← Arrowhead Pharmaceuticals overview

Arrowhead Pharmaceuticals vs ACADIA Pharmaceuticals: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Arrowhead Pharmaceuticals Inc (ARWR)

Q3 2026
▲3

Arrowhead's RNAi pipeline advances with EU launch and Phase 3 wins

  • EU approval of REDEMPLO opens first market Arrowhead won European Commission approval for REDEMPLO, the first siRNA treatment for familial chylomicronemia syndrome. This opens a new revenue stream and validates its RNAi platform, lifting investor expectations for future drug approvals and sales.

    First regulatory approval in a major market is a key catalyst for ARWR's commercial future.

  • Plozasiran Phase 3 success pressures rival Ionis Plozasiran met all endpoints in two Phase 3 trials for severe hypertriglyceridemia, cutting triglycerides by ~80% and pancreatitis events by 78%. This positions ARWR ahead of Ionis's competing drug, boosting confidence in a large market opportunity.

    Late-stage win with best-in-class potential directly boosts ARWR's competitive position and future sales outlook.

  • Zodasiran enrollment complete for HoFH Arrowhead finished enrolling 70 patients in the Phase 3 YOSEMITE trial of zodasiran for homozygous familial hypercholesterolemia, ahead of schedule. This keeps another pipeline drug on track for a 2027 readout, adding long-term value.

    Pipeline progress reduces reliance on a single drug and supports future growth.

  • Q3 loss widens but revenue beats and cash remains strong Arrowhead reported a $194 million quarterly loss and spent $215 million on a priority review voucher, but revenue jumped 171% to $75 million and cash stands at $1.6 billion. The voucher could speed FDA review of plozasiran, while the loss highlights heavy spending.

    Financials show both growing commercial traction and ongoing cash burn, a key tension for investors.

July 2026
▲3

Arrowhead's RNAi pipeline advances with EU launch and Phase 3 wins

  • EU approval of REDEMPLO opens first market Arrowhead won European Commission approval for REDEMPLO, the first siRNA treatment for familial chylomicronemia syndrome. This opens a new revenue stream and validates its RNAi platform, lifting investor expectations for future drug approvals and sales.

    First regulatory approval in a major market is a key catalyst for ARWR's commercial future.

  • Plozasiran Phase 3 success pressures rival Ionis Plozasiran met all endpoints in two Phase 3 trials for severe hypertriglyceridemia, cutting triglycerides by ~80% and pancreatitis events by 78%. This positions ARWR ahead of Ionis's competing drug, boosting confidence in a large market opportunity.

    Late-stage win with best-in-class potential directly boosts ARWR's competitive position and future sales outlook.

  • Zodasiran enrollment complete for HoFH Arrowhead finished enrolling 70 patients in the Phase 3 YOSEMITE trial of zodasiran for homozygous familial hypercholesterolemia, ahead of schedule. This keeps another pipeline drug on track for a 2027 readout, adding long-term value.

    Pipeline progress reduces reliance on a single drug and supports future growth.

  • Q3 loss widens but revenue beats and cash remains strong Arrowhead reported a $194 million quarterly loss and spent $215 million on a priority review voucher, but revenue jumped 171% to $75 million and cash stands at $1.6 billion. The voucher could speed FDA review of plozasiran, while the loss highlights heavy spending.

    Financials show both growing commercial traction and ongoing cash burn, a key tension for investors.

Latest
▲3

Arrowhead's RNAi pipeline advances with EU launch and Phase 3 wins

  • EU approval of REDEMPLO opens first market Arrowhead won European Commission approval for REDEMPLO, the first siRNA treatment for familial chylomicronemia syndrome. This opens a new revenue stream and validates its RNAi platform, lifting investor expectations for future drug approvals and sales.

    First regulatory approval in a major market is a key catalyst for ARWR's commercial future.

  • Plozasiran Phase 3 success pressures rival Ionis Plozasiran met all endpoints in two Phase 3 trials for severe hypertriglyceridemia, cutting triglycerides by ~80% and pancreatitis events by 78%. This positions ARWR ahead of Ionis's competing drug, boosting confidence in a large market opportunity.

    Late-stage win with best-in-class potential directly boosts ARWR's competitive position and future sales outlook.

  • Zodasiran enrollment complete for HoFH Arrowhead finished enrolling 70 patients in the Phase 3 YOSEMITE trial of zodasiran for homozygous familial hypercholesterolemia, ahead of schedule. This keeps another pipeline drug on track for a 2027 readout, adding long-term value.

    Pipeline progress reduces reliance on a single drug and supports future growth.

  • Q3 loss widens but revenue beats and cash remains strong Arrowhead reported a $194 million quarterly loss and spent $215 million on a priority review voucher, but revenue jumped 171% to $75 million and cash stands at $1.6 billion. The voucher could speed FDA review of plozasiran, while the loss highlights heavy spending.

    Financials show both growing commercial traction and ongoing cash burn, a key tension for investors.

ACADIA Pharmaceuticals Inc (ACAD)

Q3 2026
▲3▼1

Remlifanserin Phase 2 miss cuts Alzheimer's hopes; Daybue still carries ACAD

  • Remlifanserin Phase 2 failure and downgrades ACADIA's remlifanserin failed its Phase 2 primary endpoint in Alzheimer's disease psychosis, and the 30 mg dose is being dropped for lack of efficacy. Goldman reiterated Sell with a $17 target; Citi and BMO cut targets. The stock fell about 13%, as the pipeline's biggest hoped-for catalyst lost credibility.

    This is the period's dominant new event and the main reason ACAD moved.

  • Daybue guidance raised and EU approval won Acadia raised 2026 Daybue sales guidance to $480-$510 million on strong uptake of the STIX formulation, and the European Commission approved Daybue for Rett syndrome — the first such EU approval. This widens the commercial base and partly offsets the pipeline setback.

    It is the main new positive force supporting ACAD's price this period.

  • Analyst fair value and targets lifted on Daybue After the Daybue revenue beat and higher guidance, fair value was raised to $33.25 and several analysts moved targets into the mid-$30s. Citi put the stock on a 90-day upside catalyst watch tied to the remlifanserin readout — a catalyst that has now failed.

    Shows the analyst view that drove ACAD before the trial miss, and the setup that reversed.

  • Fast Track and a large dementia-psychosis market The FDA gave remlifanserin Fast Track status, and a market report projected dementia-related psychosis growing 26.2% a year through 2036, naming ACP-204 as a key therapy. These support the long-term opportunity, though the Phase 2 miss now casts doubt on it.

    Explains the regulatory and demand backdrop behind the remlifanserin story.

August 2026
▲3▼1

Remlifanserin Phase 2 miss cuts Alzheimer's hopes; Daybue still carries ACAD

  • Remlifanserin Phase 2 failure and downgrades ACADIA's remlifanserin failed its Phase 2 primary endpoint in Alzheimer's disease psychosis, and the 30 mg dose is being dropped for lack of efficacy. Goldman reiterated Sell with a $17 target; Citi and BMO cut targets. The stock fell about 13%, as the pipeline's biggest hoped-for catalyst lost credibility.

    This is the period's dominant new event and the main reason ACAD moved.

  • Daybue guidance raised and EU approval won Acadia raised 2026 Daybue sales guidance to $480-$510 million on strong uptake of the STIX formulation, and the European Commission approved Daybue for Rett syndrome — the first such EU approval. This widens the commercial base and partly offsets the pipeline setback.

    It is the main new positive force supporting ACAD's price this period.

  • Analyst fair value and targets lifted on Daybue After the Daybue revenue beat and higher guidance, fair value was raised to $33.25 and several analysts moved targets into the mid-$30s. Citi put the stock on a 90-day upside catalyst watch tied to the remlifanserin readout — a catalyst that has now failed.

    Shows the analyst view that drove ACAD before the trial miss, and the setup that reversed.

  • Fast Track and a large dementia-psychosis market The FDA gave remlifanserin Fast Track status, and a market report projected dementia-related psychosis growing 26.2% a year through 2036, naming ACP-204 as a key therapy. These support the long-term opportunity, though the Phase 2 miss now casts doubt on it.

    Explains the regulatory and demand backdrop behind the remlifanserin story.

Latest
▲3▼1

Remlifanserin Phase 2 miss cuts Alzheimer's hopes; Daybue still carries ACAD

  • Remlifanserin Phase 2 failure and downgrades ACADIA's remlifanserin failed its Phase 2 primary endpoint in Alzheimer's disease psychosis, and the 30 mg dose is being dropped for lack of efficacy. Goldman reiterated Sell with a $17 target; Citi and BMO cut targets. The stock fell about 13%, as the pipeline's biggest hoped-for catalyst lost credibility.

    This is the period's dominant new event and the main reason ACAD moved.

  • Daybue guidance raised and EU approval won Acadia raised 2026 Daybue sales guidance to $480-$510 million on strong uptake of the STIX formulation, and the European Commission approved Daybue for Rett syndrome — the first such EU approval. This widens the commercial base and partly offsets the pipeline setback.

    It is the main new positive force supporting ACAD's price this period.

  • Analyst fair value and targets lifted on Daybue After the Daybue revenue beat and higher guidance, fair value was raised to $33.25 and several analysts moved targets into the mid-$30s. Citi put the stock on a 90-day upside catalyst watch tied to the remlifanserin readout — a catalyst that has now failed.

    Shows the analyst view that drove ACAD before the trial miss, and the setup that reversed.

  • Fast Track and a large dementia-psychosis market The FDA gave remlifanserin Fast Track status, and a market report projected dementia-related psychosis growing 26.2% a year through 2036, naming ACP-204 as a key therapy. These support the long-term opportunity, though the Phase 2 miss now casts doubt on it.

    Explains the regulatory and demand backdrop behind the remlifanserin story.