• In July 2025, Arrowhead Pharmaceuticals received a US$100 million milestone payment from Sarepta Therapeutics after reaching an enrollment and dosing goal in a Phase 1/2 clinical study for its investigational RNAi therapeutic for myotonic dystrophy type 1 under a collaborative licensing agreement.
• This milestone not only strengthens Arrowhead's financial position but also highlights industry recognition of its RNAi technology platform and potential for additional near-term payments and royalties.
• We'll examine how the milestone payment from Sarepta boosts Arrowhead's financial stability and supports its evolving investment narrative.

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Arrowhead Pharmaceuticals Investment Narrative Recap

Arrowhead Pharmaceuticals appeals to investors who believe in the long-term commercial and clinical promise of RNA interference (RNAi) therapeutics and the pivotal transition toward revenue-generating product launches. The recent US$100 million milestone payment from Sarepta strengthens Arrowhead's financial stability and affirms external industry interest, but does not materially impact the main short-term catalyst: the outcome and regulatory progress of plozasiran’s approval and commercial launch, which remains the company’s largest value driver and key risk area.

One particularly relevant announcement is Arrowhead’s June completion of enrollment in Phase 3 trials supporting regulatory approval for plozasiran, as this sets the stage for the next major clinical and commercial milestone. While the Sarepta partnership and related payments provide important financial runway and validate Arrowhead’s technology, the company’s future hinges on the regulatory success and widespread adoption of plozasiran.

However, it is important to remember that if plozasiran's approval or market uptake falls short, Arrowhead's concentrated revenue hopes could be at risk...

Read the full narrative on Arrowhead Pharmaceuticals (it's free!)

Arrowhead Pharmaceuticals’ outlook forecasts $353.4 million in revenue and $37.3 million in earnings by 2028. This scenario assumes a 13.5% annual revenue decline and a $181.3 million earnings increase from current earnings of -$144.0 million.

Uncover how Arrowhead Pharmaceuticals' forecasts yield a $44.00 fair value, a 167% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided just two fair value estimates for Arrowhead, ranging from US$0.33 to US$44 per share. While many see clinical and commercial launches as catalysts for future growth, these diverse opinions highlight how much your expectations can vary from other market participants.

Explore 2 other fair value estimates on Arrowhead Pharmaceuticals - why the stock might be worth over 2x more than the current price!

Build Your Own Arrowhead Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Arrowhead Pharmaceuticals research is our analysis highlighting 2 important warning signs that could impact your investment decision.
• Our free Arrowhead Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Arrowhead Pharmaceuticals' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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