Analyst Conference Summary

biotechnology

conference date: November 11, 2026 @ 1:30 PM Pacific Time
for quarter ending: September 30, 2026 (fiscal Q4, fourth quarter fiscal 2026)

Forward-looking statements

Overview:

Basic data (GAAP):

Revenue was $ million, up % sequentially from $75 million, and up % from $ million year-earlier.

Net income was negative $ million, down sequentially from negative $194 million, and down from negative $ million year-earlier.

Diluted EPS was negative $, down sequentially from negative $1.46, down from negative $ year-earlier.

Guidance:

none

Conference Highlights:

CEO Christopher Anzalone said "" Peak sales for plozasiran could be $3 to $4 billion per year.

In Q3 2026 Redemplo (plozasiran) launch continued with prescription volume .... Revenue was $ million in Q2. Has built out the sales and marketing teams for plozasiran; payer coverage has good momentum.

Redemplo for FCS was approved in EU in Q3 with clinical (as opposed to just genetic) on label.

In Q2 2026 Arrowhead completed enrollment in Phase 3 zodasiran study for homozygous familial hypercholesterolemia (HoFH). Expects study completion in mid-2027/

In Q2 2026 ARO-INHBE for MASH positive interim results for liver fat reductions were presented. Planning a Phase 2b study.

Believes can deliver siRNA therapies across the blood brain barrier, which can silence harmful productions.

Will have 23 products in clinical trials by the end of 2026.

See also the Arrowhead Pharmaceuticals pipeline page.

Cash and equivalents (including investments) ended at $ billion, down sequentially from $1.57 million. $na million cash from operations. Debt of convertible notes is $ million.

Operating expenses of $ million included $ million for R&D and $ million for G&A. Leaving operating income of negative $ million. Other expense $ million. Tax $0 million. Loss atributable to non-contolling interest $ million.

Q&A selective summary:

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