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Mar 31
Arrowhead Pharmaceuticals Q2 2025 Earnings Report
Arrowhead Pharmaceuticals reported a profitable quarter with substantial revenue from a licensing deal and progress toward multiple drug launches.
Key Takeaways
Arrowhead Pharmaceuticals posted strong financial results for Q2 FY2025, driven by a major collaboration deal with Sarepta Therapeutics. The company reported significant revenue and net income, reinforcing its financial position ahead of anticipated product launches.
Revenue reached $542.7 million, driven by a licensing agreement with Sarepta.
Net income was $370.4 million, marking a sharp turnaround from a $125.3 million loss in the prior year.
The FDA accepted the NDA for plozasiran with a PDUFA date set for November 18, 2025.
Arrowhead ended the quarter with over $1.09 billion in cash and investments, funding operations through 2028.
Arrowhead Pharmaceuticals
Arrowhead Pharmaceuticals
Forward Guidance
Arrowhead expects continued financial stability with sufficient funding through 2028 and multiple potential drug launches ahead.
Positive Outlook
- Plozasiran NDA accepted with a target action date of November 18, 2025
- Strong funding position due to $825M Sarepta agreement
- Progress toward full enrollment of Phase 3 SHTG studies
- Advancement of RNAi-based programs for obesity and metabolic diseases
- ARO-C3 Phase 1/2 results show meaningful reductions in proteinuria and complement activity
Challenges Ahead
- No guidance provided for future EPS or revenue
- R&D expenses increased year-over-year to $133.1 million
- Dependence on regulatory approval timelines for commercial launches
- High general and administrative expenses at $28.4 million
- Potential risk in achieving milestone and royalty payments from partnerships