NASDAQ$ARWR

Arrowhead Pharmaceuticals Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Arrowhead Pharmaceuticals reported financial results for its fiscal third quarter ended June 30, 2023.

Arrowhead Pharmaceuticals reported a net loss attributable to Arrowhead Pharmaceuticals, Inc. of $102.946 million, or $0.96 per share, for the fiscal third quarter ended June 30, 2023. Revenue for the quarter was $15.825 million.

  • New Phase 1 clinical data on ARO-RAGE showed a continued dose response in healthy volunteers with a single inhaled dose of 184 mg achieving mean knockdown of 90% and a maximum of 95% in bronchoalveolar lavage fluid (BALF).
  • Completed enrollment of the global PALISADE Phase 3 clinical trial evaluating ARO-APOC3 for the treatment of familial chylomicronemia syndrome; primary portion of the study is anticipated to be complete in the second quarter of 2024.
  • Earned a $30 million milestone payment from GSK following the start of GSK’s Phase 2b trial of GSK4532990, formerly called ARO-HSD.
  • Earned a $40 million milestone payment from Takeda after the first patient was dosed in the Phase 3 REDWOOD clinical study of fazirsiran.

Headline financials

Total Revenue

$15.8M

Previous: $32.4M-51.2%
EPS (adj)

-$0.96

Previous: -$0.68-41.2%
Capital Expenditures

-$113M

Previous: -$20.1M-462.3%
Free Cash Flow

-$216M

Previous: -$92.1M-134.3%
Net Income

-$103M

Previous: -$72M-42.9%
Operating Income

-$103M

Previous: -$72.9M-40.9%
Gross Profit

$12.6M

Previous: $29.8M-57.9%
Cash & Equivalents

$105M

Previous: $139M-24.5%
Total Assets

$796M

Previous: $752M+5.9%
Stock-Based Comp

$19.9M

Previous: $33.4M-40.3%

Revenue & EPS history

Arrowhead Pharmaceuticals · Revenue · Quarterly

$15.8M

Q3 2023-51.2%vs Q3 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. Arrowhead therapies trigger the RNA interference mechanism 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 Q3 2023

Historical avgQ3 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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