Arrowhead Pharmaceuticals (ARWR) Leerink Global Healthcare Conference 2026 summary

Pipeline and clinical data updates

• SHASTA-3 and SHASTA-4 phase III studies for Plozasiran in SHTG population will have top-line data in Q3, with last patient visits in June.

• First data from a bispecific RNA molecule targeting PCSK9 and APOC3 for mixed hyperlipidemia expected in Q3.

• ARO-MAPT, the first CNS target via subQ platform, will have CSF tau data by end of Q3, potentially validating the CNS platform.

• Updates for ARO-ALK7 and ARO-INHBE, both obesity targets, are expected in the second half of 2026.

Interpretation and positioning of obesity/metabolic assets

• Early data for inhibin E shows promising fat redistribution and significant liver fat reduction, especially in combination with tirzepatide.

• ALK7 shows good knockdown in fat biopsies, with animal data suggesting stronger weight loss effects than INHBE.

• Both ALK7 and INHBE may be advanced if unique populations or indications are identified.

Commercialization and market strategy

• FCS launch has exceeded expectations, with strong uptake and some patients switching from competitors.

• SHTG market entry depends on SHASTA-3/4 results, with sNDA filing planned for Q4 and approval targeted for late 2027.

• Initial pricing will focus on high-risk populations with severe hypertriglyceridemia and pancreatitis history.