Arrowhead Pharmaceuticals (ARWR)
Develops targeted RNAi medicines and markets REDEMPLO for familial chylomicronemia syndrome.
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Develops RNA interference medicines with its TRiM platform and sells REDEMPLO for familial chylomicronemia syndrome. Revenue combines product sales with licensing, milestones and royalties from partnered programs, while wholly owned candidates span cardiometabolic, obesity, pulmonary and central nervous system targets.
Develops and commercializes RNA interference medicines using TRiM, a ligand-mediated platform designed to deliver small interfering RNA to specific cell types. REDEMPLO (plozasiran), its first commercial product, treats familial chylomicronemia syndrome and is approved in the United States, Canada, China, Australia and the European Union; Sanofi holds Greater China rights.
Advances wholly owned programs including plozasiran for severe hypertriglyceridemia, zodasiran for inherited high cholesterol, ARO-INHBE and ARO-ALK7 for obesity, ARO-RAGE for pulmonary disease and ARO-MAPT for neurological disease. Its portfolio also includes candidates licensed to Sarepta, Amgen, Takeda, GSK, Novartis and Madrigal.
Combines discovery, clinical development, commercialization and growing in-house oligonucleotide manufacturing. Product sales coexist with collaboration payments and royalties, while trial outcomes, regulatory approvals and partners' development decisions govern much of the pipeline's economics.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | Citigroup | Initiate | Rating: — | |
| Aug 31, 2026 | RBC Capital | Reiterate | Rating: —Target: $80 | Target: $100 |
| Aug 6, 2026 | H.C. Wainwright | Target | Target: $115 | Target: $120 |
| Aug 5, 2026 | Stifel Nicolaus | Target | Target: $98 | Target: $104 |
| Jul 27, 2026 | H.C. Wainwright | Target | Target: $100 | Target: $115 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.60B · Total debt $864.1M · Total assets $2.11B · Shareholders' equity $465.5M
- Revenue
- $75.3M
- Operating income
- −$170.1M
- Net income
- −$194.3M
No dividends on record.
| Institutions | ≈ 83.14% | 117.44M shares | |
|---|---|---|---|
| 523 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.32% | 1.86M shares | |
| 13 holders · as of Aug 20, 2026 | |||
| Other | ≈ 15.54% | 21.95M shares | |
| remainder | |||
141.25M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.50% | 14.83M | as of Jun 30, 2026 |
Avoro Capital Advisors LLCInstitution | 8.04% | 11.36M | as of Jun 30, 2026 |
FMR LLCInstitution | 5.69% | 8.04M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.50% | 6.35M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.33% | 6.11M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Adeoye Y. Olukotun | director | −2,000 | $86.96 |
| Aug 18, 2026 | Michael S. Perry | director | −11,600 | $87.30 |
| May 12, 2026 | Hongbo Lu | director | −2,970 | $76.88 |
| Apr 23, 2026 | James C. Hamilton | officer: Chief Medical Officer | −10,000 | $75.00 |
| Apr 22, 2026 | Daniel Joseph Apel | officer: Chief Financial Officer | −13,095 | $71.35 |
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The dominant commercial RNAi pure-play with six approved medicines.
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Direct FCS/sHTG commercial rival with an active patent suit against plozasiran.
- Novartis (ADR)
Global pharma with the leading Phase 3 DM1 RNA program via Avidity acquisition.
- Wave Life Sciences
Multi-modal RNA medicines peer; direct AATD overlap with fazirsiran.
- Silence Therapeutics (ADR)
UK-based GalNAc-siRNA liver platform; Phase 3-ready Lp(a) and ANGPTL3 programs.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arrowhead Pharmaceuticals | $71.94 | +4.58% | $9.69B | — | — | 14.5 | +171.0% |
| Alnylam Pharmaceuticals | $253.50 | +3.76% | $32.69B | 41.3 | 30.1 | 6.8 | +66.9% |
| Ionis Pharmaceuticals | $45.67 | +1.71% | $7.46B | — | — | 8.5 | −40.7% |
| Novartis (ADR) | $141.32 | +0.24% | $267.96B | 21.3 | 15.0 | 4.8 | +0.9% |
| Wave Life Sciences | $4.36 | +2.35% | $838.4M | — | — | 12.8 | −73.9% |
| Silence Therapeutics (ADR) | $12.38 | +1.05% | $578.6M | — | — | 941.9 | −38.8% |
| Median | 31.3 | 22.6 | 8.5 | −38.8% |