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Arrowhead Pharmaceuticals, Inc. (ARWR)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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45.45-1.57 (-3.34%)
At close: 04:00PM EDT
45.45 0.00 (0.00%)
After hours: 04:27PM EDT
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  • D
    Don
    FYI, Zacks article from this morning,
    We’re glad to see Arrowhead continue to put additional development candidates into the clinic with the start of the Phase 1/2a trials for ARO-RAGE and ARO-MUC5AC. The company learned a number of things from the ARO-ENaC program that should be transferrable to these new pulmonary programs, thus increasing the probability for a clinically successful outcome. While there haven’t been too many data readouts recently, we anticipate 12 clinical readouts between now and the end of 2023 when including both wholly-owned and partnered assets. Thus, investors should expect a lot of news flow over the next 12-15 months. We have made no changes to our model and our valuation remains at $92 per share.
  • D
    Don
    FYI, In a report released today, Patrick Trucchio from H.C. Wainwright reiterated a Buy rating on Arrowhead Pharmaceuticals (ARWR – Research Report), with a price target of $110.00. The company’s shares closed yesterday at $47.02.
    According to TipRanks, Trucchio is an analyst with an average return of -9.9% and a 39.08% success rate. Trucchio covers the Healthcare sector, focusing on stocks such as Arrowhead Pharmaceuticals, Precision BioSciences, and Alnylam Pharma.
    The word on The Street in general, suggests a Strong Buy analyst consensus rating for Arrowhead Pharmaceuticals with a $71.50 average price target, which is a 52.06% upside from current levels. In a report released yesterday, B.Riley Financial also reiterated a Buy rating on the stock with a $65.00 price target.
  • E
    Evolving123
    A very good time to add or buy ARWR shares on the dip after the strong conference call.
  • T
    Tad
    from twitter via discord: $ARWR $587 millions cash on hand and are waiting for >$800 million milestones in the next 12 months.
    - >$300 millions start phase 3 TAK999
    - $100 millions start phase 3 AMG890
    - $40 millions start phase 2 AROHSD (GSK)
    - $>300 millions start phase 3 JNJ3989
  • W
    Walkoverthestreet
    Interesting news in cancer and close to Arwr HQ.

    “The team had previously shown that PIPKIa stabilizes the p53 protein, allowing it to be active. When PIPKIa was turned off, p53 levels inside the cell fell sharply. In the new study, the team showed that blocking PIPKIa by genetic approaches or a drug triggered cancer cell death by preventing p53 from activating Akt in the cell nucleus.
    “What this means is that drug inhibitors of PIPKIa will reduce mutant p53 levels and block Akt activation in the nucleus, potentially a very powerful one-two punch against cancer cells,” Cryns says. Their team is actively searching for better PIPKIa drug inhibitors that could be used to treat cancers with p53 mutations or abnormally active PI3K/Akt pathway.

    https://scitechdaily.com/cancer-breakthrough-unexpected-link-discovered-between-most-common-cancer-drivers/amp/
    Cancer Breakthrough: Unexpected Link Discovered Between Most Common Cancer Drivers
    scitechdaily.com
  • P
    Piddybull
    Last week's very strong quarterly report illustrates how very Arrowhead remains in expansion mode !
    Once we reach $50 I will possibly reduce buying into these shares.
    So far, buying in at low price has been the very best decision in my recent stock market life.
    12 research reports at 17 months in the near future that are going to be read out.
    Glad I can diversify like this within 1 single company.
    Long and strong !

    Even Madhu is starting to believe in it completely ;-)
  • r
    r
    An intranasal ASO therapeutic targeting SARS-CoV-2:
    We find that the LNA ASO is efficacious in countering all SARS-CoV-2 “variants of concern” tested both in vitro and in vivo. Hence, inhaled LNA ASOs targeting SARS-CoV-2 represents a promising therapeutic approach to reduce or prevent transmission and decrease severity of COVID-19 in infected individuals. LNA ASOs are chemically stable and can be flexibly modified to target different viral RNA sequences and could be stockpiled for future coronavirus pandemics.

    (Scientists at the University of California, Berkeley, have created a new COVID-19 therapeutic that could one day make treating SARS-CoV-2 infections as easy as using a nasal spray for allergies….ARWR should announce their progress, too!)
    Published in Nature Communications August 3
  • J
    JohnUK
    Goldman Sachs analyst Madhu Kumar maintains Arrowhead Pharmaceuticals(NASDAQ:ARWR) with a Buy and raises the price target from $58 to $65.
  • D
    Drop
    Back up to 50% of our high. Good times are coming.
  • j
    j
    The Ph2 APOC3 Shasta-2 trial Study Completion was pushed 15 months on Aug. 4. I assume that pushed its listing on the List of 12 down to 9th.
    Are we setting up for a possible early approval?
    https://clinicaltrials.gov/ct2/history/NCT04720534?A=12&B=13&C=merged#StudyPageTop
    History of Changes for Study: NCT04720534
    clinicaltrials.gov
  • S
    Shep
    Yeah Baby, Blood on the Street "and with the 2Y roughly unchanged, the 2s10s curve inverted to a mindblowing, grotesque 46bps, the biggest inversion since the year 2000, and set to blow that out of the water in the next few days as longer yields continue to sink" AND most of my money is in biotech that is NOT immune to the vagaries of the market, but THE (real) SCIENCE does have a huge impact on the share price and acts in an orthogonal plane to the common market forces.
  • B
    Bourbonisbest
    I don’t post often anymore and I’m known for long ramblings so I apologize in advance. I’ve been busy lately but still hold a sizable position in my opinion.

    Talk of a buyout is interesting but as the master of the bat always said incredibly difficult for it to happen as not many companies out there that can do it.

    Arwr knows what they have and the probability of it working. If the probability is high and the TRIM platform plays out they will have a pretty rapid succession of products coming to the market over an extended period of time.

    Those who say they need a product or two approved to see the value I believe that is accurate as I believe it is severely undervalued currently. The interesting point is when 2 are approved then 4 more will be close and many of those 6 are partnered or have very large potential or both. They also will have potentially another 10 in early to mid stage.

    That said I don’t think the board would approve a sale at current price and if we all wait for two approved the pipeline sets up nicely for an additional approval every 6 months to a year for the foreseeable future.

    I think we all would rather be over a 100 currently, but when the gates open I think it will be interesting.

    One additional point if APOC3 is the first product and it works for the toughest to treat group and proves safety the larger groups become a formality and a dosing question, but those numbers can be calculated.

    As always, know what you own and only invest what you can afford to lose.
    I thought the CC was solid.

    Always in my opinion!

    GLTAL
  • R
    Robert
    Great list, but APOC3 Palisade which started dosing phase 3 January 2022 and is a 13 month study is likely to produce both data and an approval before anything else - it has a very simple primary objective reducing triglycerides from baseline Which it did in phase 1/2 @ 91%.
  • j
    j
    List of 12 from the 2022 Q3 CC:
    We are now emerging from that desert. Between now and the end of next year, I expect at least 12 clinical readouts between our wholly owned and partnered programs. They include the following.
    One, biopsy data from the SEQUOIA study in AAT with fazirsiran.
    Two, phase 1/2 data from ARO-C3 in healthy volunteers and different patient populations.
    Three, phase 1/2 data from ARO-RAGE in healthy volunteers and patients.
    Four, phase 1/2 data from ARO-MUC5AC in healthy volunteers and patients.
    Five, phase 2 data from olpasiran in Amgen's Lp(a) study.
    Sixth, phase 2 data from the ARO-ANG3 Arches-2 study in mixed dyslipidemia.
    Seven, phase 2 data from the ARO-ANG3 GATEWAY study in HoFH.
    Eight, phase 2 data from the ARO-APOC3 Muir study in mixed dyslipidemia.
    Nine, phase 2 data from the ARO-APOC3 SHASTA-2 study in severe hypertriglyceridemia.
    Ten, phase 1 data from ARO-MMP7 in healthy volunteers and possibly IPF patients.
    Eleven, phase 2 data from various Janssen studies of JNJ-3989 in HBV patients; and
    Twelve, phase 1 data from Janssen's NASH study with JNJ-0795.
  • G
    God
    Chardan analyst Keay Nakae raised the firm's price target on Arrowhead Pharmaceuticals to $82 from $80 and keeps a Buy rating on the shares post the Q2 results. Biopsy data from the SEQUOIA study evaluating fazirsiran is now expected to be presented in Q4, Nakae tells investors in a research note. The analyst believes that a conditional approval based on SEQUOIA is still a possibility, "but only if the biopsy data is exceptional."
  • L
    LuckyGuy
    NVAX is down 31%.
    Feel sorry for the investors.
    But there has been plentiful warnings before.
  • T
    Tad
    substantial capital through partnerships over the next 12 to 24 months.
    majority of pipeline wholly owned.
    on average a deal a year....(so one is due as gsk was 2021)
  • T
    Tad
    count this as a strong tell: "If you're looking to compare, what our expected dosing is for instance, MUC and RAGE which are in the clinic now as you know, compare that to ARO-ENaC. So not only are we providing less drug but we're also providing that less frequently. That was three consecutive days every two weeks, and now we're looking at one dose every month or less frequently and a lower dose on top of that. So we feel good that we can thread this needle. And frankly, I don't think – the eye of that needle was terribly, terribly narrow. But look, we'll know more as we start to see knocked down and as we see chronic tox data."ds

    arwr knows how enac performed before shutting it down......this time around they have safety threaded safety through a very wide needle, with a pretty good read on the ko from animal models and enac experience....i'm reading a successful pulmonary franchise with a partner already in negotiations.....

    ca seems unmalleable concerning cardio franchise...so....the right pulmonary partner makes good sense....
  • T
    Tad
    not much new here: Selected Recent Events

    Published results from a Phase 2 clinical study of investigational fazirsiran (TAK-999/ARO-AAT) for the treatment of liver disease associated with alpha-1 antitrypsin deficiency in the New England Journal of Medicine (NEJM) and presented in an oral presentation at The International Liver Congress™ 2022 - The Annual Meeting of the European Association for the Study of the Liver (EASL). Key results included the following:
    Fibrosis regression observed in 58% (7 of 12) of patients receiving 200 mg fazirsiran
    Median reduction of 83% of Z-AAT accumulation in the liver
    Reduction of 69% in histologic globule burden
    Substantial and sustained improvements in clinically relevant biomarkers of liver health
    Hosted a pulmonary research & development (R&D) Day in New York City to discuss the emerging pipeline of pulmonary targeted RNAi therapeutic candidates that leverage the company's proprietary Targeted RNAi Molecule (TRIM™) platform
    Initiated Phase 1/2a clinical studies for two new investigational medicines designed to treat various muco-obstructive and inflammatory pulmonary conditions
    ARO-MUC5AC, an investigational RNAi therapeutic designed to inhibit the production of mucin 5AC (MUC5AC)
    ARO-RAGE, an investigational RNAi therapeutic designed to inhibit the production of Receptor for Advanced Glycation End products (RAGE)
    Initiated the Phase 2 GATEWAY clinical study of ARO-ANG3, Arrowhead's investigational medicine designed to silence the hepatic expression of angiopoietin-like protein 3 (ANGPTL3), in patients with homozygous familial hypercholesterolemia (HoFH)
    Strengthened the management team with the hiring of Tracie Oliver as chief commercial officer and promotion of Patrick O'Brien to chief operating officer
    Formed a joint venture, Visirna Therapeutics, with Vivo Capital to expand the reach of innovative medicines in Greater China
    Broke ground on construction of a new drug manufacturing facility and announced awards of up to $18.5 million in tax incentives from the city of Verona and the Wisconsin Economic Development Corporation
  • y
    yazzster
    I wonder how many investors looked to see if there was news out at 7:30 this morning. You can count me in as 1 that was hopefully anticipating some news release.
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