Arrowhead Pharmaceuticals（ARWR）株式概要
アローヘッド・ファーマシューティカルズ社は、難治性疾患の治療薬を米国で開発している。 詳細
ARWR Community Fair Values
Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Pharmaceuticals & Biotech opportunity
Arrowhead Pharmaceuticals, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$72.69 |
| 52週高値 | US$79.48 |
| 52週安値 | US$13.42 |
| ベータ | 1.29 |
| 1ヶ月の変化 | 11.59% |
| 3ヶ月変化 | 16.04% |
| 1年変化 | 457.87% |
| 3年間の変化 | 84.87% |
| 5年間の変化 | -0.19% |
| IPOからの変化 | 39.79% |
最新ニュース
Recent updates
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.Seeking Alpha • Mar 26
Arrowhead Pharmaceuticals: Transition Phase With Moderate Upside Ahead
Summary Arrowhead Pharmaceuticals transitions from a 'show-me' pipeline to commercial stage, with its first approval for plozasiran in FCS. ARWR's valuation reflects a 5% downside, 10-15% base case upside, and up to 40% bull case upside, supporting a cautious buy rating. The investment thesis centers on a robust RNAi platform, late-stage cardiometabolic franchise, and significant near-term catalysts, notably SHTG phase 3 data. Risks include execution on commercialization, reliance on milestone payments, and potential dilution if revenue growth lags expectations. Read the full article on Seeking Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...新しいナラティブ • 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.分析記事 • May 14
Arrowhead Pharmaceuticals, Inc.'s (NASDAQ:ARWR) Shares Bounce 30% But Its Business Still Trails The Industry
Arrowhead Pharmaceuticals, Inc. ( NASDAQ:ARWR ) shareholders are no doubt pleased to see that the share price has...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 AlphaSeeking 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 AlphaSeeking 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株主還元
| ARWR | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -2.8% | 1.2% | 2.1% |
| 1Y | 457.9% | 41.9% | 30.6% |
業界別リターン: ARWR過去 1 年間で41.9 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: ARWR過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。
価格変動
| ARWR volatility | |
|---|---|
| ARWR Average Weekly Movement | 7.0% |
| Biotechs Industry Average Movement | 10.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ARWR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ARWRの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2003 | 711 | Chris Anzalone | arrowheadpharma.com |
米国で難治性疾患治療薬を開発。同社のパイプラインには、第3相臨床試験中のアポリポ蛋白質C-IIIの産生を抑えるPlozasiran、第3相臨床試験中のアンジオポエチン様蛋白質3の産生を抑えるZodasiran、第1/2a相臨床試験中の二重機能性RNAi分子ARO-DIMER-PA、第1相臨床試験中の治験用RNAi治療薬ARO-PNPLA3などがある。また、INHBE遺伝子とその分泌遺伝子産物であるアクチビンEの肝発現を抑制するARO-INHBEを第1/2a相臨床試験で、ACVR1C遺伝子の脂肪細胞発現を抑制するARO-ALK7を第1/2a相臨床試験で、高度糖化最終産物受容体の産生を抑制するARO-RAGEを第1/2a相臨床試験で、そしてRNAiベースの治験薬ARO-MAPTを開発している。さらに、C3の産生を抑制するARO-C3をフェーズ1/2a臨床試験で、CFBの肝発現を抑制するARO-CFBをフェーズ1/2a臨床試験で開発中である。同社は、グラクソスミスクライン・インテレクチュアル・プロパティ（No.3）・リミテッド、武田薬品工業株式会社、アムジェン社、サレプタ・セラピューティクス社との間で共同研究契約およびライセンス契約を締結している。アローヘッド・ファーマシューティカルズ・インクは2003年に設立され、カリフォルニア州パサデナに本社を置いている。
Arrowhead Pharmaceuticals, Inc. 基礎のまとめ
| ARWR 基礎統計学 | |
|---|---|
| 時価総額 | US$10.18b |
| 収益（TTM） | -US$300.91m |
| 売上高(TTM) | US$622.01m |
16.4x
P/Sレシオ-33.8x
PER（株価収益率ARWR は割高か？
公正価値と評価分析を参照収益と収入
| ARWR 損益計算書（TTM） | |
|---|---|
| 収益 | US$622.01m |
| 売上原価 | US$0 |
| 売上総利益 | US$622.01m |
| その他の費用 | US$922.92m |
| 収益 | -US$300.91m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -2.15 |
| グロス・マージン | 100.00% |
| 純利益率 | -48.38% |
| 有利子負債／自己資本比率 | 211.3% |
ARWR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/10 17:16 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Arrowhead Pharmaceuticals, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Ying Huang | Barclays |
| William Pickering | Bernstein |
| Jason Matthew Gerberry | BofA Global Research |