Stock Analysis

Could Inhaled mRNA Progress Shift Arcturus Therapeutics’ (ARCT) Competitive Edge in Cystic Fibrosis?

  • Arcturus Therapeutics Holdings recently announced interim results from its ongoing Phase 2 trial of ARCT-032, an inhaled mRNA therapy for adults with cystic fibrosis, showing treatment effects over a 28-day dosing period in the second cohort.
  • The data, along with planned longer-term studies and regulatory orphan designations, positions ARCT-032 as a potential option for patients not helped by existing CFTR modulator therapies.
  • We'll examine how the emerging lung function and mucus reduction data from the ARCT-032 trial may influence Arcturus' future outlook.

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Arcturus Therapeutics Holdings Investment Narrative Recap

To be a shareholder in Arcturus Therapeutics, you have to believe in the company’s ability to translate emerging mRNA technology into meaningful therapies for rare diseases like cystic fibrosis and OTC deficiency. The latest ARCT-032 Phase 2 results provide important interim data, but since full efficacy and safety remain unconfirmed until larger and longer trials are run, the news is an incremental step rather than a clear short-term catalyst. The biggest risk remains single-product dependence, leaving near-term share price sensitive to future clinical trial outcomes.

Among recent developments, the positive Phase 2 interim results for ARCT-810, another rare disease program, show a deliberate effort to diversify beyond one core asset. This expansion is relevant as it addresses a fundamental business risk, especially when considering the pipeline concentration highlighted by analysts.

In contrast, investors should be aware that any delay or failure in pivotal trials could sharply impact both future revenues and market confidence, especially when…

Read the full narrative on Arcturus Therapeutics Holdings (it's free!)

Arcturus Therapeutics Holdings' outlook forecasts $289.2 million in revenue and $87.8 million in earnings by 2028. This scenario assumes annual revenue growth of 33.3% and an earnings increase of $148 million from current earnings of -$60.2 million.

Uncover how Arcturus Therapeutics Holdings' forecasts yield a $65.88 fair value, a 471% upside to its current price.

Exploring Other Perspectives

ARCT Community Fair Values as at Oct 2025
ARCT Community Fair Values as at Oct 2025

Simply Wall St Community members set fair values for Arcturus Therapeutics between US$65.88 and US$104.68, across 3 individual forecasts. While community estimates span wide, the company’s dependence on late-stage trial success means outcomes can shift quickly so it helps to explore more than one perspective.

Explore 3 other fair value estimates on Arcturus Therapeutics Holdings - why the stock might be worth just $65.88!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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