Arrowhead Pharmaceuticals demonstrated strong financial performance and significant progress in its pipeline, particularly with the upcoming launch of Plozasiran and promising data from clinical trials. However, the company faces regulatory uncertainties and market challenges, with a heavy reliance on partnerships for future revenue. The sentiment is generally positive due to the outweighing highlights.

Company Guidance -

Q3 2025

During the Arrow Pharmaceuticals Conference Call, management provided a comprehensive update on the company's progress and future plans. The key highlight was the anticipated commercial launch of plozasiran, a potent triglyceride-lowering agent, later this year, pending regulatory approval. The PDUFA date is set for November 18, 2025, with a Marketing Authorization Application (MAA) submitted to the EMA. Phase III data showed impressive triglyceride reductions of about 80%, with 75% and 50% of patients achieving triglyceride levels below 880 and 500 milligrams per deciliter, respectively. Arrowhead plans to expand into the broader severe hypertriglyceridemia (SHTG) market, with ongoing SHASTA-3, SHASTA-4, and MUIR 3 studies expected to complete enrollment this summer. The company is also advancing its obesity candidates, ARO-INHBE and ARO-ALK7, with initial data expected by the end of 2025. Arrowhead's CNS platform is progressing, with the first candidate targeting the Tau protein for Alzheimer's disease expected to enter the clinic late this year. Financially, the company is strong, with $1.1 billion in cash and investments and a recent deal with Sarepta Therapeutics contributing $825 million in upfront payments and equity investment, supporting operations into 2028.

Strong Financial Performance

Arrowhead reported a net income of $370.4 million for the quarter ended March 31, 2025, compared to a net loss of $125.3 million in the same period of 2024. Revenue for the quarter was $542.7 million, primarily due to the license and collaboration agreement with Sarepta.

Upcoming Launch of Plozasiran

Arrowhead is preparing for the commercial launch of Plozasiran for Familial Chylomicronemia Syndrome (FCS), with a PDUFA date set for November 18, 2025. The company is building its commercial sales team and engaging with payers in anticipation of launch.

Advanced Pipeline and Partnerships

The company highlighted its advanced pipeline with multiple Phase III programs, including SHASTA-3, SHASTA-4, and MUIR-3 for severe hypertriglyceridemia (SHTG) and partnerships with Sarepta and Takeda. The Sarepta deal brought in $500 million upfront and potential milestones exceeding $11 billion.

Encouraging Clinical Data

Plozasiran showed reductions in triglycerides by about 80% from baseline in Phase III studies. The company is also seeing progress with obesity candidates ARO-INHBE and ARO-ALK7, with expected initial data by the end of 2025.

Arrowhead Pharmaceuticals (ARWR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARWR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2025	2025 (Q3)	-0.95 / -	-1.38	―	―	―
May 12, 2025	2025 (Q2)	-0.19 / 2.75	-1.02	369.61% (+3.77)	―
Feb 10, 2025	2025 (Q1)	-0.48 / -1.39	-1.24	-12.10% (-0.15)	―
Nov 26, 2024	2024 (Q4)	-1.12 / -1.36	-1.02	-33.33% (-0.34)	―
Aug 08, 2024	2024 (Q3)	-0.53 / -1.38	-0.96	-43.75% (-0.42)	―
May 09, 2024	2024 (Q2)	-0.47 / -1.02	0.45	-326.67% (-1.47)	―
Feb 06, 2024	2024 (Q1)	-0.80 / -1.24	-0.39	-217.95% (-0.85)	―
Nov 29, 2023	2023 (Q4)	-0.61 / -1.02	-0.8	-27.50% (-0.22)	―
Aug 07, 2023	2023 (Q3)	-0.57 / -0.96	-0.68	-41.18% (-0.28)	―
May 02, 2023	2023 (Q2)	-0.62 / 0.45	0.41	9.76% (+0.04)	―

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 12, 2025	$13.97	$15.28	+9.38%
Feb 10, 2025	$19.92	$18.89	-5.17%
Nov 26, 2024	$21.05	$26.15	+24.23%
Aug 08, 2024	$25.85	$23.41	-9.44%

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 Aug 07, 2025, After Close (Confirmed).

What is Arrowhead Pharmaceuticals (ARWR) earnings time?

Arrowhead Pharmaceuticals (ARWR) earnings time is at Aug 07, 2025, 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 2025 (Q3) is -0.95.

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