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Mar 31, 2025
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.
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
Historical Earnings Impact
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