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    The Bull Case For Arrowhead Pharmaceuticals (ARWR) Could Change Following Plozasiran’s Phase 3 Success And Zodasiran Milestone

    Simply Wall St·08/03/2026 02:19:46
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    • Arrowhead Pharmaceuticals recently reported that its Phase 3 SHASTA-3 and SHASTA-4 trials of plozasiran in severe hypertriglyceridemia met all primary and secondary endpoints, and it also completed global Phase 3 YOSEMITE trial enrollment for zodasiran in homozygous familial hypercholesterolemia.
    • These advances signal meaningful momentum in Arrowhead’s late-stage cardiometabolic RNAi pipeline, potentially broadening future treatment options across rare and severe lipid disorders.
    • Next, we’ll examine how plozasiran’s strong Phase 3 results in severe hypertriglyceridemia could reshape Arrowhead’s investment narrative and risk profile.

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    Arrowhead Pharmaceuticals Investment Narrative Recap

    To own Arrowhead, you need to believe its RNAi platform can translate late-stage cardiometabolic assets into meaningful, durable commercial franchises despite current losses and a premium valuation. The strong Phase 3 plozasiran data directly addresses a key near term catalyst around regulatory progress, while also partially easing clinical risk. However, Arrowhead still faces execution risk on new indications and continued reliance on collaboration and milestone revenue as expenses remain high.

    Among recent updates, the completed enrollment of the YOSEMITE Phase 3 trial for zodasiran in homozygous familial hypercholesterolemia looks especially relevant. It reinforces Arrowhead’s broader cardiometabolic thesis around targeting ANGPTL3 and adds another late stage shot on goal that could matter if plozasiran’s launch and label expansion efforts proceed as planned. Together, these programs help diversify Arrowhead’s future revenue potential, but they also increase exposure to regulatory and reimbursement decisions across rare lipid disorders.

    Yet investors should also be aware that if reimbursement tightens for high priced RNAi drugs and approval timelines slip, Arrowhead’s path to meaningful, self funded growth could...

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

    Arrowhead Pharmaceuticals’ valuation narrative projects $704.7 million in revenue and $133.3 million in earnings by 2029.

    Uncover how Arrowhead Pharmaceuticals' forecasts yield a $89.08 fair value, a 5% upside to its current price.

    Exploring Other Perspectives

    ARWR 1-Year Stock Price Chart
    ARWR 1-Year Stock Price Chart

    Some of the lowest estimate analysts were assuming Arrowhead’s revenue might shrink about 15% annually and still valued it on a rich 240x 2029 PE, which is far more pessimistic than the risk of partner or regulatory setbacks alone and may need revisiting after the SHASTA and YOSEMITE updates.

    Explore 3 other fair value estimates on Arrowhead Pharmaceuticals - why the stock might be worth just $89.08!

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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.