Arrowhead Pharmaceuticals, Inc. (ARWR)

FYI, Zacks article from this morning,
We’re glad to see Arrowhead continue to put additional development candidates into the clinic with the start of the Phase 1/2a trials for ARO-RAGE and ARO-MUC5AC. The company learned a number of things from the ARO-ENaC program that should be transferrable to these new pulmonary programs, thus increasing the probability for a clinically successful outcome. While there haven’t been too many data readouts recently, we anticipate 12 clinical readouts between now and the end of 2023 when including both wholly-owned and partnered assets. Thus, investors should expect a lot of news flow over the next 12-15 months. We have made no changes to our model and our valuation remains at $92 per share.

FYI, In a report released today, Patrick Trucchio from H.C. Wainwright reiterated a Buy rating on Arrowhead Pharmaceuticals (ARWR – Research Report), with a price target of $110.00. The company’s shares closed yesterday at $47.02.
According to TipRanks, Trucchio is an analyst with an average return of -9.9% and a 39.08% success rate. Trucchio covers the Healthcare sector, focusing on stocks such as Arrowhead Pharmaceuticals, Precision BioSciences, and Alnylam Pharma.
The word on The Street in general, suggests a Strong Buy analyst consensus rating for Arrowhead Pharmaceuticals with a $71.50 average price target, which is a 52.06% upside from current levels. In a report released yesterday, B.Riley Financial also reiterated a Buy rating on the stock with a $65.00 price target.

from twitter via discord: $ARWR $587 millions cash on hand and are waiting for >$800 million milestones in the next 12 months.
- >$300 millions start phase 3 TAK999
- $100 millions start phase 3 AMG890
- $40 millions start phase 2 AROHSD (GSK)
- $>300 millions start phase 3 JNJ3989

Interesting news in cancer and close to Arwr HQ.

“The team had previously shown that PIPKIa stabilizes the p53 protein, allowing it to be active. When PIPKIa was turned off, p53 levels inside the cell fell sharply. In the new study, the team showed that blocking PIPKIa by genetic approaches or a drug triggered cancer cell death by preventing p53 from activating Akt in the cell nucleus.
“What this means is that drug inhibitors of PIPKIa will reduce mutant p53 levels and block Akt activation in the nucleus, potentially a very powerful one-two punch against cancer cells,” Cryns says. Their team is actively searching for better PIPKIa drug inhibitors that could be used to treat cancers with p53 mutations or abnormally active PI3K/Akt pathway.

https://scitechdaily.com/cancer-breakthrough-unexpected-link-discovered-between-most-common-cancer-drivers/amp/

Last week's very strong quarterly report illustrates how very Arrowhead remains in expansion mode !
Once we reach $50 I will possibly reduce buying into these shares.
So far, buying in at low price has been the very best decision in my recent stock market life.
12 research reports at 17 months in the near future that are going to be read out.
Glad I can diversify like this within 1 single company.
Long and strong !

Even Madhu is starting to believe in it completely ;-)

An intranasal ASO therapeutic targeting SARS-CoV-2:
We find that the LNA ASO is efficacious in countering all SARS-CoV-2 “variants of concern” tested both in vitro and in vivo. Hence, inhaled LNA ASOs targeting SARS-CoV-2 represents a promising therapeutic approach to reduce or prevent transmission and decrease severity of COVID-19 in infected individuals. LNA ASOs are chemically stable and can be flexibly modified to target different viral RNA sequences and could be stockpiled for future coronavirus pandemics.

(Scientists at the University of California, Berkeley, have created a new COVID-19 therapeutic that could one day make treating SARS-CoV-2 infections as easy as using a nasal spray for allergies….ARWR should announce their progress, too!)
Published in Nature Communications August 3

I don’t post often anymore and I’m known for long ramblings so I apologize in advance. I’ve been busy lately but still hold a sizable position in my opinion.

Talk of a buyout is interesting but as the master of the bat always said incredibly difficult for it to happen as not many companies out there that can do it.

Arwr knows what they have and the probability of it working. If the probability is high and the TRIM platform plays out they will have a pretty rapid succession of products coming to the market over an extended period of time.

Those who say they need a product or two approved to see the value I believe that is accurate as I believe it is severely undervalued currently. The interesting point is when 2 are approved then 4 more will be close and many of those 6 are partnered or have very large potential or both. They also will have potentially another 10 in early to mid stage.

That said I don’t think the board would approve a sale at current price and if we all wait for two approved the pipeline sets up nicely for an additional approval every 6 months to a year for the foreseeable future.

I think we all would rather be over a 100 currently, but when the gates open I think it will be interesting.

One additional point if APOC3 is the first product and it works for the toughest to treat group and proves safety the larger groups become a formality and a dosing question, but those numbers can be calculated.

As always, know what you own and only invest what you can afford to lose.
I thought the CC was solid.

Always in my opinion!

GLTAL

Be careful when you report abuse and get someone's harmless post taken down. That kind of censorship can be contagious. This isn't a private club for blowhard house slaves contrary to the few who think it is. If this stock is boring then so be it. Some of us call a spade a spade. This doesn't mean there is no truth in what we are saying. I will continue to demand transparency and explanations from the likes of the FDA and crooked financial groups. Again, get a non threatening post relevant to the investment of this company taken down and watch some of the enlightening ones we all enjoy get taken down, too.

List of 12 from the 2022 Q3 CC:
We are now emerging from that desert. Between now and the end of next year, I expect at least 12 clinical readouts between our wholly owned and partnered programs. They include the following.
One, biopsy data from the SEQUOIA study in AAT with fazirsiran.
Two, phase 1/2 data from ARO-C3 in healthy volunteers and different patient populations.
Three, phase 1/2 data from ARO-RAGE in healthy volunteers and patients.
Four, phase 1/2 data from ARO-MUC5AC in healthy volunteers and patients.
Five, phase 2 data from olpasiran in Amgen's Lp(a) study.
Sixth, phase 2 data from the ARO-ANG3 Arches-2 study in mixed dyslipidemia.
Seven, phase 2 data from the ARO-ANG3 GATEWAY study in HoFH.
Eight, phase 2 data from the ARO-APOC3 Muir study in mixed dyslipidemia.
Nine, phase 2 data from the ARO-APOC3 SHASTA-2 study in severe hypertriglyceridemia.
Ten, phase 1 data from ARO-MMP7 in healthy volunteers and possibly IPF patients.
Eleven, phase 2 data from various Janssen studies of JNJ-3989 in HBV patients; and
Twelve, phase 1 data from Janssen's NASH study with JNJ-0795.