The Hulk @hulksmash8181
Joined January 2022-
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$arwr did the former Vivo Capital managing partner, Hongbo Lu, that got added to @ArrowheadPharma BoD recently get inserted before some form of big shakeup (whatever form you can imagine) at the company so Vivo's interests in Visirna get protected????
$arwr Why is neither the company @ArrowheadPharma nor analysts' even talking about this Do you think they remember they are majority owners of Visirna?
$arwr Why is neither the company @ArrowheadPharma nor analysts' even talking about this Do you think they remember they are majority owners of Visirna?
$arwr the currency once called arrowhead stock continues to be worth less (two words) each passing day......the evaporation of the CEOs new buzz word "CLARITY" could make many assume the currency has become worthless (one word)
$arwr $ions Which company will have their cardio drugs approved in china?
$arwr must still not be cheap enough for insiders at @ArrowheadPharma Kuddoa to at least Hongbo Lu, PhD, MBA for stepping up in a marginal way
$arwr where is the accountability of person running @ArrowheadPharma ? Shareholders continue to bear burden of mismanagement of resources for years now. Voting by index funds which control most of the flow on a proxy "FOR" basis does not reflect any actual trust in c-suite
$arwr odd that the stock is the middle of the pack in $XBI number 72 but in the top ten of $labd
$arwr can't wait till the CEO of @ArrowheadPharma pharma unloads 300k shares on vesting in early 2025. Fun fact c-suite team just buy one share....ONE!
$arwr since 2014 this c-suite has rewarded shareholders with a whopping 14% cumulative. Zoom out and it's worse. All while @ArrowheadPharma C-suite has and continues to enrich themselves like they are a $20b success story
$arwr Morgan Stanley back in the driver's seat now Daily reminder to @ArrowheadPharma this is a public company with actual shareholders not a CEO/board buddy group
$arwr analyst needs to ask why cystic fibrosis candidate added to rage study Credit @sonichedgefund #jpm24
$ARWR $VRTX On August 29, 2023, @ArrowheadPharma added a Cystic Fibrosis cohort to it's ARO-RAGE study. No mention of CF in the 10-K under ARO-RAGE, only "inflammatory diseases." Nobody is talking about this. Not the company, not the analysts. Nothing. classic.clinicaltrials.gov/ct2/history/NC…
$arwr remember the fake analyst at Leerink Mani Foroohar, aka Mr Philosophical, 8 mths ago upgraded to $35 f $21. Positive lung + conviction @ArrowheadPharma ability monetize pipeline. His client must be angry not getting deal or has 0 access to company since his tgts are bogus
$arwr another fake price target....enter BofA $29 despite growing their arrowhead position by 190% last quarter to 1.1m shares Company is worth multiples of this especially when others in the industry with a smaller, less compelling pipeline are being bought out at higher caps
$arwr how many price target changes is @SVBLeerink the protector of shorts up to for this year alone?? My guess is more than the average analyst has made in 7yrs
$arwr looks like someone at piper Sandler told their broker friends via the 16:04 1 share code trade yesterday at $26.57 there would be a large seller today at these levels. Maybe one day @SECGov will realize encrypted texts is yesterday's method for the big banks
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181.7M Followers 585 Following$ARWR the trading algo / corrupt mm's that always try to defend the share price from crossing above the 9-day EMA must be going into panic mode today.
@ArrowheadPharma Should be fun to hear about the 50% haircut in less than a year but at least C-Suite still with a nice pay raise.
@RNAiAnalyst Near term, $50M milestone to $ARWR on full enrollment from $RPRX (+ anything undisclosed from $AMGN, assuming same milestone trigger). Meanwhile, Amgen must have a unique view of the value of Arrowhead's CV suite at this moment in time... (trial site / marketing synergies, etc.)
@hulksmash8181 @ArrowheadPharma I bought more shares today at 24.90's and I'm still averaging up. It is a puzzle to me that insiders don't buy more at this discounted price. 😕💰💪
$IONS with 2 NEJM publications and 90-minute webcast on ApoC3 knockdown data... $ARWR with JAMA Cardiology publication and no investor call 🤔.
@RNAiAnalyst As a long time @ArrowheadPharma investor (10+ years) who has done more for them on Twitter/X than their IR team, I am about done with their management team. All they do is sell stock and go through the motions in the market over the past few years. The fire is gone for them
$ARWR Ploz > $IONS Olez. This is objective and not up for debate. Deal with it.
$ARWR Plozasiran vs $IONS Olezarsen 🍎apples-to-🍎apples in #FCS (familial chylomicronemia syndrome): Trig-lowering: $ARWR >-80% Olezarsen not even -50%. Patients start off ~2000mg/dL, only at 500mg/dL AP* risk substantially lowered. As a patient, I know which treatment I…
$ARWR full pII SHASTA-2 presented at #ACC24 confirms solid triglyceride-lowering w/ quarterly dosing of #RNAi Plozasiran in those w/ >500mg/dL trigs (SHTG): ~-70%! Tantalizing prelim evidence that Plozasiran resoundly reduces acute #pancreatisis: 0/165 on Ploz vs 2/61 in pbo (1…
Congrats, @ArrowheadPharma, I hereby anoint you the clear ApoCIII winner. $ARWR $IONS
$arwr jostles to front of line ahead of $ions by offering expanded access to ultraorphan FCS patients with pivotal study readout imminent (plozasiran, apociii kd): ir.arrowheadpharma.com/news-releases/…
@BioBoyScout Every other member of the Board and C-suite should be stepping up too. No excuses. $ARWR
@sonichedgefund @JamesFlowerIII @hulksmash8181 @ArrowheadPharma Unfortunately some people go too far, as we know plenty of data out there for Cardio etc. and the science for $ARWR seems rock solid. The form 4’s on the other hand are out of control. What have they done lately to deserve the kind of dollars they are bringing in?
$ARWR sitting on INHBE goldmine but CA strip mining the company to hit his 20x25 performance metric. Thank you for your service but time to go.
$ARWR like many companies, the equity becomes a proxy for its options (and not the other way around, as it should be), but if the C-suite + BoD can't create a culture of ownership and trust, that's on them. The reason for the prolonged discount to fair value is (fairly) obvious.
$ARWR kudos to @ArrowheadPharma for shaking up predictability & actually PR'ing good news on a Friday (the rubric for traders has been to short the Thursday open if no news). Also, embarrassing to see KM selling 40k shares at this valuation, even if planned (make a better plan)
@cmac_lax_atx @RNAiAnalyst You mean the fake premium that certain market makers and sell side analysts are creating on behalf of their client to incentivize M&A, since that's how they get paid?
@ArrowheadPharma Focus on acceleration and not bonus and capital burn
@ArrowheadPharma As a long time investor, I speak for many, just one in 2025 would be ideal. One approved drug.
$ARWR Bruce Given could give Co back the speed for which it had been known. Example of this is re-design of ApoC3 phase 3 SHTG trials. Instead of running 2 same trials in mixed population of SHTG regardless of abdominal pain risk where getting enough hi-risk patients would…
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