Arrowhead Pharmaceuticals Inc
ARWR—
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Arrowhead Pharmaceuticals Inc AI Insights
Informational only. Not investment advice.Snapshot
- Revenue TTM 829M grew 233% YoY vs industry median 7% - inflection from partnership milestones driving operating profitability (12% margin vs industry 0%)[Total Revenue 1Y Growth]
- R&D spend 607M TTM (73% of revenue) is 4x industry median - heavy reinvestment phase despite reaching operating breakeven[Research and Development]
- FCF positive 157M TTM while industry median is -9M - rare for biotech at this R&D intensity, funded by milestone payments[Free Cash Flow]
Watch Triggers
- Total Revenue 1Y Growth: Falls below 50% for 2 consecutive quarters — Milestone revenue is lumpy; sustained decline signals pipeline failures or partner issues
- Interest Expense: Exceeds operating income — Currently 89M vs 98M operating income - any increase tips company to pretax losses
- Issuance of Capital Stock: Any material issuance (>50M) — Zero dilution TTM is key bull thesis; resumption signals FCF insufficient
Bull Case
Platform validation: 233% revenue growth TTM with 12% operating margin proves RNAi technology generates real economics, not just R&D spend
Total Revenue 1Y GrowthOperating Margin
FCF generation of 157M TTM at 19% margin while spending 607M on R&D - self-funding growth without dilution (no stock issuance TTM)
Free Cash FlowIssuance of Capital Stock
Bear Case
P/S ratio 11.3x vs industry median 2.7x prices in significant future success; 233% growth is milestone-driven and non-recurring
PS RatioTotal Revenue 1Y Growth
Debt/equity 0.79 with 89M interest expense TTM nearly equals 98M operating income - leverage consuming operating gains
Debt to EquityInterest Expense
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
Milestone-driven revenue model creates lumpy but sustainable path to profitability over 1-3 years
1-3ymed
- Operating income 98M TTM proves platform can generate profits
- Interest expense 89M eroding pretax income - refinancing critical
- Working capital 755M provides 2+ years runway at current burn
Operating margin 12% TTM vs -10% industry meanNet income -1.6M TTM nearly breakevenCash flow 180M TTM positive
Valuation Context
Caveats
Public Strategies Rankings
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ARWR Fundamentals
Professional, Scientific, and Technical Services → Professional, Scientific, and Technical Services
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$8.61B | — | ||
$8.85B | — | ||
38 | — | ||
$1.09B | +43539.2% | — | |
$1.60 | — | ||
27.6% | +25065.4% | — | |
18.5% | +25607.1% | — | |
$322.01M | — | ||
65.1% | +665.8% | — | |
Beta 5Y (Monthly) | unknown | — |
ARWR Dividend History
No dividends
ARWR Stock Splits
2 stock splits
11/17/1110:1 split
01/15/0465:1 split
ARWR SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
02/05/26 | 12/31/25 | 10-Q | |
11/25/25 | 09/30/25 | Unknown | |
08/07/25 | 06/30/25 | 10-Q | |
05/12/25 | 03/31/25 | 10-Q | |
02/10/25 | 12/31/24 | 10-Q | |
11/26/24 | 09/30/24 | 10-K | |
08/08/24 | 06/30/24 | 10-Q | |
05/09/24 | 03/31/24 | 10-Q | |
02/06/24 | 12/31/23 | 10-Q | |
11/29/23 | 09/30/23 | 10-K | |
08/07/23 | 06/30/23 | 10-Q | |
05/02/23 | 03/31/23 | 10-Q | |
02/06/23 | 12/31/22 | 10-Q | |
11/28/22 | 09/30/22 | 10-K | |
08/04/22 | 06/30/22 | 10-Q | |
05/10/22 | 03/31/22 | 10-Q | |
02/02/22 | 12/31/21 | 10-Q | |
11/22/21 | 09/30/21 | 10-K | |
08/05/21 | 06/30/21 | 10-Q | |
05/04/21 | 03/31/21 | 10-Q | |
02/04/21 | 12/31/20 | 10-Q | |
11/23/20 | 09/30/20 | 10-K | |
08/05/20 | 06/30/20 | 10-Q | |
05/07/20 | 03/31/20 | 10-Q | |
02/05/20 | 12/31/19 | 10-Q | |
11/25/19 | 09/30/19 | 10-K | |
08/05/19 | 06/30/19 | 10-Q | |
05/08/19 | 03/31/19 | 10-Q | |
02/07/19 | 12/31/18 | 10-Q | |
12/11/18 | 09/30/18 | 10-K | |
08/07/18 | 06/30/18 | 10-Q | |
05/08/18 | 03/31/18 | 10-Q | |
02/09/18 | 12/31/17 | 10-Q | |
12/12/17 | 09/30/17 | 10-K | |
08/03/17 | 06/30/17 | 10-Q | |
05/03/17 | 03/31/17 | 10-Q | |
02/06/17 | 12/31/16 | 10-Q | |
12/14/16 | 09/30/16 | 10-K | |
08/09/16 | 06/30/16 | 10-Q | |
05/10/16 | 03/31/16 | 10-Q | |
02/09/16 | 12/31/15 | 10-Q | |
12/14/15 | 09/30/15 | 10-K | |
08/04/15 | 06/30/15 | 10-Q | |
05/11/15 | 03/31/15 | 10-Q | |
02/09/15 | 12/31/14 | 10-Q | |
11/25/14 | 09/30/14 | 10-K | |
08/12/14 | 06/30/14 | 10-Q | |
05/06/14 | 03/31/14 | 10-Q | |
02/04/14 | 12/31/13 | 10-Q | |
12/18/13 | 09/30/13 | 10-K | |
08/07/13 | 06/30/13 | 10-Q | |
05/09/13 | 03/31/13 | 10-Q | |
02/13/13 | 12/31/12 | 10-Q | |
12/28/12 | 09/30/12 | 10-K | |
08/13/12 | 06/30/12 | 10-Q | |
05/08/12 | 03/31/12 | 10-Q | |
02/09/12 | 12/31/11 | 10-Q | |
12/20/11 | 09/30/11 | 10-K | |
08/08/11 | 06/30/11 | 10-Q | |
05/12/11 | 03/31/11 | 10-Q | |
02/10/11 | 12/31/10 | 10-Q | |
12/22/10 | 09/30/10 | 10-K | |
08/12/10 | 06/30/10 | 10-Q | |
05/13/10 | 03/31/10 | 10-Q | |
02/11/10 | 12/31/09 | 10-Q | |
12/22/09 | 09/30/09 | 10-K | |
08/10/09 | 06/30/09 | 10-Q | |
05/15/09 | 03/30/09 | 10-Q | |
02/09/09 | 12/31/08 | 10-Q | |
12/15/08 | 09/30/08 | 10-K | |
08/11/08 | 06/30/08 | 10-Q | |
05/12/08 | 03/30/08 | Unknown | -- |
02/11/08 | 12/31/07 | 10-Q | |
12/14/07 | 09/30/07 | 10-K | |
08/09/07 | 06/30/07 | 10-Q | |
05/10/07 | 03/30/07 | Unknown | -- |
02/09/07 | 12/31/06 | 10-Q | |
12/14/06 | 09/30/06 | 10-K | |
08/09/06 | 06/30/06 | 10-Q | |
05/10/06 | 03/30/06 | Unknown | -- |
02/09/06 | 12/31/05 | 10-Q | |
09/30/05 | 09/30/05 | 10KSB | |
06/30/05 | 06/30/05 | 10QSB | |
03/31/05 | 03/30/05 | Unknown | -- |
12/31/04 | 12/31/04 | 10QSB | |
09/30/04 | 09/30/04 | 10KSB | |
06/30/04 | 06/30/04 | 10QSB | |
03/31/04 | 03/30/04 | Unknown | -- |
12/31/03 | 12/31/03 | 10QSB | |
09/30/03 | 09/30/03 | NT 10-K | |
06/30/03 | 06/30/03 | 10QSB | |
03/31/03 | 03/30/03 | Unknown | -- |
12/31/02 | 12/31/02 | NT 10-Q | |
09/30/02 | 09/30/02 | NT 10-K | |
06/30/02 | 06/30/02 | NT 10-Q | |
03/31/02 | 03/30/02 | Unknown | -- |
12/31/01 | 12/31/01 | 10QSB | |
09/30/01 | 09/30/01 | 10KSB | |
06/30/01 | 06/30/01 | 10QSB | |
03/31/01 | 03/30/01 | Unknown | -- |
12/31/00 | 12/31/00 | NT 10-Q | |
09/30/00 | 09/30/00 | 10KSB | |
08/10/00 | 06/30/00 | 10QSB | |
05/15/00 | 03/30/00 | 10QSB |