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@BioBoyScout

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Independent Biotech Analyst & Patent Atty. Robert Toczycki, JD, MBA. Developer of online biotech valuation calculators. Chicago native. Opinions my own. RNAi

Joined February 2015
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@BioBoyScout
BioBoyScout
2 years
See a risk-adjusted DCF (discounted cash flow) model in action, just like what Wall Street analysts use. You can control the numbers and develop your own valuation. @BioBoyScout 's $96 Price Target for $ARWR -
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@BioBoyScout
BioBoyScout
8 months
If there's ever been a #biotech company that's at least 5x undervalued heading into #JPM24 it's $ARWR. Its Pulmonary #RNAi franchise is easily worth $10B+ today, yet WS Analysts completely hide it from their valuations. Mark this post! #JPM2024
@BioBoyScout
BioBoyScout
8 months
1/6 Here's why TD Cowen knows that home run pulmonary data from $ARWR is EXTREMELY valuable. Please read my Revelatory Research Note on ARO-MMP7 below.
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@BioBoyScout
BioBoyScout
2 years
Interesting #RNAi company timeline. $ARWR ($3B MC) now has as many drugs in the clinic as $ALNY ($22B MC), and has been on fire with drug development the last 5 years with the latest generation of RNAi drugs. $NVO
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@BioBoyScout
BioBoyScout
2 years
$ARWR - if you want to search Twitter and exclude all the nonsense discord posts, use the following search term: $ARWR -url:discord This will specifically exclude all posts that have a link to discord. Instantly all the garbage will disappear. You can do this for any stock.
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@BioBoyScout
BioBoyScout
8 months
1/6 Here's why TD Cowen knows that home run pulmonary data from $ARWR is EXTREMELY valuable. Please read my Revelatory Research Note on ARO-MMP7 below.
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@BioBoyScout
BioBoyScout
4 years
$ARWR Up to 97% reduction in intra-hepatic Z-AAT polymer Are you kidding me? #RNAi is just an incredible way to tackle diseases. This will shake some trees.
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@BioBoyScout
BioBoyScout
9 months
HUGE!!!!!!!! $ARWR Completed chronic GLP tox for pulmonary candidates ARO-RAGE and ARO-MMP7. Results were highly encouraging and suggest sufficient safety margins to proceed to Phase 2 studies. #RNAi #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
4 years
How is #RNAi maturing? Looks to be coming along nicely - judge for yourself. $ARWR $ALNY $DRNA
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@BioBoyScout
BioBoyScout
1 year
#RNAi drug development takes years of experience. You're either best-in-class: $ALNY $ARWR $NVO, or you're always playing catch-up with inferior drugs that just won't compete. Interesting timeline and stats for the top 3 RNAi players (eventual top 5 BPs).
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@BioBoyScout
BioBoyScout
4 years
Why #RNAi will dominate #CRISPR for at least the next decade. "Affordable CRISPR app reveals unintended mutations at site of CRISPR gene repair" Article addresses the obvious problems that investors refuse to accept. $ARWR $ALNY $DRNA $CRSP $EDIT $NTLA
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@BioBoyScout
BioBoyScout
3 years
$ARWR ARO-AAT has now been granted its generic drug name - FAZIRSIRAN. Just recently adopted by the U.S. Adopted Name Council. Now on to approval. #RNAi
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@BioBoyScout
BioBoyScout
1 year
The only #RNAi player in the pulmonary space, $ARWR has no competition with genetically targeted pulmonary drugs - upside is beyond massive. Targets are genetically validated, and getting knocked-down like it's nobody's business. Smart money just starting to see this. $VRTX
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@BioBoyScout
BioBoyScout
1 year
Massively undervalued $ARWR up over 5% after hours after hosting its best quarterly conference call to date. High confidence after pulmonary proof of concept, a breakthrough in CNS, and possible partnership for muscle. #RNAi
@ArrowheadPharma
ArrowheadPharma
1 year
Today we are hosting a webcast and conference call at 4:30 p.m. ET to announce our financial results for the fiscal 2023 second quarter that ended March 31, 2023. More details here: $ARWR
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@BioBoyScout
BioBoyScout
3 years
$ARWR ARO-HSD - these quotes sum it up pretty well: "measurements were reduced to below the lower limit of quantitation" and "well tolerated without any identified safety signals". Congrats @ArrowheadPharma - you've done it again.
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@BioBoyScout
BioBoyScout
4 years
Don't know why this hasn't been PR'd yet, just HUGE for #RNAi : $ARWR's Performance Objectives, Next Gen. Goals were met and EXCEEDED! "Achieved significant target knock down in new tissue type." Must be cancer tumor and/or lung (CF) - most likely both.
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@BioBoyScout
BioBoyScout
2 years
BREAKING NEWS! - Just posted $ARWR $AMGN Olpasiran phase 3 cardiovascular outcome study treating Lp(a) now posted. Start 12/21/22 with completion of Dec. 2026! 6,000 participants. Only 4 years - that's a HUGE win. Ph2 data must be spectacular. #RNAi
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@BioBoyScout
BioBoyScout
3 years
$ARWR $JNJ Big news! Newly published patent application for "RNAi Agents for Hepatitis B Virus Infection". Filing date of Aug. 6, 2021. 214 pages - includes detailed data, as well as HBsAg seroclearance for at least one patient in the 200mg cohort.
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@BioBoyScout
BioBoyScout
5 years
On 2/5/20 Dr. Chris Anzalone, President & CEO of $ARWR stated "We view Arrowhead as a clear leader in the field, and we intend to keep our foot on the gas to maintain that position." Why? Clinical progress over the last 2.5 yrs more than 2x the competition. #RNAi #biotech #GameOn
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@BioBoyScout
BioBoyScout
1 year
Don't forget $ARWR developed its own pulmonary targeting ligands and it owns the patents (plural) on them. This is HUGE! It owns this lucrative space for #RNAi pulmonary targeting for at least the next 15+ years. #RNAi $VRTX
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@BioBoyScout
BioBoyScout
2 years
$ARWR BIG BIG NEWS! Fantastic efficacy and safety results for ARO-ANG3. Very comprehensive data set. Thanks for posting. Easily a $10B drug in its own right. #RNAi
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@Partimefriend
partimefriend
2 years
$arwr ARO-ANG3 also decreased atherogenic lipoproteins and, importantly, repeat dosing did not increase liver fat, with most subjects showing a numerical decline in liver fat content
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@BioBoyScout
BioBoyScout
3 years
$ARWR ARO-C3 newly added drug nominated to its pipeline to treat various complement mediated diseases. Gotta admit it, Arrowhead's pipeline growth over these last 3.5 years has been astounding; 16 #RNAi drugs with 9 currently in the clinic. I have three words UH MAY ZING!
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@BioBoyScout
BioBoyScout
5 years
Enjoyed my $ARWR meeting with Bruce and Vince at #JPM20 . Thank you for your time. Great to hear that things are on track and thanks for the photos. #RNAi #biotech #GameOn
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@BioBoyScout
BioBoyScout
5 months
$ARWR Bravo to the new board member Dr. Hongbo Lu for acquiring 3,000 shares on the open market and setting the bar. You either believe it will deliver or you don't. I believe you made a great choice Dr. Lu - see you at $200 soon! #RNAi $XBI #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
3 years
With $NVO buyout of $DRNA, #RNAi sector will become very much in demand. Amazing drug modality that works incredibly well, and only a few companies have mastered it - now down to just two. $ALNY $ARWR
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@BioBoyScout
BioBoyScout
3 years
$ARWR BTD granted in China for JNJ-73763989 (ARO-HBV). What is required? early clinical evidence to suggest that the drug may demonstrate a substantial improvement over currently available therapies. Congrats $JNJ & @ArrowheadPharma
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@BioBoyScout
BioBoyScout
1 year
$ARWR must be seeing incredibly great interim data if they're now adding #CysticFibrosis patients 1.25 years into the study. Amazing! #CF #RNAi $VRTX
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@BioBoyScout
BioBoyScout
3 years
Congrats $ARWR - ARO-APOC3 Phase 3 for FCS now filed. Estimated start in November 2021. #RNAi
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@BioBoyScout
BioBoyScout
4 years
See a risk-adjusted DCF model in action, just like Wall Street analysts'. Control hundreds of numbers the way you like it, including sales for each individual drug to develop your own valuation. @BioBoyScout 's conservative $107 Price Target for $ARWR -
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@BioBoyScout
BioBoyScout
3 years
$ARWR Now with its 10th TRiM™ platform #RNAi drug (ARO-C3) posted in in less than 4 years - . Attributable to key partnerships, efficient operations, and top-notch scientists that have been at it for 15+ years. #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
2 years
Major Congratulations @ArrowheadPharma $ARWR for hitting a home run on 3 major world-changing #ASCVD targets at #AHA22 : Olpasiran - Lp(a), APOC3, and ANGPTL3. #RNAi is now the hottest drug modality in town.
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@BioBoyScout
BioBoyScout
4 years
8/12/2020 - @BioBoyScout raises $ARWR's Price Target to $107 (from $81). Maintains Strong Buy. Conservatively calculated using a risk-adjusted DCF (discounted cash flow) model. Details, including an interactive online calculator at https://bioboyscout/arrowhead
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@BioBoyScout
BioBoyScout
2 years
While institutions are busy figuring out how much to accumulate, $ARWR is quietly making significant progress on their new 285,000 s.f. $250M lab and manufacturing facility in Verona, WI. This place is huge! #RNAi #BestInClass #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
4 years
1/2 $ARWR Extrahepatic Targeting Patent Pending. Published US Patent Application for "Integrin Ligands and Uses Thereof" not going unnoticed by @BioBoyScout . Claims seek to protect multiple structures (claims 14-17), targeting numerous tissues (claims 31, 35),
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@BioBoyScout
BioBoyScout
2 years
$ARWR MUC5AC ph 1/2 ~70% complete, RAGE ph 1/2 ~65% complete. Now likely dosing asthma patients. Looks like no issues to date. If proof-of-concept is shown I predict multiple $100+ price targets from analysts. #RNAi #pulmonary
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@BioBoyScout
BioBoyScout
5 years
$ARWR newly issued U.S. Patent No. 10,544,418 today for "RNAi Inhibition of Alpha-ENaC Expression." Formerly owned by $NVS & $ALNY - acquired by $ARWR in $NVS IP acquisition in 2015. #CysticFibrosis #RNAi #biotech #GameOn
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@BioBoyScout
BioBoyScout
5 years
$ARWR interim results for ARO-APOC3 and ARO-ANG3 - just WOW!!! #RNAi #biotech #GameOn
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@BioBoyScout
BioBoyScout
4 years
$ARWR Moving on up with an initiated Buy and $95 PT from @UBS . Suspect that extrahepatic PoCs will soon push it higher. #RNAi quickly becoming a must have in portfolios, as its proving to be one of the most effective, versatile, and safest drug modalities out there. #ProveMeWrong
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@BioBoyScout
BioBoyScout
3 years
$ARWR's HBV drug progressing strongly and rapidly - 11 different clinical trials without a word from JNJ, so as to keep the competition guessing, as each month of exclusivity adds ~$1B in Rev. BTD in China (7/19), EMEA to allow pediatric dosing (7/28). Not on analysts' radar.
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@BioBoyScout
BioBoyScout
2 years
$ARWR going after asthma using an #RNAi nebulizer. CTA for ARO-RAGE filed this morning. No other RNAi (or ASO) lung competitor in sight. Definitely excited about this one. #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
3 years
8/10/2021 - @BioBoyScout raises $ARWR's Price Target to $133 (from $107). Maintains Strong Buy. Conservatively calculated using a risk-adjusted DCF (discounted cash flow) model. Details, including an interactive online calculator at
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@BioBoyScout
BioBoyScout
4 years
AMG 890, $AMGN's licensed CV drug from $ARWR now has a new name: Olpasiran. Fast Track designation granted by FDA. #RNAi
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@BioBoyScout
BioBoyScout
2 years
$ARWR ARO-RAGE now recruiting patients at Respiratory Centers, suggests no NHV safety issues and that final 2 Asthma Patient cohorts are being dosed. This is the trial with circulating biomarkers that can show proof of concept. End of study May 31st. #RNAi
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@BioBoyScout
BioBoyScout
2 years
$ARWR Pulmonary proof-of-concept will be a big event for Arrowhead and a major extrahepatic #RNAi scientific advancement. Analysts currently giving no value to pulmonary. What are the chances? I say very high - see key slides from Pulm. R&D day - very compelling - 30%+ upside.
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@BioBoyScout
BioBoyScout
7 months
$ARWR files US Trademark Application for REDEMPLO - this will be the brand name for its cardiovascular drug Plozasiran. #RNAi @redemplo
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@BioBoyScout
BioBoyScout
3 years
$ARWR books $120M in revenue today with the closing of the GSK deal for its NASH drug ARO-HSD. Another $30M on the way at the start of phase 2. Deal worth over $1B in milestones PLUS tiered royalties ~20%. #RNAi
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@BioBoyScout
BioBoyScout
3 years
$ARWR #AHA21 Late Breaker Titles are out - Great News: "ARO-APOC3, an Investigational RNAi Therapeutic, Shows Similar Efficacy and Safety in Genetically Confirmed FCS and Non-FCS Participants with Severe Hypertriglyceridemia" #RNAi
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@BioBoyScout
BioBoyScout
3 months
BAM! From the NEJM, $ARWR planning a "three-group cardiovascular outcomes trial comparing zodasiran (200 mg) and plozasiran (25 mg) with matching placebo." #RNAi #CVOT #Unprecedented #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
9 months
1/3 $ARWR why no licensing deals yet? One theory is that they're keeping as much wholly-owned as possible for a massive buyout. With chronic tox results & GSK-JNJ deal completed as of last week, this now clears the way and guarantees max value. #RNAi $GSK $NVS $VRTX $AMGN $JNJ
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@BioBoyScout
BioBoyScout
6 months
$ARWR drug development continues at an incredible pace. I believe we're seeing 2 new lung targets revealed at #ATS2024 . TSLP and Influenza A. They must be seeing great data from their current 3 targets. #RNAi
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@BioBoyScout
BioBoyScout
6 months
$ARWR why the big interest now? At Morgan Stanley HCC Arrowhead revealed the patient population for FCS to include those with TGs > 880+pancreatitis. This ADDS 70-100k in the US and is a VERY BIG DEAL. Even Steven Nissen loves this drug. Needless to say, $IONS is not happy. #RNAi
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@BioBoyScout
BioBoyScout
1 year
$ARWR continuing to move full steam ahead with 3 newly published US Patent Applications today covering DUX4, Skeletal Muscle Delivery, and the almighty MMP7 trigger targeting IPF. These are majorly impressive write-ups of 352, 105, and 348 pages. #RNAi
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@BioBoyScout
BioBoyScout
1 year
It took 6.5 yrs for $ALNY to get its 1st FDA approval for Onpattro®; 9-12 months earlier its valuation was between $7.4B -$12.3B with only 8 drugs in the pipeline. $ARWR's APOC3 and ANG3 are at 4.5 yrs and Fazirsiran is at 5.5 yrs with multiple approvals around the corner. #RNAi
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@BioBoyScout
BioBoyScout
6 months
$ARWR ARO-RAGE is just "crushing" RAGE in its knockdown. #RNAi clearly proving out to be a best-in-class modality for #pulmonary . With 3 current targets in the clinic having massive potential, there's no way any buyout under $15B should be accepted. $VRTX
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@BioBoyScout
BioBoyScout
10 months
Here's an interesting stat. For the last 6 years $ARWR drugs have been averaging at least 2 new clinical trials for every 3 months. With #RNAi being the most successful genetic drug platform, this pipeline surely won't disappoint. Interactive chart at:
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@BioBoyScout
BioBoyScout
4 years
"RNAi and CRISPR: What Can the Platforms Learn from Each Other and What Opportunities Are There?" Why #RNAi will dominate #CRISPR over the next decade in biotech. Video is more relevant today than it was 1 year ago. $ARWR $ALNY $DRNA $SLN $CRSP $EDIT $NTLA
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@BioBoyScout
BioBoyScout
1 year
$ARWR Knocking it out of the park again. Congrats on yet another successful data readout. These potent and safe, targeted #RNAi drugs will reshape medicine as we know it. Can't wait to see more at R&D Day. “Conceive the inconceivable – then accomplish it.” - Jim Valvano
@ArrowheadPharma
ArrowheadPharma
1 year
Today we presented interim data at the 91st @EASCongress on ARO-ANG3, an investigational #RNAi therapeutic designed to reduce the expression of ANGPTL3 in patients with #HoFH . A webcast link to the presentation is available on our website. $ARWR
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@BioBoyScout
BioBoyScout
6 months
Boom! $ARWR Chris just confirmed at the TD Cowen fireside chat that its Plozasiran ph3 trial for FCS includes clinical definition of FCS (patient population into the thousands) - see slide in post below. #RNAi
@BioBoyScout
BioBoyScout
6 months
$ARWR why the big interest now? At Morgan Stanley HCC Arrowhead revealed the patient population for FCS to include those with TGs > 880+pancreatitis. This ADDS 70-100k in the US and is a VERY BIG DEAL. Even Steven Nissen loves this drug. Needless to say, $IONS is not happy. #RNAi
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@BioBoyScout
BioBoyScout
2 years
$ARWR If there's ever a time to add or jump in, it's probably NOW. On the cusp of many newsworthy events and milestones: AAT, HBV, HIF2, Lp(a), HSD, etc. and growing pipeline. High analyst price targets have remained stable over last year and will prob. soon get another boost.
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@BioBoyScout
BioBoyScout
6 months
$ARWR For posterity purposes, just putting this out there. The Revelatory Research Note below is just for one drug - ARO-MMP7. $6B buyout would be a joke. #RNAi #IPF #IdiopathicPulmonaryFibrosis
@BioBoyScout
BioBoyScout
8 months
1/6 Here's why TD Cowen knows that home run pulmonary data from $ARWR is EXTREMELY valuable. Please read my Revelatory Research Note on ARO-MMP7 below.
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@BioBoyScout
BioBoyScout
3 months
Dual lipid platform! Wow! Congrats to the R&D team. Yet another leap forward over the competition. $ARWR #RNAi #BestInClass
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@ArrowheadPharma
ArrowheadPharma
3 months
Our #TRiM platform is expanding to tackle more diseases and target a wider array of cell types. Check out our latest presentations at @TIDESInforma USA 2024 to discover our breakthroughs in delivering therapies to the CNS and adipose tissue. #TIDES2024
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@BioBoyScout
BioBoyScout
2 years
WOW! $ARWR $AMGN Best Lp(a) data out there. "These data demonstrated a significant reduction from baseline in Lp(a) of up to or greater than 90% at week 36 (prim. endpoint) and week 48 (end of treatment period) for the majority of doses. No new safety concerns were identified..."
@BikeRieder
BikeRieder🇨🇭
2 years
$ARWR AMGN topline data ph2 OLPASIRAN: David M. Reese, M.D., executive vice president R&D: "We are very ENTHUSIASTIC about these results and look forward to advancing olpasiran as a potential treatment for patients with elevated Lp(a). Phase 3 very soon!
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@BioBoyScout
BioBoyScout
5 years
$ARWR new data for ARO-AAT on Phase 1 Multiple-dose Cohorts. A flat line for all three dose levels (100, 200, 300 mg) going out to 20 weeks - WOW! #RNAi #biotech #GameOn
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@BioBoyScout
BioBoyScout
1 year
$ARWR Congrats on introducing yet another pulmonary drug targeting TSLP for Pulmonary Allergic Inflammation. #RNAi #BigPharmaInTheMaking
@ArrowheadPharma
ArrowheadPharma
1 year
We are participating in multiple conferences this September. Read our press release for details here: $ARWR
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@BioBoyScout
BioBoyScout
5 years
$ARWR newly issued U.S. Patent No. 10,550,391 today for "Organic Compositions to Treat Beta-ENaC-Related Diseases." Former $NVS & $ALNY IP acquired by @ArrowheadPharma . Treats: #CysticFibrosis #PHA1 #LiddlesSyndrome #Hypertension #Alkalosis #Hypokalemia .
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@BioBoyScout
BioBoyScout
1 year
$ARWR let that sink in - LOL!
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@BioBoyScout
BioBoyScout
2 years
Interesting $ARWR tidbit: since 2018 the company developed and delivered a total of 17 #RNAi drugs (3.4 per year). 3 were not advanced by $AMGN & $JNJ, 2 were dropped, and 12 currently remain in the clinic. Development and growth continues at a strong pace. Let that sink in.
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@BioBoyScout
BioBoyScout
2 years
$ARWR $TAK Multiple outlets now reporting that Fazirsiran (aka ARO-AAT & TAK-999) for the treatment of alpha-1 antitrypsin (AAT) deficiency "... will expand the international study to additional adult patients and CHILDREN ..." #RNAi
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@BioBoyScout
BioBoyScout
4 years
$ARWR, via Barclays Global Healthcare Conference presentation, still on track for 10 TRiM™ clinical programs by end of 2020 targeting 4 different cell types! No known coronavirus-related delays! #RNAi #biotech #GameOn
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@BioBoyScout
BioBoyScout
1 year
For those that liked the #RNAi Clinic Timelines for $ALNY $ARWR and $NVO I posted yesterday, here's a bit more history you'll appreciate, including dropped programs. Takes blood, sweat, and tears to get this far. Charts can be found at under "Timeline".
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@BioBoyScout
BioBoyScout
9 months
$ARWR Steven Nissen excited about Plozasiran, as cardiologists need a CV drug that not only reduces remnant cholesterol, a major risk factor of coronary heart disease, but also raises good cholesterol (HDL). Data speaks for itself. #RNAi #MiracleHeartDrug
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@BioBoyScout
BioBoyScout
6 months
@jfineman Current investors very well know that $5.5B (or $45/share) is not enough to buy just one of $ARWR's cardio drugs, let alone the entire company with 14 drugs in the pipeline (and many more coming). Maybe $20B, but that's the absolute minimum. #RNAi #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
3 years
$ARWR WOW! ARO-HBV aka JNJ-3989 #RNAi 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
@JNJInnovMed
J&J Innovative Medicine
3 years
Nearly 300 million people live with chronic hepatitis B & face daily stigma/discrimination because of their disease. That’s why #HepatitisCantWait . Follow @Hep_Alliance and stay tuned on 11/15 to learn more on the human impact of stigma in #hepB & how we can end it.
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@BioBoyScout
BioBoyScout
4 years
$ARWR earning 7 recent Price Target upgrades over the last few days, with a Bulge Bracket Investment Bank (Citi) topping the list at $110 (and surpassing @BioBoyScout 's PT of $107). Brighter days must be ahead. #RNAi #Extrahepatic #FirstMoverAdvantage #PatentedTechnology
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@BioBoyScout
BioBoyScout
8 months
@skathire "But $ARWR's Anzalone questions the benefits of a one-time treatment whose safety still isn't borne out over decades vs. transient tmt options. He says the company's RNAi approach to high cholesterol and triglycerides - a once quarterly or biannual injection - is the safer bet."
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@BioBoyScout
BioBoyScout
3 years
$ARWR Fantastic news, congrats Arrowhead on this deal with @GSK . #RNAi now being highly recognized by big pharma companies across the board. This is a huge win, as this drug was downplayed by many experts.
@ArrowheadPharma
ArrowheadPharma
3 years
We’ve entered into an exclusive license agreement with @GSK to develop and commercialize ARO-HSD, our TRiM™-enabled Phase 1/2 investigational #RNAi therapeutic for the treatment of #NASH . Learn more here: $ARWR
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@BioBoyScout
BioBoyScout
7 months
$ARWR Well done Chris! Really like the 10 Core Values - Team Culture is essential for every successful biotech. #RNAi
@BiotechTVHQ
BiotechTV
7 months
From L.A.: The growth of RNAi as a platform with the CEO of @ArrowheadPharma . $ARWR Full video:
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@BioBoyScout
BioBoyScout
5 years
Big news for $ARWR & $AMGN. AMG 890 designed to knock down Lp(a), significantly more than PCSK9 inhibitors, now moving on to phase 2. Affects over 20% of the population. Lp(a) linked with increased risk of CV disease. #RNAi #biotech #GameOn
@coldlander2
coldlander
5 years
$arwr $Amgen Amgen has filed phase two of AMG-890 on . Estimated start date is June 10th. We should get a nice milestone payment on first dosing.
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@BioBoyScout
BioBoyScout
1 year
@RNAiAnalyst it was great meeting you at $ARWR's R&D Day.
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@BioBoyScout
BioBoyScout
5 years
Lp(a) Major Risk Factor for Heart Disease. Big news out of deCODE regarding Lp(a). Directly relevant to $ARWR's AMG 890, that targets Lp(a), licensed to $AMGN. Must be leading up to something big coming out soon. #RNAi #biotech #GameOn
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@BioBoyScout
BioBoyScout
2 years
$ARWR $JNJ JNJ-3989 (ARO-HBV) officially receives its generic drug name DAPLUSIRAN for one of its triggers for the treatment of chronic hepatitis B infection #HBV , as adopted by the USAN Council. #RNAi
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@BioBoyScout
BioBoyScout
2 years
$ARWR $TAK Great News! The SEQUOIA trial for ARO-AAT (Fazirsiran) appears to be moving on to Part B, as planned - the experimental open-label. IMO, must have seen compelling biopsy data. #RNAi #AAT @AlphaFriend
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@BioBoyScout
BioBoyScout
2 years
$ARWR ARO-APOC3 phase 3 study for FCS. Adding an open-label period for 8 more doses after the first 4 masked doses. Suggests data must be looking great. #RNAi
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@BioBoyScout
BioBoyScout
10 months
Earlier this week $ARWR added cystic fibrosis #CF patients to its ARO-RAGE study with 2 doses 16 months after the study started. Safety and knockdown had to have been stellar. If that isn't a buy signal, I don't know what is. #RNAi
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@BioBoyScout
BioBoyScout
1 year
$ARWR just nailing pulmonary on multiple fronts: RAGE, subQ RAGE, MMP7, & TSLP. Prediction: these pulmonary drugs will easily push the MC to the $20B range prior to their approval. Analysts still not giving any value to pulmonary! Opportunity knocks. #RNAi
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@BioBoyScout
BioBoyScout
3 years
$ARWR $JNJ Slides now up: "Short interfering RNA JNJ-3989 combo therapy in chronic hepatitis B shows potent reduction ..." HUGE - "effects were sustained in 38% of patients until Day 392 (336 days after last dose of JNJ-3989)" #RNAi #HBVFunctionalCure
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@BioBoyScout
BioBoyScout
4 years
Given the incredible gene knock-down effectiveness of #RNAi , how de-risked is the latest RNAi state-of-the-art platform? Over 25k doses to over 6k patients in over 6 years. $ALNY $ARWR $DRNA #GameOn See more charts and data like this at
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@BioBoyScout
BioBoyScout
2 years
Congrats $ARWR for your newly issued US Patent No. 11,384,355 for Compositions and Methods for Inhibiting Gene Expression of Alpha-1 AntiTrypsin. Looking forward to forthcoming SEQUOIA results, as I'm sure it will "silence" the critics. #RNAi
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@BioBoyScout
BioBoyScout
3 years
Great news from $ARWR on ARO-AAT - Congrats @ArrowheadPharma . @AlphaFriend has to be ecstatic. Now looking for the pivot into ph. 3 - that would be a significant move. #RNAi
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@BioBoyScout
BioBoyScout
2 years
BRAVO! Chris Anzalone has made it clear, $ARWR does NOT intend to license ARO-APOC3, it intends to keep it in-house and wholly-owned through CV outcome studies, thereby greatly increasing value. #RNAi #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
3 years
While $ARWR may now be sporting an impressive, and growing pipeline, one cannot overlook JNJ-3989 (licensed with JNJ/Janssen). This has been hush-hush for quite a while - suspect news is on the near horizon. #HBVCure
@BioBoyScout
BioBoyScout
3 years
$ARWR's HBV drug progressing strongly and rapidly - 11 different clinical trials without a word from JNJ, so as to keep the competition guessing, as each month of exclusivity adds ~$1B in Rev. BTD in China (7/19), EMEA to allow pediatric dosing (7/28). Not on analysts' radar.
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@BioBoyScout
BioBoyScout
7 months
$ARWR newly issued U.S. Patent No. 11,884,920 today for "Alpha-1 Antitrypsin (AAT) RNAi Agents, Compositions Including AAT RNAi Agents, and Method of Use." #Fazirsiran $TAK #RNAi #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
2 years
$ARWR just told BP that 4 of its cardiometabolic drugs are now off the table in China; very strongly suggests that it will keep them wholly-owned in the US. Innovative growth by keeping control in China along with a massive boost in valuation. #BigPharmaInTheMaking
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@BioBoyScout
BioBoyScout
6 years
YOU BE THE ANALYST! Announcing the debut of . Online biotech valuation calculators for $ARWR, $ALNY and $DRNA. Only one of its kind - first ever online biotech valuation. Comments appreciated. #RNAi
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@BioBoyScout
BioBoyScout
4 years
$ARWR WOW!!! - Up to 97% reduction in intra-hepatic Z-AAT polymer - Up to 95% reduction in intra-hepatic total Z-AAT burden - Up to 66% and 58% reduction in circulating ALT and GGT levels respectively - Up to 26% improvement in FibroScan values #RNAi
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@BioBoyScout
BioBoyScout
4 years
Wondering about $ARWR? Check out @bioboyscout 's conservative $107 PT at and see what he sees. Feel free to run your own numbers to see what valuation you come up with. #RNAi
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@BioBoyScout
BioBoyScout
2 years
@VerveTx @WSJ @david_wainer @WSJheard I recently read the FDA Draft Guidance on Human Gene Editing. Its mission is to ensure safety when using a permanent, irreversible gene altering drug. Should not be applied when other options exist. See thread: $VERV $ALNY $ARWR
@BioBoyScout
BioBoyScout
2 years
@david_wainer @WSJ David, check out this thread. Risks are huge, as you cannot reverse gene editing. If safer (temporary) alternatives exist that accomplish the same task, then I doubt FDA would approve based on one shot only. Check out draft guidance and ethics concerns.
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@BioBoyScout
BioBoyScout
3 years
$IONS's Vupanorsen issues are 100% modality-related. ANGPTL3 is genetically validated. Not the first time ASO's have had ALT/AST issues. #RNAi is King! Proof: $ARWR's ARO-ANG3 reduces TG and Non HDL-C SIGNIFICANTLY (favorable safety & tolerability profile), Vupanorsen does not:
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@BioBoyScout
BioBoyScout
3 years
$ARWR Actual current state of Analyst price targets (extremely bullish). Only see it going up from here due to continued pipeline growth and expansion. Great to see approval to begin building its new $250M+ R&D lab and manufacturing facility in Verona. Congrats @ArrowheadPharma .
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@BioBoyScout
BioBoyScout
5 years
$ARWR ARO-AAT Pivotal Phase 2/3 trial design and dosing schedule all on one chart, as best interpreted, estimated, and compiled by @bioboyscout from known information. Shows pivot point where FDA may allow filing for approval as early as mid 2020. #Genius #RNAi #biotech #GameOn
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@BioBoyScout
BioBoyScout
3 years
$ARWR New Open Label phase 2 trial for ARO-ANG3 filed today for HoFH. Expecting a parallel closed pivotal trial to follow shortly. #RNAi
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@BioBoyScout
BioBoyScout
2 years
Congrats @ArrowheadPharma - just amazing data on Olpasiran! $ARWR delivers again, this time with a CV drug grand slam. $AMGN must be thrilled with their partner choice. Looking forward to ARO-APOC3 and ARO-ANG3 tomorrow to complete the trifecta. Easily the talk of #AHA22 #RNAi
@ArrowheadPharma
ArrowheadPharma
2 years
Today at #AHA22 , our partners @Amgen released new Phase 2 data & simultaneously published an article in @NEJM around the potential of TRiM-enabled #RNAi candidate olpasiran to reduce lipoprotein(a) levels. Read here:
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