Arrowhead Pharmaceuticals, Inc. (ARWR)
NASDAQ:ARWR
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-1.2Last Year’s EPS
-1.26Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed a constructive and growth-oriented tone: the REDEMPLO launch is exceeding early expectations with accelerating prescriptions, the company has a broad and innovative clinical pipeline with several near-term catalyst readouts, and a materially strengthened balance sheet provides capital flexibility. Counterbalancing this are the early-stage/commercial sales (net product sales ~ $1M), a quarterly net loss driven by elevated R&D/SG&A spend and dependence on upcoming pivotal readouts for label expansion and commercial scale. On balance, the positives (strong launch momentum, compelling efficacy data to date, global approvals, and significant funding) outweigh the near-term financial and clinical risks.Company Guidance
Strong REDEMPLO Launch Momentum
FDA-approved REDEMPLO launched in Nov 2025 and continues to accelerate: ~30 new prescriptions/week with >400 prescriptions written since launch; prescriptions grew nearly threefold from the start to the end of the fiscal quarter and >40% growth over the most recent 4-week period. Patient mix: ~85% APOC3-class naive; >10% of prescriptions are switches from a competitor.
Clinical Efficacy Signals for Plozasiran
2-year open-label extension data: median triglyceride reductions of 83% in SHTG (SHASTA-2) and 67% in HTG (MUIR); 96% of SHTG patients achieved TG <500 mg/dL, 63% achieved TG <150 mg/dL, and 93% of HTG patients achieved TG <150 mg/dL. No adjudicated acute pancreatitis events observed in patients receiving plozasiran during the 2-year OLE.
Multiple Near-Term Clinical Catalysts
Several important readouts expected in 2H 2026: SHASTA-3 and -4 top-line Phase III plozasiran data (Q3) to support an sNDA for SHTG; first clinical readout of ARO-DIMER-PA (dual siRNA) in Q3; initial ARO-MAPT CNS platform data end of Q3/early Q4; ongoing updates for ARO-INHBE and ARO-ALK7 across H2 2026.
Broad and Innovative Pipeline Expansion
Pipeline exceeds 20 clinical programs across liver, muscle, adipose, CNS and lung, including the first-in-human dual functional siRNA (ARO-DIMER-PA) and a proprietary CNS delivery candidate (ARO-MAPT) designed for subcutaneous delivery across the BBB; expectation of additional dual-dimer candidates in 2027.
Global Regulatory Progress
REDEMPLO approvals in Australia, China and Canada and CHMP positive opinion recommending EU approval; anticipated launches later in 2026 in Canada, select EU countries and the U.K.; Greater China commercialization via Sanofi.
Material Balance Sheet Strengthening
Completed largest fundraising in company history: concurrent public offerings of $700M 0% convertible senior notes and $230M common stock (both several times oversubscribed). Cash and investments nearly $1.8B as of March 31, 2026; brought in over $1B in the quarter including ~$850M net from financing and milestone/payments from partners.
Strategic Business Development
Exclusive license agreement with Madrigal for ARO-PNPLA3: $25M upfront, up to $975M in development/regulatory/sales milestones, plus tiered royalties up to mid-teens; additional ongoing collaborations with Sarepta and Novartis contributing revenue recognition.
Early Commercial and Payer Dynamics Positive
Updated WAC to $45,000/year aimed at simplifying pricing across indications; company reports generally positive payer interactions and emerging coverage policies that accept both genetic and clinical diagnostic pathways for FCS.
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 |
|---|---|---|---|
May 07, 2026 | $77.95 | $72.69 | -6.75% |
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% |
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, Inc. (ARWR) report earnings?
Arrowhead Pharmaceuticals, Inc. (ARWR) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Arrowhead Pharmaceuticals, Inc. (ARWR) earnings time?
Arrowhead Pharmaceuticals, Inc. (ARWR) earnings time is at Aug 06, 2026, After Close (Confirmed).
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What is ARWR EPS forecast?
ARWR EPS forecast for the fiscal quarter 2026 (Q3) is -1.2.