earnings
confidence high
sentiment positive
materiality 0.85
Arrowhead Q2 revenue $542.7M on Sarepta deal; plozasiran PDUFA Nov 18, 2025
ARROWHEAD PHARMACEUTICALS, INC.
2025-Q2 EPS
reported $1.52
vs consensus -$1.05
▲ beat
(+245.4%)
- Q2 revenue of $542.7M (vs $0 prior year) driven by $825M Sarepta licensing deal ($500M cash + $325M equity).
- GAAP diluted EPS $2.75 vs ($1.02) loss YoY; net income $370.4M.
- FDA accepted plozasiran NDA for FCS with PDUFA date Nov 18, 2025; no advisory committee planned.
- CFO Ken Myszkowski retiring May 13, 2025; succeeded by Daniel Apel.
- Cash and investments $1.097B; company funded into 2028 with no near-term equity needs.