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ARARWR

Arrowhead Pharmaceuticals, Inc.

$ARWR·$7.9B·Biotechnology·Healthcare
$56.75+1.5%YTD-11.8%1Y+43.4%
Price updated 11m ago·X counts updated 8d ago
ARARWR
$ARWRArrowhead Pharmaceuticals, Inc.
$56.75+1.53%89 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ARWR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

89X posts · last 7 days
Oct 1Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ARWR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 73% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-09-15

Citi initiates Arrowhead at Buy with a $108 PT expecting positive Dimer-PA Phase 1 data, and three banks converge on similar upside math. Posters see the Novartis DM1 miss as a bullet dodged for the ARO-DM1 partnership with Sarepta.

Read what X is saying about $ARWR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ARWR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Citi initiates Arrowhead Buy at $108 — the Dimer-PA Phase 1 data is the specific catalyst into Nov 24 earnings.

Arrowhead Pharmaceuticals is an RNAi biotech with a deep late-stage pipeline — plozasiran launching, ARO-DM1 partnered with Sarepta, Dimer-PA entering Phase 1 data, and the Alzheimer's ARO-MAPT program progressing. The 2026 setup is pipeline-rich meeting sell-side validation.

  • The P&L is in transition: Q2 revenue was down 86% YoY to $74M at a -192% operating margin and EPS of -$0.93, with trailing EPS misses of 6% and beat of 15% — the earnings swings reflect specific milestone payment timing, not operational issues.
  • The sell-side convergence is specific: Citi Buy at $108, with three banks converging on similar upside math — this is the kind of coordinated institutional validation that typically precedes a positive Phase 1 Dimer-PA readout.

At 49% of 52-week range going into Nov 24 earnings and the Dimer-PA Phase 1 data, the setup is coiled on specific clinical catalysts. A positive Phase 1 Dimer-PA readout plus plozasiran launch progression and the ARO-MAPT Alzheimer's interim data webinar is the trigger; a Dimer-PA safety signal or ARO-DM1 Sarepta partnership complication is the invalidation.

Agrees with X sentimentThe Citi $108 Buy and the Dimer-PA Phase 1 data catalyst are specific grounded datapoints. The Novartis-DM1-miss-is-bullish-for-ARO-DM1 reasoning is honest competitive framing.

What to watch: Nov 24 Q4 earnings and the Dimer-PA Phase 1 data readout — Phase 1 data outcome, plozasiran launch trajectory, ARO-MAPT interim data, and FY27 guide. Positive Dimer-PA plus plozasiran launch is the trigger; safety signal is the invalidation.

On the calendar: 2026-11-24 — Q4 earnings

clinical catalystspipeline depth

Read the AI verdict on $ARWR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Biopharmaceutical company developing RNAi therapies for liver disease, hypertriglyceridemia, and rare genetic disorders.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ARWR.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $ARWR

Neutral — Biopharmaceutical company developing RNAi therapies for liver disease, hypertriglyceridemia, and rare genetic disorders.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-34.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-11.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-35.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
16.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-55.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
100%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$-1.36$-1.28-6.3%
Q1 2026May 7, 2026$-0.93$-1.09+14.7%
Q4 2025Feb 5, 2026$0.22$0.60-63.3%
Q3 2025Nov 25, 2025$-0.18$-0.11-61.3%
Next earningsTue, Nov 24·consensus EPS $-1.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$73.7M-86.4%100%-192%$-0.93$81.9M
Q1 FY26$264.0M+10461.3%100%15.5%$0.22$11.3M
Q4 FY25$256.5M—100%17.2%$-0.17$13.0M
Q3 FY25$27.8M—100%-596%$-1.26$-157.1M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$464.2M$408.1M – $577.3M-$3.52-$5.00 – -$2.3813
FY27$330.1M$137.3M – $578.3M-$4.86-$6.76 – -$2.5713
FY28$666.1M$309.5M – $1.4B-$2.81-$5.88 – $0.1610
FY29$1.1B$915.9M – $1.5B-$0.74-$2.06 – $1.005
FY30$2.0B$1.2B – $3.7B$4.41$1.93 – $9.134

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.38%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-23.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 122.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 18Adeoye Y OlukotunDirector2.0K sh$174KSellAug 18Michael S PerryDirector11.6K sh$1.0MSellMay 12Hongbo LuDirector3.0K sh$228KSellApr 23James C HamiltonChief Medical Officer10.0K sh$750KSellApr 22Apel Daniel JosephCFO13.1K sh$934K
+ 1 other (1 award) in window

See when $ARWR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 173
AI summary

Matthew Gregory Cohen filed a Form 3 as a newly appointed Director of Arrowhead Pharmaceuticals, Inc. (ARWR), effective June 15, 2026, reporting 0 shares of common stock and no derivative securities beneficially owned. Routine insider ownership disclosure accompanying his board appointment with no financial or operational impact.

8-KOfficer or director changeJun 168-K — Item 5.02: Officer or director change
AI summary

Arrowhead Pharmaceuticals, Inc. (ARWR) appointed Dr. Matt Cohen, M.D., M.B.A. to its Board of Directors effective June 12, 2026, with standard non-employee director compensation and equity awards. Cohen is Managing Director at Vida Ventures and brings 25+ years of healthcare investing experience, including nearly two decades as lead portfolio manager of the JP Morgan Global Healthcare Fund and co-PM of the JP Morgan Small Cap Growth Fund, plus prior roles at healthcare hedge funds and as a surgery resident. Routine but value-adding board appointment adding deep public biotech investment expertise.

+ 12 other (7 13Gs · 2 earnings 8-Ks · 2 10-Qs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Reviewing DBV Technologies (NASDAQ:DBVT) and Arrowhead Pharmaceuticals (NASDAQ:ARWR)defenseworld.net·3d agoArrowhead Pharmaceuticals: ARO-MAPT Results Unlock A New Platformseekingalpha.com·4d agoArrowhead Pharmaceuticals, Inc. (ARWR) Discusses ARO-MAPT Interim Results and TRiM CNS Delivery Platform in Investigational CNS Pipeline Transcriptseekingalpha.com·5d agoArrowhead Pharmaceuticals Reports Up to 73% CSF Tau Reduction in Early ARO-MAPT Studymarketbeat.com·5d agoArrowhead Pharmaceuticals Announces ARO-MAPT Interim Phase 1/2a Clinical Data Demonstrating Deep and Durable Tau Reductions in Healthy Volunteersbusinesswire.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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