Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.</li>
<li>In terms of quantity and quality of innovations <a href="https://www.smartkarma.com/entities/alnylam-pharmaceuticals-inc" target="_blank" data-smartkarma-citation="entities:2191:1" rel="noopener">Alnylam Pharmaceuticals (ALNY US)</a>  and <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna (MRNA US)</a>  are best positioned. Among private companies Senda Biosciences screened well. </li>
<li>Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.</li>
</ul>


In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.
In terms of quantity and quality of innovations Alnylam Pharmaceuticals (ALNY US)  and Moderna (MRNA US)  are best positioned. Among private companies Senda Biosciences screened well. 
Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.


Who Are Leading the Charge in the RNAissance of Medicine

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Arrowhead Pharmaceuticals  / Equity Bottom-Up

<ul>
<li>Arrowhead Pharmaceuticals is progressing through a pivotal transitional phase marked by the recent commercial launch of REDEMPLO, an FDA-approved RNAi-based therapy for familial chylomicronemia syndrome (FCS), a rare genetic disorder characterized by extremely elevated triglyceride levels.</li>
<li>The U.S. launch initiated in late 2025 has gained traction, with over 400 prescriptions written within approximately five months and a patient base predominantly naive to similar APOC3 inhibitors.</li>
<li>The company’s pricing strategy—set at a wholesale acquisition cost (WAC) of $45,000 annually, a premium over competitors—is supported by clinical data signaling superior triglyceride reduction, safety, and dosing convenience.</li>
</ul>


Arrowhead Pharmaceuticals is progressing through a pivotal transitional phase marked by the recent commercial launch of REDEMPLO, an FDA-approved RNAi-based therapy for familial chylomicronemia syndrome (FCS), a rare genetic disorder characterized by extremely elevated triglyceride levels.
The U.S. launch initiated in late 2025 has gained traction, with over 400 prescriptions written within approximately five months and a patient base predominantly naive to similar APOC3 inhibitors.
The company’s pricing strategy—set at a wholesale acquisition cost (WAC) of $45,000 annually, a premium over competitors—is supported by clinical data signaling superior triglyceride reduction, safety, and dosing convenience.


Arrowhead Pharmaceuticals’ $45,000 REDEMPLO Launch: Can RNAi Scale Beyond Rare Disease?

Research Coverage on Small and Micro-Cap Companies, Zacks Small Cap Research

Zacks Small Cap Research

Research Coverage on Small and Micro-Cap Companies

Zacks Small Cap Research provides research coverage on small- and micro-cap companies that are “under-followed” or “under-valued” by Wall Street. We produce high quality equity research for the institutional and retail investor on microcap firms we believe are well positioned for future growth. The Zacks SCR analyst team has an average of 20 years of experience in investment research. We conduct significant due diligence in an effort to maintain the highest quality small-cap universe.

<ul><li>On May 7, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced financial results for the second quarter of fiscal year 2026 that ended March 31, 2026 and provided a business update.</li><li>The launch of REDEMPLO (plozasiran) continues to show strength with total prescriptions to date since launch over 400, which includes >40% growth over just the past four weeks.</li><li>The company also secured positive regulatory action in four additional regions.</li></ul>

On May 7, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced financial results for the second quarter of fiscal year 2026 that ended March 31, 2026 and provided a business update.The launch of REDEMPLO (plozasiran) continues to show strength with total prescriptions to date since launch over 400, which includes >40% growth over just the past four weeks.The company also secured positive regulatory action in four additional regions.

ARWR: Multiple Important Clinical Readouts in 2H26

<ul><li>On February 5, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced financial results for the first quarter of fiscal year 2026 that ended December 31, 2025 and provided a business update.</li><li>The company recently launched REDEMPLO (plozasiran) for the treatment of adults with familial chylomicronemia syndrome (FCS).</li><li>Sales of the drug are off to an encouraging start, with over 100 prescriptions filled since the end of November.</li></ul>

On February 5, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced financial results for the first quarter of fiscal year 2026 that ended December 31, 2025 and provided a business update.The company recently launched REDEMPLO (plozasiran) for the treatment of adults with familial chylomicronemia syndrome (FCS).Sales of the drug are off to an encouraging start, with over 100 prescriptions filled since the end of November.

ARWR: Strong Start for REDEMPLO Commercialization 

<ul><li>On January 6, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced preliminary results for the company's two obesity programs: ARO-INHBE and ARO-ALK7.</li><li>In combination with tirzepatide, ARO-INHBE doubled weight loss and tripled reductions in visceral fat, total fat, and liver fat compared to tirzepatide alone.</li><li>ARO-INHBE was well tolerated both as a monotherapy and in combination with tirzepatide.</li></ul>

On January 6, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced preliminary results for the company's two obesity programs: ARO-INHBE and ARO-ALK7.In combination with tirzepatide, ARO-INHBE doubled weight loss and tripled reductions in visceral fat, total fat, and liver fat compared to tirzepatide alone.ARO-INHBE was well tolerated both as a monotherapy and in combination with tirzepatide.

ARWR: Encouraging Early Data for Obesity Programs 

United States

Arrowhead Pharmaceuticals, Inc. operates as a biotechnology company. The Company develops medicines that treat intractable diseases by silencing the genes. Arrowhead Pharmaceuticals offers its services in the United States.

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Arrowhead Pharmaceuticals (ARWR US)

Who Are Leading the Charge in the RNAissance of Medicine

RNA therapeutics: We analyze the field and spotlight top players driving this precision medicine, for tackling rare diseases with innovative solutions

Pyari Menon

Arrowhead Pharmaceuticals’ $45,000 REDEMPLO Launch: Can RNAi Scale Beyond Rare Disease?

The U.S. launch initiated in late 2025 has gained traction, with over 400 prescriptions written within approximately five months and a patient base...

Baptista Research

ARWR: Multiple Important Clinical Readouts in 2H26

On May 7, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced financial results for the second quarter of fiscal year 2026 that ended March 31,...

Zacks Small Cap Research

ARWR: Strong Start for REDEMPLO Commercialization

On February 5, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced financial results for the first quarter of fiscal year 2026 that ended...

Zacks Small Cap Research

ARWR: Encouraging Early Data for Obesity Programs

On January 6, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced preliminary results for the company's two obesity programs: ARO-INHBE and...

Zacks Small Cap Research

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