arrowhead läuft - zu recht

...tja - da habe ich vorletzte Woche zwar einige skeptische Stimmen gehört ... und mittlerweile ging Arrowhead Research um 30%.
Hier noch einmal ein ganz interessanter Bericht über eine WIRKLICH CHANCENREICHE NANOAKTIE.

Arrowhead (deutsch "Pfeilspitze") Research trägt seinen Namen zu Recht: Ob es um die Neugründung einer Tochtergesellschaft oder die Beteiligung an aussichtsreichen Start-Ups geht - Arrowhead handelt schnell und zielsicher; vorausgesetzt, die jeweilige Technologie überzeugt, es existiert ein Prototyp sowie eine weitgehende Absicherung durch Patente. Laut einer Studie verfügt das Unternehmen mit 180 US- und internationalen Patenten über das weltweit am besten diversifizierte Patentportfolio im Nanotechnologie-Sektor. Zudem unterstützt man verschiedene Forschungsprogramme auf universitärer Ebene finanziell - im Gegenzug erhält Arrowhead die Vermarktungsrechte.

Finanzierung gesichert

Im Vergleich zu den für die einzelnen Projekte errechneten Marktvolumen (siehe Tabelle) ist das Unternehmen mit einer aktuellen Börsenbewertung von 54,8 Millionen Dollar unglaublich günstig zu haben. Bis 2008 muss Arrowhead für seine einzelnen Projekte jedoch rund 28 Millionen Dollar aufwenden, aktuell verfügt man über einen Cash-Bestand von 8,55 Millionen Dollar (Stand 30. September 2004). Eine Kapitalerhöhung dürfte daher unumgänglich sein. Arrowhead könnte aber auch ausstehende Optionsscheine einlösen, was dem Unternehmen rund 21 Millionen Dollar einbringen würde.

Fazit: Unglaublich günstig. Bei Arrowhead schlagen Anleger gleich mehrere Fliegen mit einer Klappe: Sie investieren in etliche aussichtsreiche Nanotechs und zugleich in unterschiedliche Branchen, die durch die Nanotechnologie maßgeblich beeinflusst werden. Die aktuelle Börsenbewertung zeigt nur einen Bruchteil des wahren Potenzials von Arrowhead. Allerdings müssen Anleger aufgrund der erwarteten Kapitalmaßnahmen mit einem volatilen Kurs rechnen.


Arrowhead - Gelungene Diversifikation

Produktvermarktung
durch drei Tochtergesellschaften

Anwendung
Marktpotenzial
(e) in Mio.$

Aonex
Halbleitermaterialien für Photovoltaik-Markt
75-100

Insert
Partikel für Medikamententransport
1.000

Nanotechnica
Nanoskalige Geräte und Sensoren
4.500

 

 
 

Forschungsprogramme
 
 

Nanoelektronik
Speicher- und Logik-Chips aus Kohlenstoff-Nanoröhren
75.000 (2014)

Nanobiologie
Diagnostik, Medikamentenforschung
6.000

Ferroelektrische Nanomaterialien
in Sensoren, Biochips, Düsen, Antennen, Kondensatoren
12.000

Quelle: Unternehmen; eigene Recherchen

Die "Pfeilspitze" der Nanotechnologie

Arrowhead

 

ISIN
US0427971009

Kurs am 25.01.2005
3,15 ?

Empfehlungskurs
3,25 ?

Ziel
6,50 ?

Stopp
2,50 ?

KGV 2005e
?

Chance/Risiko
5/5
 

Arrowhead Files for Regulatory Clearance to Initiate Phase 1/2a Study of ARO-MMP7 for Idiopathic Pulmonary Fibrosis

Wed, August 17, 2022 at 1:30 PM
https://finance.yahoo.com/news/...y-clearance-initiate-113000051.html  

https://finance.yahoo.com/news/...resents-phase-2-data-210800797.html


wieder sehr gute Ergebnisse.
Und verschiedene Phasen 3 stehen an.
Die gehen ihren Weg und der Kurs wird folgen  

Super, ich bin auch deiner Meinung.  

ARWR verkauft Lizenzbeteiligung an Olpasiran

• 
  an $RPRX für 250 Mio. $ und zukünftige Meilensteine
  

https://www.fiercebiotech.com/biotech/...prized-amgen-partnered-heart

 

Zahlen für FY22

• Umsatz 243 Mio. $
  
• Verlust 173 Mio. $
  
• Cash 482 Mio. $
  
• MK 2,96 Mrd. $
  

https://ir.arrowheadpharma.com/news-releases/...2022-year-end-results

 

Arrowhead Pharmaceuticals Announces $25 Million Milestone Payment from Amgen

Tue, December 20, 2022 at 1:30 PM GMT+1
https://finance.yahoo.com/news/...announces-25-million-123000951.html  

Arrowhead Pharmaceuticals to Present Topline Data from the Phase 2 SEQUOIA Study Evaluating Fazirsiran and Describe Design for Planned Phase 3 Study

Wed, December 21, 2022 at 1:30 PM GMT+1
https://finance.yahoo.com/news/...present-topline-data-123000512.html
PASADENA, Calif., December 21, 2022--(BUSINESS WIRE)--Arrowhead Pharmaceuticals Inc. (NASDAQ: ARWR) today announced that on January 9, 2023, at 8:30 a.m. ET, it will present topline data from the SEQUOIA Phase 2 study evaluating fazirsiran and provide an outline of a Phase 3 study that was co-developed with and will be run by Takeda. Fazirsiran is a potential first-in-class investigational RNA interference (RNAi) therapy designed to reduce production of the mutant alpha-1 antitrypsin protein (Z-AAT) as a potential treatment for the rare genetic liver disease associated with alpha-1 antitrypsin deficiency. Fazirsiran is being developed under a collaboration and licensing agreement between Arrowhead and Takeda.  

das hört sich gut an.
Top line Daten für die Phase 2 und damit die Phase 3.
Dann wird noch interessant, ob die Behörde Fast Lane genehmigt.

man kann auch sagen: na endlich  

Von Ihnen kommen bereits 7 der letzten 20 (oder weniger) positiven Bewertungen für 11fred11.  

aber für den Markt nicht gut genug.
Es wird eine Phase 3 geben- heißt - 2 Jahre noch, dann irgendwann die Zulassung.
Das ist dem Markt zu weit weg.

https://ir.arrowheadpharma.com/news-releases/...sults-sequoia-phase-2  

Jan 9, 2023 11:15 AM EST
https://ir.arrowheadpharma.com/static-files/...4773-943a-dbacdfb726a0  

 

Arrowhead Pharmaceuticals to Webcast Fiscal 2023 First Quarter Results
https://finance.yahoo.com/news/...-webcast-fiscal-2023-123000104.html
PASADENA, Calif., January 25, 2023--(BUSINESS WIRE)--Arrowhead Pharmaceuticals Inc. (NASDAQ: ARWR) today announced that it will host a webcast and conference call on February 6, 2023, at 4:30 p.m. ET to discuss its financial results for the fiscal 2023 first quarter ended December 31, 2022.  

Arrowhead Pharmaceuticals Initiates Phase 1/2a Study of ARO-MMP7 for Treatment of Idiopathic Pulmonary Fibrosis
Feb 2, 2023 at 7:30 AM EST
https://ir.arrowheadpharma.com/news-releases/...se-12a-study-aro-mmp7  

zu MMP7:
Definitely not a once in a lifetime type of drug, as there are many fantastic targets for RNAi. I will say, however, that this a unique and very valuable opportunity. Even though IPF is an orphan indication (under 200k patients), all 100k patients in the US are known, as it requires a diagnosis - usually because of some symptoms. Once being diagnosed, life expectancy is about 3 years, as there are no decent treatments - so it's a horrible disease. Another horrible aspect of IPF is that there are approximately 30k new patients diagnosed in the US every year.

MMP7 is also known as "matrilysin" and it has been shown in research as far back as 20 years ago that it is a key regulator of pulmonary fibrosis, except that nobody has been able to knock this gene down - that is, until now.

ARO-MMP7 is now beginning to dose its very first patients, and the hope is that it will work and save lives. If it does work, my guess is that IPF will eventually be no longer classified as an orphan disease, as it is very possible that Arrowhead's drug will grow the IPF population (by keeping them alive) to over 200k patients.

So why is this drug so unique?

1) There will be no difficulty in identifying patients, like it will be for AAT. IPF patients are known, so sales and marketing will be a breeze. AAT, however, only around 10-15% of the patients are known (out of 120k), so the challenge for AAT will be to try and identify more prospective patients that are afflicted with AAT.

2) IPF patients will need to take this drug for the rest of their lives, and every year you can add another 30k patients in the US alone. The amount of patients that can be added on a yearly basis for this orphan indication will easily rival the number of patients that get added on larger, non-orphan indications, as typical orphan indication increases are around 5% per year (like it is for AAT).

3) Since this is such a serious condition, and an orphan indication, the cost of this drug should easily surpass $75k per year (I'm guessing it could easily go well into the $200k range). Crunch those numbers and you'll see that you'll easily bring in $10B+ in yearly revenue after 3-5 years on the market. And if the drug works, Accelerated Approval after phase 2 is a no-brainer. At that point, analysts would be giving price targets in the $300+/share range based on this one drug alone. That's right, $300+ based on this one drug alone.

So even though it's an orphan indication, it will theoretically take advantage of a larger, non-orphan population, but also benefit at orphan drug pricing levels, especially since there's currently no competition and it's for an incredibly grave condition.

Realize that all has to go right in order for this to happen. We still don't have proof-of-concept for lung, let alone what the knock-down would be for this drug. I'll tell you this, given these circumstances, it is incredibly exciting.
https://finance.yahoo.com/quote/ARWR/community?p=ARWR  

Arrowhead drops as Cantor flags risks to Johnson & Johnson licensing deal
Feb. 06, 2023 2:49 PM ETArrowhead Pharmaceuticals, Inc. (ARWR), JNJBy: Dulan Lokuwithana, SA News Editor
https://seekingalpha.com/news/...ial&utm_source=twitter_automated  

Arrowhead Pharmaceuticals Reports Fiscal 2023 First Quarter Results
Feb 6, 2023 at 4:00 PM EST
https://ir.arrowheadpharma.com/news-releases/...al-2023-first-quarter  

ARWR: Catalyst-Rich 2023?

Wed, February 8, 2023 at 11:34 AM
https://finance.yahoo.com/news/arwr-catalyst-rich-2023-103400004.html  

Arrowhead Pharmaceuticals Gains Full Rights to NASH Candidate ARO-PNPLA3 with Promising Phase 1 Results

Wed, February 15, 2023 at 1:30 PM
https://finance.yahoo.com/news/...ls-gains-full-rights-123000705.html  

Ich könnte mir vorstellen das Arrowhead eine Forschungsallianz mit Novartis eingeht?
Auf eier Folie von der JP Morgen Konferenz steht was von einem Platformdeal?

In der Art Morphosys-Novartis
https://www.morphosys.com/en/news/...-innovative-therapeutic-antibody  

Arrowhead Announces Interim Results from Ongoing Phase 1/2 Study of ARO-C3 for Treatment of Complement Mediated Diseases

- Achieved Mean Reductions of 88% in C3 and 91% in AH50

February 28, 2023 07:30 AM Eastern Standard Time
https://www.businesswire.com/news/home/20230228005667/en/  

Arrowhead Pharmaceuticals to Present at 43rd Annual Cowen Health Care Conference

Fri, March 3, 2023
PASADENA, Calif., March 03, 2023--(BUSINESS WIRE)--Arrowhead Pharmaceuticals Inc. (NASDAQ: ARWR) today announced that it is scheduled to participate in the respiratory/infections panel discussion on March 8, 2023, at 10:30 a.m. ET at the Cowen 43rd Annual Health Care Conference being held in Boston.
https://finance.yahoo.com/news/...-present-43rd-annual-123000016.html  

Zahlen für Q1/23

• Umsatz 63 Mio. $
  
• Verlust 41 Mio. $
  
• Cash 618 Mio. $
  
• MK 2,72 Mrd. $
  

https://ir.arrowheadpharma.com/news-releases/...al-2023-first-quarter
ARWR ist bei mir gedanklich als Übernahmekandidat abgespeichert. Die Frage ist, wann der richtige Zeitpunkt ist hier einzusteigen.

 

Actual Study Start Date : March 6, 2023
Recruitment Status : Recruiting
https://clinicaltrials.gov/ct2/show/NCT05677971
 

https://finance.yahoo.com/news/...eives-fda-fast-track-113000927.html