ARWR Arrowhead Pharmaceuticals Inc.

$ARWR Its about to be three first time ever accomplished after MAPT data sub q BBB delivery... dimmer the two drugs in the same injection and the acceptance of the first ever FDA STAR award? Initially, the program saw low participation—resulting in an early evaluation showing zero applications met criteria through FY2025. However, on October 7, 2026, Arrowhead Pharmaceuticals announced that its drug plozasiran (for severe hypertriglyceridemia) was granted entry into the STAR pilot program. FU you fucking Criminals! 😂

$ARWR bought a boat load last week. Reduced some other holdings and dramatically reduced cash for it. >50% of my stock allocation is now in Arrowhead. Call me stupid but i think its smart. Just let MAPT cross BBB please

$ARWR So you reduce 4 lipid markers today by more than 50 percent with possible injection 2 to 4 times a year. Can you please go out and research and tell me what other drugs in lipid management can do that? Look forward to the list of nobody's!

$ARWR everyone thinking about the $215M~ PRV that they can now use for something else or sell to another player on the Monopoly game, whatever. How do you value the relationship this company now has with the FDA? That’s the real thing to be looking at with this STAR news.

$ARWR DIMER — I think the reaction misses the bigger picture. Before the readout, Hamilton said ~40–50% reductions in LDL/TG would be “substantial” and highlighted ApoB as important. SINGLE dose results: PCSK9 -72% APOC3 -88% LDL -54% TG -73% ApoB -50% So DIMER cleared management’s stated bar. The argument that “existing drugs produce similar LDL reductions” misses the experiment. The question wasn’t whether PCSK9 inhibition works. It was whether ARWR could combine TWO RNAi triggers into ONE molecule and achieve potent silencing of BOTH without compromising either. It worked. And this isn’t a one-off. ARWR has disclosed work on dimers targeting 2 adipocyte targets and 2 liver targets. That’s the bigger story: Drug A → Gene A Drug B → Gene B potentially becomes: ONE drug → Gene A + Gene B DIMER still needs durability, dosing and clinical validation. But it just proved TRiM can multiplex RNAi in humans. That potentially opens an entirely new pipeline for $ARWR.

$ARWR Great news today, the approval for FCS made this possible because the Star program is for already approved drugs seeking a new indication or combined with other therapies. I do think Dap/Tom would fall under this scenario once Bep is approved around the end of the month. So Bep could be approved and then dap/tom could apply as part of the Bep treatment regimen and be approved through the Star pathway as well.

$ARWR have we reached the point where even Ploz isn’t fully priced in? may make another big purchase at open tomorrow. getting close to where there is a good safety margin even if MAPT doesn't pan out (even though i think it will).

$ARWR I sold too early on the rise from $11 (cant beleive i just typed that fake price) all way to $50's.... Now I get a second chance at this level! Not my cup of tea to pay higher than I sold but this is one unique type of play that doesnt come very often. Whenever you see outsized moves near or at FOMC those moves are fake! When you combine that with opex at weeks end they are double fake. Buying this mudhaphukin dip!

$ARWR ARO-MAPT-SC data must look good. They are already expanding the phase 2a, 8 sites in the UK, 11 months. I'm sure others will pop up soon. You don't do that unless the data looks promising.

$ARWR Novo’s Capital Markets Day yesterday made ARWR more interesting as a potential target. Novo says it needs diversification, >5 new multi-blockbusters by 2030, novel mechanisms/modalities and growth engines beyond GLP-1. Importantly CEO pushed back on the idea Novo only wants small bolt-ons: its balance sheet can accommodate larger deals when needed. ARWR fits very well: INHBE + ALK7 complement Novo’s obesity franchise, Ploza/Zoda/DIMER add CV/metabolic growth, while TRiM adds an RNAi platform spanning CNS, adipose + othr tissues. No evidence Novo is pursuing ARWR. But one objection just disappeared: ARWR isn’t necessarily too big. If MAPT validates SC CNS delivery, then ALK7 delivers strong obesity/body-composition data, ARWR could offer exactly what Novo says it needs and waiting will be far more expensive. Easier sell to sh/hldrs than Novartis, more needed than by LLY. All three remain my aquisition faves, but if good MAPT and ALK7 data then 25bn+ to sit at the table

$ARWR Good to see Arrowhead accepted into the FDA STAR Pilot program. Means we could potentially see an approval in 5 months as well. Zodasiran would qualify for a priority review so they don't need to hold onto the PRV for that. Ultragenyx just sold a PRV today for $210 million so Arrowhead can still monetize their PRV for around $200 million.

$ARWR hey everyone, just remember that putting money in the slot machine doesn’t change the odds of the slot machine. This is true for any public equity; the fake casino decides. Market regulation is a thing you should care about.

$ARWR one thing that makes me confident right now is that Arrowhead has such a good success rate at getting into the right tissues. Whether the target works and how well is a question for another day on most of its pipeline, but i have almost no fear that we won’t get to the right tissue. bearish to confuse the machines.

$ARWR The pipeline is so massive and diverse that any realistic buyout scenerious have to be looked at as more of a subsidiary acquisition rather than a bolt on type deal. You're talking about a minimum or $200/sh type deal to be something worth considering. More likely is another major partnering deal on one of the "groups" in the pipeline, like all CNS or all pulmenary type deal to be something that can get done at this point. ARWR's clinical success rate is clearly best in class in the pharma world today. Their translation from P1 to P2 has been stellar in the industry. Their safety profile has also been best in class. This all adds up to best in class partnering and/or buyout deals going forward.

$ARWR this isn’t a dip, and it has nothing to do with data either, it’s a predetermined price on a predetermined date. Market is fake.

$ARWR Added a few more shares at 79.53. Dimer data is real, and effective. Share price manipulation won't last.

$ARWR This is a massive and severely undervalued asset for ARWR. The TAM for MASH is huge and will carry significant weight (pun intended) with all serious analysts. Current market is over $8 B/yr and expected to grow to $30 B over the next 5-6 years. There will be a preliminary readout at the 24 wk mark in addition to the final 48 wk time frame which will give us all a good idea of an expected final outcome.

$ARWR oh booooy this is AWESOME news, they dont even need the PRV and can use it for something else. Great news Once accepted into the STAR program, a supplemental application qualifies for a 6-month Priority Review compared to a 10-month standard review. In addition, FDA will generally target an “expedited review” for efficacy supplements in the STAR program, meaning an action at least 1 month before the Priority Review goal date is possible. The use of a Priority Review Voucher (PRV) is not necessary for programs that are granted entry in the STAR program, so Arrowhead retains the PRV previously purchased in August 2026.

$ARWR Recent price declines, perhaps driven by by short termers and "sell the news" investors seems perplexing and painful for me, since ARWR's news has been consistently good on clinical readouts across various tissue types and since ARWR's accomplishments with the simple injection delivery of two targeted drugs is a first of its kind. All in all, ARWR is probably going to be one of those once in the decade companies when investors come to realize that ARWR has developed a delivery "platform" that actually works across multiple tissue types and once they realize that ARWR is churning out clinical trial success as a rapid rate for a company it's size. ARWR's presentation in Japan on the 14th is shaping up as a good one, based on the docs / scientists who are involved with Alzheimer's research. I'm anticipating positive news on ARO MAPT and hoping those results will confirm that ARWR was a truly remarkable platform in place.

$ARWR I have two minds about ARWR right now: the realist and the crackpot. The realist says that no one would buy ARWR for over 20B because the premium on share price would be outrageous compared to buy out norms. Someone would have to bet their entire reputation and career on this being a once in a lifetime opportunity. And ARWR has no incentive to sell for less than 20b. The crackpot says that ARWR was in talks with someone in August and they pulled out until MAPT data. That's why would see two insider sales late August after the blackout was lifted. ARWR is now delaying the current MAPT release to get bids for a buyout. The info is already in a data room with bids going back and forth. And that ARWR is a once in a lifetime purchase worth the 25B+ risk. Which is right? Probably neither knowing my track record, but fun to think about while we wait.