NASDAQ$ARWR

Arrowhead Pharmaceuticals Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Arrowhead Pharmaceuticals reported financial results for its fiscal second quarter ended March 31, 2023.

Arrowhead Pharmaceuticals reported a net income attributable to Arrowhead Pharmaceuticals, Inc. of $48.675 million, or $0.45 per diluted share, for the fiscal second quarter ended March 31, 2023. The company earned milestone payments from Takeda and GSK.

  • Reported interim results from an ongoing Phase 1/2 clinical study of ARO-RAGE for inflammatory pulmonary diseases.
  • Announced a planned R&D Day on June 1, 2023, including presentations on cardiometabolic, pulmonary, and central nervous system (CNS) pipeline programs.
  • Earned a $40 million milestone payment from Takeda after the first patient was dosed in the Phase 3 REDWOOD clinical study of fazirsiran for the treatment of alpha-1 antitrypsin deficiency associated liver disease (AATD-LD).
  • Earned a $30 million milestone payment from GSK following the start of GSK’s Phase 2b trial of GSK4532990, formerly called ARO-HSD, for the treatment of patients with non-alcoholic steatohepatitis (NASH).

Headline financials

Total Revenue

$146M

Previous: $152M-3.6%
EPS (adj)

$0.45

Previous: $0.41+9.8%
Capital Expenditures

-$66.2M

Previous: -$10.5M-528.9%
Free Cash Flow

-$17.6M

Previous: $33.8M-151.9%
Net Income

$48.7M

Previous: $44.4M+9.7%
Operating Income

$48.2M

Previous: $41.6M+15.9%
Gross Profit

$144M

Previous: $149M-3.8%
Cash & Equivalents

$135K

Previous: $86.4M-99.8%
Total Assets

$891K

Previous: $704M-99.9%
Stock-Based Comp

$20.6M

Previous: $33.8M-39.0%

Revenue & EPS history

Arrowhead Pharmaceuticals · Revenue · Quarterly

$146M

Q2 2023-3.6%vs Q2 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

Arrowhead Pharmaceuticals develops medicines that treat intractable diseases by silencing the genes that cause them. They leverage RNA interference to induce rapid, deep, and durable knockdown of target genes.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.0%

Avg return

Earnings day

+4.2%

Avg return

5 days after

+10.8%

Avg return

30 days after

38%

24 / 64 earnings

Positive

+39.2%

Q4 2024

Best reaction

-26.7%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+1.6%+0.1%-6.1%
Q1 2026-0.2%-4.8%-7.5%
Q4 2025+23.2%+20.2%+49.9%
Q2 2025+9.4%+12.5%+16.1%
Q1 2025-5.2%+0.2%-24.3%
Q4 2024+39.2%+38.5%+3.9%
Q3 2024-6.4%-8.6%-11.1%
Q2 2024-12.5%-9.2%-5.2%
Q1 2024-1.2%+1.7%+3.7%
Q4 2023-26.7%-13.8%+5.8%
Q3 2023-13.1%-8.8%-7.7%
Q2 2023+12.5%+15.8%-2.9%
Q1 2023-8.5%-9.9%-19.3%
Q4 2022+1.7%+15.0%+27.3%
Q3 2022+3.6%+2.5%-11.1%
Q2 2022-11.5%-3.3%-0.7%
Q1 2022-11.1%-5.4%-22.1%
Q4 2021-0.3%+1.3%-1.8%
Q3 2021-2.0%-7.4%+2.2%
Q2 2021-5.4%-5.5%+3.2%
Q1 2021+12.6%+11.8%-14.1%
Q4 2020-12.2%-8.4%+24.1%
Q3 2020-7.0%-8.5%-18.3%
Q2 2020-0.3%+5.0%-0.5%
Q1 2020-6.4%-2.4%-23.9%
Q4 2019+37.6%+48.4%+31.2%
Q3 2019-2.1%-0.2%+17.6%
Q2 2019+8.0%+0.1%+50.2%
Q1 2019+13.2%+25.4%+33.0%
Q4 2018+11.2%+4.8%+9.8%
Q3 2018+13.2%+18.6%+36.2%
Q2 2018+15.8%+27.2%+33.5%
Q1 2018-6.2%-3.4%+30.9%
Q4 2017-3.1%-10.5%+43.6%
Q3 2017+8.9%+13.6%+69.2%
Q2 2017+13.5%+6.4%+3.8%
Q1 2017+3.2%+3.7%+12.1%
Q4 2016+0.0%-1.6%+62.2%
Q3 2016-1.2%+1.0%+29.7%
Q2 2016-3.1%
Q1 2016-0.9%
Q4 2015-1.1%
Q3 2015+12.1%
Q2 2015-10.9%
Q1 2015-1.1%
Q4 2014-6.2%
Q3 2014+1.2%
Q2 2014-10.7%
Q1 2014-2.6%
Q4 2013+7.3%
Q3 2013+2.5%
Q2 2013+10.2%
Q1 2013-1.8%
Q4 2012-7.2%
Q3 2012-16.8%
Q2 2012-4.5%
Q1 2012-1.4%
Q4 2011+0.5%
Q2 2011+0.5%
Q3 2011-12.4%
Q3 2010-12.4%
Q4 2010-12.4%
Q1 2011-5.6%
Q2 2010-8.1%

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