Arrowhead Pharmaceuticals (ARWR) 주식 개요
는 미국에서 난치성 질환 치료를 위한 의약품을 개발하는 회사입니다. 자세히 보기
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
Arrowhead Pharmaceuticals, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$77.14 |
| 52주 최고가 | US$82.26 |
| 52주 최저가 | US$14.30 |
| 베타 | 1.29 |
| 1개월 변동 | 11.39% |
| 3개월 변동 | 20.80% |
| 1년 변동 | 403.85% |
| 3년 변동 | 116.87% |
| 5년 변동 | 5.00% |
| IPO 이후 변동 | 48.35% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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.Recent updates
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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...새로운 내러티브 • 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 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 Alpha주주 수익률
| ARWR | US Biotechs | US 시장 | |
|---|---|---|---|
| 7D | -1.0% | -4.9% | -1.0% |
| 1Y | 403.9% | 28.1% | 23.3% |
수익률 대 산업: ARWR은 지난 1년 동안 28.1%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ARWR은 지난 1년 동안 23.3%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ARWR volatility | |
|---|---|
| ARWR Average Weekly Movement | 7.5% |
| Biotechs Industry Average Movement | 10.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: ARWR는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ARWR의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2003 | 711 | Chris Anzalone | arrowheadpharma.com |
는 미국에서 난치성 질환 치료를 위한 의약품을 개발하는 회사입니다. 이 회사의 파이프라인에는 3상 임상시험 중인 아포지단백질 C-III 생산을 감소시키는 플로자시란, 3상 임상시험 중인 안지오포이에틴 유사 단백질 3 생산을 감소시키는 조다시란, 1/2a상 임상시험 중인 이중 기능성 RNAi 분자인 ARO-DIMER-PA, 임상 1상 시험 중인 연구용 RNAi 치료제인 ARO-PNPLA3가 있습니다. 또한 임상 1/2a상 시험에서 INHBE 유전자와 그 분비 유전자 산물인 Activin E의 간 발현을 감소시키기 위한 ARO-INHBE, 임상 1/2a상 시험에서 ACVR1C 유전자의 지방세포 발현을 침묵시키는 ARO-ALK7, 임상 1/2a상 시험에서 진행된 당화 최종 생성물의 수용체 생산을 감소시키는 ARO-RAGE, 연구용 RNAi 기반 치료제인 ARO-MAPT를 개발 중입니다.
Arrowhead Pharmaceuticals, Inc. 기초 지표 요약
| ARWR 기초 통계 | |
|---|---|
| 시가총액 | US$10.31b |
| 순이익 (TTM) | -US$300.91m |
| 매출 (TTM) | US$622.01m |
17.5x
주가매출비율(P/S)-36.1x
주가수익비율(P/E)ARWR는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ARWR 손익계산서 (TTM) | |
|---|---|
| 매출 | US$622.01m |
| 매출원가 | US$0 |
| 총이익 | US$622.01m |
| 기타 비용 | US$922.92m |
| 순이익 | -US$300.91m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -2.14 |
| 총이익률 | 100.00% |
| 순이익률 | -48.38% |
| 부채/자본 비율 | 213.0% |
ARWR의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 01:46 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Arrowhead Pharmaceuticals, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ying Huang | Barclays |
| William Pickering | Bernstein |
| Jason Matthew Gerberry | BofA Global Research |