Arrowhead Pharmaceuticals (ARWR) Is Down 6.1% After First CNS RNAi Alzheimer’s Trial Dosing – Has The Bull Case Changed?

• Arrowhead Pharmaceuticals recently dosed the first subjects in a Phase 1/2a trial of ARO-MAPT, an RNAi therapy targeting tauopathies such as Alzheimer’s disease, using a new delivery system designed to cross the blood-brain barrier after subcutaneous injection.
• This marks Arrowhead’s initial move into central nervous system applications of its TRiM RNAi platform, potentially broadening its reach beyond liver and cardiometabolic indications.
• Next, we’ll examine how Arrowhead’s first CNS-targeted RNAi trial for Alzheimer’s disease could reshape its investment narrative and pipeline priorities.

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Arrowhead Pharmaceuticals Investment Narrative Recap

Investors in Arrowhead are essentially backing the idea that its TRiM RNAi platform can translate into multiple successful drugs across different tissues, while the company manages rising costs and an unprofitable profile. The new ARO-MAPT Alzheimer’s trial and recent shelf registration do not appear to change the near term focus on late stage cardiometabolic programs or the key risk that expenses and cash needs stay high without offsetting product revenue.

The ARO-MAPT first in human dosing announcement is the clearest link to this shift, as it opens a new central nervous system franchise alongside cardiometabolic and rare disease assets that are further along. For investors watching catalysts, it adds another long dated program on top of nearer term inflection points such as plozasiran’s ongoing Phase 3 readouts and commercialization efforts in severe hypertriglyceridemia.

However, against this exciting new CNS opportunity, investors should also be aware of...

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

Arrowhead Pharmaceuticals’ narrative projects $398.8 million revenue and $64.0 million earnings by 2028.

Uncover how Arrowhead Pharmaceuticals' forecasts yield a $64.08 fair value, a 4% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members place Arrowhead’s fair value anywhere from US$0.33 to US$64.08, based on three independent views. When you set that wide dispersion against the risk that high R&D and SG&A costs could strain the cash runway without timely revenue, it underlines how differently investors can frame the same story.

Explore 3 other fair value estimates on Arrowhead Pharmaceuticals - why the stock might be worth as much as $64.08!

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 1 key reward and 3 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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