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Aandeel Arrowhead Pharmaceuticals OTC:ARWR.Q, US04280A1007

Vertraagde koers (usd) Verschil Volume
26,340   0,000   (0,00%) Dagrange 0,000 - 0,000 2.490.805   Gem. (3M) 1,3M

Forum Arrowhead Research geopend

8.627 Posts
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  1. forum rang 5 Hulskof 13 november 2024 07:55
    Gisteren een webcast op de UBS conference.

    Heb het zelf niet gezien, maar naar het schijnt was de oude zelfverzekerde, licht arrogante (cocky) Anzalone terug. Dat lijkt me een goed teken.

    Belangrijkste nieuws: de NDA wordt binnen enkele weken ingediend. Zou mooi zijn als dat nog deze maand gebeurt. Eerste drug op de markt naar verwachting in 2025. En niet enkel de genetisch bevestigde FCS. M.a.w. ze gaan voor de grotere markt. Het laatste woord hierover is natuurlijk aan de FDA, maar het is al heel wat dat Arrowhead weer eens hoog mikt.

    CVOT gaat even de koelkast in (geen geld), maar er zit een partnerschap aan te komen. Eerst zien, dan geloven natuurlijk.

    Het zouden wel eens leuke maanden kunnen gaan worden.
  2. forum rang 5 Hulskof 20 november 2024 08:02
    quote:

    Tom3 schreef op 19 november 2024 17:03:

    Weet iemand wat er aan de hand is bij collega Silence Therapeutics, daar is de koers nu 37% lager dan gisteren. Zo slecht waren die Lp(a) data toch niet?? De koers is in een maand terug gelopen van $ 19 naar $ 6,50.....
    Ik kwam dit tegen op X

    $SLN I think the main criticism here is the rebounding of the Lp(a) - looks like they will need Q12Wk dose at 300 mg for P3 - if so, then less differentiation vs Olpasiran ( $AMGN $ARWR) - obviously, we don't know how deep a drop in Lp(a) is needed for CVOT benefit or if greater drop beyond some threshold will give additional benefit - but the perception in general for cardio is the deeper the drop, the better - that could be the reason why the stk tank so hard - it's not a very liquid stk to start with - just massive trading volume - .. can't rule out some big holders got margin calls etc either.. the drop from 19 to 7 in one wk is pretty stunning - .. at 7 - the EV is 200MM (47MM ADS shrs) - probably getting to some interesting dumpster fire case for the rotten pumpkin shopping list - these guys wont have the balance sheet needed to do the large CVOT - can they get a partner to do this or something else - they will have an ASH presentation in Dec. for the PV side of the pipeline - jmho.

    x.com/Sports_bios/status/185901616436...
  3. forum rang 6 Tom3 20 november 2024 14:42
    @Hulskof, ooit een positie gehad in Silence (toen ze alleen een notering hadden in Londen). Als je product niet onderscheidend is of een monopoliepositie heeft dan ben je in deze markt dus echt de sjaak. Het valt me op dat de meeste rnai spelers met de "zelfde" genen bezig zijn. Dan moet je de steun van een grote farmaceut hebben. Niet zo slim van Silence. Bij mijn weten doen een ProQR, een Arrowhead en (zelfs) Affimed dat toch handiger.
  4. forum rang 4 harvester 21 november 2024 11:15
    quote:

    Tom3 schreef op 20 november 2024 20:27:

    wsw.com/webcast/jeff315/register.aspx...

    Gelukkig heeft Anzalone ook in de gaten dat een CVOT voor Ploza nu veel te duur is.
    Precies. Verder belooft 2025 veel voortgang in andere studies en gaf hij duidelijk aan sommige zaken met een partner te willen doen. Ik heb overigens recent bijgekocht en niet voor de handel.
  5. Missolapola 26 november 2024 13:06
    Arrowhead Pharmaceuticals Announces Global License and Collaboration Agreement with Sarepta Therapeutics for Multiple Clinical and Preclinical Programs

    - Upon closing, Arrowhead will receive $825 million immediately, including an upfront payment and an equity investment at a 35% premium, and will receive an additional $250 million paid over five years

    - Arrowhead has potential to receive an additional $300 million in near-term clinical trial enrollment-related milestone payments and is eligible for future potential milestone payments up to $10 billion and royalties on sales

    - Sarepta to receive investigational treatments that leverage Arrowhead’s leading Targeted RNAi Molecule platform

    - Arrowhead to discuss this agreement during the company’s 2024 fiscal year end results conference call today, November 26, 2024, at 4:30 p.m. ET
  6. Missolapola 26 november 2024 13:07
    PASADENA, Calif.--(BUSINESS WIRE)--Nov. 26, 2024-- Arrowhead Pharmaceuticals, Inc. (NASDAQ: ARWR) today announced a global licensing and collaboration agreement with Sarepta Therapeutics (NASDAQ: SRPT). Upon closing, Arrowhead will receive $825 million, consisting of $500 million cash and $325 million as an equity investment priced at a 35% premium. Arrowhead also receives $250 million to be paid in equal installments over five years and is eligible to receive an additional $300 million in near-term payments, which Arrowhead is on track to achieve during the next 12 months. Additionally, Arrowhead is eligible to receive royalties on commercial sales and up to approximately $10 billion in future potential milestone payments.

    The agreement covers multiple clinical and preclinical programs in rare, genetic diseases of the muscle, central nervous system (CNS), and the lungs, as well as allows Sarepta to select up to six new targets for Arrowhead to conduct discovery and preclinical development activities in areas complementary to Sarepta’s leadership in precision genetic medicine for rare diseases, which can utilize Arrowhead’s proprietary and differentiated Targeted RNAi Molecule (TRiM™) platform.

    “For Arrowhead, this strategic transaction accomplishes several important goals that we see as critical to our success as we move from a development stage company operating in several therapeutic areas to a more focused commercial stage company over the coming years. It provides us with a transformational amount of capital immediately and the potential for significant non-dilutive cash throughout the duration of the collaboration. We estimate that this transaction extends Arrowhead’s cash runway into 2028 and potentially through multiple new drug launches, including wholly owned and partnered programs. We now turn our focus as a company to launching investigational plozasiran for the treatment of familial chylomicronemia syndrome potentially in 2025, pending FDA review and approval, which would be our first commercial product. We are also prioritizing further development of additional pipeline programs which would be complementary to plozasiran from a clinical, regulatory, and commercial perspective,” said Christopher Anzalone, Ph.D., president and CEO at Arrowhead. “With this agreement we also welcome the Sarepta team as new Arrowhead collaboration partners who bring a wealth of clinical, regulatory, and commercial expertise in key areas outside of our cardiometabolic focus. We have a very efficient drug discovery engine that continues to generate many promising programs and we have great confidence in Sarepta’s ability to take the next steps to advance and commercialize multiple Arrowhead-discovered drug candidates, which we believe have the potential to be best-in-class.”

    At the close of the agreement, Doug Ingram, president and CEO of Sarepta, will be appointed to the Arrowhead Board of Directors. He is an experienced biotech and pharma executive and has led Sarepta as they advanced multiple investigational medicines through the clinical and regulatory process, built a commercial organization from the ground up, launched multiple drugs, and moved the company toward profitability. His experience and guidance will be valuable to Arrowhead as the Company seeks the same transition.

    Mr. Ingram added, “The agreement marks the start of a synergistic relationship with Arrowhead’s leading siRNA technology and Sarepta’s proven success in bringing rare disease treatments to patients. Together, we will expedite the development of Arrowhead’s promising scientific approach and bring best-in-class treatments to patients with devastating rare diseases where treatment options are limited or do not exist. I am honored to serve on the Arrowhead Board of Directors and to help Arrowhead advance its extraordinary science for the benefit of patients around the world.”

    Summary Financial Terms

    Upon closing, Arrowhead will receive a $500 million upfront payment and $325 million through the purchase by Sarepta of Arrowhead common stock priced at a 35% premium to the 30-day volume weighted average price. Arrowhead will also receive $250 million to be paid in annual installments of $50 million over 5 years. Arrowhead also has the potential to receive $300 million in near-term payments associated with the continued enrollment of certain cohorts of a Phase 1/2 study, which Arrowhead is on track to achieve during the next 12 months.

    Arrowhead is eligible to receive development milestone payments of between $110 million and $410 million per program and sales milestone payments of between $500 million and $700 million per program. Arrowhead is also eligible to receive tiered royalties on commercial sales up to the low double digits.

    Summary of Programs under License and Collaboration Agreement

    Clinical Stage

    ARO-DUX4, which is designed to target the gene that encodes the DUX4 protein as a potential treatment for patients with facioscapulohumeral muscular dystrophy type 1, currently dosing patients in a Phase 1/2 clinical study.
    ARO-DM1, which is designed to reduce expression of the dystrophia myotonica protein kinase, or DMPK, gene in skeletal muscle as a potential treatment for patients with type 1 myotonic dystrophy, currently dosing patients in a Phase 1/2 clinical study.
    ARO-MMP7, which is designed to reduce expression of matrix metalloproteinase 7, or MMP7, in the lung as a potential treatment for idiopathic pulmonary fibrosis, currently dosing patients in a Phase 1/2 clinical study.
    ARO-ATXN2, which is designed to silence expression of the toxic ATXN2 protein in the CNS as a potential treatment for spinocerebellar ataxia 2 (SCA2), currently in a Phase 1/2 study that is open for enrollment.
    Preclinical Stage

    ARO-HTT for patients Huntington’s disease expected to be CTA-ready in 2025
    ARO-ATXN1 for patients with spinocerebellar ataxia 1 (SCA1) expected to be CTA-ready in 2026
    ARO-ATXN3 for patients with spinocerebellar ataxia 3 (SCA3) expected to be CTA-ready in 2026
    Discovery

    During the five-year term, Sarepta can propose up to six new CNS or muscle targets for which Arrowhead will perform discovery and preclinical development. Sarepta would then receive an exclusive license to those programs and be responsible for clinical development and commercialization.
    Drug Manufacturing

    Under the agreement, Arrowhead will manufacture clinical drug supply for all programs arising out of the license and collaboration, and commercial drug product for the four programs currently in clinical trials.

    The transaction is expected to close in early 2025, subject to the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and other customary conditions.

    Gibson, Dunn & Crutcher LLP is serving as legal advisor to Arrowhead.
  7. forum rang 6 Tom3 26 november 2024 13:40
    quote:

    Stock81 schreef op 26 november 2024 13:09:

    Eindelijk
    Past ARO-MMP7 (tegen idiomatische longfibrose) in de winkel van Sarepta? Als we maar niet de perverse prikkel krijgen als toen het Hep B programma werd verkocht aan J&J.? Toen denderde de koers naar beneden :-). Sarepta is zelf ook nog een start-up! Ongelooflijk agressieve marktbenadering. Kennelijk hebben extreem vertrouwen in de mogelijkheden van Arrowhead.
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