Arrowhead Pharmaceuticals (ARWR) investor relations material

Introduction and agenda

• The event presented new data from the pivotal Phase 3 SHASTA-3 and SHASTA-4 studies on plozasiran for severe hypertriglyceridemia (SHTG), including efficacy, safety, commercialization, and regulatory plans, at the ESC Congress 2026 in Munich.

• The agenda featured presentations from company leadership, clinical development, external KOLs, and commercial strategy, followed by a Q&A session.

KOL background and credentials

• Dr. Gerald Watts (University of Western Australia) and Dr. Børge Nordestgaard (Copenhagen University Hospital) are recognized leaders in lipidology and cardiovascular disease, with decades of experience and leadership in major population studies.

• Presenters included the President/CEO and Chief Medical Officer, both with advanced degrees and leadership in RNAi therapeutics.

Market insights and analysis

• SHTG affects over 3 million people in the US, with a high-risk segment of about 1 million and a rare FCS population of ~6,500.

• Current therapies offer only modest triglyceride reduction and do not lower acute pancreatitis risk, highlighting a significant unmet need.

• The addressable market for SHTG in the US is estimated at $3–4 billion annually, with significant global potential.

• The commercial strategy prioritizes high-risk SHTG patients, leveraging existing infrastructure and targeting key specialties and over 20,000 healthcare professionals.