Inferra AI / Company / ARWR

Arrowhead Pharmaceuticals, Inc.

ARWR · Health Care

Last earnings Aug 4, 2026

AI analysis

Q3 FY2025 · reported Aug 7, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

No extracted figures held

The event-summary record for this company carries no extracted figures, so the brief and charts cannot be drawn yet. The summary below and the held documents are the record for this event.

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

7 Liquidity The Company s primary sources of financing have been through the sale of its equity securities, credit facility, revenue from its licensing and collaboration agreements, the sale of certain future royalties and issuance of convertible debt.

Convertible debt The Company accounts for its convertible debt instrument as a single unit of accounting, classified as a liability, as the conversion features do not require bifurcation as a derivative under ASC 815-15 and the convertible debt instrument was not issued at a substantial premium.

Company-stated claims

Aug 4, 2026

Historical · doubled · other

“Key progress included REDEMPLO prescription volume roughly doubled during the fiscal third quarter.”

EX-99 · Aug 4, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

August 7, 2025 Arrowhead Pharmaceuticals Reports Fiscal 2025 Third Quarter Results Conference Call and Webcast Today, August 7, 2025 at 4 30 p.m

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

7 Liquidity The Company s primary sources of financing have been through the sale of its equity securities, credit facility, revenue from its licensing and collaboration agreements, the sale of certain future royalties and issuance of convertible debt.

SEC original ↗Arrowhead Pharmaceuticals, Inc. — 10-Q Quarterly report10-QAug 4, 2026

Convertible debt The Company accounts for its convertible debt instrument as a single unit of accounting, classified as a liability, as the conversion features do not require bifurcation as a derivative under ASC 815-15 and the convertible debt instrument was not issued at a substantial premium.

SEC original ↗Arrowhead Pharmaceuticals, Inc. — 10-Q Quarterly report10-QAug 4, 2026

The Company records debt issuance costs as contra-liabilities in the consolidated balance sheets at issuance, and amortizes them over the contractual term of the convertible debt instrument based on the effective interest method.

SEC original ↗Arrowhead Pharmaceuticals, Inc. — 10-Q Quarterly report10-QAug 4, 2026

The balance of the convertible notes presented in the consolidated balance sheets represents the principal balance of the convertible debt instrument less the unamortized portion of the debt issuance costs.

SEC original ↗Arrowhead Pharmaceuticals, Inc. — 10-Q Quarterly report10-QAug 4, 2026

8 In November 2024, the FASB issued ASU 2024-04, Debt-Debt with Conversion and Other Options (Subtopic 470-20) , which clarifies the requirements for determining whether certain settlements of convertible debt instruments should be accounted for as an induced conversion.

SEC original ↗Arrowhead Pharmaceuticals, Inc. — 10-Q Quarterly report10-QAug 4, 2026

During the fourth quarter of fiscal 2025, the Company earned the first of two ARO-DM1 development milestone payment of $ 100.0 million, of which $ 50.0 million was settled in cash and the remaining $ 50.0 million was settled through the repurchase of Company's 12 common stock.

SEC original ↗Arrowhead Pharmaceuticals, Inc. — 10-Q Quarterly report10-QAug 4, 2026

Strategy & priorities

Outside the United States, Takeda received an exclusive license to commercialize fazirsiran and will lead the global commercialization strategy, while the Company will be eligible to receive tiered royalties of 20 % to 25 % on net sales.

SEC original ↗Arrowhead Pharmaceuticals, Inc. — 10-Q Quarterly report10-QAug 4, 2026

Risks & headwinds

LEGAL PROCEEDINGS 46 ITEM 1A.

SEC original ↗Arrowhead Pharmaceuticals, Inc. — 10-Q Quarterly report10-QAug 4, 2026

Documents

Earnings deck slides

0 decks with slide view

Arrowhead Pharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arrowhead Pharmaceuticals, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

41 documents

Earnings releases

7 documents

Presentations

2 documents

Transcripts

0 documents

No transcripts for Arrowhead Pharmaceuticals, Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.