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Home  /   Forum   /   Arrowhead Research   /   Forum Arrowhead Research geopend

Aandeel Arrowhead Pharmaceuticals OTC:ARWR.Q, US04280A1007

Vertraagde koers (usd) Verschil Volume
22,370   +0,520   (+2,38%) Dagrange 21,480 - 22,470 1.111.241   Gem. (3M) 1,4M

Forum Arrowhead Research geopend

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8.634 Posts
Pagina: «« 1 ... 360 361 362 363 364 ... 432 »» | Laatste | Omlaag ↓
  1. forum rang 5 Hulskof 5 december 2022 19:48
    Een droom om ons op te beuren (met dank aan BioBoyScout):

    No doubt we need proof of concept that RNAi works in the lung. Theoretically, MMP7 could be very effective in treating IPF. My guess is that a yearly price of $75k is extremely conservative, but that depends on how effective the drug is. Arrowhead probably won't go forward with the drug if it doesn't command at least a $75k price tag.

    So if you run the numbers for this drug, it would easily end up conservatively dosing 50k people worldwide within a few years. That's a minimum of $3.75 billion a year! This one drug alone could conservatively make this a $6B market cap company in phase 1 (15% probably of success), $12B MC in phase 2 (30% POS), and $25B MC in phase 3 (just a 60% POS).

    Here are two very compelling articles about how effective MMP7 (matrilysin) may be to control IPF

    www.pnas.org/doi/10.1073/pnas.092134099

    www.sciencedirect.com/topics/biochemi...

    The more you dig in, the more there is to like.

    It should also be noted that if this drug works, approval should be very quick, and accelerated approval would be a near certainty. Also, since it's an orphan drug, Arrowhead will either keep it wholly-owned, or partner in a similar way as was done with Takeda.

    The more I dig into this drug and this disease, the more significant it becomes. Trying to find patients, like for AAT, is not an issue, as basically all 100k patients in the US have been diagnosed and are known. That's HUGE, because doctors would want to start any known effective treatments asap, as IPF is basically a 3 year death sentence. So not only will it be significantly easier to find and enroll patients for trials (and eventually sales), but sales/marketing/commercialization should be significantly easier. On top of it, there are approximately 30k new patients each year in the US alone.

    So applying what I believe to be conservative numbers, a 5% probability of success (POS) currently values this drug at approximately $1 billion (that's right, a "B" for BILLION).
    A 15% POS at just under $4B (would most likely be used in phase 1 if proof-of-concept for lung is shown).
    A 30% POS = over $9B (would be used at phase 2 if over a 50% knockdown of MMP7 is shown).
    A 60% POS = approximately $22B (would be used at phase 3).
    A 100% POS = over $40B (would be used if Accelerated Approval is granted).

    These numbers are for ARO-MMP7 ALONE, and do not include other drugs.

    One more thought, IF proof-of-concept is shown AND MMP7 knockdown is over 50% (theoretically it would at least double the 3 years of life to 6 years), these valuation numbers would need to be revisited and will most likely go up by at least 2 times from what I just posted. I am assuming just $75k per year for this drug, and if it actually works well, the price could easily be 2-3x that.
  3. forum rang 5 Hulskof 8 december 2022 14:08
    Eerste patiënt ingeschreven voor fase 1-onderzoek naar jicht.
    Milestone van 15 miljoen.

    PASADENA, Calif.--(BUSINESS WIRE)--Dec. 8, 2022-- Arrowhead Pharmaceuticals Inc. (NASDAQ: ARWR) today announced that Horizon Therapeutics plc (Nasdaq: HZNP) has enrolled the first subject, earning Arrowhead a $15 million milestone payment, in a Phase 1 randomized, placebo-controlled trial to assess the safety, tolerability, pharmacokinetics and pharmacodynamics of its development-stage medicine HZN-457, previously known as ARO-XDH. HZN-457 is a small interfering RNA (siRNA) candidate designed to treat gout by silencing liver xanthine dehydrogenase. The development of HZN-457 is part of a global collaboration and license agreement that the Company entered in 2021 with Horizon.

    ir.arrowheadpharma.com/news-releases/...
  5. forum rang 6 Tom3 8 december 2022 23:39
    quote:

    Hulskof schreef op 8 december 2022 14:08:

    Eerste patiënt ingeschreven voor fase 1-onderzoek naar jicht.
    Milestone van 15 miljoen.

    PASADENA, Calif.--(BUSINESS WIRE)--Dec. 8, 2022-- Arrowhead Pharmaceuticals Inc. (NASDAQ: ARWR) today announced that Horizon Therapeutics plc (Nasdaq: HZNP) has enrolled the first subject, earning Arrowhead a $15 million milestone payment, in a Phase 1 randomized, placebo-controlled trial to assess the safety, tolerability, pharmacokinetics and pharmacodynamics of its development-stage medicine HZN-457, previously known as ARO-XDH. HZN-457 is a small interfering RNA (siRNA) candidate designed to treat gout by silencing liver xanthine dehydrogenase. The development of HZN-457 is part of a global collaboration and license agreement that the Company entered in 2021 with Horizon.

    ir.arrowheadpharma.com/news-releases/...
    Die Sirna moet al panklaar op de plank hebben gelegen inclusief veiligheidsonderzoek. Gevonden geld dus.
  8. forum rang 5 Hulskof 9 december 2022 08:43
    quote:

    Tom3 schreef op 8 december 2022 23:58:

    $32 per stuk, het staat er echt:

    ir.arrowheadpharma.com/node/17626/html
    Is volgens mij gewoon een voortzetting van de shelf die afliep.

    Arrowhead Pharmaceuticals, Inc., a Delaware corporation (the “Company”), proposes, subject to the terms and conditions stated herein, to issue and sell from time to time through Jefferies LLC, as sales agent and/or principal (the “Agent”), shares of the Company’s common stock, par value $0.001 per share (the “Common Shares”), having an aggregate offering price of up to $250,000,000 on the terms set forth in this agreement (this “Agreement”).
  10. forum rang 5 Hulskof 9 december 2022 15:07
    quote:

    Tom3 schreef op 9 december 2022 13:52:

    Ja ik geloof dat Dirk er nu (ook) achter gekomen is dat de vorige overeenkomst gesloten is. Dus storm in glas water :-) Heeft wel een dip in de koers veroorzaakt trouwens.
    Ik heb daar gisteren nog even gebruik van gemaakt door nog wat stukjes binnen te harken.
    De AAT data en trial design zullen nu toch wel snel komen...
  14. forum rang 4 harvester 10 december 2022 15:36
    Zojuist in een brief van de hersenstichting gelezen dat de FUS technologie kansrijk is. De afkorting staat voor Focused ultrasound technologie. Die technologie kan zorgen voor openingen voor medicijnen in de bloed hersen barrière.
    Er vindt wereldwijd onderzoek plaats voor 30 hersenaandoeningen. Ook bij het Prinses Maxima centrum in Utrecht dat zich focust op kinderkamer start begin 2023 onderzoek met een nieuw apparaat voor deze technologie. Opent dit mogelijkheden voor Arrowhead en zijn zij daar ook mee bezig?
8.634 Posts
Pagina: «« 1 ... 360 361 362 363 364 ... 432 »» | Laatste |Omhoog ↑

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