Arrowhead Pharmaceuticals Inc announced a significant milestone payment of $200 million from Sarepta Therapeutics, triggered by the achievement of a key development milestone in its ARO-DM1 clinical study. This payment is expected to be received within 60 days and marks a crucial advancement in the treatment of type 1 myotonic dystrophy.
The milestone was reached following a review by a drug safety committee, which authorized the escalation of dosing and confirmed that patient enrollment targets were met. Arrowhead's focus on RNA interference therapy positions it well for future developments in treating intractable diseases.
This financial boost not only strengthens Arrowhead's position but also provides essential funding for ongoing research and development efforts. The positive news has contributed to the stock's impressive rise, reaching a 52-week high amid broader market gains.
Wall Street analysts forecast ARWR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARWR is 75.50 USD with a low forecast of 35.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast ARWR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARWR is 75.50 USD with a low forecast of 35.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
3 Hold
0 Sell
Moderate Buy
Current: 65.580
Low
35.00
Averages
75.50
High
100.00
Current: 65.580
Low
35.00
Averages
75.50
High
100.00
B. Riley
Madison El-Saadi
Buy
upgrade
$61 -> $101
2026-01-22
Reason
B. Riley
Madison El-Saadi
Price Target
$61 -> $101
AI Analysis
2026-01-22
upgrade
Buy
Reason
B. Riley analyst Madison El-Saadi raised the firm's price target on Arrowhead to $101 from $61 and keeps a Buy rating on the shares. Positive siRNA-INHBE data and Arrowhead developments sufficiently de-risk INHBE biology, supporting conviction in Arrowhead ahead of a catalyst-heavy period with expected quarterly updates, the analyst tells investors in a research note. The name appears significantly undervalued relative to recent obesity M&A comps, the firm says.
H.C. Wainwright
H.C. Wainwright
Buy
maintain
$85 -> $100
2026-01-21
Reason
H.C. Wainwright
H.C. Wainwright
Price Target
$85 -> $100
2026-01-21
maintain
Buy
Reason
H.C. Wainwright raised the firm's price target on Arrowhead to $100 from $85 and keeps a Buy rating on the shares after Arrowhead hosted an obesity webinar and sell-side breakfast on January 6 and January 13, respectively, during which the company presented "compelling" interim Phase 1/2a data and "incremental strategic color that establish obesity as a credible growth pillar." Together with the emerging central nervous system platform, the firm adds that it views the recent meetings as "a step-change in Arrowhead's long-term value proposition."
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Goldman Sachs
Andrea Newkirk
Neutral
maintain
$50 -> $85
2026-01-07
Reason
Goldman Sachs
Andrea Newkirk
Price Target
$50 -> $85
2026-01-07
maintain
Neutral
Reason
Goldman Sachs analyst Andrea Newkirk raised the firm's price target on Arrowhead (ARWR) to $85 from $50 and keeps a Neutral rating on the shares. Arrowhead released early clinical data from its RNAi obesity therapies, ARO-INHBE and ARO-ALK7, with ARO-INHBE combined with Eli Lilly's (LLY) tirzepatide showing superior weight loss and body composition improvements versus monotherapy, supporting a multi-modality approach for patients less responsive to GLP-1 treatments, while ARO-ALK7 provided first evidence of successfully targeting an adipocyte-expressed gene with potential implications for other cardiometabolic targets, the analyst tells investors in a research note.
Chardan
NULL -> Buy
upgrade
$60 -> $80
2026-01-07
Reason
Chardan
Price Target
$60 -> $80
2026-01-07
upgrade
NULL -> Buy
Reason
Chardan raised the firm's price target on Arrowhead to $80 from $60 and keeps a Buy rating on the shares. The company reported "encouraging" initial interim data from the Phase I/IIa trials for its two siRNA obesity candidates, ARO-INHBE and ARO-ALK7, the analyst tells investors in a research note.
About ARWR
Arrowhead Pharmaceuticals, Inc. develops medicines that treat intractable diseases by silencing the genes that cause them. The Company's therapies, using a broad portfolio of ribonucleic acid (RNA) chemistries and modes of delivery, trigger the RNA interference (RNAi) mechanism to induce rapid, deep and durable knockdown of target genes. The Company's Targeted RNAi Molecule (TRiMTM) platform utilizes ligand-mediated delivery and is designed to enable tissue-specific targeting while being structurally simple. It is focused on various therapeutic areas, such as cardiometabolic, pulmonary, liver, muscle and central nervous system. It has around 16 clinical-stage investigational medicines (wholly owned and partnered), which range in development stage from Phase I to Phase III. The Company's pipeline products include Plozasiran, Zodasiran, Olpasiran, ARO-RAGE, ARO-MMP7, GSK-4532990, Fazirsiran, GSK5637608, ARO-CFB, ARO-INHBE, ARO-C3, ARO-PNPLA3, ARO-DUX4, ARO-DM1 and ARO-ATXN2.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
