• Arrowhead Pharmaceuticals recently reported that China’s National Medical Products Administration approved Redemplo (plozasiran) to lower triglycerides in adults with familial chylomicronemia syndrome, with commercialisation to be led by Sanofi in Greater China.
• This approval broadens Arrowhead’s global RNA interference footprint and provides an early test of commercial execution ahead of a potential US decision on plozasiran in 2025.
• We’ll now explore how this China approval for Redemplo shapes Arrowhead’s investment narrative, particularly around its emerging commercial profile.

Find companies with promising cash flow potential yet trading below their fair value.

What Is Arrowhead Pharmaceuticals' Investment Narrative?

To own Arrowhead today, you have to believe that its RNAi platform can turn a still-unprofitable biotech into a durable commercial business, with plozasiran as the first real proof point. The China approval of Redemplo for familial chylomicronemia syndrome, following earlier FDA and Health Canada decisions, modestly strengthens that thesis by expanding global reach and giving Sanofi another region in which to show what commercial uptake might look like. It does not replace the core near term catalyst, which remains the November 2025 US PDUFA decision and upcoming sHTG readouts, but it does add incremental validation and potential milestone visibility. Against that, investors still face familiar risks: continued losses, equity dilution after the recent follow on offering, rich sales multiples and volatile sentiment that has already driven a very large 1 year total return.

Yet behind the new approval, dilution and insider selling remain issues investors should understand in detail.

Arrowhead Pharmaceuticals' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

Three fair value estimates from the Simply Wall St Community span roughly US$0.33 to about US$141.37, underlining how differently private investors view Arrowhead. Set against that wide range, the new China approval and the still uncertain path to profitability give plenty of reasons to compare several viewpoints before deciding how this story might fit into a portfolio.

Explore 3 other fair value estimates on Arrowhead Pharmaceuticals - why the stock might be worth less than half the current price!

Build Your Own Arrowhead Pharmaceuticals Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Arrowhead Pharmaceuticals research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Arrowhead Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Arrowhead Pharmaceuticals' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.