Arrowhead Pharmaceuticals

ARWR

Last Price
04/24/26, 09:30 AM
 EDT
$
73.91
(
-0.7
%)
(
+
-0.7
%)
Margin of Safety
+
-61.8
%
Modeled Fair Value
$
28.27
Modeled Fair Value
$3.871 billion
Allocation Group
Future Compounder
Allocation Tier
Coming soon!

Investment Thesis

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Last Refined

August 14, 2025
The current model INCLUDES the following assets and assumptions:
The current model is based on operating metrics, including:
  • Component A: Plozasiran approval in familial chylomicronemia syndrome (FCS) in November 2025
  • Component B: Risk-weighted valuation contributions from plozasiran in SHASTA-3, SHASTA-4, and MUIR-3
The current model EXCLUDES the following assets:
  • Complement-mediated disease assets ARO-C3 and ARO-CFB (phase 2 ready)
  • Zodasiran in homozygous familial hypercholesteremia (HoFH) (phase 3)
  • ARO-INHBE and ARO-ALK7 obesity assets
  • ARO-DIMER-PA in mixed hyperlipidemia (phase 1 ready)
  • ARO-MAPT in Alzheimer's disease (phase 1/2 ready)
  • Plozasiran in SHASTA-5 (label expansion: acute pancreatitis in sHTG) and CAPITAN studies (label expansion: atherosclerotic cardiovascular disease (ASCVD) risk reduction)
  • ARO-RAGE in inflammatory lung diseases (phase 1/2)
  • ARO-PNPLA3 in a subset of metabolic-associated steatohepatitis (MASH) (phase 1)
  • Fazirsiran in alpha-1 antitrypsin (A1AT) liver disease (phase 3, partnered with Takeda)
  • ARO-SNCA in synucleinopathies such as Parkinson's disease (phase 1 ready, licensed to Novartis)
  • Olpasiran in atherosclerotic cardiovascular disease (ASCVD) (phase 3, licensed to Amgen)

SEC Filings