Analyst Conference Summary

biotechnology

conference date: February 5, 2026 @ 1:30 PM Pacific Time
for quarter ending: December 31, 2025 (fiscal Q1, first quarter fiscal 2026)

Forward-looking statements

Overview:

Basic data (GAAP):

Revenue was $ million, up from $ million year-earlier.

Net income was negative $ million, up from negative $ million year-earlier.

Diluted EPS was negative $, up from negative $ year-earlier.

Guidance:

Conference Highlights:

CEO Christopher Anzalone said ""

In November 2025 the FDA approved Redemplo (plozasiran) for FCS (familial chylomicronemia syndrome). This is Arrowhead's first approved medicine. Has built out the sales and marketing teams for plozasiran. Has started working with payers and providers. Feedback has been favorable. Helps to prevent pancreatitis from FCS. $60,000 annual price, dosing every 3 months. Priced for the larger severe hypertriblyceridemia market, where it is in a Phase 3 trial. Believes is best in class. [WM: This price is far less than the price of Tryngolza for FCS]

In fiscal Q4 2025 Arrowhead filed a request for regulatory clearance for a Phase 1/2a clinical trial of ARO-MAPT as a potential treatment for tauopathies including Alzheimer's disease.

In fiscal Q4 Arrowhead dosed the initial subject in a Phase 3 clinical trial of zodasiran, for homozygous familial hypercholesterolemia (HoFH), a rare genetic condition that leads to severely elevated LDL-cholesterol and early onset cardiovascular disease.

In fiscal Q4 riled a request for regulatory clearance to initiate a Phase 1/2a clinical trial of ARO-DIMER-PA for atherosclerotic cardiovascular disease (ASCVD) due to mixed hyperlipidemia. ARO-DIMER-PA is a dual functional RNAi therapeutic designed to silence expression of the proprotein convertase subtilisin kexin 9 (PCSK9) and apolipoprotein C3 (APOC3) genes. It is the first clinical candidate to target two genes simultaneously in one molecule.

See also the Arrowhead Pharmaceuticals pipeline page.

Cash and equivalents (including investments) ended at $ million, down sequentially from $782 million. $ million cash from operations.

Operating expenses of $ million included $ million for R&D and $ million for G&A. Leaving operating income of $ million. Other expense $ million. Tax $ million. Non-contolling interest income $ million.

Q&A selective summary:

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