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Forum Arrowhead Pharmaceuticals US04280A1007

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Koers ($) |
64,560  
Range | 63,46 - 68,44
-0,080   (-0,12%)
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ARR

Forum Arrowhead Research geopend

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    Reactie Reactie van: dd20260107
  1. forum rang 4 Hulskof
    Zelfde verhaal hier, al heb ik nu en dan wel wat verkocht (maar ook bijgekocht).
    De markt timen blijkt altijd lastig, dus dat probeer ik bij Arrowhead niet meer te doen. Helaas hou ik me daar niet altijd aan...

    Ik verwacht dat de koers over 2 jaar een stuk hoger (lees tussen de 100 en 150) zal staan en over 4 jaar boven de 200. Ik heb me voorgenomen niet te verkopen onder de 200.

    De grote vraag is echter wat die 200 dan nog betekent qua waarde. Maar dat is een kwestie die buiten Arrowhead om gaat. Ik denk dat we aan de vooravond staan van een heel nieuw monetair stelsel. AI zal het merendeel van de banen gaan inpikken en de dollar verder verzwakken, zo is mijn verwachting. Wat dit praktisch betekent, is me nog niet helemaal duidelijk. Hoe we ons ertegen kunnen wapenen ook niet.
    2. Reactie
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  3. Altviolist
    Ik zie dit ook zo, zit er al sinds 5 jaar in en heb met de lage koersen van vorig jaar flink bijgekocht. Ik zit op een dikke winst maar denk dat met een lange horizon dit aandeel nog een hoge vlucht gaat maken en verkoop ondertussen niks, heb het geld ook niet nodig.
    Als je deze pijplijn ziet dan is het moeilijk een vergelijkbaar aandeel te vinden…
    4. Reactie
    5. Reactie Reactie van: dd20260108
  5. forum rang 4 Hulskof
    quote:

    Altviolist schreef op 7 januari 2026 22:40:

    Hulskof, ik geloof geen snars van AI en banen inpikken, dat de markten hierdoor instorten en de dollar zakt. Technologische veranderingen hebben altijd meer markt gecreëerd dan dat ze overbodig maakten….
    Dat is zo, maar toen was er altijd nog iets wat de mens beter kon. Met AI (en straks robotica) is dat niet meer zo. Nu al is meer dan de helft van de banen vervangbaar door AI. Na de komst van robots wordt dat alleen maar erger. Enkel mensen met visie en zeer veel creativiteit hebben m.i. mogelijk nog toekomst qua werk. Dat is misschien een half procent van de wereldbevolking...
    Enfin, we gaan het vanzelf zien. ;-)
    6. Reactie Reactie van: dd20260115
  6. forum rang 5 Tom3
    Dirk H. begint weer respect te krijgen voor Arrowhead, hij blijkt (opeens diep in WVE te zitten):

    RNAiAnalyst
    $wve (tied for 2nd largest portfolio position with $dyn): the main risk IMO is that $arwr's alk7 soundly beats $wve's inhibinE profile.

    Here's my view: the $arwr alk7 reduction in adipocytes is jaw-dropping and deserves to be designated a public holiday in the RNAi calendar (as does $arwr's lung RNAi demonstration)...

    ...but to me a 'sound beat' even on just fat reduction would surprise me. Would a 30 vs 40% fat reduction be that meaningful? Also, the advantage of inhibinE is that it is a metabolic regulator sensing input in the liver and therefore is more likely to positively impact liver health (see $arwr's -70% liver fat reductions), if not global health.

    All theoretical for now, but need to keep this open-minded and I should have acknowledged $arwr's adipocyte RNAi success more. The company has become too understated (from being a bit over-hyping in the early days).
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  8. forum rang 5 Tom3
    quote:

    Hulskof schreef op 15 januari 2026 16:12:

    Dirk is m.i. een echte pumper geworden. Hij hemelt de bedrijven op waar hij (zwaar) in zit en bij een fikse terugval, beweert hij er steeds al lang weer uit te zijn of hoor je hem er niet meer over. Had hij ooit niet ook een megahoeveelheid Affimed?
    Volgens mij heeft hij ook een flink aantal Arrowheads gehad. Ondertussen lijkt hij nog steeds in WVE te geloven:

    Dirk Haussecker
    @RNAiAnalyst
    ·
    Jan 14
    While $alny has done nothing in terms of taking advantage of their $70B market cap (e.g. by buying small RNA and CRISPR tech companies during their darkest hours)...it has now lost their edge in RNAi technology, too:

    $arwr: extrahepatic delivery leader
    $wve: most durable and potent RNAi

    What world have mgmt and BoD been living in?
    9. Reactie Reactie van: dd20260127
  9. Missolapola
    Arrowhead Pharmaceuticals Initiates Phase 1/2a Study of ARO-DIMER-PA – the First Dual
    Functional RNAi Therapeutic for the Treatment of Mixed Hyperlipidemia
    January 27, 2026
    - ARO-DIMER-PA is the first clinical candidate designed to silence the expression of two genes with a single RNAi molecule
    - In preclinical studies, ARO-DIMER-PA potently lowered serum PCSK9 and APOC3, and ameliorated high levels of non-HDL-cholesterol,
    LDL-cholesterol, and triglycerides in hyperlipidemic nonhuman primates
    - Study initiation further highlights Arrowhead’s innovation and leadership in the delivery of siRNA and the versatility of Arrowhead’s proprietary TRiM™
    technology
    PASADENA, Calif.--(BUSINESS WIRE)--Jan. 27, 2026-- Arrowhead Pharmaceuticals, Inc. (NASDAQ: ARWR) today announced that it has dosed the
    first subjects in a Phase 1/2a clinical trial of ARO-DIMER-PA, the company’s investigational RNA interference (RNAi) therapeutic being developed as a
    potential treatment for atherosclerotic cardiovascular disease (ASCVD) due to mixed hyperlipidemia. ARO-DIMER-PA is designed to silence
    expression of both proprotein convertase subtilisin kexin 9 (PCSK9) and apolipoprotein C3 (APOC3) genes. This represents an important step forward
    for the field of RNAi therapeutics, as it is the first clinical candidate to target two genes simultaneously in one molecule, enabled by Arrowhead’s
    innovative and proprietary Targeted RNAi Molecule (TRiM™ ) platform.
    Mixed hyperlipidemia is a highly prevalent disorder characterized by elevated levels of both low-density lipoprotein cholesterol (LDL-C) and
    triglycerides (TGs), and is a major risk factor for ASCVD, which is the leading cause of mortality worldwide and associated with substantial morbidity
    and healthcare costs. Despite the efficacy of LDL-C-lowering therapies in reducing ASCVD risk, there remains substantial residual risk in patients with
    mixed hyperlipidemia.
    “Arrowhead is at the forefront of innovation in the RNAi field, and we’re proud of the versatile capabilities of our TRiM™ platform, now including the
    first-ever clinical candidate that can potentially silence expression of two genes in one RNAi molecule,” said Chris Anzalone, Ph.D., President and
    CEO at Arrowhead Pharmaceuticals. “ARO-DIMER-PA is designed to silence both the PCSK9 and APOC3 genes, which together have substantial
    clinical validation as important targets for reducing LDL-cholesterol, triglycerides, and total atherogenic lipoproteins. We see ARO-DIMER-PA as
    having the potential to reduce the risk of ASCVD for people living with mixed hyperlipidemia, and we are excited to see what this study may reveal
    about the possibility of creating other dual-functional RNAi molecules for potentially treating complex genetic diseases.”
    The initiation of the clinical study for ARO-DIMER-PA is the latest advance in Arrowhead’s growing focus on RNAi therapeutics in the cardiometabolic
    therapeutic area – a portfolio that includes the company’s commercial product REDEMPLO ® (plozasiran), now approved in the U.S., Canada, and
    China for the treatment of familial chylomicronemia syndrome (FCS), the ongoing Phase 3 study of zodasiran in homozygous familial
    hypercholesterolemia (HoFH), and ongoing Phase 1/2 studies of investigational ARO-INHBE and ARO-ALK7 being developed as potential treatments
    for obesity.
    Preclinical data on ARO-DIMER-PA were previously presented at the National Lipid Association (NLA) 2025 Annual Scientific Sessions and may be
    accessed on the Events and Presentations page under the Investors section of the Arrowhead website.
    About ARO-DIMER-PA
    ARO-DIMER-PA is a dual-functional RNAi molecule designed to silence expression of both PCSK9 and APOC3 genes in hepatocytes. Prior clinical
    experience with other investigational and approved agents suggests that PCSK9 and APOC3 inhibition may lead to robust reductions in LDL-C, TGs,
    triglyceride rich lipoprotein remnants, and total atherogenic lipoproteins.
    ARO-DIMER-PA is the first clinical candidate designed to selectively silence the expression of two genes with a single RNAi molecule.
    About the ARO-DIMER-PA-1001 Phase 1/2a Study
    ARO-DIMER-PA-1001 (NCT07223658) is a Phase 1/2a placebo-controlled dose-escalating study to evaluate the safety, tolerability, pharmacokinetics,
    pharmacodynamics, and effects on low-density lipoprotein cholesterol (LDL-C) and triglycerides (TGs) of single-dose ARO-DIMER-PA (part 1) and
    multiple doses of ARO-DIMER-PA (part 2) in up to 78 adult subjects with mixed hyperlipidemia.
    10. Reactie
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  12. forum rang 4 Hulskof
    AI response to question about TAM DIMERPA vs ALK7&INHBE combined: Mixed dyslipidemia / ASCVD therapeutic TAM is plausibly in the hundreds of billions globally (given the sheer prevalence of cardiovascular disease and lipid disorders worldwide). It likely exceeds the obesity drug TAM on an individual drug basis if full patient access and uptake occur (this space often dwarfs single-disease markets like obesity due to massive global cardiovascular prevalence and chronic management costs).

    ARWR has not publicly disclosed its own internal TAM figures for these specific assets although the numbers are likely so big, not even their dopey management is going to publicly state a number and would likely defer to "Analysts in the space project markets well into the tens if not hundreds of billions." The numbers above are industry market estimates for the therapeutic areas they target, not company-specific revenue forecasts although in DIMERPA the penetration wb substantial bc as yet, they have no DIMER competition.
    • The obesity drug market estimates vary widely by report (different methodologies and definitions), so the $80–$105B range reflects broad industry consensus about future growth.
    • Cardiovascular/dyslipidemia markets are among the largest in medicine, often valued in hundreds of billions globally over many years, but exact TAM for a novel dual-target RNAi agent like ARO-DIMER-PA isn’t publicly broken out yet. I would venture that for ARO-DIMERPA the immediate TAM is north of $100Bn. Just building on the theme that ARO-DIMERPA is a Monster drug/market, if successful. All in my opinion, of course.
    13. Reactie
  13. forum rang 4 Hulskof
    En begin december schreef hij dit:

    Noodling...and can't quite seem to connect the dots...What is the purpose of MUIR-3 if they do not plan to seek regulatory approval for the 150mg/Dl to 500mg/Dl. I grilled Grok and Claude. What I come up with is thin gruel. The sHTG population is the REAL target and the 100-499mg/DL target COULD be a later filing as a monotherapy. The MUIR-3 data, in that specific capacity, would now be used for the sHTG target pop as support data for the ~750 participant sHTG ongoing Shasta 3/4 trials. This would mitigate the risk that the 750 patients were not quite adequate to make the broad safety claims that ARWR would be seeking for the expanded sHTG label which it would be seeking in a sNDA YE26 filing. Still doesn't quite do it for me. I STRONGLY believe we will hear that these combined data (Shasta 3/4 and MUIR-3) will also play a support derisking data role on the APOC3 side of the ARO-DIMER-PA trial. The monotherapy foundation de-risks that component while the Phase 1/2a DIMER-PA trial will evaluate the full molecule's integrated safety and efficacy in ~150 patients with mixed hyperlipidemia, starting dosing in early 2026. Preclinical monkey data already show ~80% knockdown for both targets with no added cross-reactivity risks beyond what's seen in single-arm siRNAs. I believe that somehow all of these data will support the CAPITAN CVOT, CT when that trial is ultimately launched. I believe BG's statement on the delay for that trial is only partially linked to capital requirements. I believe they are building a MONSTER data platform for that trial that will eventually be the mother of all CVD drugs WHEN it is eventually approved. THAT is what I have waited 20 years for...the ultimate realization of what siRNA can do for patient therapy in a way that can meaningfully reduce a doease that broadly aflicts humans. I thought it would be cancer first but I'll take CVD. All in my opinion, of course.
    14. Reactie Reactie van: dd20260203
  14. forum rang 5 Tom3
    Vandaag werd bekend dat Roche een deal had gesloten met een Chinese company (SanegeneBio) mbt INHBE/obesitas. Vorig jaar heeft dezelfde onderneming een deal gesloten met Lilly. Bizar is dat SanegeneBio pas in 2021 is opgericht. Wordt daar in China efficiënter gewerkt of wordt alle US kennis gekopieerd? SanegeneBio heeft kennelijk een vroegtijdig pact gesloten met Roche (kijk maar eens op de website van de SanegeneBio). Mijn conclusie is dat de westerse biotech in hoog tempo rechts wordt ingehaald.

    www.fiercebiotech.com/biotech/lilly-p...
    15. Reactie
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    17. Reactie Reactie van: dd20260205
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    19. Reactie Reactie van: dd20260206
  19. forum rang 4 Hulskof
    Van Holden op Discord.

    I listened to the call but not with precision. Broadly I heard everything was progressing as expected and no negatives. There are of course, passive negatives, depending on how one interprets them which is that lung, kidney and quite frankly, all others beyond cardio and fat are presently (my words) being deemphasized. We can read that two ways and I'm going to read it the positive way (Call Ripley's Believe it or Not). For several years (one could say many) I have offered my opinion that management didn't know what the fuck it was doing...that they were all over the place, throwing a bunch of shit against the wall, burning through massive amounts of capital to generate bonuses and trying figure out how to make something stick. I am not backing away from that looking in the rear view mirror. However, it appears as though management has decided to add some logic to that random, shit-throwing exercise. It looks like fat has wheels (although I'll get to that later) and that CVD is progressing as planned although slower than it should and arguably could. I think CVD is in a strong position with FCS generating over 100 scripts, of which half are non-geno and half of those are Olez conversions due to 1) Safety and 2) Efficacy. I did not hear "price" although nobody asked the question and then also, who cares as its a clear differentiator. sHTG will have data 10/26 w/filing 12/31/26 and approval 06/27ish. Remember, its the same drug. On the fat front, I think a huge issue is going to be price. The intro will probably be small volume high price, rolling out over 5 yrs to high volume, low price...but that's all WAY down the road. Don't even know definitively if either or both are going to be drugs. If they get these two silos right, the rest don't matter although that doesn't mean they wb meaningless. Just farther out and more partnered than owned. Lung may end up in BP's hands. Uneventful? Perhaps. Just chugging along. All in my opinion, of course.
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