ARWR Arrowhead Pharmaceuticals Inc.

$ARWR So $ARWR appears to have cracked one of medicine’s Holy Grails. Crossing the blood-brain barrier with RNAi via a simple injection under the skin. 73% mean tau reduction. Durable for months. In actual humans. Quite handy, apparently. Might even open the door to treating a few minor inconveniences like Alzheimer’s, Parkinson’s, dementia and assorted neurological diseases that have troubled humanity for centuries. Potentially an entirely new frontier in medicine. Wall Street’s response? “Interesting. But have you considered that the stock should be worth slightly less?”

$ARWR " I do believe that delivering oligonucleotides via subcutaneous administration to the brain is a therapeutic Holy Grail." Chris Anzalone CEO

$ARWR Arrowhead seems to be running the same playbook as when they presented the initial INHBE & ALK7 data back in January. They announced the ARO-MAPT event in advance and are holding a KOL webinar at 11:30am Pacific time. On January 6th for the INHBE & ALK7 data they did a press release at 7:30 am with the data so this Wednesday we should see a PR with the ARO-MAPT data in the morning as well. Hopefully they hit the 50%-60% tau knockdown range with this upcoming data. The market is going to compare with the Biogen/Ionis data and I don't want Arrowhead having to explain/defend that a 30-40% subQ deep brain knockdown is better than the Biogen 50-60% knockdown data, even though that would likely be true but we would have to wait for Tau PET data from the Alzheimers patients next year to prove it. The preclinical NHP data was strong and so far Arrowheads animal models have translated pretty well to humans. We'll find out soon what then tau knockdown in humans looks like.

$ARWR You have to laugh. China is looking to protect siRNA platforms as strategic national technology. Apparently they recognise the enormous value of owning the machinery that can generate entire portfolios of medicines. Meanwhile, on Wall Street, analysts are struggling to assign any value to Arrowhead’s CNS platform, despite human proof of subcutaneous RNAi delivery across the blood-brain barrier. One of the most advanced RNAi platforms in the world, and apparently it’s worth rounding down to zero. China sees a strategic national asset. Wall Street sees an extra line in the R&D budget. Brilliant.

$ARWR $ARWR Same $60 share price. Very different company. The last time ARWR traded here was early April. Consider what’s happened since: • SHASTA-3/4 delivered exceptional Phase 3 results, including 78% fewer pancreatitis events. • FDA STAR pilot entry for the much larger sHTG opportunity. • REDEMPLO secured EU and Australian approvals. • DIMER-PA demonstrated dual-target RNAi activity in humans. • ARO-INHBE strengthened the obesity/MASH opportunity. • Zodasiran completed Phase 3 enrolment. • Madrigal signed a deal worth up to $1BN in milestones and upfront payments. And we still have the imminent MAPT readout, potentially validating subcutaneous RNAi delivery into the brain. None of this was established when ARWR last traded at $60. Risks remain, but clinical uncertainty has fallen, regulatory progress has accelerated and the platform has gained validation. The share price has gone nowhere. The science and pipeline have not.

$ARWR Arrowhead has been churning out good clinical news in recent months and has achieved several "firsts" as well. ARO MAPT results arealso likely to be positive and reported shortly with proof that ARWR can cross the blood brain barrier with a simple shot. While I started purchasing ARWR shares at $20 and also am holding some shares purchased at $75, it's difficult to imagine that ARWR will not be a successful a long term hold, irrespective of it's decline from the $90 range a short time ago. ARWR is proving its competence across multiple tissue types, has constructed a $250 million production facility in the US and has other pharma investments in some of its products. ARWR's first of its kind FDA Star program admission is another consistent sign along ARWR's highway to success. While it's frustrating to see the recent price declines, the fact is that ARWR is likely to be a big winner when the value of it's "platform" is fully priced in and I believe that day is coming

$ARWR the rerate will be when the casino decides. It’s inevitable at this point. BBB cross is the biotech / scientific equivalent of putting a man on the moon.

$ARWR Added shares at 58.49 today. Already have a substantial position but today's price is a total joke given the positive results on INHBE and MAPT. It's amazing what they are doing with that bag of stale potato chips!!!

$ARWR they’re not even trying to hide it anymore. Financing is being lined up for someone. Adding Mrs. Sanofi in the Billiard Room with the Lead Pipe.

$ARWR “citadel and market makers are enabling a better price for their month end / month start etf fund flows under the guise of - who gives a f - qqq’s selling off and Friday vix spike.” 🐺🐺

$ARWR Next Pship news will drive this to ATH. Then they will be announced in succession. Fake premium will be established. Hopefully they structure everything to support an appropriately valued acquisition. I think long term GAIA would provide better returns, but opportunity cost is abiatch. 35 Billygoats in next year. Would prefer Lilly stock to cash. IMHO.

$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 - and rewarded with a +7% gain premarket 🤷 Continues to rank high on my DD/revisit list for a reason

$ARWR funny when people label something "the close" This was a negotiated price days ago which is why the lying MM created fake strength 3/4 of the day to sell shares they didn't have but knew they were getting anyways

$ARWR I'll never forget Alex Denner opening up ARIA Quarterly Financial call by saying "we have been aquired by Takeda for 24$pps." Ultimate mic drop. Based upon the way this stock trades, would love for them to open the call by saying- Aquired by Lilly 45B." One can dream.

$ARWR Wow 73% CSF tau knockdown with a max of 85%. Extremely strong data. They pulled off the holy grail of subQ CNS delivery and beat the 50-60% range they were targeting. Great to see and good news as well for the Novartis and Sarepta programs.

$ARWR has everyone directed their brokerage accounts to not lend their shares out for short selling…

$ARWR are the machines 45 min late or has Bob finally finished his 2 months worth or work

$ARWR if the market is reacting to a perceived lack of focus on ARWR pipeline, and potential dilution, that is dumb. ARWR will, and has repeatedly, license non-core programs and reap substantial license fees. I also don't see how Chinese competitors can be the issues. They are years behind and there is no reason ARWR can’t cut similar deals instead for non-core programs.

$ARWR UBS assumed coverage with a bullish stance amid positive clinical data and momentum for Arrowhead’s RNA interference (RNAi) pipeline. UBS PT $109 with a Buy rating on Arrowhead Pharmaceuticals (NASDAQ: ARWR).