ARROWHEAD PHARMACEUTICALS, INC. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Arrowhead reported Q3 FY2026 revenue of $75.3M (vs. $27.8M prior year). REDEMPLO prescriptions doubled; gained EC and Australia approvals. Plozasiran met primary endpoints in SHASTA-3/4 trials (79-81% triglyceride reduction). Company acquired FDA priority review voucher for plozasiran sNDA. Madrigal Pharmaceuticals licensed ARO-PNPLA3 with $25M upfront, up to $975M milestones, and royalties. Net loss widened to $194.3M from $175.2M YoY due to R&D spend of $198.2M. Cash resources total $1.57B.
Why this rating
Strong clinical data (plozasiran Phase 3 success), regulatory progress (EC/Australia approvals, PRV acquisition), commercial traction (REDEMPLO Rx doubled), and meaningful licensing revenue ($25M upfront + up to $975M, ~18% of market cap) are significant relative to $1.4B market cap. Net loss growing but offset by revenue growth and pipeline optionality.
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