AlphAIAlphAI — Financial news for AI agents
finance.biggo.com$ARWR

ARWR Q4 FY2026 earnings call — BigGo Finance

Arrowhead Pharmaceuticals (ARWR) reported a net loss of $724.2 million for FY2026, down from $1.6 million in FY2025, due to a one-time expense and absence of prior-year collaboration revenue. Revenue was $450.8 million, down from $829.4 million. REDEMPLO (plozasiran) generated $6.6 million in product revenue. The company is preparing for a potential U.S. launch of REDEMPLO for severe hypertriglyceridemia (SHTG) in Q2 2027. Cash position was nearly $1.2 billion as of September 30, 2026.

Original reporting
finance.biggo.com
Published Nov 12, 2026, 11:54 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 13, 2026, 6:11 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$ARWR
Bearish
high confidence
Mentioned
$ARWR
Relevance
8/10
AlphAI data visualization · based on finance.biggo.com
Decision brief

The 30-second read

$ARWRBearishHigh
01

Why it matters

The earnings release provides fresh material information that can drive short‑term price movement.

02

Market read

Primary earnings disclosure for a mid‑cap biotech; immediate relevance for traders with exposure to ARWR.

03

What to watch

The $400M term loan at lower interest and potential sale of the priority review voucher could improve cash flow later in 2027.

Relevance 8/10Novelty 8/10Timing: post‑earnings release today

Background

Arrowhead Pharmaceuticals disclosed its FY2026 financials, product launch metrics, pipeline updates, and a new senior secured term loan.

Company-level read

Ticker impact

$ARWRBearishHigh confidence
Context

Arrowhead Pharmaceuticals reported FY2026 Q4 results with a $724.2M net loss and no guidance, highlighting commercial launch of REDEMPLO and a $400M term loan refinance.

Expected impact

likely downward pressure as investors price in the large loss and uncertainty around future revenue.

Evidence & confidence

The disclosed loss and absence of forward guidance are fresh, material facts that typically trigger sell‑side sentiment.

Market effects

Sector

Biotech sector may see broader risk‑off pressure as the earnings highlight challenges in commercializing rare‑disease therapies.

Regional

U.S. biotech investors may reassess exposure to companies with heavy R&D spend and limited near‑term revenue.

Global

Limited; the news is company‑specific to Arrowhead.

Counterpoint

What could challenge this read

If REDEMPLO gains payer coverage quickly and the SHTG launch succeeds, the stock could rebound despite the loss.

Key entities

  • company
    Arrowhead Pharmaceuticals

    US‑listed biotech (NASDAQ: ARWR) reporting FY2026 results.

  • financial_institution
    Sixth Street

    Provided the $400M senior secured term loan.

Read at source← All news

StoryArrowhead Pharmaceuticals reports FY2026 loss, REDEMPLO growth and plans SHTG launch

Also covered by

5 outlets

Related articles

$ARWRMed

Stifel cuts Arrowhead Pharma stock price target on Tryngolza launch

Stifel reduced its price target for Arrowhead Pharmaceuticals (ARWR) to $96 from $104, citing weaker-than-expected Tryngolza launch results. The stock has fallen 19% in a week, trading at $47.15. Despite this, Arrowhead and partner Ionis maintain confidence in peak sales targets. The company reported a wider loss for fiscal 2026, but revenue of $450.8 million exceeded expectations, driven by REDEMPLO launch momentum.

investing.com
$ARWRHighAI 8/10

Key facts: Arrowhead FY2026 Loss; Positive sHTG Data; REDEMPLO Launch

Arrowhead Pharmaceuticals (ARWR) reported FY2026 revenue of $450.8M, down from $829.4M, and a net loss of $724.2M. The company has $1.193B in cash and securities. Positive Phase 3 results for sHTG were announced, with a potential U.S. launch in Q2 2027. REDEMPLO for FCS was launched, and interim Phase 1/2a data for ARO-DIMER-PA showed reductions in various cholesterol and lipid levels. The average 12-month price target is $106.75, with 14 of 15 analysts rating it Buy.

tradingview.com
$ARWRHighAI 8/10

Arrowhead (ARWR) Q4 2026 Earnings Call Transcript

Arrowhead (ARWR) reported progress in its REDEMPLO drug's market penetration, with 950 new patient prescriptions and 860 prescribers as of late. The company aims for a U.S. launch in sHTG in Q2 2027, expecting FDA review. Positive clinical data shows significant triglyceride reductions and pancreatitis risk reduction. ARWR projects $3B-$4B in annual U.S. sales for REDEMPLO in sHTG. The drug is also approved in Germany and the U.K.

finance.yahoo.com
$ARWRHighAI 8/10

Arrowhead Pharmaceuticals Q4 Earnings Call Highlights

Arrowhead Pharmaceuticals reported Q4 earnings, highlighting increased prescriptions for its drugs and potential future sales. The company expects $3B-$4B in annual U.S. sales for REDEMPLO if approved for SHTG. Operating expenses rose to $1.16B, but cash reserves increased to $1.2B. Arrowhead plans to track key metrics for an SHTG launch and has upcoming pipeline milestones in 2027.

finance.yahoo.com
$ARWRMedAI 8/10

[Arrowhead Pharmaceuticals Q4 2026 Earnings Call] Arrowhead Posts $724M Net Loss as REDEMPLO Revenue Hits $6.6M; Flags $3B-$4B SHTG Opportunity and Q2 2027 Launch

Arrowhead Pharmaceuticals reported a fiscal 2026 net loss of $724.2M, down from $1.6M in 2025, with revenue at $450.8M, a 45.6% decrease. REDEMPLO (plozasiran) generated $6.6M in net product revenue. The company aims for a Q2 2027 launch of its SHTG indication, targeting $3B-$4B in annual sales. Management expects growth despite challenges in prescription conversion and payer coverage.

finance.biggo.com