Arrowhead Pharmaceuticals has made significant progress in its clinical pipeline and strategic partnerships, with several promising developments, such as the full enrollment of key studies and a substantial deal with Sanofi. However, the negative impact of Sarepta's restructuring on Arrowhead's stock price and increased operating expenses are notable concerns. The overall sentiment is cautiously optimistic, given the strong financial position and upcoming milestones.

Company Guidance -

Q4 2025

During Arrowhead Pharmaceuticals' fiscal 2025 third-quarter conference call, the company provided comprehensive guidance on several key metrics. The management highlighted the progress with plozasiran, which has a U.S. PDUFA date set for November 18, 2025, and is actively enrolling its Phase III trials targeting severe hypertriglyceridemia (SHTG), with over 2,200 patients enrolled across 24 countries. The company also initiated a Phase III study for zodasiran and achieved full enrollment for its late-stage candidates, including fazirsiran and olpasiran, which are being developed in partnership with Takeda and Amgen, respectively. Arrowhead's financial position was strengthened by a $100 million milestone payment from Sarepta, with anticipation of an additional $200 million payment by year-end. Moreover, the company announced a $130 million upfront payment from Sanofi for rights to develop and commercialize plozasiran in Greater China, with potential milestones up to $265 million. The firm is actively preparing for the U.S. launch of plozasiran, with its commercialization team nearly complete, and is on track to meet its "20 in 25" initiative, aiming to have 20 drug candidates in clinical studies or at market by the end of 2025.

Plozasiran Development Progress

Full enrollment achieved in SHASTA-3, SHASTA-4, and MUIR-3 Phase III studies for plozasiran, with completion expected by mid-2026. Market authorization applications for FCS are progressing, with a U.S. PDUFA date set for November 18, 2025.

Zodasiran Phase III Initiation

YOSEMITE Phase III study for zodasiran as a treatment for HoFH initiated, with the first patient enrolled. The study targets 60 subjects over 12 months to assess LDL-cholesterol reduction.

Visirna Therapeutics Deal with Sanofi

Sanofi to acquire rights to plozasiran in Greater China, providing $130 million upfront and up to $265 million in milestone payments. Arrowhead retains a 56% ownership in Visirna.

Strong Financial Position

Cash and investments totaled $900.4 million as of June 30, 2025. Upcoming $100 million milestone payment from Sarepta expected to further bolster financials.

Broad Pipeline and Strategic Initiatives

Arrowhead is on track with its '20 in 25' initiative, aiming to have 20 drug candidates in clinical studies or at market by the end of 2025. The company is focused on expanding its cardiometabolic and CNS franchises.

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
Dec 01, 2025	2025 (Q4)	-0.17 / -	-1.36	―	―	―
Aug 07, 2025	2025 (Q3)	-0.95 / -1.26	-1.38	8.70% (+0.12)	―
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)	―

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
Aug 07, 2025	$16.06	$16.42	+2.24%
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%

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 Dec 01, 2025, After Close (Confirmed).

What is Arrowhead Pharmaceuticals (ARWR) earnings time?

Arrowhead Pharmaceuticals (ARWR) earnings time is at Dec 01, 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 (Q4) is -0.17.

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