ARWR Earnings Prediction
The chart below shows how ARWR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ARWR sees a +1.75% change in stock price 10 days leading up to the earnings, and a -1.32% change 10 days following the report. On the earnings day itself, the stock moves by -0.17%. This data can give you a slight idea of what to expect for the next quarter's release.
ARWR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.50M
-29.60%
--
Gross Margin
--
--
--
Operating Margin
-6456.48%
67.91%
-61.86%
Net Margin
-7008.72%
83.84%
-59.18%
EPS
-1.39
-12.10%
1.46%
No Data Available
ARWR Earnings Analysis
Arrowhead Pharmaceuticals Inc Corporation (ARWR.O) Earnings Conference Call
Positive
Collaboration Agreement Impact: Arrowhead Pharmaceuticals closed a significant collaboration agreement with Sarepta Therapeutics, resulting in an expected total of $1,375,000,000 in cash payments, including a $500,000,000 upfront payment and potential milestone payments exceeding $11,000,000,000.
FDA Drug Application Acceptance: The FDA accepted the new drug application for Plazasiran, marking Arrowhead's first NDA filing, with a PDUFA action date set for 11/18/2025, indicating a potential launch for this investigational drug for familial chylomicronemia syndrome.
Triglyceride Reduction Efficacy: Plazasiran demonstrated an approximately 80% reduction in triglycerides from baseline in the Phase III PALISADE study, with over 50% of patients achieving triglyceride levels below 500 mg/dL, significantly reducing the risk of acute pancreatitis.
Phase III Enrollment Progress: Arrowhead is on track to complete enrollment for multiple Phase III studies (SHASTA-3, SHASTA-4, and MIRROR-3) this year, which will enable study completion in 2026 and subsequent supplemental NDA filings, broadening the market potential for Plazasiran.
Future Cash Balance Projection: The company anticipates a cash balance of approximately $1,000,000,000 by the end of 2025, providing a strong financial runway into 2028, supporting ongoing development and commercialization efforts.
Negative
Q1 FY2025 Net Loss: Net loss for Q1 FY2025 was $173.1 million, or $1.39 per share, compared to a net loss of $132.9 million, or $1.24 per share, in Q1 FY2024, indicating a worsening financial position.
Q1 Revenue Decline: Revenue for Q1 FY2025 decreased to $2.5 million from $3.6 million in Q1 FY2024, reflecting a decline in collaboration agreement revenues.
Operating Expenses Increase: Total operating expenses increased to $163.9 million in Q1 FY2025 from $140.1 million in Q1 FY2024, driven by higher candidate costs and salaries as the pipeline expanded.
Operating Cash Flow Increase: Net cash used in operating activities rose to $146.3 million in Q1 FY2025 from $117.8 million in Q1 FY2024, primarily due to increased research and development expenses.
Liquidity Concerns Ahead: Despite a cash balance of $552.9 million at the end of Q1 FY2025, the company anticipates needing additional capital to support ongoing and future clinical trials, indicating potential liquidity concerns.
ARWR FAQs
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ARWR Earning Call Sentiment
Earnings call transcript: Arrowhead Pharma misses Q1 2025 forecasts
ARWR.O
2.96%Positive
The partnership with Sarepta is a strong positive catalyst, potentially bringing in significant revenue and extending cash runway, outweighing the negative aspects of increased losses and expenses. The optimistic guidance and potential for substantial milestone payments further support a positive sentiment. Despite some concerns in the Q&A about data timelines, the overall outlook is favorable, especially with record cash and strategic focus on promising programs. Given the market cap, the stock is likely to react positively, but not excessively, resulting in a 2% to 8% increase over the next two weeks.
