Education
About Us
Working with TipRanks
Follow Us
Arrowhead Pharmaceuticals (ARWR)
NASDAQ:ARWR
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-1.04Last Year’s EPS
2.75Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong positive progress: first product approval and launch (REDEMPLO), robust efficacy data (PALISADE median TG reduction ~80%), significant non-dilutive and dilutive financing activity that strengthened the balance sheet ($1.33B of transactions and ~$917M reported cash), and encouraging early clinical signals across obesity and CNS programs (≈2x weight loss with ARO-INHBE combo; −88% ALK7 mRNA). Offsetting risks include limited early commercial data (only ~100 prescriptions in a 10‑week window), heavy reliance on collaboration/milestone revenue this quarter versus product sales, materially higher operating expenses (+$59M, ~36% YoY), and several programs still early/blinded with data uncertainties. On balance, the highlights—regulatory approvals, commercial launch execution, large financing and advancing pipeline with meaningful early clinical readouts—outweigh the lowlights, which are largely timing, early-stage uncertainty and expected near-term cost increases.Company Guidance
First Regulatory Approval and Commercial Launch of REDEMPLO
FDA approval on Nov 18, 2025 for REDEMPLO in adults with familial chylomicronemia syndrome (FCS); launched independently in the U.S.; product available in channel within days of approval. Over 100 prescriptions received in ~10 weeks of launch across a geographically balanced prescriber base; self-administered 25 mg every 3 months (4 injections/year).
Clinical Efficacy from PALISADE (REDEMPLO)
Phase III PALISADE demonstrated deep and durable TG reductions with a median ~80% reduction from baseline; reductions largely maintained below guideline threshold of 500 mg/dL through 12 months and a lower numerical incidence of adjudicated acute pancreatitis versus placebo.
Multiple International Approvals and Partnerships
REDEMPLO approvals obtained in the U.S., Health Canada and China (NMPA); Arrowhead to market in U.S. and Canada; Sanofi to market in Greater China; potential EU/U.K. launches pending review.
Material Balance Sheet Strengthening — $1.33B Transactions
Completed transactions with gross proceeds of $1.33 billion including $200M Novartis upfront, $200M Sarepta milestone and concurrent public offerings (convertible notes $700M and common stock $230M); convertible notes carry 0% coupon and ~35% initial conversion premium.
Q1 Financial Turnaround — Net Income and Revenue
Net income of $30.8M ($0.22/share) for the quarter ended Dec 31, 2025 vs. net loss of $173.1M prior-year quarter (swing of ~$203.9M). Quarterly revenue of $264M driven primarily by Sarepta and Novartis collaborations (≈$229M Sarepta, $34M Novartis) and first commercial sale of plozasiran.
Robust Cash and Funding Position
Reported cash and investments of $917M as of Dec 31, 2025 (does not include subsequent $200M Sarepta milestone received in January and $50M anniversary payment expected), plus proceeds from early January financings — providing runway to support development and commercialization.
Encouraging Early Obesity and RNAi Delivery Data
ARO-INHBE + tirzepatide produced ~2x greater weight loss at week 16 vs tirzepatide alone in obese T2D patients and ~3x reductions in total, visceral and liver fat (MRI week 12). ARO-ALK7 showed dose-dependent adipose ALK7 mRNA knockdown (mean −88% at 200 mg at week 8, max −94%).
Pipeline Progress — Multiple Clinical Milestones Expected in 2026
Phase III plozasiran (SHASTA-3/4, MUIR-3) blinded portion on schedule to complete mid-2026 with topline data in Q3 2026 and planned sNDA submission for SHTG before year-end. ARO-DIMER-PA first patients dosed (interim data expected H2 2026). ARO-MAPT (CNS TRiM delivery) dosed first subjects with healthy volunteer interim data expected in 2026.
Targeted Enrollment and High-Risk Focus in SHASTA Studies
SHASTA-3/4 enrollment includes substantial high-risk population: 37% of enrolled patients reported TGs >880 mg/dL and 20% had prior history of pancreatitis, supporting relevance for pancreatitis risk assessment and regulatory endpoints.
ARWR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ARWR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $64.64 | $64.52 | -0.19% |
Nov 25, 2025 | $46.79 | $57.71 | +23.34% |
Aug 07, 2025 | $16.06 | $16.42 | +2.24% |
May 12, 2025 | $13.97 | $15.28 | +9.38% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arrowhead Pharmaceuticals (ARWR) report earnings?
Arrowhead Pharmaceuticals (ARWR) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Arrowhead Pharmaceuticals (ARWR) earnings time?
Arrowhead Pharmaceuticals (ARWR) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARWR EPS forecast?
ARWR EPS forecast for the fiscal quarter 2026 (Q2) is -1.04.