Arrowhead Pharmaceuticals, Inc.

NasdaqGS:ARWR Rapport sur les actions

Capitalisation boursière : US$10.3b

Arrowhead Pharmaceuticals Gestion

Gestion contrôle des critères 4/4

Le PDG Arrowhead Pharmaceuticals est Chris Anzalone, nommé en Dec2007, a un mandat de 18.5 ans. La rémunération annuelle totale est $ 9.03M, composée du salaire de 10.9% et des bonus 89.1%, y compris les actions et options de la société. détient directement 2.69% des actions de la société, d'une valeur de $ 278.12M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.1 ans et 14.5 ans.

Informations clés

Chris Anzalone

Directeur général

US$9.0m

Rémunération totale

Pourcentage du salaire du PDG10.86%
Durée du mandat du directeur général18.5yrs
Propriété du PDG2.7%
Durée moyenne d'occupation des postes de direction3.1yrs
Durée moyenne du mandat des membres du conseil d'administration14.5yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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).
Article d’analyse 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...
User avatar
Nouveau récit 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

Analyse de la rémunération des PDG

Comment la rémunération de Chris Anzalone a-t-elle évolué par rapport aux bénéfices de Arrowhead Pharmaceuticals?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Chris ($USD 9.03M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).

Rémunération et revenus: La rémunération de Chris a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Chris Anzalone (57 yo)

18.5yrs
Titularisation
US$9,029,861
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
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 datapas de donnéespas de données
Tao Pei
Chief Scientific Officerless than a yearpas de donnéespas de données
Vincent Anzalone
Head of Investor Relations & VPno datapas de donnéespas de données
Howard Lovy
Director of Communications20.8yrspas de donnéespas de données
Bruce Given
Chief Medical Scientist2.3yrsUS$16.34mpas de données
Mark Seefeld
Head of Toxicology & VPno datapas de donnéespas de données
Aaron Tan
Head of Tax4.4yrspas de donnéespas de données
Andy Davis
SVP of Cardiovascular & Head of Metabolic Franchise1.6yrspas de donnéespas de données
3.1yrs
Durée moyenne de l'emploi
61yo
Âge moyen

Gestion expérimentée: L'équipe de direction de ARWR est considérée comme expérimentée (ancienneté moyenne 3.1 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Christopher Anzalone
Chairman18.5yrsUS$9.03m2.69%
$ 278.1m
Mark Davis
Founder and Founder & Director of Insert Therapeutics Inc & Calandono datapas de donnéespas de données
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 datapas de donnéespas de données
Robert Gish
Chairman of Hepatitis B Clinical Advisory Boardno datapas de donnéespas de données
Mauro Ferrari
Independent Director15.8yrsUS$420.68k0.043%
$ 4.5m
Jeffrey Teckman
Member of Alpha-1 Antitrypsin Deficiency Clinical Advisory Boardno datapas de donnéespas de données
Stephen Locarnini
Member of Hepatitis B Clinical Advisory Boardno datapas de donnéespas de données
Johnson Y. Lau
Member of Hepatitis B Clinical Advisory Boardno datapas de donnéespas de données
Carlo Ferrari
Member of Hepatitis B Clinical Advisory Boardno datapas de donnéespas de données
Victoria Vakiener
Independent Director4.1yrsUS$424.43k0.020%
$ 2.0m
14.5yrs
Durée moyenne de l'emploi
67yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la ARWR est chevronné et expérimenté ( 14.5 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/10 12:36
Cours de l'action en fin de journée2026/06/10 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Arrowhead Pharmaceuticals, Inc. est couverte par 28 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ying HuangBarclays
William PickeringBernstein
Jason Matthew GerberryBofA Global Research