Update shared on08 Sep 2025
Fair value Increased 4.73%The consensus price target for Arrowhead Pharmaceuticals has increased modestly as its Future P/E has risen and Net Profit Margin has declined, resulting in a new analyst fair value of $46.15.
What's in the News
- Arrowhead Pharmaceuticals announced a major global licensing and collaboration agreement with Novartis for ARO-SNCA, its preclinical siRNA therapy for synucleinopathies such as Parkinson’s Disease; the deal includes a $200 million upfront payment to Arrowhead, potential milestones up to $2 billion, and future royalties, with closing expected in the second half of 2025 (Key Developments).
- Arrowhead completed enrollment in its global Phase 3 SHASTA-3, SHASTA-4, and MUIR-3 studies for plozasiran to treat severe hypertriglyceridemia; topline data are expected in mid-2026, and the NDA for familial chylomicronemia syndrome has an FDA PDUFA action date set for November 18, 2025 (Key Developments).
- Arrowhead dosed its first subject in the YOSEMITE Phase 3 trial of zodasiran for homozygous familial hypercholesterolemia, marking its fourth late-stage RNAi program; zodasiran targets ANGPTL3 as a novel approach for lowering LDL cholesterol (Key Developments).
- Arrowhead reached a $100 million milestone payment from Sarepta Therapeutics by achieving the first enrollment target in the Phase 1/2 ARO-DM1 study for type 1 myotonic dystrophy, and expects to trigger an additional $200 million milestone upon hitting the second target by year-end 2025 (Periodicals, Key Developments).
- Sarepta reaffirmed its commitment to meeting financial obligations to Arrowhead despite recent strategic restructuring; Arrowhead retains rights to reclaim assets and IP for ARO-DM1 if future payments are not made, positioning the company with multiple mid-term business development opportunities (Periodicals, Key Developments).
Valuation Changes
Summary of Valuation Changes for Arrowhead Pharmaceuticals
- The Consensus Analyst Price Target has risen slightly from $44.07 to $46.15.
- The Future P/E for Arrowhead Pharmaceuticals has significantly risen from 142.29x to 166.75x.
- The Net Profit Margin for Arrowhead Pharmaceuticals has significantly fallen from 16.06% to 14.17%.
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