Arrowhead Pharmaceuticals (ARWR) 12th Annual Cantor Fitzgerald Global Healthcare Conference summary

Clinical data and physician feedback

• SHASTA-3 and SHASTA-4 studies showed up to 81% triglyceride reduction and 78% reduction in acute pancreatitis, with over 90% of subjects reaching guideline-directed thresholds.

• No significant increases in liver enzymes, hepatic fat, thrombocytopenia, or hypersensitivity were observed, differentiating the safety profile.

• Every three-month dosing offers patient convenience and potential for improved adherence.

• Physician feedback has been highly positive, focusing on efficacy, safety, and dosing simplicity.

Market segmentation and launch strategy

• Initial commercial focus targets 800,000–1 million high-risk SHTG patients, with expansion planned for lower-risk groups.

• Field force is nearly fully staffed to target 20,000 healthcare professionals, leveraging overlap with current FCS prescribers.

• Infrastructure and digital outreach are in place to access up to 50,000 patients through non-personal promotion.

• Priority review voucher purchase accelerates launch by four months, providing significant financial and competitive benefits.

Payer dynamics and pricing

• $45,000 annual list price for REDEMPLO has not faced pushback from payers in FCS; early SHTG feedback is also favorable.

• Acute pancreatitis events can cost the system over $100,000 per patient annually, supporting payer willingness to cover.

• Favorable prior authorization policies require specialist prescribers and prior use of guideline therapies.

• Efforts are underway to educate payers on the risk and need for coverage in moderate-risk groups.