Arrowhead Pharmaceuticals, Inc.

NasdaqGS:ARWR 주식 리포트

시가총액: US$10.6b

Arrowhead Pharmaceuticals 경영진

경영진 기준 점검 4/4

Arrowhead Pharmaceuticals CEO는 Chris Anzalone, Dec2007 에 임명되었습니다 의 임기는 18.42 년입니다. 총 연간 보상은 $9.03M, 10.9% 급여 및 89.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $286.50M 가치에 해당하는 회사 주식의 2.69% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3 년과 14.4 년입니다.

핵심 정보

Chris Anzalone

최고경영자

US$9.0m

총 보수

CEO 급여 비율10.86%
CEO 재임 기간18.4yrs
CEO 지분 보유율2.7%
경영진 평균 재임 기간3yrs
이사회 평균 재임 기간14.4yrs

최근 경영진 업데이트

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 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.
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...
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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 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 보수 분석

Chris Anzalone의 보수는 Arrowhead Pharmaceuticals의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Chris의 총 보수(USD9.03M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.80M)보다 낮습니다.

보상과 수익: Chris의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Chris Anzalone (56 yo)

18.4yrs
재임 기간
US$9,029,861
보수

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...


리더십 팀

이름직위재임 기간보수지분
Christopher Anzalone
Chairman18.4yrsUS$9.03m2.69%
$ 286.5m
Daniel Apel
Chief Financial Officer1yrUS$2.33m0.0092%
$ 974.7k
Patrick O'Brien
COO & Secretary3.8yrsUS$3.03m0.24%
$ 25.6m
James Hamilton
Chief Medical Officer and Head of R&Dno dataUS$2.97m0.16%
$ 17.1m
Mark Davis
Founder and Founder & Director of Insert Therapeutics Inc & Calandono data데이터 없음데이터 없음
Tao Pei
Chief Scientific Officerless than a year데이터 없음데이터 없음
Vincent Anzalone
Head of Investor Relations & VPno data데이터 없음데이터 없음
Howard Lovy
Director of Communications20.8yrs데이터 없음데이터 없음
Bruce Given
Chief Medical Scientist2.3yrsUS$16.34m데이터 없음
Mark Seefeld
Head of Toxicology & VPno data데이터 없음데이터 없음
Aaron Tan
Head of Tax4.3yrs데이터 없음데이터 없음
Andy Davis
SVP of Cardiovascular & Head of Metabolic Franchise1.5yrs데이터 없음데이터 없음
3.0yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 관리: ARWR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3 년).


이사회 구성원

이름직위재임 기간보수지분
Christopher Anzalone
Chairman18.4yrsUS$9.03m2.69%
$ 286.5m
Mark Davis
Founder and Founder & Director of Insert Therapeutics Inc & Calandono data데이터 없음데이터 없음
Michael Perry
Independent Director14.4yrsUS$428.18k0.070%
$ 7.4m
William Waddill
Independent Lead Director8.3yrsUS$438.18k0.035%
$ 3.7m
Ching-Lung Lai
Member of Hepatitis B Clinical Advisory Boardno data데이터 없음데이터 없음
Robert Gish
Chairman of Hepatitis B Clinical Advisory Boardno data데이터 없음데이터 없음
Mauro Ferrari
Independent Director15.8yrsUS$420.68k0.043%
$ 4.6m
Jeffrey Teckman
Member of Alpha-1 Antitrypsin Deficiency Clinical Advisory Boardno data데이터 없음데이터 없음
Stephen Locarnini
Member of Hepatitis B Clinical Advisory Boardno data데이터 없음데이터 없음
Johnson Y. Lau
Member of Hepatitis B Clinical Advisory Boardno data데이터 없음데이터 없음
Carlo Ferrari
Member of Hepatitis B Clinical Advisory Boardno data데이터 없음데이터 없음
Victoria Vakiener
Independent Director4yrsUS$424.43k0.020%
$ 2.1m
14.4yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: ARWR의 이사회는 노련하고 경험이 풍부합니다(평균 재임 14.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 21:47
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/09/30

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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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.

분석가기관
Ying HuangBarclays
William PickeringBernstein
Jason Matthew GerberryBofA Global Research