Arrowhead Pharmaceuticals, Inc.

Informe acción NasdaqGS:ARWR

Capitalización de mercado: US$10.3b

Arrowhead Pharmaceuticals Dirección

Dirección controles de criterios 4/4

El CEO de Arrowhead Pharmaceuticals es Chris Anzalone , nombrado en Dec 2007, tiene una permanencia de 18.5 años. compensación anual total es $9.03M, compuesta por 10.9% salario y 89.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 2.69% de las acciones de la empresa, por valor de $278.12M. La antigüedad media del equipo directivo y de la junta directiva es de 3.1 años y 14.5 años, respectivamente.

Información clave

Chris Anzalone

Chief Executive Officer (CEO)

US$9.0m

Compensación total

Porcentaje del salario del CEO10.86%
Permanencia del CEO18.5yrs
Participación del CEO2.7%
Permanencia media de la dirección3.1yrs
Promedio de permanencia en la Junta Directiva14.5yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 08

ARWR: Cardiometabolic RNAi Readouts And Licensing Will Drive Future Repricing

Arrowhead Pharmaceuticals' updated analyst price target moves to $46, up from $35, as analysts factor in modestly higher long term growth and margin assumptions, along with a slightly lower discount rate, while keeping fair value unchanged at $110. Analyst Commentary Recent Street research around Arrowhead points to a constructive shift in tone, with a series of bullish analysts highlighting upside drivers tied to execution on the pipeline and the broader biotech backdrop.
Actualización de narrativa May 25

ARWR: Cardiometabolic RNAi Data And Licensing Will Drive Future Repricing

Analysts have raised Arrowhead Pharmaceuticals' average price target by $11 to $46, citing a stronger sector backdrop, healthier biotech funding conditions, and reassessed growth and profitability assumptions. These are reflected in higher revenue growth expectations and a slightly higher future P/E multiple.
Seeking Alpha May 12

Arrowhead Pharmaceuticals: A True Inflection Point Has Arrived

Summary Arrowhead Pharmaceuticals presents a compelling bull case with a strong pipeline and a new commercialization status thanks to REDEMPLO FDA approval. ARWR’s cardiometabolic pipeline, including REDEMPLO’s potential updating and ARO-DIMER-PA’s dual-target RNAi, supports future growth and market reach. The CNS drug ARO-MAPT that targets tauopathies linked to diseases like Alzheimer's will produce Phase 1 data in 2H 2026. This could drive a positive valuation rerating for ARWR. Financials reflect some commercialization growing pains, but a robust $1.8B balance sheet, the pipeline, strategic partnerships, and leadership suggest investor optimism will be rewarded. Read the full article on Seeking Alpha
Actualización de narrativa May 07

ARWR: Cardiometabolic RNAi Data And Licensing Progress Will Drive Future Repricing

Analysts have raised their Arrowhead Pharmaceuticals price target by $12 to $110, citing updated assumptions for a less severe revenue contraction, higher projected profit margins, and a lower forward P/E estimate in recent research. Analyst Commentary Recent Street research on Arrowhead Pharmaceuticals has reflected a mix of caution and renewed optimism, with several bullish analysts focusing on price target changes, upgrades, and the implications for valuation and execution risk.
Actualización de narrativa Apr 21

ARWR: Wave Data Concerns Will Test Sustainability Of Recent Share Price Rebound

Arrowhead Pharmaceuticals' analyst price target has edged higher by about $0.26 to $42.57, with analysts pointing to updated views on profit margins and P/E assumptions following a mix of recent target raises and trims across the Street. Analyst Commentary Recent Street research on Arrowhead Pharmaceuticals reflects a split view, with some firms lifting targets sharply and others trimming expectations.
Actualización de narrativa Apr 06

ARWR: RNAi Obesity And Cardiometabolic Data Will Drive Future Repricing

Narrative update on Arrowhead Pharmaceuticals The consensus analyst price target for Arrowhead Pharmaceuticals has been adjusted to $110. This reflects mixed recent research that pairs questions around Wave Life Sciences data with higher targets from several firms citing early obesity program results and the Redemplo launch.
Actualización de narrativa Mar 23

ARWR: Obesity RNAi Data And Cardiometabolic Franchise Will Drive Future Repricing

Analysts have updated their views on Arrowhead Pharmaceuticals with a revised blended price target of $110. This reflects mixed shifts in assumptions around discount rate, revenue growth, profit margins and future P/E after recent obesity and cardiometabolic data, as well as the Redemplo launch.
Actualización de narrativa Mar 09

ARWR: Obesity RNAi Data Will Test Sustainability Of Recent Share Price Rebound

Analysts have reduced their blended price target on Arrowhead Pharmaceuticals by about $2 to reflect a lower fair value estimate of $42.31. This incorporates more cautious assumptions on near term revenue growth and margins, even as recent research notes highlight supportive early obesity data and emerging cardiometabolic opportunities.
Actualización de narrativa Feb 22

ARWR: Obesity And Cardiometabolic Pipeline Progress Will Drive Future Repricing

Narrative Update: Arrowhead Pharmaceuticals The updated analyst price framework for Arrowhead Pharmaceuticals keeps fair value at $110 while trimming implied future P/E assumptions, reflecting analysts' mixed but generally constructive reaction to recent obesity and cardiometabolic data and the Redemplo launch. Analyst Commentary Recent research updates on Arrowhead Pharmaceuticals cluster around two themes you should keep in mind: confidence in the obesity and cardiometabolic pipeline, and growing interest in the early commercial rollout of Redemplo.
Artículo de análisis Feb 12

Arrowhead Pharmaceuticals' (NASDAQ:ARWR) Strong Earnings Are Of Good Quality

Arrowhead Pharmaceuticals, Inc.'s ( NASDAQ:ARWR ) earnings announcement last week was disappointing for investors...
Actualización de narrativa Feb 08

ARWR: Obesity Pipeline Progress Will Drive Future Repricing In My View

Analysts raised their fair value estimate for Arrowhead Pharmaceuticals to $110 from $80 as they incorporate updated assumptions on Redemplo's launch, initial obesity pipeline data, and a lower projected future P/E multiple, while also reflecting slightly higher risk and more conservative expectations for revenue growth. Analyst Commentary Bullish analysts are leaning into Arrowhead's transition from a pure development story toward one with its first approved product and an emerging obesity pipeline, and they are adjusting their models to reflect both assets.
Actualización de narrativa Jan 25

ARWR: Early Obesity RNAi Data Will Challenge Durability Of Recent Share Repricing

Narrative update on Arrowhead Pharmaceuticals The updated analyst price target for Arrowhead Pharmaceuticals shifts to reflect a fair value of $44.02. Analysts point to Redemplo's approval and launch, early data from the ARO INHBE and ARO ALK7 obesity programs, and increased confidence in the pipeline as key factors in their revised outlook.
Actualización de narrativa Jan 11

ARWR: Obesity RNAi Data Will Test Sustainability Of Recent Share Repricing

Arrowhead Pharmaceuticals' analyst fair value estimate moved from $17.00 to about $44.94, as analysts cited early obesity trial data for ARO INHBE and ARO ALK7, validation of the TRiM RNAi platform, and the first FDA approval of Redemplo as key reasons for higher price targets in the US$80 range. Analyst Commentary Street research around Arrowhead has tilted more constructive around the obesity franchise, with multiple firms lifting their fair value estimates into the US$80 range after the initial ARO INHBE and ARO ALK7 data.
Actualización de narrativa Dec 18

ARWR: Upcoming SHTG Readouts Will Temper Optimism Despite Recent Cardiometabolic Progress

Analysts have raised their price targets on Arrowhead Pharmaceuticals by roughly $6 to the mid $40s to low $60s range, citing the FDA approval of Redemplo, a strengthened commercial outlook in familial chylomicronemia syndrome and sHTG, and underappreciated long term cost and margin advantages. Analyst Commentary Bullish analysts view Redemplo's FCS approval as a key de-risking event that supports higher valuation multiples and justifies recent price target increases into the high $40s to low $60s range.
Actualización de narrativa Dec 04

ARWR: Upcoming SHTG Data Will Likely Undermine Optimistic Cardiometabolic Expectations

Analysts have nudged their average price target on Arrowhead Pharmaceuticals higher to about $58 from $55, citing the FDA approval of Redemplo, expectations for a broader sHTG label, and underappreciated long term cost and margin advantages. Analyst Commentary Research coverage following the Redemplo approval has generally tilted positive, with several firms lifting their price targets and highlighting both the commercial opportunity in sHTG and Arrowhead's long term margin profile.
Artículo de análisis Dec 02

Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR) Stock Catapults 33% Though Its Price And Business Still Lag The Industry

Arrowhead Pharmaceuticals, Inc. ( NASDAQ:ARWR ) shares have continued their recent momentum with a 33% gain in the last...
Actualización de narrativa Nov 20

ARWR: FDA Milestone Will Drive Cost Advantage In Cardiometabolic Markets

Analysts have raised Arrowhead Pharmaceuticals' fair value estimate from $47.50 to $55.00 per share after the FDA approved Redemplo and expressed increased confidence in the company's commercial execution and cost advantages. Analyst Commentary Following the recent FDA approval of Redemplo, analysts have provided updated perspectives on Arrowhead Pharmaceuticals' valuation and prospects.
Actualización de narrativa Nov 06

ARWR: Expect Cost Efficiency To Drive Competitive Advantage In Upcoming Metabolic Trials

Analysts have significantly raised their price target for Arrowhead Pharmaceuticals, increasing it from $38 to $61 per share. They cite structural cost advantages and an underappreciated long-term gross margin potential as key factors for this change.
Actualización de narrativa Oct 22

Analysts Boost Arrowhead Pharmaceuticals Price Target Amid Cost Advantages and Strategic Partnerships

Arrowhead Pharmaceuticals' analyst price target has been raised from $45 to $47.50 per share. Analysts highlight the company's structural cost advantages and improved margin outlook.
Artículo de análisis Oct 07

What Arrowhead Pharmaceuticals, Inc.'s (NASDAQ:ARWR) 29% Share Price Gain Is Not Telling You

Despite an already strong run, Arrowhead Pharmaceuticals, Inc. ( NASDAQ:ARWR ) shares have been powering on, with a...
Actualización de narrativa Oct 05

RNAi Pipeline Will Unlock Emerging Markets Despite Regulatory Risks

Analysts have slightly lowered their price target for Arrowhead Pharmaceuticals from $46.15 to $45.00, citing ongoing concerns following recent strategic divestitures by partners and modest shifts in the company's projected financials. Analyst Commentary Recent analyst research provides a mixed outlook for Arrowhead Pharmaceuticals following notable events involving partner Sarepta Therapeutics.
Actualización de narrativa Sep 08

RNAi Pipeline Will Unlock Emerging Markets Despite Regulatory Risks

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).
Artículo de análisis Aug 21

Improved Revenues Required Before Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR) Stock's 37% Jump Looks Justified

The Arrowhead Pharmaceuticals, Inc. ( NASDAQ:ARWR ) share price has done very well over the last month, posting an...
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Nueva narrativa May 18

Plozasiran Launch Will Transition Biotech Focus Despite Regulatory Hurdles

Transition to a commercial stage with plozasiran could significantly boost future revenues and improve margins through successful product launches.
Seeking Alpha Mar 21

Arrowhead Pharmaceuticals Is Finally Arriving

Summary Arrowhead Pharmaceuticals, Inc. has streamlined its focus, now boasting 19 clinical programs, including 4 phase 3 trials and 4 phase 2 trials. Plozasiran shows superior results in triglyceride reduction and dosing frequency compared to its main competitor, Olezarsen, with a pivotal PDUFA date on November 18. ARWR's strong financial position is bolstered by a recent deal with Sarepta, extending its cash runway into 2028. Despite competition from Ionis' Olezarsen, ARWR's promising data and strategic partnerships make it a compelling long-term investment in RNAi therapeutics. Read the full article on Seeking Alpha
Seeking Alpha Feb 19

Arrowhead Pharmaceuticals: Progress During Adverse Market Conditions

Summary Arrowhead Pharmaceuticals is executing on the clinical and regulatory side during adverse market conditions for biotech companies and genetic stocks in particular. Zodasiran is back in the clinic with a phase 3 trial plan in homozygous familiar hypercholesterolemia patients. We could see as many as three phase 1/2 readouts this year from programs that were recently partnered with Sarepta, and ARO-DM1 program milestones point to registrational intent. Plozasiran is ready to launch for the treatment FCS, two obesity programs will be in the clinic this year, and new programs are coming into the clinic. Stock could remain under pressure in the near-term, but improved financial outlook and pipeline progress put the company in a strong position to deliver long-term shareholder gains. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

Cautious On Arrowhead Pharmaceuticals' FDA NDA Acceptance Due To Valuation Concerns

Summary Arrowhead Pharmaceuticals has an interesting TRiM RNAi platform that could eventually let it tap into large TAMs across several markets. They recently received the FDA NDA acceptance for Plozasiran, which is probably one of its most bullish events at this point. In addition, they secured a large deal with SRPT. Moreover, ARWR does have a diversified pipeline of drugs targeting lipid disorders, obesity, cardiovascular, and pulmonary conditions. Unfortunately, I have some valuation concerns. ARWR trades at a high P/S, and its cash burn remains elevated. This could become an issue if they have any setbacks. This is why I lean neutral on ARWR for now, giving it a “Hold.” But I do believe the stock could be a great buy on dips if they happen. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Chris Anzalone en comparación con los beneficios de Arrowhead Pharmaceuticals?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$301m

Dec 31 2025n/an/a

US$202m

Sep 30 2025US$9mUS$981k

-US$2m

Jun 30 2025n/an/a

-US$148m

Mar 31 2025n/an/a

-US$144m

Dec 31 2024n/an/a

-US$640m

Sep 30 2024US$12mUS$951k

-US$599m

Jun 30 2024n/an/a

-US$539m

Mar 31 2024n/an/a

-US$471m

Dec 31 2023n/an/a

-US$297m

Sep 30 2023US$10mUS$903k

-US$205m

Jun 30 2023n/an/a

-US$181m

Mar 31 2023n/an/a

-US$150m

Dec 31 2022n/an/a

-US$155m

Sep 30 2022US$12mUS$863k

-US$176m

Jun 30 2022n/an/a

-US$154m

Mar 31 2022n/an/a

-US$112m

Dec 31 2021n/an/a

-US$183m

Sep 30 2021US$25mUS$837k

-US$141m

Jun 30 2021n/an/a

-US$126m

Mar 31 2021n/an/a

-US$110m

Dec 31 2020n/an/a

-US$103m

Sep 30 2020US$14mUS$786k

-US$85m

Jun 30 2020n/an/a

-US$24m

Mar 31 2020n/an/a

US$10m

Dec 31 2019n/an/a

US$53m

Sep 30 2019US$2mUS$674k

US$68m

Compensación vs. Mercado: La compensación total de Chris($USD9.03M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.74M).

Compensación vs. Ingresos: La compensación de Chris ha sido consistente con los resultados de la empresa en el último año.


CEO

Chris Anzalone (57 yo)

18.5yrs
Permanencia
US$9,029,861
Compensación

Dr. Christopher R. Anzalone, also known as Chris, Ph D., has been the Chief Executive Officer and President at Arrowhead Pharmaceuticals, Inc. since December 1, 2007 and serves as its Chairman. He serves a...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Christopher Anzalone
Chairman18.5yrsUS$9.03m2.69%
$ 278.1m
Daniel Apel
Chief Financial Officer1.1yrsUS$2.33m0.0092%
$ 946.1k
Patrick O'Brien
COO & Secretary3.9yrsUS$3.03m0.24%
$ 24.8m
James Hamilton
Chief Medical Officer and Head of R&Dno dataUS$2.97m0.16%
$ 16.6m
Mark Davis
Founder and Founder & Director of Insert Therapeutics Inc & Calandono datasin datossin datos
Tao Pei
Chief Scientific Officerless than a yearsin datossin datos
Vincent Anzalone
Head of Investor Relations & VPno datasin datossin datos
Howard Lovy
Director of Communications20.8yrssin datossin datos
Bruce Given
Chief Medical Scientist2.3yrsUS$16.34msin datos
Mark Seefeld
Head of Toxicology & VPno datasin datossin datos
Aaron Tan
Head of Tax4.4yrssin datossin datos
Andy Davis
SVP of Cardiovascular & Head of Metabolic Franchise1.6yrssin datossin datos
3.1yrs
Permanencia media
61yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ARWR se considera experimentado (3.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Christopher Anzalone
Chairman18.5yrsUS$9.03m2.69%
$ 278.1m
Mark Davis
Founder and Founder & Director of Insert Therapeutics Inc & Calandono datasin datossin datos
Michael Perry
Independent Director14.5yrsUS$428.18k0.070%
$ 7.2m
William Waddill
Independent Lead Director8.4yrsUS$438.18k0.035%
$ 3.6m
Ching-Lung Lai
Member of Hepatitis B Clinical Advisory Boardno datasin datossin datos
Robert Gish
Chairman of Hepatitis B Clinical Advisory Boardno datasin datossin datos
Mauro Ferrari
Independent Director15.8yrsUS$420.68k0.043%
$ 4.5m
Jeffrey Teckman
Member of Alpha-1 Antitrypsin Deficiency Clinical Advisory Boardno datasin datossin datos
Stephen Locarnini
Member of Hepatitis B Clinical Advisory Boardno datasin datossin datos
Johnson Y. Lau
Member of Hepatitis B Clinical Advisory Boardno datasin datossin datos
Carlo Ferrari
Member of Hepatitis B Clinical Advisory Boardno datasin datossin datos
Victoria Vakiener
Independent Director4.1yrsUS$424.43k0.020%
$ 2.0m
14.5yrs
Permanencia media
67yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de ARWR son experimentados ( 14.5 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/10 14:06
Precio de las acciones al final del día2026/06/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Arrowhead Pharmaceuticals, Inc. está cubierta por 28 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ying HuangBarclays
William PickeringBernstein
Jason Matthew GerberryBofA Global Research