Q4 2025 Arrowhead Pharmaceuticals Inc Earnings Call Transcript

Nov 25, 2025 / 09:30 PM GMT

Release Date Price: $46.79 (+5.72%)

Transcript 10-K8-K

Key Points

Positve

Arrowhead Pharmaceuticals Inc (ARWR) received FDA approval for Redemplo, marking its first FDA-approved medicine, which is a significant milestone for the company.
Redemplo is the first and only FDA-approved siRNA medicine for familial chylomicronemia syndrome (FCS) and can be self-administered at home with a simple subcutaneous injection once every three months.
The company launched 'Rely on Redemplo,' a patient support program providing resources and financial assistance options for eligible patients.
Arrowhead Pharmaceuticals Inc (ARWR) announced a new global licensing collaboration agreement with Novartis for AeroSNCA, receiving a $200 million upfront payment and potential milestone payments up to $2 billion.
The company has a strong financial position with cash and investments totaling $919 million as of September 30, 2025, and a cash runway extending into fiscal year 2028.

Negative

Despite the FDA approval of Redemplo, Arrowhead Pharmaceuticals Inc (ARWR) does not anticipate substantial financial impact from commercial sales in fiscal year 2026.
The company reported a net loss for fiscal year 2025, although it was near break-even, indicating ongoing financial challenges.
There is uncertainty regarding the level of pancreatitis evidence required by the FDA for a future risk reduction claim in the high-risk SHTG patient population.
The company faces challenges in the development of its obesity programs, with data release timelines being pushed to early 2026 due to scheduling conflicts.
Arrowhead Pharmaceuticals Inc (ARWR) is still in the early stages of its CNS program, with the need to demonstrate clear clinical proof of concept in humans for its AeroMap T program.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARWR.OQ - Arrowhead Pharmaceuticals Inc
Q4 2025 Arrowhead Pharmaceuticals Inc Earnings Call
Nov 25, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, welcome to the Arrowhead Pharmaceuticals conference call. Throughout today's recorded presentation, all participants will be in a listen-only mode. After the presentation, there will be an opportunity to ask questions.

I will now hand the conference call over to Vince Anzalone, Vice President of Investor relations for Arrowhead. Please go ahead, Vince.

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Unidentified_2 [2]
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Thank you, Andrew. Good afternoon and thank you for joining us today to discuss Arrowhead's results for its 2025 fiscal year ending

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