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Arrowhead Pharmaceuticals Lands a Blockbuster Novartis Deal—Is This a $2 Billion Game Changer?

Arrowhead Pharmaceuticals has reported its financial and operational performance for the fiscal year ending September 30, 2025, during a conference call. The company achieved notable milestones, including the FDA approval of REDEMPLO, its first FDA-approved drug. This approval marks Arrowhead’s transition into a commercial-stage company, providing a treatment for familial chylomicronemia syndrome (FCS), a rare condition characterized by extremely high triglyceride levels leading to pancreatitis. REDEMPLO is distinctive as the first FDA-approved siRNA therapy for FCS, offering a significant reduction in triglycerides with convenient quarterly subcutaneous self-administration. On the financial front, Arrowhead reported a nearly breakeven net loss of $2 million for 2025, a significant improvement from the $599 million loss in the previous year, attributable to increased revenue from licensing and collaboration agreements, which totaled $829 million. This revenue boost was primarily driven by Arrowhead’s partnerships with Sarepta, Sanofi, and GSK.