. (ARWR)

Over the past six months, Arrowhead Pharmaceuticals' stock has experienced significant movements, with a substantial increase of 336% to 380.93% over the past year. Key events include FDA approval of REDEMPLO, a global licensing agreement with Novartis for ARO-SNCA, milestone payments from Sarepta Therapeutics, analyst upgrades following FDA approval and Q1 profit, Q1 2026 earnings exceeding revenue expectations but missing EPS estimates, insider selling activity, and positive Phase 2 extension data for plozasiran.

The demand for Arrowhead Pharmaceuticals' products and services is not typically subject to traditional seasonal fluctuations. Demand for its medicines is driven by the prevalence and diagnosis of specific medical conditions, rather than seasonal patterns. Revenue is significantly influenced by milestone payments and royalties, which are not inherently seasonal.

Arrowhead Pharmaceuticals, Inc. is a biotechnology company that develops medicines by silencing disease-causing genes, utilizing its proprietary TRiM™ platform. Key products include REDEMPLO™ (plozasiran), approved for familial chylomicronemia syndrome (FCS) and in Phase 3 trials for hypertriglyceridemia, ARO-AAT for liver disease, Zodasiran (ARO-ANG3) in Phase 3 for homozygous familial hypercholesterolemia, ARO-RAGE for pulmonary diseases, ARO-INHBE and ARO-ALK7 for obesity and metabolic diseases, ARO-MAPT for tauopathies, and ARO-DIMER-PA for atherosclerotic cardiovascular disease. Other pipeline programs include ARO-HBV, ARO-LPA, ARO-SNCA, ARO-DM1, ARO-C3, and ARO-CFB.

Arrowhead Pharmaceuticals is headquartered in Pasadena, California, with R&D facilities in Madison and San Diego, and a manufacturing facility in Verona, Wisconsin. Arrowhead Pharmaceuticals Ireland Limited is registered in Dublin, Ireland, with GDPR representatives in Ireland and the United Kingdom.

Arrowhead Pharmaceuticals has maintained a generally positive brand reputation, driven by scientific advancements and pipeline progress. The FDA approval of REDEMPLO was a significant positive event, validating its RNAi platform. Analyst sentiment is largely bullish, with a consensus rating of "Strong Buy". News coverage primarily focuses on clinical trial data, regulatory milestones, and financial performance.

Institutional investors hold a significant majority of Arrowhead Pharmaceuticals' shares, ranging from approximately 67.15% to 82.92%. Top institutional owners include BlackRock, Inc., Vanguard Group Inc., and Avoro Capital Advisors LLC. Individual insider ownership is approximately 3.69% to 9.84%, with notable individual owners including David M. Knott and Christopher Richard Anzalone (CEO).