Arrowhead Pharmaceuticals, Inc.

NasdaqGS:ARWR 株式レポート

時価総額:US$10.3b

Arrowhead Pharmaceuticals マネジメント

マネジメント 基準チェック /44

Arrowhead Pharmaceuticalsの CEO はChris Anzaloneで、 Dec2007年に任命され、 の在任期間は 18.5年です。 の年間総報酬は$ 9.03Mで、 10.9%給与と89.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の2.69%を直接所有しており、その価値は$ 278.12M 。経営陣と取締役会の平均在任期間はそれぞれ3.1年と14.5年です。

主要情報

Chris Anzalone

最高経営責任者

US$9.0m

報酬総額

CEO給与比率10.86%
CEO在任期間18.5yrs
CEOの所有権2.7%
経営陣の平均在職期間3.1yrs
取締役会の平均在任期間14.5yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
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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.
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

CEO報酬分析

Arrowhead Pharmaceuticals の収益と比較して、Chris Anzalone の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Chrisの 総報酬 ($USD 9.03M ) は、 US市場 ($USD 14.74M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Chrisの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Chris Anzalone (57 yo)

18.5yrs
在職期間
US$9,029,861
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 dataデータなしデータなし
Tao Pei
Chief Scientific Officerless than a yearデータなしデータなし
Vincent Anzalone
Head of Investor Relations & VPno dataデータなしデータなし
Howard Lovy
Director of Communications20.8yrsデータなしデータなし
Bruce Given
Chief Medical Scientist2.3yrsUS$16.34mデータなし
Mark Seefeld
Head of Toxicology & VPno dataデータなしデータなし
Aaron Tan
Head of Tax4.4yrsデータなしデータなし
Andy Davis
SVP of Cardiovascular & Head of Metabolic Franchise1.6yrsデータなしデータなし
3.1yrs
平均在職期間
61yo
平均年齢

経験豊富な経営陣: ARWRの経営陣は 経験豊富 であると考えられます ( 3.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Christopher Anzalone
Chairman18.5yrsUS$9.03m2.69%
$ 278.1m
Mark Davis
Founder and Founder & Director of Insert Therapeutics Inc & Calandono dataデータなしデータなし
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 dataデータなしデータなし
Robert Gish
Chairman of Hepatitis B Clinical Advisory Boardno dataデータなしデータなし
Mauro Ferrari
Independent Director15.8yrsUS$420.68k0.043%
$ 4.5m
Jeffrey Teckman
Member of Alpha-1 Antitrypsin Deficiency Clinical Advisory Boardno dataデータなしデータなし
Stephen Locarnini
Member of Hepatitis B Clinical Advisory Boardno dataデータなしデータなし
Johnson Y. Lau
Member of Hepatitis B Clinical Advisory Boardno dataデータなしデータなし
Carlo Ferrari
Member of Hepatitis B Clinical Advisory Boardno dataデータなしデータなし
Victoria Vakiener
Independent Director4.1yrsUS$424.43k0.020%
$ 2.0m
14.5yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: ARWRの 取締役会 は経験豊富で 経験豊富 です ( 14.5年の平均在任期間)。


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2026/06/10 18:52
終値2026/06/10 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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。28

アナリスト機関
Ying HuangBarclays
William PickeringBernstein
Jason Matthew GerberryBofA Global Research