ARROWHEAD PHARMACEUTICALS, INC.(ARWR)— Stock Profile, AI Score & Financials
Healthcare · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
ARROWHEAD PHARMACEUTICALS, INC. (ARWR) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores ARWR at 38.7/100 on a 32-signal composite quality model, placing it at rank #2,177 of 2,962 stocks — the bottom half of the AI-ranked universe. ARWR scores in the top quartile across revenue growth (99.3). Areas of concern include profitability (10.6) and balance sheet strength (12.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ARROWHEAD PHARMACEUTICALS, INC. reports quarterly revenue of $75.3M, net income of $-194.3M, free cash flow of $-181.3M. Top institutional holders of ARWR by reported 13-F value include BlackRock, Avoro Capital Advisors, FMR, based on the most recent SEC filings. ARWR trades on the Nasdaq exchange and files with the SEC under CIK 879407. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ARWR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ARROWHEAD PHARMACEUTICALS, INC. directly from SEC EDGAR.
AI Quality Score
38.7/100
AI Rank
#2,177
Revenue
$75.3M
Net Income
$-194.3M
Free Cash Flow
$-181.3M
ARWR key financials by period
ARROWHEAD PHARMACEUTICALS, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$829.4M
$-1.6M
11.9%
FY 2024
10-K
$3.6M
$-599.5M
—
FY 2023
10-K
$240.7M
$-205.3M
-85.2%
FY 2022
10-K
$243.2M
$-176.1M
-73.4%
FY 2021
10-K
$138.3M
$-140.8M
-107.8%
FY 2020
10-K
$88.0M
$-84.6M
-105.9%
Institutions holding ARWR
Institutional investors reporting a position in ARROWHEAD PHARMACEUTICALS, INC. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-04 — Q3 FY2026 (nine months ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Arrowhead reported $413.0M in nine-month revenue driven by Sarepta ($297.6M), Novartis ($74.9M), and Madrigal ($25.0M) collaboration agreements, while net loss widened to $296.2M due to expanded R&D pipeline and commercialization costs.
Revenue from Sarepta Collaboration Agreement and Sarepta Clinical Supply Agreement, reflecting R&D services performed for multiple programs and clinical supply manufacturing.
Novartis Collaboration Agreement$74.9M
Revenue from development and commercialization of multiple preclinical programs in rare genetic CNS diseases; agreement commenced October 2025.
Revenue from Sarepta Collaboration Agreement and Sarepta Clinical Supply Agreement, reflecting R&D services performed for multiple programs and clinical supply manufacturing.
Novartis Collaboration Agreement$74.9M
Revenue from development and commercialization of multiple preclinical programs in rare genetic CNS diseases; agreement commenced October 2025.
Madrigal License Agreement$25.0M
Upfront payment for exclusive global license to develop and commercialize ARO-PNPLA3; performance obligation satisfied upon delivery in Q3 FY2026.
Sanofi License Agreement$12.0M
Revenue from Visirna subsidiary's license agreement to develop and commercialize investigational plozasiran in Greater China.
Largest Expense Items
Research and Development$548.7M+27% YoY
Increased by expansion of pipeline into clinical trials, higher outsourced clinical trial and manufacturing costs, increased headcount for R&D expansion, and manufacturing facility expansion.
Selling, General and Administrative$134.9M+56% YoY
Increased by commercialization costs for REDEMPLO launch including marketing and commercial support, higher headcount for commercialization, and professional services.
Margins: Operating loss of $270.5M for nine months reflects negative operating margin of -65% as the company invests heavily in pipeline expansion and REDEMPLO commercialization. The filing indicates continued significant R&D spending and commercial launch expenses outpace collaboration revenues.
Watch Items from the Filing
Sarepta Collaboration revenue declined 48% YoY to $297.6M; company exercised step-in rights reducing Company's remaining obligations and variable consideration for certain programs.
Company faces patent infringement litigation from Ionis regarding planned commercialization of plozasiran; outcome could impact commercial strategy.
Credit facility of $181.4M carries 15% annual paid-in-kind interest, MOIC payments of $158.9M made to date, and mandatory prepayments required under amended terms.
Net loss of $296.2M for nine months; company eligible to receive up to $16.2B in milestone payments across multiple partnerships, providing potential upside from program advancement.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
