Arrowhead Pharmaceuticals

ARWR

$
40.15
(
-2.7
%)
(
+
-2.7
%)
+
-29.6
%
28.27
Nasdaq

Last Price

11/17/25, 09:30 AM
 EDT

Margin of Safety

Future Compounder
$
28.27

PORTFOLIO CATEGORY

Modeled fair value

Up to 15%
$3.871 billion

Allocation Suggestion

Modeled fair value

Model Basis

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)

Research Deep Dive

Last Updated: